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 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