Wade Financial Advisory, Inc — Q3 2023 13F 持股

Name: Wade Financial Advisory, Inc — 13F Holdings, Q3 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001802670

申报总市值

US$2.9亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	17.64%	+20.59%	NEW
2	VV	Vanguard Large-cap ETF	ETF-其他	8.83%	+8.60%	NEW
3	VEA	Vanguard Ftse Developed ETF	ETF-其他	6.95%	+7.29%	NEW
4	QUAL	Ishares Msci USA Quality Fac	ETF-其他	5.46%	+6.60%	NEW
5	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	4.65%	+2.38%	NEW
6	LRGF	Ishares US Equity Factor ETF	ETF-其他	3.59%	+5.10%	NEW
7	ITOT	Ishares Core S&p Total U.s.	ETF-其他	3.58%	+3.87%	NEW
8	EMGF	Ishares Emerging Markets Equ	ETF-新兴市场	3.52%	+1.81%	NEW
9	IQLT	Ishares Msci International Q	ETF-其他	3.16%	+3.48%	NEW
10	INTF	Ishares International Equity	ETF-其他	2.94%	+3.37%	NEW
11	FNDC	Schwab Fndmnt Intl Sm Eq ETF	ETF-其他	2.48%	+1.15%	NEW
12	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	2.45%	+2.55%	NEW
13	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	2.38%	+2.05%	NEW
14	SMLF	Ishares US Smallcap Equity F	ETF-其他	2.26%	+1.22%	NEW
15	SCHF	Schwab Intl Equity ETF	ETF-其他	2.12%	+1.73%	NEW
16	SMMV	Ishares Msci USA Small-cap M	ETF-其他	2.06%	+0.95%	NEW
17	VIGI	Vanguard Int Div App Indx Fd	ETF-其他	1.92%	+1.51%	NEW
18	SCHB	Schwab US Broad Market ETF	ETF-其他	1.91%	+1.85%	NEW
19	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.80%	+1.51%	NEW
20	AAPL	Apple INC	股票-科技	1.45%	+1.19%	NEW
21	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-其他	1.27%	+0.49%	NEW
22	PDN	Inv Rafi Dev Mkt US Sm-usdin	ETF-其他	1.15%	+0.53%	NEW
23	VB	Vanguard Small-cap ETF	ETF-其他	1.12%	+0.87%	NEW
24	DFAS	Dimensional US Small Cap ETF	ETF-中小型股	0.99%	+0.86%	NEW
25	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.93%	+0.72%	NEW
26	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.92%	+0.55%	NEW
27	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.80%	+0.74%	NEW
28	EFA	Ishares Msci Eafe ETF	ETF-其他	0.77%	+0.73%	NEW
29	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-其他	0.76%	+0.43%	NEW
30	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	0.71%	+0.71%	NEW
31	ADBE	Adobe INC	股票-科技	0.49%	—	-0.74%
32	MSFT	Microsoft CORP	股票-科技	0.49%	+0.45%	NEW
33	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.46%	+0.48%	NEW
34	DMXF	Ishares Esg Advanc Msci Eafe	ETF-其他	0.43%	+0.48%	NEW
35	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-其他	0.43%	+0.41%	NEW
36	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.39%	+0.31%	NEW
37	FNDB	Schwab Fndmntl US Brd Mr ETF	ETF-其他	0.38%	+0.36%	NEW
38	AMAT	Applied Materials INC	股票-科技	0.35%	+0.27%	NEW
39	AMZN	Amazon.com INC	股票-周期性消费	0.30%	+0.32%	NEW
40	LMT	Lockheed Martin CORP	股票-工业	0.29%	+0.22%	NEW
41	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.28%	+0.33%	NEW
42	GOOG	Alphabet Inc-cl C	股票-通信服务	0.27%	+0.18%	NEW
43	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.26%	+0.30%	NEW
44	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.26%	+0.42%	NEW
45	SCHX	Schwab US Large-cap ETF	ETF-其他	0.25%	+0.38%	NEW
46	IWV	Ishares Russell 3000 ETF	ETF-其他	0.24%	+0.25%	NEW
47	CSCO	Cisco Systems INC	股票-科技	0.23%	+0.19%	NEW
48	EMXF	Ishares Esg Adv Msci Em ETF	ETF-其他	0.23%	—	+35.99%
49	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.21%	—	—
50	ESGU	Ishares Esg Aware Msci USA	ETF-其他	0.21%	+0.21%	NEW

1–50 of 70