Institutions / Wipfli Financial Advisors LLC,
Wipfli Financial Advisors LLC,
CIK 1830600 · Institution · as of Sep 30, 2021
Portfolio value
$784.38B
Positions
42
As of
Sep 30, 2021
Portfolio trend
Portfolio value
$784.38B+10.8%Positions
42-2.3%Top holdings
Sep 30, 2021View all 42 →
| Company | Value | % of portfolio |
|---|---|---|
| Ishares Msci Denmark ETF | $137.53B | 17.5% |
| American Century ETF Trust | $126.53B | 16.1% |
| American Centy ETF Tr | $120.99B | 15.4% |
| American Centy ETF Tr | $74.66B | 9.5% |
| American Centy ETF Tr | $62.06B | 7.9% |
| Dimensional ETF Trust | $57.75B | 7.4% |
| American Century ETF Trust | $55.57B | 7.1% |
| Dimensional ETF Trust | $53.43B | 6.8% |
| iShares Tr | $27.40B | 3.5% |
| Schwab Strategic Tr | $14.75B | 1.9% |
| iShares Tr | $10.43B | 1.3% |
| Schwab Strategic Tr | $9.60B | 1.2% |
| Schwab Strategic Tr | $8.64B | 1.1% |
| Dimensional ETF Trust | $6.08B | 0.8% |
| Vanguard Index Fds | $1.76B | 0.2% |
| SPDR Ser Tr | $1.37B | 0.2% |
| Vanguard Index Fds | $1.32B | 0.2% |
| SPDR S&P 500 ETF Tr | $1.29B | 0.2% |
| Vanguard Index Fds | $1.24B | 0.2% |
| Dimensional ETF Trust | $1.18B | 0.2% |
| Ishares Msci Denmark ETF | $1.03B | 0.1% |
| SPDR Ser Tr | $849.86M | 0.1% |
| Schwab Strategic Tr | $685.58M | 0.1% |
| iShares Tr | $676.30M | 0.1% |
| Fidelity Merrimack Str Tr | $650.68M | 0.1% |
Activity
Sep 30, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 4 quarters of holdings.