| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 18.7% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 9.7% |
| VANGUARD TAX-MANAGED INTL FD | 16 | Q3 2023 | 7.0% |
| ISHARES INC | 16 | Q3 2023 | 6.4% |
| ISHARES TR | 16 | Q3 2023 | 5.5% |
| ISHARES TR | 16 | Q3 2023 | 3.6% |
| ISHARES INC | 16 | Q3 2023 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 5.0% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.1% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.8% |
View Wade Financial Advisory, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-02 |
View Wade Financial Advisory, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.