- New Purchases: EMGF, SMMV, DFAS, FNDB, ESGD, BRK.B, JNJ,
- Added Positions: VEA, MUB, ESGU, AMAT, MSFT, VWO, AMZN,
- Reduced Positions: AAPL, LRGF, QUAL, VTEB, SCHF, AGGY, SCHB, IQLT, SMLF, FNDE, SPTM, VIG, PYPL, SCHZ, FNDF, CSCO, GOOG, A,
- Sold Out: SPLV,
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- Vanguard Total Stock Market ETF (VTI) - 143,331 shares, 17.96% of the total portfolio. Shares reduced by 0.3%
- Vanguard Large Cap ETF (VV) - 67,474 shares, 7.65% of the total portfolio. Shares reduced by 0.1%
- Vanguard FTSE Developed Markets ETF (VEA) - 197,518 shares, 5.63% of the total portfolio. Shares added by 2.95%
- BTC iShares MSCI Emerging Markets Min Vol Factor E (EEMV) - 151,638 shares, 5.36% of the total portfolio. Shares added by 0.56%
- iShares MSCI USA Multifactor ETF (LRGF) - 205,501 shares, 4.89% of the total portfolio. Shares reduced by 7.86%
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.
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