Wipfli Financial Advisors LLC, 13F 持仓 · 最近申报 2022年Q3
Wipfli Financial Advisors LLC, 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 2,642 只证券，申报市值合计 14.23 亿美元。前几大持仓：IDEV（10.50%）、AVUS（9.89%）、AVEM（6.88%）。本季前 25 大持仓中：新建仓 3 只、增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IDEV | ISHARES TR | $149.4M | 10.50% | 3.1M | 增持 |
| 2 | AVUS | AMERICAN CENTY ETF TR | $140.7M | 9.89% | 2.3M | 增持 |
| 3 | AVEM | AMERICAN CENTY ETF TR | $97.8M | 6.88% | 2.1M | 减持 |
| 4 | AVDE | AMERICAN CENTY ETF TR | $82.5M | 5.80% | 1.8M | 增持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $76.9M | 5.40% | 1.2M | 增持 |
| 6 | AVDV | AMERICAN CENTY ETF TR | $56.4M | 3.96% | 1.2M | 增持 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $53.1M | 3.73% | 1.4M | 减持 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $50.3M | 3.54% | 1.7M | 新建仓 |
| 9 | IJR | ISHARES TR | $32.5M | 2.29% | 373,166 | 增持 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $31.6M | 2.22% | 1.2M | 减持 |
| 11 | AAPL | APPLE INC | $28.4M | 2.00% | 205,590 | 增持 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $22.0M | 1.55% | 1.1M | 增持 |
| 13 | IJH | ISHARES TR | $20.1M | 1.41% | 91,718 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $18.4M | 1.29% | 79,109 | 增持 |
| 15 | SPDW | SPDR INDEX SHS FDS | $12.6M | 0.89% | 490,243 | 增持 |
| 16 | REET | ISHARES TR | $12.1M | 0.85% | 567,591 | 增持 |
| 17 | STIP | ISHARES TR | $11.2M | 0.79% | 116,942 | 增持 |
| 18 | VCIT | VANGUARD SCOTTSDALE FDS | $10.8M | 0.76% | 142,168 | 减持 |
| 19 | AMZN | AMAZON COM INC | $10.1M | 0.71% | 89,757 | 新建仓 |
| 20 | DFAI | DIMENSIONAL ETF TRUST | $9.2M | 0.64% | 424,694 | 增持 |
| 21 | SCHP | SCHWAB STRATEGIC TR | $8.6M | 0.60% | 165,288 | 增持 |
| 22 | GOOGL | ALPHABET INC | $7.8M | 0.55% | 81,107 | 新建仓 |
| 23 | IVV | ISHARES TR | $7.7M | 0.54% | 21,565 | 增持 |
| 24 | AGG | ISHARES TR | $7.4M | 0.52% | 76,623 | 增持 |
| 25 | SCHG | SCHWAB STRATEGIC TR | $6.7M | 0.47% | 120,546 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR