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Neelesh Champaneri

@Wade Financial Advisory, Inc

Latest period2024 - Q4ReportedManaged Assets$295.211MTotal holdings80
Assets growth rate-0.65%Assets growth rate (2-Q avg)3.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wade Financial Advisory, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Wade Financial Advisory, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 295.211M in assets, with a quarterly growth rate of -0.65% and a 2-quarter average growth rate of 3.15%. The portfolio is managed by Neelesh Champaneri, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Index Fds
Recent Activity
Increased 0.68%
21.41%
$63.202M
218,079 shares@ $289.82 avg price
VV
Vanguard Index Fds
Recent Activity
Decreased -0.22%
9.02%
$26.612M
98,672 shares@ $269.7 avg price
QUAL
Ishares Tr
Recent Activity
Decreased -1.69%
7.06%
$20.823M
116,930 shares@ $178.09 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Increased 6.83%
6.63%
$19.569M
409,219 shares@ $47.82 avg price
VGIT
Vanguard Scottsdale Fds
Recent Activity
Increased 9.79%
5.52%
$16.288M
280,832 shares@ $58.01 avg price
LRGF
Ishares Tr
Recent Activity
Increased 3.5%
4.89%
$14.43M
239,111 shares@ $60.35 avg price
ITOT
Ishares Tr
Recent Activity
Decreased -1.93%
3.73%
$10.984M
85,401 shares@ $128.62 avg price
IQLT
Ishares Tr
Recent Activity
Increased 3.81%
3.2%
$9.421M
253,798 shares@ $37.12 avg price
INTF
Ishares Tr
Recent Activity
Increased 11.21%
2.84%
$8.365M
291,255 shares@ $28.73 avg price
IEFA
Ishares Tr
Recent Activity
Increased 4.41%
2.35%
$6.91M
98,328 shares@ $70.29 avg price

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