WF

WIPFLI FINANCIAL ADVISORS LLC,

13F
WIPFLI FINANCIAL ADVISORS LLC,
Last update 2022-10-26 2645 Stocks (2561 new)
Value $1.42 Bil Turnover 42 %
Countries:
Top Holdings: IDEV(10.50%)AVUS(9.89%)AVEM(6.88%)AVDE(5.80%)AVUV(5.40%)
Summary Stock Picks Current Portfolio
WIPFLI FINANCIAL ADVISORS LLC,... Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
3,092,869
149,416.0
+3.53%
10.500
+0.36%
2.180
+13.00%
+19.77%
20,325.2
 
AVUS
Avantis U.S. Equity ETF
2,256,772
140,710.0
+23.65%
9.890
+1.89%
5.550
+21.56%
+6.39%
8,875.8
 
AVEM
Avantis Emerging Markets Equity ETF
2,129,942
97,828.0
-7.10%
6.880
-0.92%
6.750
+22.53%
+21.09%
11,055.9
 
AVDE
Avantis International Equity ETF
1,807,780
82,471.0
+20.26%
5.800
+0.98%
5.030
+14.20%
+22.91%
7,488.1
 
AVUV
Avantis U.S. Small Cap Value ETF
1,162,613
76,895.0
+9.97%
5.400
+0.49%
2.140
+19.46%
-2.10%
16,764.9
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
1,186,990
56,382.0
+13.06%
3.960
+0.46%
3.410
+17.64%
+26.57%
9,871.8
 
DFAT
Dimensional U.S. Targeted Value ETF
1,362,995
53,116.0
-10.40%
3.730
-0.69%
0.840
+19.38%
+0.06%
10,939.5
 
DFUV
Dimensional US Marketwide Value ETF
1,700,391
50,349.0
New Holding
3.540
+3.54%
0.720
+14.14%
+4.77%
11,631.4
 
IJR
iShares Core S&P Small-Cap ETF
373,166
32,536.0
+13.39%
2.290
+0.27%
0.060
+18.69%
-2.48%
81,332.4
 
DFIV
Dimensional International Value ETF
1,228,456
31,645.0
-11.03%
2.220
-0.48%
0.920
+13.83%
+23.93%
12,223.8
 

WIPFLI FINANCIAL ADVISORS LLC,'s Historical Top Holdings Breakdowns

WIPFLI FINANCIAL ADVISORS LLC, Total Holding History ($B)

To

WIPFLI FINANCIAL ADVISORS LLC,'s Asset Allocation

To

WIPFLI FINANCIAL ADVISORS LLC, Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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WIPFLI FINANCIAL ADVISORS LLC,'s Hypothetical Growth since 2022-09-30

WIPFLI FINANCIAL ADVISORS LLC,'s Yearly Returns

Year Portfolio % % Excess Gain %

WIPFLI FINANCIAL ADVISORS LLC,'s Holdings Heat Map

Size field:

WIPFLI FINANCIAL ADVISORS LLC,'s Holdings Bubble Chart

WIPFLI FINANCIAL ADVISORS LLC, News

  • 1

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