| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 8 | Q3 2022 | 64.2% |
| SCHWAB STRATEGIC TR | 8 | Q3 2022 | 7.7% |
| ISHARES TR | 8 | Q3 2022 | 6.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2022 | 5.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2022 | 4.8% |
| SPDR S&P 500 ETF TR | 8 | Q3 2022 | 0.7% |
| ISHARES TR | 8 | Q3 2022 | 0.6% |
| SPDR SER TR | 8 | Q3 2022 | 0.8% |
| VANGUARD INDEX FDS | 8 | Q3 2022 | 0.7% |
| INVESCO QQQ TR | 8 | Q3 2022 | 0.7% |
View WIPFLI FINANCIAL ADVISORS LLC,'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-07 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-10-13 |
| 13F-HR | 2021-07-29 |
| 13F-HR | 2021-05-06 |
| 13F-HR | 2021-02-02 |
View WIPFLI FINANCIAL ADVISORS LLC,'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.