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Wade Financial Advisory, Inc Buys BTC iShares MSCI Emerging Markets Multifactor ETF, iShares MSCI USA Small-Cap Min Vol Factor ETF, Dimensional U.S. Small Cap ETF, Sells Invesco S&P 500 Low Volatility ETF

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Nov 02, 2021
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Investment company Wade Financial Advisory, Inc (Current Portfolio) buys BTC iShares MSCI Emerging Markets Multifactor ETF, iShares MSCI USA Small-Cap Min Vol Factor ETF, Dimensional U.S. Small Cap ETF, Schwab Fundamental U.S. Broad Market Index ETF, iShares MSCI EAFE ESG Select ETF, sells Invesco S&P 500 Low Volatility ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Wade Financial Advisory, Inc. As of 2021Q3, Wade Financial Advisory, Inc owns 73 stocks with a total value of $177 million. These are the details of the buys and sells.

For the details of Wade Financial Advisory, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/wade+financial+advisory%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Wade Financial Advisory, Inc
  1. Vanguard Total Stock Market ETF (VTI) - 143,331 shares, 17.96% of the total portfolio. Shares reduced by 0.3%
  2. Vanguard Large Cap ETF (VV) - 67,474 shares, 7.65% of the total portfolio. Shares reduced by 0.1%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 197,518 shares, 5.63% of the total portfolio. Shares added by 2.95%
  4. BTC iShares MSCI Emerging Markets Min Vol Factor E (EEMV) - 151,638 shares, 5.36% of the total portfolio. Shares added by 0.56%
  5. iShares MSCI USA Multifactor ETF (LRGF) - 205,501 shares, 4.89% of the total portfolio. Shares reduced by 7.86%
New Purchase: BTC iShares MSCI Emerging Markets Multifactor ETF (EMGF)

Wade Financial Advisory, Inc initiated holding in BTC iShares MSCI Emerging Markets Multifactor ETF. The purchase prices were between $50.52 and $54.46, with an estimated average price of $52.67. The stock is now traded at around $51.280000. The impact to a portfolio due to this purchase was 2.88%. The holding were 98,995 shares as of 2021-09-30.

New Purchase: iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV)

Wade Financial Advisory, Inc initiated holding in iShares MSCI USA Small-Cap Min Vol Factor ETF. The purchase prices were between $36.7 and $38.83, with an estimated average price of $37.72. The stock is now traded at around $38.748200. The impact to a portfolio due to this purchase was 2.16%. The holding were 103,069 shares as of 2021-09-30.

New Purchase: Dimensional U.S. Small Cap ETF (DFAS)

Wade Financial Advisory, Inc initiated holding in Dimensional U.S. Small Cap ETF. The purchase prices were between $54.56 and $59.29, with an estimated average price of $57.56. The stock is now traded at around $61.490000. The impact to a portfolio due to this purchase was 1.29%. The holding were 39,632 shares as of 2021-09-30.

New Purchase: Schwab Fundamental U.S. Broad Market Index ETF (FNDB)

Wade Financial Advisory, Inc initiated holding in Schwab Fundamental U.S. Broad Market Index ETF. The purchase prices were between $52.07 and $55.6, with an estimated average price of $54.4. The stock is now traded at around $56.729300. The impact to a portfolio due to this purchase was 0.34%. The holding were 11,279 shares as of 2021-09-30.

New Purchase: iShares MSCI EAFE ESG Select ETF (ESGD)

Wade Financial Advisory, Inc initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $77.09 and $82.48, with an estimated average price of $80.28. The stock is now traded at around $81.650000. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,545 shares as of 2021-09-30.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Wade Financial Advisory, Inc initiated holding in Berkshire Hathaway Inc. The purchase prices were between $272.66 and $291.28, with an estimated average price of $280.85. The stock is now traded at around $285.412300. The impact to a portfolio due to this purchase was 0.14%. The holding were 932 shares as of 2021-09-30.

Sold Out: Invesco S&P 500 Low Volatility ETF (SPLV)

Wade Financial Advisory, Inc sold out a holding in Invesco S&P 500 Low Volatility ETF. The sale prices were between $60.75 and $64.58, with an estimated average price of $62.89.



Here is the complete portfolio of Wade Financial Advisory, Inc. Also check out:

1. Wade Financial Advisory, Inc's Undervalued Stocks
2. Wade Financial Advisory, Inc's Top Growth Companies, and
3. Wade Financial Advisory, Inc's High Yield stocks
4. Stocks that Wade Financial Advisory, Inc keeps buying

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