Wade Financial Advisory, Inc — Q3 2022 13F 持股

Name: Wade Financial Advisory, Inc — 13F Holdings, Q3 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001802670

申報總市值

US$2.9億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	16.60%	+20.59%	NEW
2	VV	Vanguard Large-cap ETF	ETF-其他	8.80%	+8.60%	NEW
3	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	5.40%	+2.38%	NEW
4	QUAL	Ishares Msci USA Quality Fac	ETF-其他	4.94%	+6.60%	NEW
5	VEA	Vanguard Ftse Developed ETF	ETF-其他	4.84%	+7.29%	NEW
6	LRGF	Ishares US Equity Factor ETF	ETF-其他	4.22%	+5.10%	NEW
7	INTF	Ishares International Equity	ETF-其他	3.23%	+3.37%	NEW
8	IQLT	Ishares Msci International Q	ETF-其他	3.23%	+3.48%	NEW
9	EMGF	Ishares Emerging Markets Equ	ETF-新興市場	3.15%	+1.81%	NEW
10	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	3.00%	+2.55%	NEW
11	ITOT	Ishares Core S&p Total U.s.	ETF-其他	2.94%	+3.87%	NEW
12	FNDC	Schwab Fndmnt Intl Sm Eq ETF	ETF-其他	2.61%	+1.15%	NEW
13	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	2.46%	+2.05%	NEW
14	SMMV	Ishares Msci USA Small-cap M	ETF-其他	2.33%	+0.95%	NEW
15	SMLF	Ishares US Smallcap Equity F	ETF-其他	2.15%	+1.22%	NEW
16	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.78%	+1.51%	NEW
17	SCHB	Schwab US Broad Market ETF	ETF-其他	1.72%	+1.85%	NEW
18	SCHF	Schwab Intl Equity ETF	ETF-其他	1.70%	+1.73%	NEW
19	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-其他	1.52%	+0.49%	NEW
20	AAPL	Apple INC	股票-科技	1.52%	+1.19%	NEW
21	VIGI	Vanguard Int Div App Indx Fd	ETF-其他	1.49%	+1.51%	NEW
22	AGGY	Wisdomtree Yield Enhanced US	ETF-其他	1.42%	—	+7.95%
23	VB	Vanguard Small-cap ETF	ETF-其他	1.16%	+0.87%	NEW
24	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	1.15%	+0.72%	NEW
25	DFAS	Dimensional US Small Cap ETF	ETF-中小型股	1.14%	+0.86%	NEW
26	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-其他	0.98%	+0.43%	NEW
27	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.81%	+0.74%	NEW
28	EFA	Ishares Msci Eafe ETF	ETF-其他	0.79%	+0.73%	NEW
29	MUB	Ishares National Muni Bond E	ETF-其他	0.75%	—	+26.01%
30	PDN	Inv Rafi Dev Mkt US Sm-usdin	ETF-其他	0.71%	+0.53%	NEW
31	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	0.70%	+0.71%	NEW
32	FNDB	Schwab Fndmntl US Brd Mr ETF	ETF-其他	0.62%	+0.36%	NEW
33	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	0.50%	—	-5.69%
34	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.46%	+0.31%	NEW
35	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-其他	0.45%	+0.41%	NEW
36	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	0.42%	—	-10.22%
37	MSFT	Microsoft CORP	股票-科技	0.41%	+0.45%	NEW
38	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.40%	+0.48%	NEW
39	LMT	Lockheed Martin CORP	股票-工業	0.36%	+0.22%	NEW
40	ESGD	Ishares Trust Ishares Esg Aw	ETF-其他	0.34%	—	+0.42%
41	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.33%	+0.55%	NEW
42	ADBE	Adobe INC	股票-科技	0.33%	—	-0.55%
43	SCHX	Schwab US Large-cap ETF	ETF-其他	0.31%	+0.38%	NEW
44	PEP	Pepsico INC	股票-非循環性消費	0.31%	—	-2.15%
45	AMZN	Amazon.com INC	股票-循環性消費	0.28%	+0.32%	NEW
46	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.27%	—	-0.91%
47	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.26%	+0.30%	NEW
48	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.26%	+0.42%	NEW
49	AMAT	Applied Materials INC	股票-科技	0.25%	+0.27%	NEW
50	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.25%	—	—

1–50 of 73