Wade Financial Advisory, Inc Portfolio Holdings - 13F Filings | 13F Fund Database
Wade Financial Advisory, Inc 13F Holdings
CIK 0001802670
As of Mar 31, 2025, Wade Financial Advisory, Inc reported
76 positions worth $291.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 218,644 | $60.1M | 20.59% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 97,688 | $25.1M | 8.60% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 418,759 | $21.3M | 7.29% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 112,716 |
|
9.3M6.60% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 283,598 |
6.8M | 5.77% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 257,225 |
4.9M | 5.10% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 92,625 |
1.3M | 3.87% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 255,861 |
0.2M | 3.48% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETF | INTF | — | 318,745 | $9.8M | 3.37% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 98,489 | $7.5M | 2.55% |
| ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | EEMV | — | 119,049 | $6.9M | 2.38% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 98,700 | $6.0M | 2.05% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 250,830 | $5.4M | 1.85% |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | EMGF | — | 113,068 | $5.3M | 1.81% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 254,798 | $5.0M | 1.73% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 22,754 | $4.4M | 1.51% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 53,213 | $4.4M | 1.51% |
| ISHARES US SMALL-CAP EQUITY FACTOR ETF | SMLF | — | 57,191 | $3.6M | 1.22% |
| APPLE INC | AAPL | Technology | 15,580 | $3.5M | 1.19% |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | FNDC | — | 92,854 | $3.4M | 1.15% |
| ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | SMMV | — | 67,215 | $2.8M | 0.95% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 11,456 | $2.5M | 0.87% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 42,167 | $2.5M | 0.86% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 59,015 | $2.1M | 0.74% |
| ISHARES MSCI EAFE ETF | EFA | — | 26,071 | $2.1M | 0.73% |