Wade Financial Advisory, Inc holdings history

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105 is the total number of securities Wade Financial Advisory, Inc has owned. The longest Wade Financial Advisory, Inc has owned a single stock is 16 quarters.

Wade Financial Advisory, Inc historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS161611.80%15.98%18.72%Q4 2019Q3 202316
VV VANGUARD INDEX FDS16167.43%8.27%9.73%Q4 2019Q3 202316
VEA VANGUARD TAX-MANAGED I...16163.08%5.24%6.95%Q4 2019Q3 202316
EEMV ISHARES INC16163.34%5.13%6.36%Q4 2019Q3 202316
QUAL ISHARES TR16163.35%4.70%5.46%Q4 2019Q3 202316
IQLT ISHARES TR16162.28%3.02%3.60%Q4 2019Q3 202316
EMGF ISHARES INC16161.41%2.64%3.52%Q4 2019Q3 202316
VEU VANGUARD INTL EQUITY I...16161.76%2.44%4.98%Q4 2019Q3 202316
FNDC SCHWAB STRATEGIC TR16161.02%2.36%3.07%Q4 2019Q3 202316
SCHF SCHWAB STRATEGIC TR16161.22%2.25%3.80%Q4 2019Q3 202316
SMMV ISHARES TR16161.90%2.22%2.75%Q4 2019Q3 202316
IEFA ISHARES TR16160.39%2.14%3.00%Q4 2019Q3 202316
VIG VANGUARD SPECIALIZED F...16161.46%2.05%2.85%Q4 2019Q3 202316
ITOT ISHARES TR16160.55%2.05%3.58%Q4 2019Q3 202316
SCHB SCHWAB STRATEGIC TR16161.44%1.85%3.26%Q4 2019Q3 202316
AAPL APPLE INC16161.28%1.68%2.22%Q4 2019Q3 202316
FNDE SCHWAB STRATEGIC TR16161.20%1.58%2.67%Q4 2019Q3 202316
VWO VANGUARD INTL EQUITY I...16160.93%1.26%1.81%Q4 2019Q3 202316
VB VANGUARD INDEX FDS16160.60%1.25%1.50%Q4 2019Q3 202316
SPDW SPDR INDEX SHS FDS16160.62%0.97%1.45%Q4 2019Q3 202316
FNDF SCHWAB STRATEGIC TR16160.50%0.77%1.59%Q4 2019Q3 202316
PDN INVESCO EXCH TRADED FD...16160.21%0.76%1.28%Q4 2019Q3 202316
SPTM SPDR SER TR16160.62%0.70%0.77%Q4 2019Q3 202316
EFA ISHARES TR16160.54%0.69%0.89%Q4 2019Q3 202316
PEP PEPSICO INC16160.17%0.48%1.54%Q4 2019Q3 202316
IWM ISHARES TR16160.39%0.46%0.56%Q4 2019Q3 202316
CSCO CISCO SYS INC16160.22%0.44%0.81%Q4 2019Q3 202316
AMZN AMAZON COM INC16160.18%0.42%0.74%Q4 2019Q3 202316
FNDB SCHWAB STRATEGIC TR16160.29%0.40%0.69%Q4 2019Q3 202316
AMAT APPLIED MATLS INC16160.25%0.35%0.52%Q4 2019Q3 202316
SCHX SCHWAB STRATEGIC TR16160.24%0.35%0.46%Q4 2019Q3 202316
EEM ISHARES TR16160.18%0.34%0.52%Q4 2019Q3 202316
SCHE SCHWAB STRATEGIC TR16160.20%0.34%0.48%Q4 2019Q3 202316
GOOG ALPHABET INC16160.19%0.32%0.42%Q4 2019Q3 202316
GOOGL ALPHABET INC16160.19%0.32%0.48%Q4 2019Q3 202316
FNDX SCHWAB STRATEGIC TR16160.17%0.31%0.45%Q4 2019Q3 202316
ADBE ADOBE SYSTEMS INCORPOR...16160.19%0.30%0.50%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR16160.24%0.27%0.36%Q4 2019Q3 202316
VXUS VANGUARD STAR FDS16160.16%0.25%0.45%Q4 2019Q3 202316
NLOK NORTONLIFELOCK INC16160.11%0.23%0.50%Q4 2019Q3 202316
PXH INVESCO EXCH TRADED FD...16160.09%0.15%0.25%Q4 2019Q3 202316
INTF ISHARES TR1410.42%3.01%3.94%Q4 2019Q3 202315
VIGI VANGUARD WHITEHALL FDS15151.36%1.74%2.04%Q1 2020Q3 202315
IEMG ISHARES INC15150.22%0.51%1.08%Q1 2020Q3 202315
LRGF ISHARES TR14140.54%4.00%5.33%Q2 2020Q3 202314
IWV ISHARES TR14140.19%0.22%0.29%Q2 2020Q3 202314
FNDA SCHWAB STRATEGIC TR1310.14%0.20%0.34%Q4 2019Q3 202314
PRFZ INVESCO EXCHANGE TRADE...14140.13%0.19%0.32%Q4 2019Q1 202314
MRK MERCK & CO. INC950.11%0.18%0.31%Q4 2019Q2 202314
AGGY WISDOMTREE TR13131.12%1.50%2.32%Q4 2019Q4 202213
VTEB VANGUARD MUN BD FDS13130.46%1.02%1.72%Q4 2019Q4 202213
MUB ISHARES TR13130.58%0.80%1.08%Q4 2019Q4 202213
SCHZ SCHWAB STRATEGIC TR13130.37%0.57%0.99%Q4 2019Q4 202213
AMD ADVANCED MICRO DEVICES...13130.14%0.17%0.21%Q3 2020Q3 202313
SMLF ISHARES TR12121.95%2.15%2.26%Q4 2020Q3 202312
ESGU ISHARES TR840.17%0.22%0.27%Q2 2020Q3 202312
INTU INTUIT910.09%0.15%0.21%Q4 2019Q3 202312
EBAY EBAY INC.920.09%0.16%0.22%Q2 2020Q1 202311
VSS VANGUARD INTL EQUITY I...1010.12%0.15%0.24%Q4 2019Q1 202311
IBM INTERNATIONAL BUSINESS...510.10%0.13%0.20%Q4 2019Q1 202311
DFAS DIMENSIONAL ETF TRUST10100.96%1.13%1.29%Q2 2021Q3 202310
MSFT MICROSOFT CORP10100.12%0.33%0.49%Q2 2021Q3 202310
PYPL PAYPAL HLDGS INC910.12%0.27%0.35%Q4 2019Q3 202210
ORCL ORACLE CORP10100.12%0.16%0.26%Q2 2021Q3 202310
PG PROCTER & GAMBLE CO990.56%0.72%0.85%Q4 2019Q4 20219
ESGD ISHARES TR990.10%0.22%0.45%Q3 2021Q3 20239
JNJ JOHNSON & JOHNSON990.12%0.15%0.19%Q3 2021Q3 20239
MTD METTLER TOLEDO INTERNA...710.18%0.20%0.23%Q4 2019Q4 20218
QQQ INVESCO QQQ TR770.36%0.42%0.46%Q1 2022Q3 20237
LMT LOCKHEED MARTIN CORP770.29%0.36%0.40%Q1 2022Q3 20237
IVV ISHARES TR770.25%0.26%0.29%Q1 2022Q3 20237
GE GENERAL ELECTRIC CO770.11%0.17%0.23%Q4 2019Q2 20217
RPG INVESCO EXCHANGE TRADE...770.11%0.15%0.16%Q3 2020Q1 20227
ESML ISHARES TR770.11%0.13%0.16%Q1 2022Q3 20237
SPLV INVESCO EXCH TRADED FD...660.14%3.23%8.21%Q1 2020Q2 20216
DMXF ISHARES TR660.14%0.31%0.43%Q2 2022Q3 20236
ESGE ISHARES INC330.11%0.14%0.19%Q1 2022Q3 20236
GENERAL ELECTRIC CO330.10%0.12%0.16%Q3 2021Q3 20236
EFAV ISHARES TR550.20%2.92%5.73%Q4 2019Q4 20205
VOO VANGUARD INDEX FDS550.24%0.27%0.28%Q3 2022Q3 20235
AGG ISHARES TR410.17%0.19%0.20%Q1 2022Q3 20235
A AGILENT TECHNOLOGIES INC550.15%0.15%0.16%Q4 2020Q4 20215
USXF ISHARES TR320.10%0.14%0.19%Q2 2022Q3 20235
UNH UNITEDHEALTH GROUP INC410.10%0.13%0.14%Q1 2022Q3 20235
CVX CHEVRON CORP NEW410.09%0.10%0.12%Q1 2022Q3 20235
USMV ISHARES TR443.10%4.94%9.80%Q4 2019Q3 20204
EMXF ISHARES TR440.15%0.18%0.23%Q4 2022Q3 20234
DIS DISNEY WALT CO440.12%0.14%0.16%Q4 2020Q3 20214
HPQ HP INC220.10%0.11%0.13%Q1 2022Q2 20234
IJR ISHARES TR310.09%0.10%0.10%Q1 2022Q2 20234
SCIU GLOBAL X FDS330.27%0.52%0.95%Q4 2019Q2 20203
TLT ISHARES TR330.18%0.19%0.20%Q1 2023Q3 20233
PUTW WISDOMTREE TR330.00%0.06%0.16%Q4 2019Q2 20203
VGIT VANGUARD SCOTTSDALE FDS222.75%2.92%3.09%Q1 2023Q2 20232
IDLV INVESCO EXCH TRADED FD...220.21%1.85%3.48%Q1 2020Q2 20202
EELV INVESCO EXCH TRADED FD...220.19%1.67%3.15%Q1 2020Q2 20202
ACWX ISHARES TR220.29%0.31%0.33%Q4 2019Q1 20202
BRKB BERKSHIRE HATHAWAY INC...220.14%0.14%0.14%Q3 2021Q4 20212
WKHS WORKHORSE GROUP INC110.34%0.34%0.34%Q2 2020Q2 20201
IAGG ISHARES TR110.21%0.21%0.21%Q4 2019Q4 20191
VTV VANGUARD INDEX FDS110.16%0.16%0.16%Q2 2023Q2 20231
SPAQ SPARTAN ENERGY ACQUISI...110.16%0.16%0.16%Q3 2020Q3 20201
RNG RINGCENTRAL INC110.10%0.10%0.10%Q1 2022Q1 20221
PCG PG&E CORP110.09%0.09%0.09%Q2 2020Q2 20201
IWB ISHARES TR110.09%0.09%0.09%Q2 2023Q2 20231
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD TAX-MANAGED INTL FD, are the highest-conviction holdings of Wade Financial Advisory, Inc.

The conviction is calculated by counting the number of quarters a security has been reported by Wade Financial Advisory, Inc. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wade Financial Advisory, Inc owns currently or has owned in the past.