Wade Financial Advisory, Inc - Portfolio overview

Wade Financial Advisory, Inc has 76 reported holdings in this dataset, with the latest filing dated 2025-05-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 20.59%
2. VV - VANGUARD INDEX FDS, 8.60%
3. VEA - VANGUARD TAX-MANAGED FDS, 7.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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