HoldingsChannel.com
Wade Financial Advisory Inc Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 94,676 +2,929 $14,820
     VTI94,676+2,929$14,820
VANGUARD INDEX FDS (VV) 65,549 UNCH $9,373
     VV65,549UNCH$9,373
ISHARES INC (EEMV) 134,744 +63,337 $7,007
     EEMV134,744+63,337$7,007
INVESCO EXCH TRADED FD TR II (SPLV) 132,022 -43,406 $6,559
     SPLV132,022-43,406$6,559
ISHARES TR (QUAL) 56,761 +12,387 $5,444
     QUAL56,761+12,387$5,444
VANGUARD TAX MANAGED FDS (VEA) 124,663 +32,087 $4,836
     VEA124,663+32,087$4,836
ISHARES TR (USMV) 64,445 +6,866 $3,907
     USMV64,445+6,866$3,907
ISHARES TR (IQLT) 124,283 +35,828 $3,655
     IQLT124,283+35,828$3,655
ISHARES TR (EFAV) 50,326 +1,768 $3,325
     EFAV50,326+1,768$3,325
SCHWAB STRATEGIC TR 102,376 -44,953 $3,046
     SCHF102,376-44,953$3,046
VANGUARD SPECIALIZED FUNDS (VIG) 23,285 -4,377 $2,729
     VIG23,285-4,377$2,729
ISHARES TR (SMMV) 90,434 +15,410 $2,622
     SMMV90,434+15,410$2,622
VANGUARD INTL EQUITY INDEX F (VEU) 54,877 -1,280 $2,613
     VEU54,877-1,280$2,613
WISDOMTREE TR 47,965 +14,125 $2,581
     AGGY47,965+14,125$2,581
ISHARES TR (IEFA) 43,845 -12,658 $2,506
     IEFA43,845-12,658$2,506
APPLE INC 5,793 +602 $2,113
     AAPL5,793+602$2,113
SCHWAB STRATEGIC TR 28,629 -25,374 $2,103
     SCHB28,629-25,374$2,103
VANGUARD WHITEHALL FDS (VIGI) 31,109 -3,935 $2,087
     VIGI31,109-3,935$2,087
ISHARES INC (EMGF) 50,782 +9,547 $2,000
     EMGF50,782+9,547$2,000
SCHWAB STRATEGIC TR 79,942 -8,725 $1,871
     FNDE79,942-8,725$1,871
VANGUARD MUN BD FDS (VTEB) 33,728 +1,078 $1,826
     VTEB33,728+1,078$1,826
PEPSICO INC 12,979 +10,523 $1,717
     PEP12,979+10,523$1,717
SCHWAB STRATEGIC TR 61,666 +18,202 $1,698
     FNDC61,666+18,202$1,698
ISHARES TR (INTF) 73,443 +73,443 $1,683
     INTF73,443+73,443$1,683
VANGUARD INTL EQUITY INDEX F (VWO) 41,851 -300 $1,658
     VWO41,851-300$1,658
ISHARES TR (ITOT) 21,705 -6,087 $1,507
     ITOT21,705-6,087$1,507
VANGUARD INDEX FDS (VB) 10,153 -2,895 $1,479
     VB10,153-2,895$1,479
SPDR INDEX SHS FDS (SPDW) 50,867 -9,993 $1,405
     SPDW50,867-9,993$1,405
SCHWAB STRATEGIC TR 17,777 -530 $1,000
     SCHZ17,777-530$1,000
PROCTER AND GAMBLE CO 7,701 UNCH $921
     PG7,701UNCH$921
SPDR SER TR (SPTM) 23,627 +3,743 $893
     SPTM23,627+3,743$893
AMAZON COM INC 311 +81 $858
     AMZN311+81$858
CISCO SYS INC 17,058 -2,069 $796
     CSCO17,058-2,069$796
SCHWAB STRATEGIC TR 30,049 -87 $713
     FNDF30,049-87$713
ISHARES TR (MUB) 6,182 +688 $713
     MUB6,182+688$713
ISHARES TR (EFA) 11,556 UNCH $703
     EFA11,556UNCH$703
INVESCO EXCH TRADED FD TR II (PDN) 23,421 -13,619 $642
     PDN23,421-13,619$642
ISHARES TR (LRGF) 19,985 +19,985 $621
     LRGF19,985+19,985$621
SCHWAB STRATEGIC TR 22,786 +1,234 $555
     SCHE22,786+1,234$555
ISHARES TR (IWM) 3,859 UNCH $553
     IWM3,859UNCH$553
ISHARES TR (EEM) 13,103 UNCH $524
     EEM13,103UNCH$524
SCHWAB STRATEGIC TR 6,751 -36 $500
     SCHX6,751-36$500
ALPHABET INC 348 +13 $492
     GOOG348+13$492
ALPHABET INC 335 +60 $475
     GOOGL335+60$475
NORTONLIFELOCK INC 22,030 UNCH $437
     NLOK22,030UNCH$437
PAYPAL HLDGS INC 2,352 -108 $410
     PYPL2,352-108$410
SCHWAB STRATEGIC TR 11,279 UNCH $409
     FNDB11,279UNCH$409
WORKHORSE GROUP INC 22,500 +22,500 $391
     WKHS22,500+22,500$391
APPLIED MATLS INC 6,112 UNCH $369
     AMAT6,112UNCH$369
VANGUARD STAR FDS (VXUS) 7,478 UNCH $368
     VXUS7,478UNCH$368

See Full List: All Stocks Held By Wade Financial Advisory Inc
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wade Financial Advisory Inc

Size ($ in 1000's)
At 06/30/2020: $115,691
At 03/31/2020: $100,219

Wade Financial Advisory Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wade Financial Advisory Inc 13F filings. Link to 13F filings: SEC filings

Wade Financial Advisory Inc Top Holdings 13F Filings | www.HoldingsChannel.com

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