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 |
---|---|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US EQUITY ETF | 851 | $79,000 | 2,031 | 0.01 | 2,031 | +Inf | 09-30-2022 | |
VANGUARD INDEX FDS | SM CP VAL ETF | 852 | $79,000 | 552 | 0.01 | 552 | +Inf | 09-30-2022 | |
LOGITECH INTL S A | SHS | 853 | $79,000 | 1,728 | 0.01 | 1,728 | +Inf | 09-30-2022 | |
HORIZON THERAPEUTICS PUB L | SHS | 854 | $79,000 | 1,283 | 0.01 | 1,283 | +Inf | 09-30-2022 |