WF

Wade Financial Advisory, Inc

13F
Wade Financial Advisory, Inc
Last update 2024-10-28 81 Stocks (1 new)
Value $297.00 Mil Turnover 4 %
Countries:
Top Holdings: VTI(20.64%)VV(8.76%)QUAL(7.18%)VEA(6.81%)VGIT(5.20%)
Portfolio Report
Summary Stock Picks Current Portfolio
Wade Financial Advisory, Inc Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
216,615
61336.790
+0.64%
20.640
+0.13%
0.010
+11.56%
+20.00%
422540.501
 
VV 		Vanguard Large Cap ETF
98,897
26038.540
-0.36%
8.760
-0.03%
0.070
+11.66%
+21.27%
36805.851
 
QUAL 		iShares MSCI USA Quality Factor ETF
118,949
21327.520
+1.05%
7.180
+0.07%
0.040
+9.78%
+21.35%
49698.956
 
VEA 		Vanguard FTSE Developed Markets ETF
383,067
20229.790
+1.13%
6.810
+0.08%
0.010
+6.68%
+6.01%
139039.883
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
255,807
15455.880
+5.06%
5.200
+0.25%
0.050
-2.69%
-1.34%
29670.972
 
LRGF 		iShares U.S. Equity Factor ETF
231,026
13577.380
+1.09%
4.570
+0.05%
0.620
+12.16%
+22.84%
2221.710
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
87,084
10939.440
-0.14%
3.680
-0.01%
0.020
+11.52%
+20.19%
62182.208
 
IQLT 		iShares MSCI Intl Quality Factor ETF
244,502
10144.370
+5.12%
3.410
+0.17%
0.120
+5.50%
+4.97%
8041.998
 
INTF 		iShares International Equity Factor ETF
261,917
8232.060
+5.02%
2.770
+0.13%
0.670
+7.62%
+7.81%
1211.956
 
IEFA 		iShares Core MSCI EAFE ETF
94,179
7350.670
+4.09%
2.470
+0.10%
0.010
+6.62%
+6.23%
122784.262
 

Wade Financial Advisory, Inc's Historical Top Holdings Breakdowns

Wade Financial Advisory, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+1.32%
●
19.98 ($21.35) 22.17
$22.29
4.38%
Add 200.02%
265,107
58,915
SCHF 		Schwab International Equity ETF2024-09-30Add
+0.86%
●
18.49 ($19.77) 20.77
$19.77
0%
Add 92.03%
258,056
61,838
FNDX 		Schwab Fundamental U.S. Large Company ETF2024-09-30Add
+0.27%
●
21.79 ($23.01) 23.92
$23.82
3.51%
Add 200%
51,264
11,392
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-09-30Add
+0.25%
●
57.8 ($59.68) 60.8
$58.53
-1.93%
Add 5.06%
255,807
12,319
FNDB 		Schwab Fundamental U.S. Broad Market ETF2024-09-30Add
+0.24%
●
21.39 ($22.57) 23.46
$23.37
3.54%
Add 193.98%
46,158
10,152
BEN 		Franklin Resources Inc2024-09-30Sold Out
-0.22%
●
19.13 ($21.55) 23.97
$20.84
-3.32%
Sold Out
0
-27,831
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.18%
●
20.37 ($21.79) 22.62
$22.74
4.34%
Add 200%
35,178
7,817
IQLT 		iShares MSCI Intl Quality Factor ETF2024-09-30Add
+0.17%
●
37.37 ($39.83) 41.82
$39.39
-1.11%
Add 5.12%
244,502
11,918
INTF 		iShares International Equity Factor ETF2024-09-30Add
+0.13%
●
28.08 ($30.19) 31.79
$30.22
0.10%
Add 5.02%
261,917
12,522
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.13%
●
255.18 ($272.76) 283.2
$284.55
4.32%
Add 0.64%
216,615
1,372

Wade Financial Advisory, Inc Total Holding History ($B)

To

Wade Financial Advisory, Inc's Asset Allocation

To

Wade Financial Advisory, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wade Financial Advisory, Inc's Hypothetical Growth since 2024-09-30

Wade Financial Advisory, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Wade Financial Advisory, Inc's Holdings Heat Map

Size field:

Wade Financial Advisory, Inc's Holdings Bubble Chart

Wade Financial Advisory, Inc News

  • 1

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