Filer Name: WEALTHCARE CAPITAL PARTNERS, LLC
CIK: 2053307
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 118
Portfolio Value: $0.19B

Wealthcare Capital Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
USFR US WISDOMTREE FLOATING RATE TRE 774,275 $39M 20.30% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 70,355 $20M 10.62% - -
UNH US UNITEDHEALTH GROUP INC 40,233 $20M 10.60% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 127,293 $9M 4.57% - -
SCHP US SCHWAB U.S. TIPS ETF 239,345 $6M 3.22% - -
STIP US ISHARES 0-5 YEAR TIPS BOND E 56,209 $6M 2.95% - -
AAPL US APPLE INC 15,802 $4M 2.06% - -
VEU US VANGUARD FTSE ALL-WORLD EX-U 66,907 $4M 2.00% - -
IEF US ISHARES 7-10 YEAR TREASURY B 36,895 $3M 1.78% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 7,087 $3M 1.67% - -
AGG US ISHARES CORE U.S. AGGREGATE 30,173 $3M 1.52% - -
VNQ US VANGUARD REAL ESTATE ETF 28,670 $3M 1.33% - -
MGV US VANGUARD MEGA CAP VALUE ETF 18,753 $2M 1.22% - -
MSFT US MICROSOFT CORP 5,321 $2M 1.17% - -
KMLM US KRANESHARES MT LC MN FT ID S 78,467 $2M 1.15% - -
BX US BLACKSTONE INC 12,192 $2M 1.09% - -
SPSM US SPDR PORTFOLIO S&P 600 SMALL 45,802 $2M 1.07% - -
VYM US VANGUARD HIGH DVD YIELD ETF 16,057 $2M 1.07% - -
VIG US VANGUARD DIVIDEND APPREC ETF 10,378 $2M 1.06% - -
XT US ISHARES EXPONENTIAL TECH ETF 33,809 $2M 1.05% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us