Instuitional Investor - Wade Financial Advisory, Inc
Fund Profile
Filing Period:
| Fund Name: | Wade Financial Advisory, Inc |
| Portfolio Value | $291,921,041 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 218,644 | $60,092,227 | 20.59% | |
| 2. | Vanguard Index Fds - LARGE CAP ETF | 97,688 | $25,108,696 | 8.6% | |
| 3. | Vanguard Tax-Managed Fds | 418,759 | $21,285,528 | 7.29% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 112,716 | $19,262,056 | 6.6% | |
| 5. | Vanguard Scottsdale Funds | 283,598 | $16,845,724 | 5.77% |
