Instuitional Investor - Wade Financial Advisory, Inc
Fund Profile
Filing Period:
| Fund Name: | Wade Financial Advisory, Inc |
| Portfolio Value | $295,210,694 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 218,079 | $63,201,535 | 21.4% | |
| 2. | Vanguard Index Fds | 98,672 | $26,611,785 | 9.01% | |
| 3. | Ishares Tr | 116,930 | $20,822,969 | 7.05% | |
| 4. | Vanguard Tax-Managed Fds | 409,219 | $19,568,835 | 6.62% | |
| 5. | Vanguard Scottsdale Funds | 280,832 | $16,288,274 | 5.51% |
