Wade Financial Advisory, Inc 13F 持仓 · 最近申报 2025年Q1
Wade Financial Advisory 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 2.92 亿美元。前几大持仓：VTI（20.59%）、VV（8.60%）、VEA（7.29%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $60.1M | 20.59% | 218,644 | 增持 |
| 2 | VV | VANGUARD INDEX FDS | $25.1M | 8.60% | 97,688 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $21.3M | 7.29% | 418,759 | 增持 |
| 4 | QUAL | ISHARES TR | $19.3M | 6.60% | 112,716 | 减持 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $16.8M | 5.77% | 283,598 | 增持 |
| 6 | LRGF | ISHARES TR | $14.9M | 5.10% | 257,225 | 增持 |
| 7 | ITOT | ISHARES TR | $11.3M | 3.87% | 92,625 | 增持 |
| 8 | IQLT | ISHARES TR | $10.2M | 3.48% | 255,861 | 增持 |
| 9 | INTF | ISHARES TR | $9.8M | 3.37% | 318,745 | 增持 |
| 10 | IEFA | ISHARES TR | $7.5M | 2.55% | 98,489 | 增持 |
| 11 | EEMV | ISHARES INC | $6.9M | 2.38% | 119,049 | 增持 |
| 12 | VEU | VANGUARD INTL EQUITY INDEX F | $6.0M | 2.05% | 98,700 | 减持 |
| 13 | SCHB | SCHWAB STRATEGIC TR | $5.4M | 1.85% | 250,830 | 减持 |
| 14 | EMGF | ISHARES INC | $5.3M | 1.81% | 113,068 | 增持 |
| 15 | SCHF | SCHWAB STRATEGIC TR | $5.0M | 1.73% | 254,798 | 减持 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $4.4M | 1.51% | 22,754 | 减持 |
| 17 | VIGI | VANGUARD WHITEHALL FDS | $4.4M | 1.51% | 53,213 | 减持 |
| 18 | SMLF | ISHARES TR | $3.6M | 1.22% | 57,191 | 减持 |
| 19 | AAPL | APPLE INC | $3.5M | 1.19% | 15,580 | 减持 |
| 20 | FNDC | SCHWAB STRATEGIC TR | $3.4M | 1.15% | 92,854 | 增持 |
| 21 | SMMV | ISHARES TR | $2.8M | 0.95% | 67,215 | 减持 |
| 22 | VB | VANGUARD INDEX FDS | $2.5M | 0.87% | 11,456 | 减持 |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $2.5M | 0.86% | 42,167 | 减持 |
| 24 | SPDW | SPDR INDEX SHS FDS | $2.1M | 0.74% | 59,015 | 增持 |
| 25 | EFA | ISHARES TR | $2.1M | 0.73% | 26,071 | 持平 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR