Chief Investment Officer

0001085146-24-000984.txt : 20240209 0001085146-24-000984.hdr.sgml : 20240209 20240209155034 ACCESSION NUMBER: 0001085146-24-000984 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wade Financial Advisory, Inc CENTRAL INDEX KEY: 0001802670 ORGANIZATION NAME: IRS NUMBER: 770297228 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19856 FILM NUMBER: 24614545 BUSINESS ADDRESS: STREET 1: 2105 SOUTH BASCOM AVE STREET 2: SUITE 110 CITY: CAMPBELL STATE: CA ZIP: 95008 BUSINESS PHONE: 4083697399 MAIL ADDRESS: STREET 1: 2105 SOUTH BASCOM AVE STREET 2: SUITE 110 CITY: CAMPBELL STATE: CA ZIP: 95008 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001802670 XXXXXXXX 12-31-2023 12-31-2023 false Wade Financial Advisory, Inc

2105 SOUTH BASCOM AVE SUITE 110 CAMPBELL CA 95008

13F HOLDINGS REPORT 028-19856 000108627 N Neelesh Champaneri Chief Investment Officer 408-369-7399 /s/Neelesh Champaneri Campbell CA 02-09-2024 0 75 264500580 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 1351896 2266 SH SOLE 0 0 2266 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 674990 4579 SH SOLE 0 0 4579 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 483048 3458 SH SOLE 0 0 3458 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 668008 4740 SH SOLE 0 0 4740 AMAZON COM INC COM 023135106 BBG001S5PQL7 785226 5168 SH SOLE 0 0 5168 APPLE INC COM 037833100 BBG001S5N8V8 3625392 18830 SH SOLE 0 0 18830 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 946489 5840 SH SOLE 0 0 5840 CISCO SYS INC COM 17275R102 BBG001S6HC62 467613 9256 SH SOLE 0 0 9256 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 2628467 44087 SH SOLE 0 0 44087 GEN DIGITAL INC COM 668771108 BBG001S5QG38 361765 15853 SH SOLE 0 0 15853 GENERAL ELECTRIC CO COM 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