StockDriftsStockDriftsTop 50 Wade Financial Advisory, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 20.59% | 218.6K | $60.1M | +0.26%(+565) | — | 2025-03-31 | |
| VV | VANGUARD INDEX FDS | 8.6% | 97.7K | $25.1M | -1.00%(-984) | — | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.29% | 418.8K | $21.3M | +2.33%(+9.54K) | — | 2025-03-31 | |
| QUAL | ISHARES TR | 6.6% | 112.7K | $19.3M | -3.60%(-4.21K) | — | 2025-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.77% | 283.6K | $16.8M | +0.98%(+2.77K) | — | 2025-03-31 | |
| LRGF | ISHARES TR | 5.1% | 257.2K | $14.9M | +7.58%(+18.11K) | — | 2025-03-31 | |
| ITOT | ISHARES TR | 3.87% | 92.6K | $11.3M | +8.46%(+7.22K) | — | 2025-03-31 | |
| IQLT | ISHARES TR | 3.48% | 255.9K | $10.2M | +0.81%(+2.06K) | — | 2025-03-31 | |
| INTF | ISHARES TR | 3.37% | 318.7K | $9.8M | +9.44%(+27.49K) | — | 2025-03-31 | |
| IEFA | ISHARES TR | 2.55% | 98.5K | $7.5M | +0.16%(+161) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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