Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADE FINANCIAL ADVISORY INC | 02-09-2024 | 12-31-2023 | 75 | 264,500,580 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $47,529,606 | 200,361 | 0.02 | 0.02 | 6,400 | 3.30 | 12-31-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 2 | $22,164,433 | 101,602 | 0.01 | 0.01 | -3,757 | -3.57 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $17,743,885 | 370,436 | 0.01 | 0.01 | -960 | -0.26 | 12-31-2023 |
| ISHARES TR | MSCI USA QLT FCT | 4 | $15,012,135 | 102,026 | 0.01 | 0.01 | 5,258 | 5.43 | 12-31-2023 |
