0001830600-21-000004.txt : 20210729 0001830600-21-000004.hdr.sgml : 20210729 20210729100823 ACCESSION NUMBER: 0001830600-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210729 DATE AS OF CHANGE: 20210729 EFFECTIVENESS DATE: 20210729 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WIPFLI FINANCIAL ADVISORS LLC, CENTRAL INDEX KEY: 0001830600 IRS NUMBER: 943338956 STATE OF INCORPORATION: DE FISCAL YEAR END: 0531 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20534 FILM NUMBER: 211125449 BUSINESS ADDRESS: STREET 1: 100000 INNOVATION DR. STREET 2: SUITE 250 CITY: MILWAUKEE STATE: WI ZIP: 53226 BUSINESS PHONE: 6082702918 MAIL ADDRESS: STREET 1: 100000 INNOVATION DR. STREET 2: SUITE 250 CITY: MILWAUKEE STATE: WI ZIP: 53226 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001830600 XXXXXXXX 06-30-2021 06-30-2021 WIPFLI FINANCIAL ADVISORS LLC,

100000 INNOVATION DR. SUITE 250 MILWAUKEE WI 53226

13F HOLDINGS REPORT 028-20534 N GENNADY BEKASOV 6082702918 GENNADY BEKASOV MADISON WI 07-29-2021 0 43 708128 false INFORMATION TABLE 2 wfa-13f.q22021.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 471352 1696 SH SOLE 1696 0 0 ALPS ETF TR INTL SEC DV DOG 00162Q718 366959 13087 SH SOLE 13087 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 132157220 1900039 SH SOLE 1900039 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 112784913 1519807 SH SOLE 1519807 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 70561416 928440 SH SOLE 928440 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 57636967 913857 SH SOLE 913857 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 50405034 778697 SH SOLE 778697 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 60765335 1356269 SH SOLE 1356269 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 6287117 233029 SH SOLE 233029 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 283433 2120 SH SOLE 2120 0 0 GLOBAL X FDS US PFD ETF 37954Y657 227679 8700 SH SOLE 8700 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 800323 15007 SH SOLE 15007 0 0 ISHARES TR CORE S&P500 ETF 464287200 1040836 2421 SH SOLE 2421 0 0 ISHARES TR MSCI EAFE ETF 464287465 317886 4030 SH SOLE 4030 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 740334 13424 SH SOLE 13424 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 11667902 37434 SH SOLE 37434 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 621034 4674 SH SOLE 4674 0 0 ISHARES TR CORE S&P SCP ETF 464287804 26450366 234115 SH SOLE 234115 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 325904 1966 SH SOLE 1966 0 0 ISHARES TR CORE MSCI INTL 46435G326 126065374 1869020 SH SOLE 1869020 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 228578 2120 SH SOLE 2120 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 220465 3417 SH SOLE 3417 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 510909 13534 SH SOLE 13534 0 0 NUSHARES ETF TR NUVEEN ESG US 67092P870 428421 16426 SH SOLE 16426 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 571019 1611 SH SOLE 1611 0 0 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 229216 5200 SH SOLE 5200 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 8957921 118460 SH SOLE 118460 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 552773 14012 SH SOLE 14012 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 14790788 101335 SH SOLE 101335 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 9789987 143191 SH SOLE 143191 0 0 SPDR SER TR S&P 400 MDCP GRW 78464A821 1402774 18096 SH SOLE 18096 0 0 SPDR SER TR S&P 400 MDCP VAL 78464A839 339356 5026 SH SOLE 5026 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 865951 9755 SH SOLE 9755 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1510196 3528 SH SOLE 3528 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 434900 1105 SH SOLE 1105 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1230128 4289 SH SOLE 4289 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1321327 5567 SH SOLE 5567 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2301802 7943 SH SOLE 7943 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 360746 1619 SH SOLE 1619 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 658117 4788 SH SOLE 4788 0 0 ISHARES TR NATIONAL MUN ETF 464288414 295461 2521 SH SOLE 2521 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 906851 16609 SH SOLE 16609 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 243146 7933 SH SOLE 7933 0 0