WF
| |
Wade Financial Advisory, Inc13F | |
| Wade Financial Advisory, Inc | |
| Last update 2025-05-09 | 76 Stocks (1 new) |
| Value $292.00 Mil | Turnover 2 % |
Wade Financial Advisory, Inc Top Holdings of 2025-03-31
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| 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 | 218,644 | 60,092.2 | +0.26% | 20.590 | +0.05% | 0.010 | +18.95% | +8.50% | 478,431.4 | ||
VV | Vanguard Large Cap ETF | 97,688 | 25,108.7 | -1.00% | 8.600 | -0.09% | 0.060 | +19.04% | +9.17% | 40,789.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 418,759 | 21,285.5 | +2.33% | 7.290 | +0.17% | 0.020 | +14.16% | +23.88% | 163,588.6 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 112,716 | 19,262.1 | -3.60% | 6.600 | -0.25% | 0.040 | +14.04% | +5.05% | 53,508.3 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 283,598 | 16,845.7 | +0.98% | 5.770 | +0.06% | 0.050 | +1.30% | +4.24% | 31,616.8 | ||
LRGF | iShares U.S. Equity Factor ETF | 257,225 | 14,888.2 | +7.58% | 5.100 | +0.36% | 0.650 | +18.72% | +9.59% | 2,682.4 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 92,625 | 11,301.2 | +8.46% | 3.870 | +0.30% | 0.020 | +19.19% | +8.56% | 73,027.8 | ||
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 255,861 | 10,155.1 | +0.81% | 3.480 | +0.03% | 0.100 | +10.32% | +19.71% | 12,184.2 | ||
INTF |
iShares International Equity Factor ETF
iShares International Equity Factor ETF
| 318,745 | 9,830.1 | +9.44% | 3.370 | +0.29% | 0.530 | +14.22% | +24.33% | 2,251.4 | ||
IEFA | iShares Core MSCI EAFE ETF | 98,489 | 7,450.7 | +0.16% | 2.550 | 0% | 0.010 | +13.34% | +23.86% | 147,518.3 |
Wade Financial Advisory, Inc's Historical Top Holdings Breakdowns
Wade Financial Advisory, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LRGF | iShares U.S. Equity Factor ETF | 2025-03-31 | Add Add | +0.36% | 56.95 ($60.96) 63.95 | $65.75 | 7.86% | Add 7.58% | 257,225 | 18,114 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +0.30% | 120.29 ($128.89) 134.6 | $138.81 | 7.70% | Add 8.46% | 92,625 | 7,224 | |
INTF |
iShares International Equity Factor ETF
iShares International Equity Factor ETF
| 2025-03-31 | Add Add | +0.29% | 28.43 ($30.42) 31.96 | $35.12 | 15.45% | Add 9.44% | 318,745 | 27,490 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Reduce Reduce | -0.25% | 168.16 ($179.03) 186.21 | $186.25 | 4.03% | Reduce -3.6% | 112,716 | -4,214 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.17% | 47.4 ($50.6) 52.99 | $58.50 | 15.61% | Add 2.33% | 418,759 | 9,540 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-03-31 | New Buy New Buy | +0.12% | 55.41 ($58.41) 60.74 | $61.07 | 4.55% | New holding | 6,364 | 6,364 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Reduce Reduce | -0.12% | 56.51 ($60.25) 62.98 | $69.13 | 14.74% | Reduce -5.79% | 98,700 | -6,064 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -0.12% | 190.34 ($198.85) 205.23 | $208.32 | 4.76% | Reduce -7.22% | 22,754 | -1,772 | |
EMGF |
iShares Emerging Markets Equity Factor ETF
iShares Emerging Markets Equity Factor ETF
| 2025-03-31 | Add Add | +0.11% | 44.18 ($46.47) 48.23 | $53.99 | 16.18% | Add 6.44% | 113,068 | 6,843 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Reduce Reduce | -0.10% | 21.23 ($22.75) 23.75 | $24.48 | 7.60% | Reduce -5.08% | 250,830 | -13,428 |
Wade Financial Advisory, Inc Total Holding History ($B)
Wade Financial Advisory, Inc's Asset Allocation
Wade Financial Advisory, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wade Financial Advisory, Inc's Hypothetical Growth since 2025-03-31
Wade Financial Advisory, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wade Financial Advisory, Inc's Holdings Heat Map
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Wade Financial Advisory, Inc's Holdings Bubble Chart
Wade Financial Advisory, Inc News
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