Wade Financial Advisory, Inc

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Campbell, CA
CIK
0001802670
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 81 297,146 VTI, VV, QUAL, VEA 13F-HR 10/28/2024 000108514624005183
Q2 2024 81 277,875 VTI, VV, QUAL, VEA 13F-HR 7/25/2024 000108514624003226
Q1 2024 77 274,274 VTI, VV, QUAL, VEA 13F-HR 5/13/2024 000108514624002447
Q4 2023 75 264,500 VTI, VV, VEA, QUAL 13F-HR 2/9/2024 000108514624000984
Q3 2023 70 233,534 VTI, VV, VEA, QUAL 13F-HR 10/10/2023 000108514623003690
Q2 2023 73 252,367 VTI, VV, VEA, QUAL 13F-HR 8/9/2023 000108514623003207
Q1 2023 76 238,056 VTI, VV, VEA, QUAL 13F-HR 4/7/2023 000108514623001558
Q4 2022 75 220,778 VTI, VV, VEA, EEMV 13F-HR 1/12/2023 000108514623000108
Q3 2022 73 199,683 VTI, VV, EEMV, QUAL 13F-HR 10/26/2022 000108514622003605
Q2 2022 74 210,878 VTI, VV, VEA, EEMV 13F-HR 8/5/2022 000108514622002834
Q1 2022 77 233,171 VTI, VV, EEMV, LRGF 13F-HR 4/20/2022 000108514622001474
Q4 2021 71 192,322 VTI, VV, VEA, EEMV 13F-HR 2/7/2022 000108514622000589
Q3 2021 73 177,248 VTI, VV, VEA, EEMV 13F-HR 11/2/2021 000108514621002979
Q2 2021 71 182,447 VTI, VV, VEA, EEMV 13F-HR 7/29/2021 000108514621002152
Q1 2021 68 158,247 VTI, VV, EEMV, LRGF 13F-HR 4/14/2021 000108514621001189
Q4 2020 69 149,028 VTI, VV, EEMV, LRGF 13F-HR 3/10/2021 000108514621001080
Q3 2020 67 126,933 VTI, VV, EEMV, QUAL 13F-HR 11/3/2020 000108514620002726
Q2 2020 68 115,691 VTI, VV, EEMV, SPLV 13F-HR 7/16/2020 000108514620001805
Q1 2020 60 100,219 VTI, SPLV, VV, SCHF 13F-HR 4/27/2020 000108514620001216
Q4 2019 62 113,209 VTI, USMV, VV, EEMV 13F-HR 2/11/2020 000108514620000574