Wade Financial Advisory, Inc
Q1 2025 13F Holdings
- Locationcampbell, CA
- Num holdings
76
- Value ($000)
$291,921
- Date Filed05/09/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $60.09M | 21 % | 218,644 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $25.11M | 9 % | 97,688 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $21.29M | 7 % | 418,759 | ||
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 | ||
LRGF ISHARES TR | U S EQUITY FACTR | 46434V282 | $14.89M | 5 % | 257,225 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $11.30M | 4 % | 92,625 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $10.16M | 4 % | 255,861 | ||
INTF ISHARES TR | INTL EQTY FACTOR | 46434V274 | $9.83M | 3 % | 318,745 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $7.45M | 3 % | 98,489 |
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