WF

Wade Financial Advisory, Inc

13F
Wade Financial Advisory, Inc
Last update 2025-05-09 76 Stocks (1 new)
Value $292.00 Mil Turnover 2 %
Countries:
Wade Financial Advisory, Inc Top Holdings of 2025-03-31 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
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 View Full List
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)

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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

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