Wade Financial Advisory, Inc Portfolio Holdings
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
Wade Financial Advisory, Inc has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $295 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $63.2M, Vanguard Large Cap ETF with a value of $26.6M, Ishares Msci Usa Quality Facto with a value of $20.8M, Vanguard Ftse Developed Market with a value of $19.6M, and Vanguard Intermediate Term Tre with a value of $16.3M.
Examining the 13F form we can see an decrease of $1.71M in the current position value, from $296M to 295M.
Below you can find more details about Wade Financial Advisory, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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