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
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
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