Wade Financial Advisory, Inc — Q2 2024 13F 持股

Name: Wade Financial Advisory, Inc — 13F Holdings, Q2 2024
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	20.72%	+20.59%	NEW
2	VV	Vanguard Large-cap ETF	ETF-其他	8.92%	+8.60%	NEW
3	QUAL	Ishares Msci USA Quality Fac	ETF-其他	7.23%	+6.60%	NEW
4	VEA	Vanguard Ftse Developed ETF	ETF-其他	6.74%	+7.29%	NEW
5	VGIT	Vanguard Intermediate-term T	ETF-其他	5.10%	+5.77%	NEW
6	LRGF	Ishares US Equity Factor ETF	ETF-其他	4.58%	+5.10%	NEW
7	ITOT	Ishares Core S&p Total U.s.	ETF-其他	3.73%	+3.87%	NEW
8	IQLT	Ishares Msci International Q	ETF-其他	3.27%	+3.48%	NEW
9	INTF	Ishares International Equity	ETF-其他	2.62%	+3.37%	NEW
10	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	2.37%	+2.55%	NEW
11	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-其他	2.27%	+2.38%	NEW
12	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	2.22%	+2.05%	NEW
13	SCHB	Schwab US Broad Market ETF	ETF-其他	2.00%	+1.85%	NEW
14	SCHF	Schwab Intl Equity ETF	ETF-其他	1.86%	+1.73%	NEW
15	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.68%	+1.51%	NEW
16	VIGI	Vanguard Int Div App Indx Fd	ETF-其他	1.63%	+1.51%	NEW
17	EMGF	Ishares Emerging Markets Equ	ETF-新興市場	1.60%	+1.81%	NEW
18	AAPL	Apple INC	股票-科技	1.28%	+1.19%	NEW
19	SMLF	Ishares US Smallcap Equity F	ETF-其他	1.27%	+1.22%	NEW
20	FNDC	Schwab Fndmnt Intl Sm Eq ETF	ETF-其他	1.07%	+1.15%	NEW
21	VB	Vanguard Small-cap ETF	ETF-其他	1.02%	+0.87%	NEW
22	DFAS	Dimensional US Small Cap ETF	ETF-中小型股	0.95%	+0.86%	NEW
23	SMMV	Ishares Msci USA Small-cap M	ETF-其他	0.94%	+0.95%	NEW
24	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	0.75%	+0.74%	NEW
25	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.75%	+0.72%	NEW
26	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	0.74%	+0.71%	NEW
27	EFA	Ishares Msci Eafe ETF	ETF-其他	0.73%	+0.73%	NEW
28	IEMG	Ishares Core Msci Emerging	ETF-新興市場	0.56%	+0.55%	NEW
29	PDN	Inv Rafi Dev Mkt US Sm-usdin	ETF-其他	0.56%	+0.53%	NEW
30	MSFT	Microsoft CORP	股票-科技	0.56%	+0.45%	NEW
31	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.51%	+0.48%	NEW
32	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-其他	0.48%	+0.49%	NEW
33	AMAT	Applied Materials INC	股票-科技	0.45%	+0.27%	NEW
34	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-其他	0.44%	+0.43%	NEW
35	DMXF	Ishares Esg Advanc Msci Eafe	ETF-其他	0.42%	+0.48%	NEW
36	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-其他	0.41%	+0.41%	NEW
37	FNDB	Schwab Fndmntl US Brd Mr ETF	ETF-其他	0.37%	+0.36%	NEW
38	AMZN	Amazon.com INC	股票-循環性消費	0.36%	+0.32%	NEW
39	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.34%	+0.31%	NEW
40	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	0.30%	+0.33%	NEW
41	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.30%	+0.18%	NEW
42	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.28%	+0.30%	NEW
43	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.28%	+0.42%	NEW
44	SCHX	Schwab US Large-cap ETF	ETF-其他	0.27%	+0.38%	NEW
45	LMT	Lockheed Martin CORP	股票-工業	0.27%	+0.22%	NEW
46	IWV	Ishares Russell 3000 ETF	ETF-其他	0.26%	+0.25%	NEW
47	AMD	Advanced Micro Devices	股票-科技	0.24%	—	-2.41%
48	BEN	Franklin Resources INC	股票-金融	0.22%	—	—
49	USXF	Ishares Esg Advance Msci USA	ETF-其他	0.22%	+0.23%	NEW
50	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	0.21%	+0.24%	NEW

1–50 of 81