HoldingsChannel.com
Wade Financial Advisory Inc Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 98,795 +98,795 $16,165
     VTI98,795+98,795$16,165
ISHARES TR (USMV) 169,093 +169,093 $11,092
     USMV169,093+169,093$11,092
VANGUARD INDEX FDS (VV) 65,651 +65,651 $9,706
     VV65,651+65,651$9,706
ISHARES INC (EEMV) 122,649 +122,649 $7,195
     EEMV122,649+122,649$7,195
ISHARES TR (EFAV) 86,958 +86,958 $6,482
     EFAV86,958+86,958$6,482
VANGUARD TAX MANAGED INTL FD (VEA) 139,575 +139,575 $6,150
     VEA139,575+139,575$6,150
VANGUARD INTL EQUITY INDEX F (VEU) 104,869 +104,869 $5,637
     VEU104,869+104,869$5,637
ISHARES TR (IQLT) 126,192 +126,192 $4,075
     IQLT126,192+126,192$4,075
ISHARES TR (QUAL) 37,592 +37,592 $3,797
     QUAL37,592+37,592$3,797
ISHARES TR (SMMV) 87,865 +87,865 $3,117
     SMMV87,865+87,865$3,117
SCHWAB STRATEGIC TR 101,133 +101,133 $3,018
     FNDE101,133+101,133$3,018
SCHWAB STRATEGIC TR 29,717 +29,717 $2,285
     SCHB29,717+29,717$2,285
SCHWAB STRATEGIC TR 64,691 +64,691 $2,151
     FNDC64,691+64,691$2,151
VANGUARD INTL EQUITY INDEX F (VWO) 46,094 +46,094 $2,050
     VWO46,094+46,094$2,050
ISHARES INC (EMGF) 43,224 +43,224 $1,969
     EMGF43,224+43,224$1,969
WISDOMTREE TR 35,223 +35,223 $1,840
     AGGY35,223+35,223$1,840
VANGUARD GROUP (VIG) 13,272 +13,272 $1,654
     VIG13,272+13,272$1,654
APPLE INC 5,414 +5,414 $1,590
     AAPL5,414+5,414$1,590
SCHWAB STRATEGIC TR 40,993 +40,993 $1,379
     SCHF40,993+40,993$1,379
ISHARES TR (MUB) 10,729 +10,729 $1,222
     MUB10,729+10,729$1,222
SCHWAB STRATEGIC TR 40,206 +40,206 $1,163
     FNDF40,206+40,206$1,163
GLOBAL X FDS 30,554 +30,554 $1,074
     SCIU30,554+30,554$1,074
PROCTER & GAMBLE CO 7,701 +7,701 $962
     PG7,701+7,701$962
CISCO SYS INC 19,199 +19,199 $921
     CSCO19,199+19,199$921
ISHARES TR (EFA) 13,025 +13,025 $904
     EFA13,025+13,025$904
SCHWAB STRATEGIC TR 15,897 +15,897 $849
     SCHZ15,897+15,897$849
SPDR SERIES TRUST (SPTM) 19,857 +19,857 $792
     SPTM19,857+19,857$792
SPDR INDEX SHS FDS (SPDW) 22,409 +22,409 $703
     SPDW22,409+22,409$703
VANGUARD INDEX FDS (VB) 4,127 +4,127 $684
     VB4,127+4,127$684
ISHARES TR (IWM) 3,859 +3,859 $639
     IWM3,859+3,859$639
ISHARES TR (ITOT) 8,615 +8,615 $626
     ITOT8,615+8,615$626
ISHARES TR (EEM) 13,198 +13,198 $592
     EEM13,198+13,198$592
NORTONLIFELOCK INC 22,030 +22,030 $562
     NLOK22,030+22,030$562
VANGUARD MUN BD FD INC (VTEB) 9,800 +9,800 $525
     VTEB9,800+9,800$525
SCHWAB STRATEGIC TR 6,787 +6,787 $521
     SCHX6,787+6,787$521
VANGUARD STAR FD (VXUS) 9,140 +9,140 $509
     VXUS9,140+9,140$509
SCHWAB STRATEGIC TR 11,279 +11,279 $475
     FNDB11,279+11,279$475
ISHARES TR (INTF) 17,541 +17,541 $474
     INTF17,541+17,541$474
SCHWAB STRATEGIC TR 16,734 +16,734 $458
     SCHE16,734+16,734$458
ALPHABET INC 335 +335 $448
     GOOG335+335$448
ISHARES TR (IEFA) 6,825 +6,825 $445
     IEFA6,825+6,825$445
SCHWAB STRATEGIC TR 9,878 +9,878 $422
     FNDX9,878+9,878$422
AMAZON COM INC 226 +226 $418
     AMZN226+226$418
ISHARES TR (ACWX) 7,623 +7,623 $374
     ACWX7,623+7,623$374
APPLIED MATLS INC 6,112 +6,112 $373
     AMAT6,112+6,112$373
ALPHABET INC 277 +277 $371
     GOOGL277+277$371
INVESCO EXCHANGE TRADED FD T (PRFZ) 2,693 +2,693 $368
     PRFZ2,693+2,693$368
SCHWAB STRATEGIC TR 8,658 +8,658 $348
     FNDA8,658+8,658$348
MERCK & CO INC 3,811 +3,811 $347
     MRK3,811+3,811$347
PEPSICO INC 2,456 +2,456 $336
     PEP2,456+2,456$336

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

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

Size ($ in 1000's)
At 12/31/2019: $113,209
At 09/30/2019: $0

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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