0001830600-21-000001.txt : 20210202 0001830600-21-000001.hdr.sgml : 20210202 20210202171903 ACCESSION NUMBER: 0001830600-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210202 DATE AS OF CHANGE: 20210202 EFFECTIVENESS DATE: 20210202 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: 21582680 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 true 0001830600 XXXXXXXX 12-31-2020 12-31-2020 WIPFLI FINANCIAL ADVISORS LLC,

100000 INNOVATION DR. SUITE 250 MILWAUKEE WI 53226

13F HOLDINGS REPORT 028-20534 N GENNADY BEKASOV 608-270-2918 GENNADY BEKASOV MADISON WI 02-02-2021 0 37 167849 false INFORMATION TABLE 2 wipflifinancial_13fq42020.xml AMCOR PLC ORD G0250X107 240108 20400 SH SOLE 20400 0 0 AMAZON COM INC COM 023135106 205186 63 SH SOLE 63 0 0 APPLE INC COM 037833100 879435 6628 SH SOLE 6628 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 657583 2836 SH SOLE 2836 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 206317 5131 SH SOLE 5131 0 0 UNITED AIRLS HLDGS INC COM 910047109 201026 4648 SH SOLE 4648 0 0 ALPS ETF TR INTL SEC DV DOG 00162Q718 363229 13965 SH SOLE 13965 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 107788633 1744847 SH SOLE 1744847 0 0 ISHARES TR CORE S&P500 ETF 464287200 1003042 2672 SH SOLE 2672 0 0 ISHARES TR MSCI EAFE ETF 464287465 294028 4030 SH SOLE 4030 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 681992 13199 SH SOLE 13199 0 0 ISHARES TR NASDAQ BIOTECH 464287556 217874 1438 SH SOLE 1438 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 11565050 40339 SH SOLE 40339 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 543165 4674 SH SOLE 4674 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 387963 6891 SH SOLE 6891 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 386089 11721 SH SOLE 11721 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1128657 3597 SH SOLE 3597 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7328167 114253 SH SOLE 114253 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 504572 14012 SH SOLE 14012 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 12866071 100195 SH SOLE 100195 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 9144602 153613 SH SOLE 153613 0 0 SPDR SER TR S&P 400 MDCP GRW 78464A821 1059267 15279 SH SOLE 15279 0 0 SPDR SER TR S&P 400 MDCP VAL 78464A839 278943 5026 SH SOLE 5026 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 671292 8790 SH SOLE 8790 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1178469 3152 SH SOLE 3152 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 527732 1535 SH SOLE 1535 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 222466 4712 SH SOLE 4712 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1104309 4359 SH SOLE 4359 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 320381 1432 SH SOLE 1432 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1151088 5567 SH SOLE 5567 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1671269 6244 SH SOLE 6244 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 314732 1617 SH SOLE 1617 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 461328 3878 SH SOLE 3878 0 0 ISHARES TR NATIONAL MUN ETF 464288414 255261 2178 SH SOLE 2178 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 460766 9072 SH SOLE 9072 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 964668 17217 SH SOLE 17217 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 614002 20072 SH SOLE 20072 0 0