Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WIPFLI FINANCIAL ADVISORS LLC 10-26-2022 09-30-2022 2676 1,422,798,000
Institutional Holdings
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
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