0001830600-22-000005.txt : 20220707
0001830600-22-000005.hdr.sgml : 20220707
20220707170144
ACCESSION NUMBER: 0001830600-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220707
DATE AS OF CHANGE: 20220707
EFFECTIVENESS DATE: 20220707
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: 221072225
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
06-30-2022
06-30-2022
WIPFLI FINANCIAL ADVISORS LLC,
100000 INNOVATION DR.
SUITE 250
MILWAUKEE
WI
53226
13F HOLDINGS REPORT
028-20534
N
GENNADY BEKASOV
CHIEF COMPLIANCE OFFICER
6082702918
GENNADY BEKASOV
MADISON
WI
07-07-2022
0
85
919697
false
INFORMATION TABLE
2
wfa13fq22022.xml
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
549043
2011
SH
SOLE
2011
0
0
ALPS ETF TR
INTL SEC DV DOG
00162Q718
329269
13087
SH
SOLE
13087
0
0
APPLE INC
COM
037833100
412234
3015
SH
SOLE
3015
0
0
HOME DEPOT INC
COM
437076102
892862
3255
SH
SOLE
3255
0
0
MICROSOFT CORP
COM
594918104
503903
1962
SH
SOLE
1962
0
0
PROCTER AND GAMBLE CO
COM
742718109
790553
5498
SH
SOLE
5498
0
0
NORDSON CORP
COM
655663102
353340
1745
SH
SOLE
1745
0
0
NORFOLK SOUTHN CORP
COM
655844108
377195
1660
SH
SOLE
1660
0
0
STEEL DYNAMICS INC
COM
858119100
343649
5195
SH
SOLE
5195
0
0
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
119294014
2292793
SH
SOLE
2292793
0
0
AMERICAN CENTY ETF TR
US EQT ETF
025072885
118709862
1825182
SH
SOLE
1825182
0
0
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
72269676
1057192
SH
SOLE
1057192
0
0
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
76605089
1503240
SH
SOLE
1503240
0
0
AMERICAN CENTY ETF TR
INTL SMCP VLU
025072802
55391299
1049873
SH
SOLE
1049873
0
0
AMERICAN CENTY ETF TR
EMERGING MKT VAL
025072372
474466
11224
SH
SOLE
11224
0
0
AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
616728
13378
SH
SOLE
13378
0
0
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
61182792
1521203
SH
SOLE
1521203
0
0
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
4733251
203144
SH
SOLE
203144
0
0
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
7300536
302425
SH
SOLE
302425
0
0
DIMENSIONAL ETF TRUST
US CORE EQUITY MK
25434V104
24901817
942180
SH
SOLE
942180
0
0
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
5935966
127573
SH
SOLE
127573
0
0
ISHARES TR
CORE S&P500 ETF
464287200
1775144
4682
SH
SOLE
4682
0
0
ISHARES TR
MSCI EAFE ETF
464287465
283949
4544
SH
SOLE
4544
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
225102
5614
SH
SOLE
5614
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
6214230
30121
SH
SOLE
30121
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
874571
7828
SH
SOLE
7828
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
30412059
329099
SH
SOLE
329099
0
0
ISHARES TR
CORE MSCI INTL
46435G326
160543425
2987410
SH
SOLE
2987410
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
9721803
42973
SH
SOLE
42973
0
0
ISHARES TR
ESG AW MSCI EAFE
46435G516
631930
10069
SH
SOLE
10069
0
0
ISHARES TR
GLOBAL REIT ETF
46434V647
7062780
292092
SH
SOLE
292092
0
0
ISHARES TR
MSCI USA MULTIFT
46434V282
683347
18030
SH
SOLE
18030
0
0
ISHARES TR
RUS 1000 ETF
464287622
1119565
5389
SH
SOLE
5389
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
232616
1064
SH
SOLE
1064
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
253927
1752
SH
SOLE
1752
0
0
ISHARES TR
CORE US AGGBD ET
464287226
4896534
48156
SH
SOLE
48156
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
6626438
65330
SH
SOLE
65330
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
322537
2931
SH
SOLE
2931
0
0
ISHARES TR
TIPS BD ETF
464287176
1647210
14461
SH
SOLE
14461
0
0
ISHARES TR
BLACKROCK ULTRA
46434V878
369946
7393
SH
SOLE
7393
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
288424
1029
SH
SOLE
1029
0
0
INVESCO EXCH TRADED FD TR II
S&P500 PUR VAL
46137V258
513804
6843
SH
SOLE
6843
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
5942760
82965
SH
SOLE
82965
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
7158954
123452
SH
SOLE
123452
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
6423534
102908
SH
SOLE
102908
0
0
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
528900
18682
SH
SOLE
18682
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
4913982
88064
SH
SOLE
88064
0
0
SPDR SER TR
S&P 400 MDCP GRW
78464A821
693459
11376
SH
SOLE
11376
0
0
SPDR SER TR
S&P 600 SMCP GRW
78464A201
319859
4537
SH
SOLE
4537
0
0
SPDR SER TR
PORTFOLIO S&P400
78464A847
701070
17664
SH
SOLE
17664
0
0
SPDR SER TR
PORTFOLIO S&P500 GW
78464A409
202652
3867
SH
SOLE
3867
0
0
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
1156734
43899
SH
SOLE
43899
0
0
SPDR SER TR
PORTFLI TIPS ETF
78464A656
425569
15464
SH
SOLE
15464
0
0
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
471663
10686
SH
SOLE
10686
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
10156352
352162
SH
SOLE
352162
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2436827
6459
SH
SOLE
6459
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
773768
2231
SH
SOLE
2231
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
916008
4110
SH
SOLE
4110
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
381179
2021
SH
SOLE
2021
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
722790
5481
SH
SOLE
5481
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2634386
14959
SH
SOLE
14959
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
303353
1831
SH
SOLE
1831
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
490601
9820
SH
SOLE
9820
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
345833
3351
SH
SOLE
3351
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
383790
7991
SH
SOLE
7991
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
286966
1376
SH
SOLE
1376
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
731641
3714
SH
SOLE
3714
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
347568
6963
SH
SOLE
6963
0
0
VANGUARD SCOTTSDALE FDS
TOTAL CORP BND
92206C573
1967558
25533
SH
SOLE
25533
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
504763
6619
SH
SOLE
6619
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
11717478
146432
SH
SOLE
146432
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
347923
7023
SH
SOLE
7023
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2439350
17003
SH
SOLE
17003
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
461085
9200
SH
SOLE
9200
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
207845
1954
SH
SOLE
1954
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
387784
2821
SH
SOLE
2821
0
0
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
10562040
456047
SH
SOLE
456047
0
0
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
1089878
50834
SH
SOLE
50834
0
0
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
39888539
1380704
SH
SOLE
1380704
0
0
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
25434V799
368276
17113
SH
SOLE
17113
0
0
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
25434V781
7274901
345601
SH
SOLE
345601
0
0
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
47804J206
378887
8576
SH
SOLE
8576
0
0
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR SML
47804J842
1945882
66594
SH
SOLE
66594
0
0
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
2531058
56699
SH
SOLE
56699
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
1106673
18956
SH
SOLE
18956
0
0