Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | 10-26-2022 | 09-30-2022 | 2676 | 1,422,798,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | CORE MSCI INTL | 1 | $149,416,000 | 3,092,869 | 10.50 | 0.02 | 105,459 | 3.53 | 09-30-2022 |
AMERICAN CENTY ETF TR | US EQT ETF | 2 | $140,710,000 | 2,256,772 | 9.89 | 0.01 | 431,590 | 23.65 | 09-30-2022 |
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 3 | $97,828,000 | 2,129,942 | 6.88 | 0.01 | -162,851 | -7.10 | 09-30-2022 |
AMERICAN CENTY ETF TR | INTL EQT ETF | 4 | $82,471,000 | 1,807,780 | 5.80 | 0.01 | 304,540 | 20.26 | 09-30-2022 |