SEC Form 13F

Wade Financial Advisory, Inc 13F Holdings

Report period2025-03-31
Publicly available2025-05-10
Reported value$291,921,041
Positions76

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$60,092,227218,644
VANGUARD INDEX FDSVVLARGE CAP ETF$25,108,69697,688
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$21,285,528418,759
ISHARES TRQUALMSCI USA QLT FCT$19,262,056112,716
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$16,845,724283,598
ISHARES TRLRGFU S EQUITY FACTR$14,888,178257,225
ISHARES TRITOTCORE S&P TTL STK$11,301,20092,625
ISHARES TRIQLTMSCI INTL QUALTY$10,155,128255,861
ISHARES TRINTFINTL EQTY FACTOR$9,830,082318,745
ISHARES TRIEFACORE MSCI EAFE$7,450,69398,489

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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