§ 13F · FUND PROFILE
Wade Financial Advisory, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 76Turnover · — · Q1Filed · May 9, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED MAY 9, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 219K | $60.1T | 20.6% | — |
| 2 | VV | VANGUARD INDEX FDS | 98K | $25.1T | 8.6% | — |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 419K | $21.3T | 7.3% | — |
| 4 | QUAL | ISHARES TR | 113K | $19.3T | 6.6% | — |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 284K | $16.8T | 5.8% | — |
| 6 | LRGF | ISHARES TR | 257K | $14.9T | 5.1% | — |
| 7 | ITOT | ISHARES TR | 93K | $11.3T | 3.9% | — |
| 8 | IQLT | ISHARES TR | 256K | $10.2T | 3.5% | — |
| 9 | INTF | ISHARES TR | 319K | $9.8T | 3.4% | — |
| 10 | IEFA | ISHARES TR | 98K | $7.5T | 2.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WADE SIGNAL
AC read
Wade Financial Advisory, Inc is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed