Wade Financial Advisory, Inc
Q4 2024 13F Holdings
- Locationcampbell, CA
- Num holdings
80
- Value ($000)
$295,211
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001802670
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $63.20M | 21 % | 218,079 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $26.61M | 9 % | 98,672 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $20.82M | 7 % | 116,930 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $19.57M | 7 % | 409,219 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $16.29M | 6 % | 280,832 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $14.43M | 5 % | 239,111 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $10.98M | 4 % | 85,401 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $9.42M | 3 % | 253,798 | ||
INTF ISHARES TR | INTL EQTY FACTOR | 46434V274 | $8.36M | 3 % | 291,255 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.91M | 2 % | 98,328 |
Rows Per Page
1 - 10 of 8010
- 10
- 50
- 100