$158 Million is the total value of Wade Financial Advisory, Inc's 68 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -4,127 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-14
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.