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:
Top Holdings: VTI(20.59%)VV(8.60%)VEA(7.29%)QUAL(6.60%)VGIT(5.77%)
Summary Stock Picks Current Portfolio
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
+19.68%
+7.23%
476,075.5
 
VV
Vanguard Large Cap ETF
97,688
25,108.7
-1.00%
8.600
-0.09%
0.060
+19.67%
+7.95%
40,624.8
 
VEA
Vanguard FTSE Developed Markets ETF
418,759
21,285.5
+2.33%
7.290
+0.17%
0.020
+12.49%
+19.94%
157,607.2
 
QUAL
iShares MSCI USA Quality Factor ETF
112,716
19,262.1
-3.60%
6.600
-0.25%
0.040
+14.36%
+3.90%
53,164.1
 
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
+0.65%
+3.87%
31,545.4
 
LRGF
iShares U.S. Equity Factor ETF
257,225
14,888.2
+7.58%
5.100
+0.36%
0.650
+19.29%
+8.23%
2,639.6
 
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
+19.85%
+7.29%
72,071.8
 
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
+8.80%
+16.54%
11,839.8
 
INTF
iShares International Equity Factor ETF
iShares International Equity Factor ETF
318,745
9,830.1
+9.44%
3.370
+0.29%
0.530
+11.77%
+19.95%
2,161.8
 
IEFA
iShares Core MSCI EAFE ETF
98,489
7,450.7
+0.16%
2.550
0%
0.010
+11.57%
+19.64%
141,388.0
 

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
$64.94
6.52%
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
$137.15
6.41%
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
$33.88
11.37%
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
$184.26
2.92%
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
$56.63
11.93%
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
$60.05
2.82%
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
$67.20
11.54%
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
$206.19
3.69%
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
$53.25
14.59%
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
$24.19
6.34%
Reduce -5.08%
250,830
-13,428

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

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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

  • 1

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