$116 Million is the total value of Wade Financial Advisory, Inc's 68 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTF | New | ISHARES TRmultifactor intl | $1,683,000 | – | 73,443 | +100.0% | 1.46% | – |
| LRGF | New | ISHARES TRmultifactor usa | $621,000 | – | 19,985 | +100.0% | 0.54% | – |
| WKHS | New | WORKHORSE GROUP INC | $391,000 | – | 22,500 | +100.0% | 0.34% | – |
| EBAY | New | EBAY INC. | $253,000 | – | 4,829 | +100.0% | 0.22% | – |
| ESGU | New | ISHARES TResg msci usa etf | $245,000 | – | 3,500 | +100.0% | 0.21% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $239,000 | – | 1,330 | +100.0% | 0.21% | – |
| INTU | New | INTUIT | $226,000 | – | 762 | +100.0% | 0.20% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $209,000 | – | 260 | +100.0% | 0.18% | – |
| PCG | New | PG&E CORP | $109,000 | – | 12,298 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-16
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 | 2024-05-14 |
| 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 |
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.