Instuitional Investor - Wade Financial Advisory, Inc
Fund Profile
Filing Period:
| Fund Name: | Wade Financial Advisory, Inc |
| Portfolio Value | $264,500,580 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 200,361 | $47,529,606 | 17.96% | |
| 2. | Vanguard Index Fds | 101,602 | $22,164,433 | 8.37% | |
| 3. | Vanguard Tax-Managed Fds | 370,436 | $17,743,885 | 6.7% | |
| 4. | Ishares Tr | 102,026 | $15,012,135 | 5.67% | |
| 5. | Vanguard Scottsdale Funds | 192,023 | $11,390,834 | 4.3% |
