Wade Financial Advisory, Inc Top Holdings and 13F Report (2025) About Wade Financial Advisory, IncInvestment ActivityWade Financial Advisory, Inc has $291.92 million in total holdings as of March 31, 2025.Wade Financial Advisory, Inc owns shares of 76 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.73% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Wade Financial Advisory, Inc has purchased 80 new stocks and bought additional shares in 25 stocks.Wade Financial Advisory, Inc sold shares of 33 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $60,092,227Vanguard Large-Cap ETF $25,108,696Vanguard FTSE Developed Markets ETF $21,285,528iShares MSCI USA Quality Factor ETF $19,262,056Vanguard Intermediate-Term Treasury Index ETF $16,845,724 Largest New Holdings this Quarter 46641Q761 - JPMorgan US Quality Factor ETF $359,375 Holding Largest Purchases this Quarter iShares U.S. Equity Factor ETF 18,114 shares (about $1.05M)iShares Core S&P Total U.S. Stock Market ETF 7,224 shares (about $881.40K)iShares International Equity Factor ETF 27,490 shares (about $847.79K)Vanguard FTSE Developed Markets ETF 9,540 shares (about $484.92K)JPMorgan US Quality Factor ETF 6,364 shares (about $359.38K) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 4,214 shares (about $720.13K)Vanguard FTSE All-World ex-US ETF 6,064 shares (about $367.84K)Vanguard Dividend Appreciation ETF 1,772 shares (about $343.75K)Schwab US Broad Market ETF 13,428 shares (about $289.10K)Vanguard Large-Cap ETF 984 shares (about $252.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWade Financial Advisory, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$60,092,227$155,285 ▲0.3%218,64420.6%ETFVVVanguard Large-Cap ETF$25,108,696$252,917 ▼-1.0%97,6888.6%ETFVEAVanguard FTSE Developed Markets ETF$21,285,528$484,918 ▲2.3%418,7597.3%ETFQUALiShares MSCI USA Quality Factor ETF$19,262,056$720,131 ▼-3.6%112,7166.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$16,845,724$164,300 ▲1.0%283,5985.8%ETFLRGFiShares U.S. Equity Factor ETF$14,888,178$1,048,438 ▲7.6%257,2255.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,301,200$881,402 ▲8.5%92,6253.9%ETFIQLTiShares MSCI Intl Quality Factor ETF$10,155,128$81,881 ▲0.8%255,8613.5%ETFINTFiShares International Equity Factor ETF$9,830,082$847,790 ▲9.4%318,7453.4%ETFIEFAiShares Core MSCI EAFE ETF$7,450,693$12,180 ▲0.2%98,4892.6%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$6,945,325$80,276 ▲1.2%119,0492.4%ETFVEUVanguard FTSE All-World ex-US ETF$5,987,165$367,844 ▼-5.8%98,7002.1%ETFSCHBSchwab US Broad Market ETF$5,400,362$289,104 ▼-5.1%250,8301.8%ETFEMGFiShares Emerging Markets Equity Factor ETF$5,289,340$320,117 ▲6.4%113,0681.8%ETFSCHFSchwab International Equity ETF$5,039,895$144,908 ▼-2.8%254,7981.7%ETFVIGVanguard Dividend Appreciation ETF$4,414,014$343,748 ▼-7.2%22,7541.5%ETFVIGIVanguard International Dividend Appreciation ETF$4,413,486$100,938 ▼-2.2%53,2131.5%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$3,554,999$72,168 ▼-2.0%57,1911.2%ETFAAPLApple$3,460,867$156,161 ▼-4.3%15,5801.2%Computer and TechnologyFNDCSchwab Fundamental International Small Cap Company Index ETF$3,361,328$10,969 ▲0.3%92,8541.2%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$2,786,058$85,884 ▼-3.0%67,2151.0%ETFVBVanguard Small-Cap ETF$2,540,307$174,957 ▼-6.4%11,4560.9%ETFDFASDimensional U.S. Small Cap ETF$2,519,478$2,151 ▼-0.1%42,1670.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,148,728$47,151 ▲2.2%59,0150.7%ETFEFAiShares MSCI EAFE ETF$2,130,7900.0%26,0710.7%FinanceVWOVanguard FTSE Emerging Markets ETF$2,093,593$24,078 ▼-1.1%46,2570.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,083,404$204 ▲0.0%30,6340.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,616,833$86,784 ▲5.7%29,9580.6%ETFPDNInvesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF$1,536,212$61,061 ▼-3.8%45,8890.5%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$1,423,110$80,419 ▲6.0%46,2050.5%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,405,033$29,629 ▲2.2%20,8650.5%ManufacturingQQQInvesco QQQ$1,399,2570.0%2,9840.5%FinanceMSFTMicrosoft$1,307,686$10,885 ▲0.8%3,4840.4%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$1,261,286$1,952 ▲0.2%34,9000.4%ETFSPYSPDR S&P 500 ETF Trust$1,236,7490.0%2,2110.4%FinanceFNDXSchwab Fundamental U.S. Large Company Index ETF$1,210,3430.0%51,2640.4%ETFSCHXSchwab US Large-Cap ETF$1,112,9640.0%50,4060.4%ETFFNDBSchwab Fundamental U.S. Broad Market Index ETF$1,054,847$7,248 ▼-0.7%45,8430.4%ETFVOOVanguard S&P 500 ETF$973,181$108,417 ▲12.5%1,8940.3%ETFAMZNAmazon.com$947,875$1,142 ▼-0.1%4,9820.3%Retail/WholesaleIWMiShares Russell 2000 ETF$917,2620.0%4,5980.3%FinanceIVViShares Core S&P 500 ETF$872,0780.0%1,5520.3%ETFAMATApplied Materials$776,3920.0%5,3500.3%Computer and TechnologyIWViShares Russell 3000 ETF$740,1010.0%2,3300.3%ETFTLTiShares 20+ Year Treasury Bond ETF$686,145$1,820 ▲0.3%7,5380.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$679,603$104,400 ▲18.2%14,5620.2%ManufacturingLMTLockheed Martin$654,877$11,168 ▼-1.7%1,4660.2%AerospaceESGUiShares ESG Aware MSCI USA ETF$624,911$112,889 ▲22.0%5,1260.2%ManufacturingCSCOCisco Systems$553,724$17,464 ▼-3.1%8,9730.2%Computer and TechnologyGOOGAlphabet$522,902$39,682 ▼-7.1%3,3470.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$481,145$3,321 ▼-0.7%11,0100.2%FinanceGENGenesis Healthcare$420,7390.0%15,8530.1%Business ServicesSCHESchwab Emerging Markets Equity ETF$420,001$28,259 ▼-6.3%15,2340.1%ETFORCLOracle$419,849$32,855 ▼-7.3%3,0030.1%Computer and TechnologyFNDASchwab Fundamental U.S. Small Company Index ETF$383,1310.0%13,9880.1%ETFGEGE Aerospace$381,886$12,009 ▼-3.0%1,9080.1%IndustrialsESGDiShares ESG Aware MSCI EAFE ETF$370,382$5,228 ▲1.4%4,5340.1%ManufacturingJQUAJPMorgan US Quality Factor ETF$359,375$359,375 ▲New Holding6,3640.1%ETFSCHDSchwab US Dividend Equity ETF$344,8310.0%12,3330.1%ETFEMXFiShares ESG Advanced MSCI EM ETF$329,357$1,262 ▼-0.4%8,6130.1%ETFAMDAdvanced Micro Devices$324,864$46,233 ▼-12.5%3,1620.1%Computer and TechnologyGOOGLAlphabet$318,868$34,021 ▼-9.6%2,0620.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$305,105$66,977 ▼-18.0%3,0840.1%FinanceIWBiShares Russell 1000 ETF$282,2010.0%9200.1%ETFRPGInvesco S&P 500 Pure Growth ETF$274,9750.0%7,1890.1%ETFVXUSVanguard Total International Stock ETF$260,3850.0%4,1930.1%ETFIBMInternational Business Machines$255,125$39,786 ▼-13.5%1,0260.1%Computer and TechnologyJPMJPMorgan Chase & Co.$247,753$8,340 ▼-3.3%1,0100.1%FinanceJNJJohnson & Johnson$246,936$35,158 ▼-12.5%1,4890.1%MedicalADBEAdobe$244,309$29,915 ▼-10.9%6370.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$241,026$4,532 ▲1.9%6,2750.1%ETFIJRiShares Core S&P Small-Cap ETF$238,733$1,987 ▲0.8%2,2830.1%ETFCVXChevron$235,210$7,863 ▼-3.2%1,4060.1%EnergyIJHiShares Core S&P Mid-Cap ETF$223,7720.0%3,8350.1%ETFXLBMaterials Select Sector SPDR Fund$205,2340.0%2,3870.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$203,827$5,892 ▼-2.8%8,1990.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$240,408 ▼-100.0%00.0%FinancePXHInvesco FTSE RAFI Emerging Markets ETF$0$225,956 ▼-100.0%00.0%ETFPEPPepsiCo$0$208,930 ▼-100.0%00.0%Consumer StaplesMRKMerck & Co., Inc.$0$203,966 ▼-100.0%00.0%MedicalINTUIntuit$0$202,377 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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