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Home > Institutional Investor > Wipfli Financial Advisors Llc, > 13F Holdings

Instuitional Investor - Wipfli Financial Advisors Llc,

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 3,092,869 $149,416,000 10.5%
2.
American Centy Etf Tr
 2,256,772 $140,710,000 9.88%
3.
American Centy Etf Tr
 2,129,942 $97,828,000 6.87%
4.
American Centy Etf Tr
 1,807,780 $82,471,000 5.79%
5.
American Centy Etf Tr
 1,162,613 $76,895,000 5.4%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)