Wade Financial Advisory

Latest statistics and disclosures from Wade Financial Advisory's latest quarterly 13F-HR filing:

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Positions held by Wade Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wade Financial Advisory

Companies in the Wade Financial Advisory portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.5 $25M +26% 126k 194.64
Vanguard Index Fds Large Cap Etf (VV) 7.7 $12M 65k 175.74
Ishares Msci Emerg Mrkt (EEMV) 5.8 $8.7M 143k 61.08
Ishares Tr Msci Usa Multift (LRGF) 5.2 $7.7M +630% 204k 37.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.1 $7.6M +4% 65k 116.21
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.0 $7.5M +15% 159k 47.21
Ishares Tr Msci Intl Multft (INTF) 3.8 $5.7M +153% 210k 27.18
Ishares Tr Msci Intl Qualty (IQLT) 3.1 $4.7M 131k 35.66
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 3.0 $4.5M +95% 128k 34.78
Ishares Msci Emerg Mkt (EMGF) 2.6 $3.9M +50% 80k 49.13
Ishares Tr Msci Usa Smcp Mn (SMMV) 2.6 $3.8M +15% 113k 33.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $3.5M 99k 36.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.1 $3.2M 55k 58.36
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $3.2M -3% 22k 141.19

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Ishares Tr Core Msci Eafe (IEFA) 2.1 $3.1M 44k 69.09
Ishares Tr Msci Usa Sml Cp (SMLF) 2.0 $3.0M NEW 65k 45.76
Apple (AAPL) 1.9 $2.8M -8% 21k 132.67
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.8 $2.7M +3% 29k 90.99
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.7 $2.5M 31k 81.40
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 1.4 $2.1M -5% 75k 28.27
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.4 $2.1M -28% 39k 53.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $2.1M 41k 50.11
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.0M 10k 194.66
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $1.9M +2% 22k 86.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $1.8M -7% 33k 55.18
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $1.7M 50k 33.75
Ishares Tr National Mun Etf (MUB) 0.8 $1.2M +32% 11k 117.23
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $1.1M 24k 46.09
Procter & Gamble Company (PG) 0.7 $1.0M -2% 7.5k 139.18
Amazon (AMZN) 0.6 $905k -4% 278.00 3255.40
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.6 $880k 30k 29.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $854k -14% 15k 56.06
Ishares Tr Msci Eafe Etf (EFA) 0.6 $843k 12k 72.95
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.5 $808k 23k 34.54
Cisco Systems (CSCO) 0.5 $763k 17k 44.73
Ishares Tr Russell 2000 Etf (IWM) 0.5 $750k 3.8k 196.08
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $677k 13k 51.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $671k 22k 30.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $614k 6.8k 90.95
Alphabet Cap Stk Cl C (GOOG) 0.4 $597k -2% 341.00 1750.73
Alphabet Cap Stk Cl A (GOOGL) 0.4 $545k -7% 311.00 1752.41
Applied Materials (AMAT) 0.4 $527k 6.1k 86.22
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.3 $506k 11k 44.86
Paypal Holdings (PYPL) 0.3 $491k -5% 2.1k 234.14
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $450k 7.5k 60.18
Ishares Core Msci Emkt (IEMG) 0.3 $436k 7.0k 62.10
Nortonlifelock (NLOK) 0.2 $360k -11% 17k 20.81
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $357k +18% 4.2k 86.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $356k -8% 953.00 373.56
Pepsi (PEP) 0.2 $349k -81% 2.4k 148.13
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $346k -94% 6.2k 56.24
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $336k -5% 7.4k 45.23
Adobe Systems Incorporated (ADBE) 0.2 $333k 665.00 500.75
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $329k 2.2k 151.13
Merck & Co (MRK) 0.2 $304k -2% 3.7k 81.92
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $303k -92% 4.1k 73.42
Ishares Tr Russell 3000 Etf (IWV) 0.2 $297k 1.3k 223.31
Mettler-Toledo International (MTD) 0.2 $296k 260.00 1138.46
Advanced Micro Devices (AMD) 0.2 $270k -3% 2.9k 91.84
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.2 $265k 13k 21.17
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.2 $262k 6.1k 42.87
eBay (EBAY) 0.2 $243k 4.8k 50.32
Intuit (INTU) 0.2 $236k 622.00 379.42
General Electric Company (GE) 0.2 $236k 22k 10.79
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $234k 1.4k 162.95
Walt Disney Company (DIS) 0.2 $231k NEW 1.3k 180.89
Agilent Technologies Inc C ommon (A) 0.2 $226k NEW 1.9k 118.57
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $212k NEW 1.7k 122.05
International Business Machines (IBM) 0.1 $207k 1.6k 125.76

Past Filings by Wade Financial Advisory

SEC 13F filings are viewable for Wade Financial Advisory going back to 2019