0001830600-22-000003.txt : 20220128 0001830600-22-000003.hdr.sgml : 20220128 20220128160113 ACCESSION NUMBER: 0001830600-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220128 DATE AS OF CHANGE: 20220128 EFFECTIVENESS DATE: 20220128 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: 22568689 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 false 0001830600 XXXXXXXX 12-31-2021 12-31-2021 WIPFLI FINANCIAL ADVISORS LLC,

100000 INNOVATION DR. SUITE 250 MILWAUKEE WI 53226

13F HOLDINGS REPORT 028-20534 N GENNADY BEKASOV 608-270-2918 GENNADY BEKASOV MADISON WI 01-28-2022 0 46 871861 false INFORMATION TABLE 2 wfa.13fq42021.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 547469 1831 SH SOLE 1831 0 0 ALPS ETF TR INTL SEC DV DOG 00162Q718 364832 13087 SH SOLE 13087 0 0 APPLE INC COM 037833100 256234 1443 SH SOLE 1443 0 0 HOME DEPOT INC COM 437076102 261871 631 SH SOLE 631 0 0 MICROSOFT CORP COM 594918104 235088 699 SH SOLE 699 0 0 UNITEDHEALTH GROUP INC COM 91324P102 254083 506 SH SOLE 506 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 134181089 2119095 SH SOLE 2119095 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 145048628 1809489 SH SOLE 1809489 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 83929011 1052533 SH SOLE 1052533 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 70867024 1117953 SH SOLE 1117953 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 61916344 959200 SH SOLE 959200 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 59359270 1249143 SH SOLE 1249143 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 5769265 199146 SH SOLE 199146 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 205737 3430 SH SOLE 3430 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 609730 11500 SH SOLE 11500 0 0 ISHARES TR CORE S&P500 ETF 464287200 1135236 2380 SH SOLE 2380 0 0 ISHARES TR MSCI EAFE ETF 464287465 317080 4030 SH SOLE 4030 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 650780 13322 SH SOLE 13322 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 9331098 31841 SH SOLE 31841 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 680347 4674 SH SOLE 4674 0 0 ISHARES TR CORE S&P SCP ETF 464287804 32075552 280111 SH SOLE 280111 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 290089 1747 SH SOLE 1747 0 0 ISHARES TR CORE MSCI INTL 46435G326 166141089 2459164 SH SOLE 2459164 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 227624 2120 SH SOLE 2120 0 0 NUSHARES ETF TR NUVEEN ESG US 67092P870 237003 9230 SH SOLE 9230 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 666833 1676 SH SOLE 1676 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 8327890 103030 SH SOLE 103030 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 544646 14012 SH SOLE 14012 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 14463797 88329 SH SOLE 88329 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 9420358 128658 SH SOLE 128658 0 0 SPDR SER TR S&P 400 MDCP GRW 78464A821 1342199 16463 SH SOLE 16463 0 0 SPDR SER TR S&P 400 MDCP VAL 78464A839 357349 5026 SH SOLE 5026 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 780895 8413 SH SOLE 8413 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1419180 2988 SH SOLE 2988 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1129524 2587 SH SOLE 2587 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1163263 3625 SH SOLE 3625 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 944278 3351 SH SOLE 3351 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 390408 1617 SH SOLE 1617 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 689758 4689 SH SOLE 4689 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 342489 1515 SH SOLE 1515 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 840545 4894 SH SOLE 4894 0 0 ISHARES TR NATIONAL MUN ETF 464288414 266979 2296 SH SOLE 2296 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 627180 11636 SH SOLE 11636 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 923537 33755 SH SOLE 33755 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 773475 29624 SH SOLE 29624 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 51555166 1570846 SH SOLE 1570846 0 0