Wade Financial Advisory, Inc

Q1 2025 13F Holdings

  • Location
    campbell, CA
  • Num holdings

    76

  • Value ($000)

    $291,921

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0001802670
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$60.09M
21 %

218,644

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$25.11M
9 %

97,688

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$21.29M
7 %

418,759

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$19.26M
7 %

112,716

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$16.85M
6 %

283,598

L
LRGF

ISHARES TR

U S EQUITY FACTR
46434V282
$14.89M
5 %

257,225

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$11.30M
4 %

92,625

I
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$10.16M
4 %

255,861

I
INTF

ISHARES TR

INTL EQTY FACTOR
46434V274
$9.83M
3 %

318,745

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$7.45M
3 %

98,489

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