0001830600-21-000003.txt : 20210506
0001830600-21-000003.hdr.sgml : 20210506
20210506124402
ACCESSION NUMBER: 0001830600-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210506
DATE AS OF CHANGE: 20210506
EFFECTIVENESS DATE: 20210506
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: 21896798
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
03-31-2021
03-31-2021
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
05-06-2021
0
33
183708
false
INFORMATION TABLE
2
13FTableQ1.2021.xml
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
445540
1744
SH
SOLE
1744
0
0
ALPS ETF TR
INTL SEC DV DOG
00162Q718
358649
13087
SH
SOLE
13087
0
0
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
117534519
1788549
SH
SOLE
1788549
0
0
ISHARES TR
CORE S&P500 ETF
464287200
1041493
2618
SH
SOLE
2618
0
0
ISHARES TR
MSCI EAFE ETF
464287465
305756
4030
SH
SOLE
4030
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
716036
13424
SH
SOLE
13424
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
11445115
38057
SH
SOLE
38057
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
569200
4674
SH
SOLE
4674
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
212610
1959
SH
SOLE
1959
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
404416
2536
SH
SOLE
2536
0
0
NUSHARES ETF TR
NUVEEN ESG LRGCP
67092P201
229543
3959
SH
SOLE
3959
0
0
NUSHARES ETF TR
NUVEEN ESG LRGVL
67092P300
551326
15230
SH
SOLE
15230
0
0
NUSHARES ETF TR
NUVEEN ESG US
67092P870
424119
16426
SH
SOLE
16426
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
522445
1637
SH
SOLE
1637
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
8794494
120605
SH
SOLE
120605
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
527131
14012
SH
SOLE
14012
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
14008003
107937
SH
SOLE
107937
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
10105818
154807
SH
SOLE
154807
0
0
SPDR SER TR
S&P 400 MDCP GRW
78464A821
1470251
19575
SH
SOLE
19575
0
0
SPDR SER TR
S&P 400 MDCP VAL
78464A839
328851
5026
SH
SOLE
5026
0
0
SPDR SER TR
S&P 600 SMCP GRW
78464A201
837467
9755
SH
SOLE
9755
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1190179
3003
SH
SOLE
3003
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
608559
1670
SH
SOLE
1670
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
244625
4981
SH
SOLE
4981
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1120437
4359
SH
SOLE
4359
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
1232200
5567
SH
SOLE
5567
0
0
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
5054109
18402
SH
SOLE
18402
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
334218
1617
SH
SOLE
1617
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
680502
5176
SH
SOLE
5176
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
216321
1010
SH
SOLE
1010
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
208426
1796
SH
SOLE
1796
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
1263725
23424
SH
SOLE
23424
0
0
SPDR SER TR
BLOMBERG BRC INV
78468R200
722154
23569
SH
SOLE
23569
0
0