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 |
---|---|---|---|---|---|---|---|---|---|
NETFLIX INC | COM | 101 | $1,190,000 | 5,056 | 0.08 | 5,056 | +Inf | 09-30-2022 | |
SALESFORCE INC | COM | 102 | $1,180,000 | 8,201 | 0.08 | 8,201 | +Inf | 09-30-2022 | |
ISHARES TR | MSCI USA QLT FCT | 103 | $1,174,000 | 11,299 | 0.08 | 0.00 | 3,471 | 44.34 | 09-30-2022 |
VANGUARD INDEX FDS | MID CAP ETF | 104 | $1,168,000 | 6,211 | 0.08 | 0.00 | 2,497 | 67.23 | 09-30-2022 |