Wade Financial Advisory, Inc Incresed Positions in Q4 2024

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.46K
+ 0.68%
$280.04 - $302.45 $410K - $443K
218K $63.2M
LRGF
Ishares Tr

ETFs
8.09K
+ 3.5%
$58.25 - $63.26 $471K - $511K
239K $14.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
25K
+ 9.78%
$57.78 - $60.4 $1.45M - $1.51M
281K $16.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
770
+ 53.44%
$567.81 - $607.81 $437K - $468K
2.21K $1.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
38.7K
+ 329.87%
$22.4 - $68.28 $866K - $2.64M
50.4K $1.17M
INTF
Ishares Tr

ETFs
29.3K
+ 11.2%
$28.54 - $31.26 $837K - $917K
291K $8.36M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
176K
+ 199.04%
$22.01 - $66.82 $3.87M - $11.8M
264K $6M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
251
+ 0.43%
$65.31 - $74.15 $16.4K - $18.6K
58.4K $3.94M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2
+ 0.01%
$69.3 - $74.3 $139 - $149
30.6K $2.19M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.77K
+ 20.54%
$26.63 - $30.23 $73.8K - $83.7K
16.3K $432K
TLT
Ishares Barclays 20+ Year Trea

ETFs
864
+ 12.98%
$87.1 - $98.49 $75.3K - $85.1K
7.52K $656K
FNDA
Schwab Fundamental U S Small C

ETFs
6.99K
+ 100.0%
$29.26 - $59.11 $205K - $413K
14K $415K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.22K
+ 100.0%
$24.19 - $50.58 $102K - $213K
8.44K $204K
FNDB
Schwab Fundamental U S Broad M

ETFs
30.8K
+ 200.0%
$23.07 - $70.32 $710K - $2.16M
46.2K $1.07M
FNDX
Schwab Fundamental U S Large C

ETFs
34.2K
+ 200.0%
$23.49 - $71.77 $803K - $2.45M
51.3K $1.21M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27
+ 0.72%
$96.64 - $101.23 $2.61K - $2.73K
3.76K $364K
EMGF
Ishares Msci Emerging Markets

ETFs
7.42K
+ 7.51%
$45.23 - $51.49 $335K - $382K
106K $4.8M
FNDF
Schwab Fundamental Intl Large

ETFs
237
+ 0.68%
$32.92 - $37.15 $7.8K - $8.8K
34.8K $1.16M
PDN
Invesco Fd Tr

ETFs
785
+ 1.67%
$31.62 - $34.97 $24.8K - $27.5K
47.7K $1.51M
FNDC
Schwab Fundamental Intl Small

ETFs
4.92K
+ 5.62%
$33.92 - $38.03 $167K - $187K
92.6K $3.16M
EEMV
Ishares Msci Emerging Markets

ETFs
5.06K
+ 4.49%
$57.85 - $63.11 $293K - $319K
118K $6.82M
IEFA
Ishares Tr

ETFs
4.15K
+ 4.41%
$70.06 - $77.43 $291K - $321K
98.3K $6.91M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
133K
+ 103.15%
$18.41 - $40.87 $2.45M - $5.44M
262K $4.85M
VEA
Vanguard Ftse Developed Market

ETFs
26.2K
+ 6.83%
$47.57 - $52.44 $1.24M - $1.37M
409K $19.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.3K
+ 3.8%
$37.12 - $41.23 $345K - $383K
254K $9.42M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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