All Stocks Held By Wade Financial Advisory Inc

As of 12/31/2023, we find all stocks held by Wade Financial Advisory Inc to be as follows, presented in the table below with each row detailing each Wade Financial Advisory Inc position, ordered by largest to smallest position size. The all-stocks-held-by-Wade Financial Advisory Inc table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Wade Financial Advisory Inc as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
VANGUARD INDEX FDS (VTI)	200,361	+6,400	$47,530
VTI	200,361	+6,400	$47,530
VANGUARD INDEX FDS (VV)	101,602	-3,757	$22,164
VV	101,602	-3,757	$22,164
VANGUARD TAX MANAGED FDS (VEA)	370,436	-960	$17,744
VEA	370,436	-960	$17,744
ISHARES TR (QUAL)	102,026	+5,258	$15,012
QUAL	102,026	+5,258	$15,012
VANGUARD SCOTTSDALE FDS (VGIT)	192,023	+192,023	$11,391
VGIT	192,023	+192,023	$11,391
ISHARES TR (LRGF)	201,789	+8,086	$9,744
LRGF	201,789	+8,086	$9,744
ISHARES INC (EEMV)	172,737	-30,808	$9,602
EEMV	172,737	-30,808	$9,602
ISHARES TR (ITOT)	87,491	-1,161	$9,207
ITOT	87,491	-1,161	$9,207
ISHARES TR (IQLT)	211,928	-7,820	$7,960
IQLT	211,928	-7,820	$7,960
ISHARES INC (EMGF)	175,402	-25,801	$7,518
EMGF	175,402	-25,801	$7,518
ISHARES TR (INTF)	263,153	-2,759	$7,376
INTF	263,153	-2,759	$7,376
ISHARES TR (IEFA)	95,039	+6,248	$6,686
IEFA	95,039	+6,248	$6,686
VANGUARD INTL EQUITY INDEX F (VEU)	105,657	-1,366	$5,932
VEU	105,657	-1,366	$5,932
ISHARES TR (SMLF)	88,711	-13,126	$5,218
SMLF	88,711	-13,126	$5,218
SCHWAB STRATEGIC TR	139,937	-5,545	$5,172
SCHF	139,937	-5,545	$5,172
SCHWAB STRATEGIC TR	148,061	-32,097	$5,161
FNDC	148,061	-32,097	$5,161
SCHWAB STRATEGIC TR	88,170	-1,408	$4,908
SCHB	88,170	-1,408	$4,908
VANGUARD WHITEHALL FDS (VIGI)	61,527	-1,470	$4,882
VIGI	61,527	-1,470	$4,882
ISHARES TR (SMMV)	128,319	-17,240	$4,580
SMMV	128,319	-17,240	$4,580
VANGUARD SPECIALIZED FUNDS (VIG)	26,273	-748	$4,477
VIG	26,273	-748	$4,477
APPLE INC	18,830	-973	$3,625
AAPL	18,830	-973	$3,625
SCHWAB STRATEGIC TR	113,351	-190	$3,076
FNDE	113,351	-190	$3,076
VANGUARD INDEX FDS (VB)	13,542	-311	$2,889
VB	13,542	-311	$2,889
INVESCO EXCH TRADED FD TR II (PDN)	85,345	-5,480	$2,772
PDN	85,345	-5,480	$2,772
DIMENSIONAL ETF TRUST (DFAS)	44,087	UNCH	$2,628
DFAS	44,087	UNCH	$2,628
ISHARES INC (IEMG)	46,150	+1,223	$2,334
IEMG	46,150	+1,223	$2,334
VANGUARD INTL EQUITY INDEX F (VWO)	54,358	-1,270	$2,234
VWO	54,358	-1,270	$2,234
SPDR INDEX SHS FDS (SPDW)	60,067	-505	$2,043
SPDW	60,067	-505	$2,043
ISHARES TR (EFA)	26,071	UNCH	$1,964
EFA	26,071	UNCH	$1,964
SPDR SER TR (SPTM)	31,245	-306	$1,826
SPTM	31,245	-306	$1,826
SCHWAB STRATEGIC TR	49,012	-7,395	$1,653
FNDF	49,012	-7,395	$1,653
ADOBE INC	2,266	UNCH	$1,352
ADBE	2,266	UNCH	$1,352
MICROSOFT CORP	3,455	-140	$1,299
MSFT	3,455	-140	$1,299
INVESCO QQQ TR	2,984	UNCH	$1,222
QQQ	2,984	UNCH	$1,222
ISHARES TR (DMXF)	17,527	+12	$1,120
DMXF	17,527	+12	$1,120
SCHWAB STRATEGIC TR	17,818	UNCH	$1,104
FNDX	17,818	UNCH	$1,104
ISHARES TR (IWM)	5,098	UNCH	$1,023
IWM	5,098	UNCH	$1,023
SCHWAB STRATEGIC TR	15,922	-214	$973
FNDB	15,922	-214	$973
APPLIED MATLS INC	5,840	UNCH	$946
AMAT	5,840	UNCH	$946
AMAZON COM INC	5,168	-345	$785
AMZN	5,168	-345	$785
LOCKHEED MARTIN CORP	1,655	-25	$750
LMT	1,655	-25	$750
VANGUARD INDEX FDS (VOO)	1,693	UNCH	$740
VOO	1,693	UNCH	$740
ISHARES TR (IVV)	1,441	UNCH	$688
IVV	1,441	UNCH	$688
SPDR S&P 500 ETF TR (SPY)	1,441	UNCH	$685
SPY	1,441	UNCH	$685
ADVANCED MICRO DEVICES INC	4,579	-19	$675
AMD	4,579	-19	$675
ALPHABET INC	4,740	-20	$668
GOOG	4,740	-20	$668
SCHWAB STRATEGIC TR	11,726	UNCH	$661
SCHX	11,726	UNCH	$661
ISHARES TR (IWV)	2,330	UNCH	$638
IWV	2,330	UNCH	$638
ISHARES TR (EMXF)	15,935	+65	$566
EMXF	15,935	+65	$566
ISHARES TR (ESGU)	4,935	-400	$518
ESGU	4,935	-400	$518
SCHWAB STRATEGIC TR	9,049	UNCH	$501
FNDA	9,049	UNCH	$501
ALPHABET INC	3,458	-84	$483
GOOGL	3,458	-84	$483
PEPSICO INC	2,824	-100	$480
PEP	2,824	-100	$480
ISHARES TR (TLT)	4,746	+4	$469
TLT	4,746	+4	$469
CISCO SYS INC	9,256	-763	$468
CSCO	9,256	-763	$468
SCHWAB STRATEGIC TR	18,144	-2,802	$450
SCHE	18,144	-2,802	$450
ISHARES TR (EEM)	11,086	-270	$446
EEM	11,086	-270	$446
ISHARES TR (AGG)	4,404	+31	$437
AGG	4,404	+31	$437
ISHARES TR (ESML)	11,161	+21	$424
ESML	11,161	+21	$424
VANGUARD STAR FDS (VXUS)	7,279	UNCH	$422
VXUS	7,279	UNCH	$422
GEN DIGITAL INC	15,853	UNCH	$362
GEN	15,853	UNCH	$362
ORACLE CORP	3,368	-20	$355
ORCL	3,368	-20	$355
GENERAL ELECTRIC CO	2,609	-3	$333
GE	2,609	-3	$333
ISHARES TR (USXF)	8,065	+174	$321
USXF	8,065	+174	$321
SCHWAB STRATEGIC TR	6,294	+6,294	$313
SCHR	6,294	+6,294	$313
ISHARES TR (ESGD)	3,940	+310	$298
ESGD	3,940	+310	$298
JOHNSON & JOHNSON	1,861	-373	$292
JNJ	1,861	-373	$292
INTUIT	422	-25	$264
INTU	422	-25	$264
ISHARES TR (IJR)	2,329	+2,329	$252
IJR	2,329	+2,329	$252
HP INC	8,013	+8,013	$241
HPQ	8,013	+8,013	$241
ISHARES TR (IWB)	920	+920	$241
IWB	920	+920	$241
INVESCO EXCH TRADED FD TR II (PXH)	12,516	UNCH	$239
PXH	12,516	UNCH	$239
UNITEDHEALTH GROUP INC	442	-11	$233
UNH	442	-11	$233
INVESCO EXCHANGE TRADED FD T (RPG)	7,189	+7,189	$232
RPG	7,189	+7,189	$232
MERCK & CO INC	2,050	+2,050	$224
MRK	2,050	+2,050	$224
CHEVRON CORP NEW			$0 (exited)
CVX	0	-1,453	$0
ISHARES INC	0	-8,230	$0 (exited)
ESGE	0	-8,230	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
VGIT	+192,023	+$11,391
SCHR	+6,294	+$313
IJR	+2,329	+$252
HPQ	+8,013	+$241
IWB	+920	+$241
RPG	+7,189	+$232
MRK	+2,050	+$224

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
ESGE	-8,230	-$249
CVX	-1,453	-$245

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
LRGF	+8,086	+$1,353
VTI	+6,400	+$6,331
IEFA	+6,248	+$972
QUAL	+5,258	+$2,259
IEMG	+1,223	+$196
ESGD	+310	+$47
USXF	+174	+$47
EMXF	+65	+$29
AGG	+31	+$26
ESML	+21	+$49

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
FNDC	-32,097	-$629
EEMV	-30,808	-$1,257
EMGF	-25,801	-$711
SMMV	-17,240	-$231
SMLF	-13,126	-$50
IQLT	-7,820	+$574
FNDF	-7,395	-$133
SCHF	-5,545	+$231
PDN	-5,480	+$89

Wade Financial Advisory Inc Info

Size ($ in 1000's)
At 12/31/2023: $264,501
At 09/30/2023: $233,533

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

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