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| Name: |
Wade Financial Advisory Inc |
| City: |
CAMPBELL |
| State: |
CA |
| Zip: |
95008 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Increased Positions |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$263.45 |
$56,056,000 |
215,684 |
20.44% |
8,526,000 |
15,323 |
0.022 |
Closed - End Fund - E... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
3 |
- |
$0.00 |
$19,257,000 |
117,170 |
7.02% |
4,245,000 |
15,144 |
0.006 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
4 |
- |
$49.56 |
$18,928,000 |
377,283 |
6.9% |
1,184,000 |
6,847 |
0.017 |
Closed - End Fund - F... |
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VGIT |
Vanguard Intermediate -Ter |
5 |
- |
$58.24 |
$13,317,000 |
227,453 |
4.86% |
1,926,000 |
35,430 |
0.025 |
Closed - End Fund - Debt |
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LRGF |
Ishares Factorselect Msci U... |
6 |
- |
$54.72 |
$12,380,000 |
230,069 |
4.51% |
2,636,000 |
28,280 |
0.095 |
N/A |
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IQLT |
Ishares Edge Msci Intl Qual... |
8 |
- |
$0.00 |
$8,988,000 |
226,620 |
3.28% |
1,028,000 |
14,692 |
0.024 |
N/A |
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SCHB |
Schwab Strategic Trust |
13 |
- |
$61.90 |
$5,404,000 |
88,522 |
1.97% |
496,000 |
352 |
0.045 |
Closed - End Fund - Debt |
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USXF |
Ishares Esg Advanced Msci U... |
50 |
- |
$0.00 |
$520,000 |
11,514 |
0.19% |
199,000 |
3,449 |
0.009 |
N/A |
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TLT |
iShares Tr Lehman 20+yr Tres |
51 |
- |
$93.21 |
$507,000 |
5,361 |
0.18% |
38,000 |
615 |
0 |
Closed - End Fund - E... |
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SCHR |
Schwab Intermediate-Term U.... |
64 |
- |
$48.77 |
$309,000 |
6,306 |
0.11% |
-4,000 |
12 |
0.001 |
N/A |
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CVX |
Chevron Corp |
75 |
- |
$155.93 |
$229,000 |
1,453 |
0.08% |
229,000 |
1,453 |
0 |
Integrated Oil & Gas |
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