$127 Million is the total value of Wade Financial Advisory, Inc's 67 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMD | New | ADVANCED MICRO DEVICES INC | $249,000 | – | 3,040 | +100.0% | 0.20% | – |
RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $203,000 | – | 1,435 | +100.0% | 0.16% | – |
FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $202,000 | – | 6,112 | +100.0% | 0.16% | – |
SPAQ | New | SPARTAN ENERGY ACQUISITION C | $202,000 | – | 14,000 | +100.0% | 0.16% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $200,000 | – | 1,646 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
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.