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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 :
17 |
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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 |
- |
$261.93 |
$47,530,000 |
200,361 |
17.97% |
6,331,000 |
6,400 |
0.02 |
Closed - End Fund - E... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
4 |
- |
$0.00 |
$15,012,000 |
102,026 |
5.68% |
2,259,000 |
5,258 |
0.005 |
N/A |
|
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VGIT |
Vanguard Intermediate -Ter |
5 |
- |
$58.04 |
$11,391,000 |
192,023 |
4.31% |
11,391,000 |
192,023 |
0.021 |
Closed - End Fund - Debt |
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LRGF |
Ishares Factorselect Msci U... |
6 |
- |
$54.44 |
$9,744,000 |
201,789 |
3.68% |
1,353,000 |
8,086 |
0.083 |
N/A |
|
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IEFA |
Ishares Core Msci Eafe |
12 |
- |
$0.00 |
$6,686,000 |
95,039 |
2.53% |
972,000 |
6,248 |
0.001 |
N/A |
|
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IEMG |
Ishares Core Msci Emerging ... |
26 |
- |
$54.68 |
$2,334,000 |
46,150 |
0.88% |
196,000 |
1,223 |
0 |
N/A |
|
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DMXF |
Ishares Esg Advanced Msci E... |
35 |
- |
$0.00 |
$1,120,000 |
17,527 |
0.42% |
120,000 |
12 |
0.195 |
N/A |
|
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EMXF |
Ishares Esg Advanced Msci E... |
49 |
- |
$0.00 |
$566,000 |
15,935 |
0.21% |
29,000 |
65 |
0.177 |
N/A |
|
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TLT |
iShares Tr Lehman 20+yr Tres |
54 |
- |
$92.01 |
$469,000 |
4,746 |
0.18% |
48,000 |
4 |
0 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
58 |
- |
$97.08 |
$437,000 |
4,404 |
0.17% |
26,000 |
31 |
0 |
Closed - End Fund - E... |
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ESML |
iShares MSCI USA Sml-Cp ESG... |
59 |
- |
$0.00 |
$424,000 |
11,161 |
0.16% |
49,000 |
21 |
0.012 |
N/A |
|
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USXF |
Ishares Esg Advanced Msci U... |
64 |
- |
$0.00 |
$321,000 |
8,065 |
0.12% |
47,000 |
174 |
0.006 |
N/A |
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ESGD |
Ishares Trust Ishares Msci ... |
66 |
- |
$81.55 |
$298,000 |
3,940 |
0.11% |
47,000 |
310 |
0 |
N/A |
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IJR |
iShares Core S&P Small-Cap |
69 |
- |
$110.41 |
$252,000 |
2,329 |
0.1% |
252,000 |
2,329 |
0 |
Closed - End Fund - E... |
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IWB |
ishares trust Russell 1000 |
70 |
- |
$290.40 |
$241,000 |
920 |
0.09% |
241,000 |
920 |
0.001 |
Closed - End Fund - E... |
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HPQ |
HP Inc |
71 |
- |
$31.07 |
$241,000 |
8,013 |
0.09% |
241,000 |
8,013 |
0 |
Diversified Computer ... |
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MRK |
Merck & Co Inc |
75 |
- |
$131.20 |
$224,000 |
2,050 |
0.08% |
224,000 |
2,050 |
0 |
Drug Manufacturers - ... |
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