Wade Financial Advisory, Inc Reduced Holdings in Q3 2024

Wade Financial Advisory, Inc

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-1.07K
- 42.08%
$161.9 - $179.3 $173K - $192K
1.47K $250K
VIG
Vanguard Dividend Appreciation

ETFs
-368
- 1.44%
$182.15 - $182.15 $67K - $67K
25.2K $4.59M
GOOGL
Alphabet Inc.

Communication Services
-115
- 3.66%
$148.65 - $191.18 $17.1K - $22K
3.02K $501K
AMZN
Amazon Com Inc

Consumer Cyclical
-180
- 3.48%
$161.02 - $200.0 $29K - $36K
4.99K $929K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.35K
- 24.25%
$48.4 - $50.91 $65.3K - $68.7K
4.22K $213K
AMD
Advanced Micro Devices Inc

Technology
-286
- 6.99%
$128.67 - $183.96 $36.8K - $52.6K
3.81K $624K
IEMG
Ishares Inc

ETFs
-673
- 2.31%
$53.64 - $53.64 $36.1K - $36.1K
28.5K $1.53M
INTU
Intuit Inc

Technology
-25
- 6.72%
$602.97 - $670.49 $15.1K - $16.8K
347 $215K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-36
- 0.95%
$96.25 - $101.98 $3.47K - $3.67K
3.73K $378K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-572
- 4.07%
$25.45 - $29.53 $14.6K - $16.9K
13.5K $393K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9
- 0.53%
$475.2 - $527.7 $4.28K - $4.75K
1.68K $888K
IBM
International Business Machines Corp

Technology
-30
- 2.41%
$175.1 - $223.38 $5.25K - $6.7K
1.22K $268K
FNDB
Schwab Fundamental U S Broad M

ETFs
-315
- 2.01%
$64.17 - $70.37 $20.2K - $22.2K
15.4K $1.08M
FNDF
Schwab Fundamental Intl Large

ETFs
-275
- 0.79%
$33.67 - $37.71 $9.26K - $10.4K
34.6K $1.29M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-353
- 1.14%
$63.28 - $70.06 $22.3K - $24.7K
30.6K $2.15M
PDN
Invesco Fd Tr

ETFs
-1.28K
- 2.65%
$31.75 - $35.44 $40.6K - $45.3K
46.9K $1.65M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.85K
- 4.2%
$59.25 - $65.33 $110K - $121K
42.2K $2.74M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-640
- 1.41%
$28.02 - $32.68 $17.9K - $20.9K
44.8K $1.44M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-336
- 0.56%
$33.74 - $37.96 $11.3K - $12.8K
59.3K $2.23M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.35K
- 3.98%
$36.98 - $41.55 $198K - $222K
129K $5.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-940
- 1.97%
$41.9 - $48.26 $39.4K - $45.4K
46.8K $2.24M
LMT
Lockheed Martin Corp

Industrials
-34
- 2.12%
$460.3 - $584.56 $15.7K - $19.9K
1.57K $918K
VB
Vanguard Small Cap ETF

ETFs
-129
- 0.99%
$214.77 - $237.72 $27.7K - $30.7K
12.9K $3.06M
AAPL
Apple Inc.

Technology
-380
- 2.25%
$207.23 - $234.82 $78.7K - $89.2K
16.5K $3.84M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-715
- 1.28%
$80.13 - $88.89 $57.3K - $63.6K
55K $4.86M
VEU
Vanguard Ftse All World Ex Us

ETFs
-259
- 0.25%
$56.47 - $63.69 $14.6K - $16.5K
105K $6.62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-120
- 0.14%
$113.41 - $125.62 $13.6K - $15.1K
87.1K $10.9M
VV
Vanguard Large Cap ETF

ETFs
-358
- 0.36%
$236.92 - $263.4 $84.8K - $94.3K
98.9K $26M
Activity Summary
Buys All Purchases 21 New Holdings 1 Increased Positions 20 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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