Wipfli Financial Advisors Llc, Incresed Positions in Q3 2022

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
3.57K
+ 92.32%
$50.1 - $61.86 $179K - $221K
7.44K $373K
MUB
Ishares National Muni Bond ETF

ETFs
7.12K
+ 364.38%
$102.55 - $108.59 $730K - $773K
9.07K $931K
EEM
Ishares Msci Emerging Markets

ETFs
39.8K
+ 708.12%
$34.88 - $41.05 $1.39M - $1.63M
45.4K $1.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.16K
+ 108.55%
$210.4 - $257.47 $243K - $297K
2.22K $467K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.54K
+ 87.84%
$135.99 - $161.15 $209K - $248K
3.29K $448K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.6K
+ 167.3%
$55.54 - $66.76 $422K - $508K
12.1K $680K
VV
Vanguard Large Cap ETF

ETFs
36
+ 2.62%
$163.56 - $196.95 $5.89K - $7.09K
1.41K $231K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.76K
+ 170.85%
$267.26 - $333.06 $470K - $586K
2.79K $746K
LQD
Ishares Iboxx $ Investment Gra

ETFs
341
+ 11.63%
$101.44 - $114.61 $34.6K - $39.1K
3.27K $335K
STLD
Steel Dynamics Inc

Basic Materials
1.54K
+ 29.59%
$64.41 - $86.87 $99K - $134K
6.73K $480K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.3K
+ 220.02%
$48.11 - $51.14 $737K - $783K
22.3K $1.07M
NDSN
Nordson Corp

Industrials
2.11K
+ 121.09%
$200.85 - $246.39 $424K - $521K
3.86K $819K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.35K
+ 31.77%
$49.97 - $50.11 $117K - $118K
9.74K $487K
NSC
Norfolk Southern Corp

Industrials
4.71K
+ 283.86%
$209.65 - $261.84 $988K - $1.23M
6.37K $1.34M
VTI
Vanguard Total Stock Market Et

ETFs
1.1K
+ 54.33%
$179.47 - $216.24 $197K - $237K
3.12K $560K
AAPL
Apple Inc.

Technology
203K
+ 6718.91%
$138.2 - $174.55 $28M - $35.4M
206K $28.4M
IVE
Ishares S&P 500 Value ETF

ETFs
2.66K
+ 94.22%
$128.52 - $150.96 $342K - $401K
5.48K $704K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.39K
+ 36.89%
$48.11 - $50.34 $163K - $171K
12.6K $606K
RWO
Spdr Dow Jones Global Real Est

ETFs
9.28K
+ 86.84%
$38.05 - $48.79 $353K - $453K
20K $772K
MSFT
Microsoft Corp

Technology
77.1K
+ 3932.06%
$232.9 - $293.47 $18M - $22.6M
79.1K $18.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.4K
+ 106.28%
$44.35 - $52.71 $463K - $550K
20.3K $899K
RPV
Invesco Exchange Traded Fd Tr

ETFs
9.56K
+ 139.75%
$69.84 - $81.98 $668K - $784K
16.4K $1.15M
FNDF
Schwab Fundamental Intl Large

ETFs
14.4K
+ 77.06%
$25.15 - $29.74 $362K - $428K
33.1K $832K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
123
+ 6.12%
N/A
2.13K $570K
LRGF
Ishares Tr

ETFs
16.4K
+ 91.13%
$36.22 - $43.47 $595K - $714K
34.5K $1.25M
SPMD
Spdr Portfolio

ETFs
11.4K
+ 64.37%
$38.55 - $46.17 $438K - $525K
29K $1.12M
VTV
Vanguard Value ETF

ETFs
1.23K
+ 22.51%
$123.48 - $143.43 $152K - $177K
6.72K $829K
VO
Vanguard Mid Cap ETF

ETFs
2.5K
+ 67.23%
$187.98 - $227.42 $469K - $568K
6.21K $1.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.07K
+ 92.92%
$328.3 - $395.04 $681K - $819K
4.3K $1.42M
PG
Procter & Gamble CO

Consumer Defensive
35.1K
+ 638.21%
$126.25 - $149.93 $4.43M - $5.26M
40.6K $5.12M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.47K
+ 44.34%
$103.94 - $126.48 $361K - $439K
11.3K $1.17M
HD
Home Depot, Inc.

Consumer Cyclical
15.8K
+ 486.18%
$266.58 - $327.38 $4.22M - $5.18M
19.1K $5.27M
VUG
Vanguard Growth ETF

ETFs
488
+ 11.87%
$213.95 - $266.28 $104K - $130K
4.6K $984K
DFAX
Dimensional ETF Tr
19.8K
+ 38.86%
$18.89 - $22.64 $373K - $447K
70.6K $1.33M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
19.1K
+ 100.59%
$51.06 - $62.46 $974K - $1.19M
38K $1.96M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.36K
+ 99.48%
$197.33 - $237.63 $1.06M - $1.27M
10.8K $2.12M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
34.1K
+ 77.78%
$24.75 - $27.0 $845K - $922K
78K $1.95M
TIP
Ishares Tr Tips Bd ETF

ETFs
11.5K
+ 79.23%
$104.9 - $118.23 $1.2M - $1.35M
25.9K $2.72M
IVV
Ishares Core S&P 500 ETF

ETFs
16.9K
+ 360.59%
$358.65 - $432.04 $6.06M - $7.29M
21.6K $7.73M
JHSC
John Hancock ETF Tr Multifacto

ETFs
64.4K
+ 96.74%
$28.05 - $33.6 $1.81M - $2.16M
131K $3.68M
VTC
Vanguard Scottsdale Fds Total

ETFs
25.3K
+ 99.03%
$71.96 - $79.68 $1.82M - $2.01M
50.8K $3.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.45K
+ 68.91%
$357.18 - $429.7 $1.59M - $1.91M
10.9K $3.91M
VIG
Vanguard Dividend Appreciation

ETFs
12.2K
+ 71.96%
N/A
29.2K $3.95M
DGS
Wisdomtree Emerging Markets Sm

ETFs
41K
+ 72.33%
$39.82 - $46.22 $1.63M - $1.9M
97.7K $3.89M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.73K
+ 3.31%
$22.24 - $26.54 $150K - $179K
210K $4.67M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28.5K
+ 59.11%
$95.54 - $104.23 $2.72M - $2.97M
76.6K $7.38M
SCHP
Schwab Strategic Us Tips ETF

ETFs
77.2K
+ 87.69%
$51.8 - $57.88 $4M - $4.47M
165K $8.56M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
51.6K
+ 79.0%
$96.11 - $102.85 $4.96M - $5.31M
117K $11.2M
REET
Ishares Global Reit ETF

ETFs
275K
+ 94.32%
$20.93 - $26.78 $5.77M - $7.38M
568K $12.1M
Activity Summary
Buys All Purchases 2622 New Holdings 2562 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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