HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD S&P 500 ETF (VOO) |
322,334 | +26,923 | $95,346 |
| VOO | 322,334 | +26,923 | $95,346 |
| VANGUARD TOTAL STOCK MARKET INDEX (VTI) |
276,351 | +36,822 | $45,217 |
| VTI | 276,351 | +36,822 | $45,217 |
| BARCLAYS AGGREGATE BOND FUND (AGG) |
340,477 | +24,871 | $38,259 |
| AGG | 340,477 | +24,871 | $38,259 |
| SPDR S&P 500 ETF (SPY) |
97,110 | -4,423 | $31,256 |
| SPY | 97,110 | -4,423 | $31,256 |
| ISHARES S&P NATL AMT FREE MUNI BND FND (MUB) |
267,271 | +18,712 | $30,445 |
| MUB | 267,271 | +18,712 | $30,445 |
| S&P MIDCAP 400 |
141,543 | +17,379 | $29,132 |
| IJH | 141,543 | +17,379 | $29,132 |
| SPDR PORTFOLIO SMALL CAP ETF (SPSM) |
850,301 | +98,389 | $27,745 |
| SPSM | 850,301 | +98,389 | $27,745 |
| VANGUARD EUROPE PAC INDEX FUND (VEA) |
585,406 | +10,781 | $25,793 |
| VEA | 585,406 | +10,781 | $25,793 |
| BARCLAYS 7 10 YR TREASURY INDEX (IEF) |
221,164 | +32,571 | $24,377 |
| IEF | 221,164 | +32,571 | $24,377 |
| VANGUARD INTERM TERM CORP BD (VCIT) |
217,722 | +19,527 | $19,885 |
| VCIT | 217,722 | +19,527 | $19,885 |
| SPDR PORTFOLIO LARGE CAP ETF (SPLG) |
458,386 | +30,502 | $17,336 |
| SPLG | 458,386 | +30,502 | $17,336 |
| VANGUARD INTL EQTY INDEX (VEU) |
321,295 | +60,757 | $17,270 |
| VEU | 321,295 | +60,757 | $17,270 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) |
145,245 | +8,576 | $14,755 |
| MINT | 145,245 | +8,576 | $14,755 |
| DBX TRACKERS MSCI ETF (DBEF) |
429,460 | -7,410 | $14,507 |
| DBEF | 429,460 | -7,410 | $14,507 |
| SPDR SER TR LEHMAN 1 3 MONTH T BILL ETF (BIL) |
126,810 | +7,759 | $11,594 |
| BIL | 126,810 | +7,759 | $11,594 |
| ISHARES MSCI EAFE INDEX FUND (EFA) |
124,130 | -2,781 | $8,620 |
| EFA | 124,130 | -2,781 | $8,620 |
| SCHWAB US TIPS ETF (SCHP) |
147,703 | +11,916 | $8,364 |
| SCHP | 147,703 | +11,916 | $8,364 |
| VANGUARD INTL EQ INDEX FUND (VWO) |
168,661 | +28,819 | $7,500 |
| VWO | 168,661 | +28,819 | $7,500 |
| JPMORGAN ALERIAN MLP ETN |
342,526 | +65,108 | $7,470 |
| AMJ | 342,526 | +65,108 | $7,470 |
| MSCI EAFE SMALL CAP |
111,851 | -3,143 | $6,966 |
| SCZ | 111,851 | -3,143 | $6,966 |
| APPLE INC |
20,811 | +2,524 | $6,111 |
| AAPL | 20,811 | +2,524 | $6,111 |
| UNITED PARCEL SERVICE B |
48,461 | +5,426 | $5,673 |
| UPS | 48,461 | +5,426 | $5,673 |
| RUSSELL 2000 INDEX FUND (IWM) |
33,237 | -1,250 | $5,506 |
| IWM | 33,237 | -1,250 | $5,506 |
| MICROSOFT CORP |
34,207 | -186 | $5,395 |
| MSFT | 34,207 | -186 | $5,395 |
| MID CAP S P D R TRUST |
14,355 | -681 | $5,389 |
| MDY | 14,355 | -681 | $5,389 |
| VANGUARD REIT INDEX FUND (VNQ) |
57,739 | +1,108 | $5,358 |
| VNQ | 57,739 | +1,108 | $5,358 |
| S&P 500 INDEX FUND (IVV) |
16,454 | -3,424 | $5,319 |
| IVV | 16,454 | -3,424 | $5,319 |
| RUSSELL 1000 VALUE INDEX FUND (IWD) |
33,598 | +4,107 | $4,586 |
| IWD | 33,598 | +4,107 | $4,586 |
| VANGUARD MID CAP INDEX FUND (VO) |
23,808 | +40 | $4,242 |
| VO | 23,808 | +40 | $4,242 |
| SCHWAB STRATEGIC TR US LARGE CAP ETF (SCHX) |
53,886 | -1,936 | $4,139 |
| SCHX | 53,886 | -1,936 | $4,139 |
| INVESCO S&P 500 HIGH DIV LOW VOL ETF (SPHD) |
91,716 | +88 | $4,038 |
| SPHD | 91,716 | +88 | $4,038 |
| VANGUARD HIGH DIVIDEND YIELD (VYM) |
41,086 | +5,896 | $3,850 |
| VYM | 41,086 | +5,896 | $3,850 |
| VANGUARD SMALL CAP INDEX FUND (VB) |
23,075 | +18 | $3,822 |
| VB | 23,075 | +18 | $3,822 |
| POWERSHARES SENIOR LOAN ETF (BKLN) |
163,295 | +31,749 | $3,726 |
| BKLN | 163,295 | +31,749 | $3,726 |
| SPDR SER TR BARCLAYS CAP MUN BD E (TFI) |
58,371 | +1,126 | $2,952 |
| TFI | 58,371 | +1,126 | $2,952 |
| ISHARES EDGE MSCI MIN VOL USA (USMV) |
41,031 | +160 | $2,692 |
| USMV | 41,031 | +160 | $2,692 |
| RECON CAPITAL NASDAQ 100 COV CALL ETF (QYLD) |
112,269 | +2,228 | $2,651 |
| QYLD | 112,269 | +2,228 | $2,651 |
| WISDOMTREE US MIDCAP DIVIDEND ETF (DON) |
65,961 | +1,870 | $2,509 |
| DON | 65,961 | +1,870 | $2,509 |
| INVESCO DYNAMIC LARGE CAP GROWTH ETF (PWB) |
48,646 | +1 | $2,500 |
| PWB | 48,646 | +1 | $2,500 |
| AT&T CORP |
63,436 | +554 | $2,479 |
| T | 63,436 | +554 | $2,479 |
| APOLLO GLOBAL MANAGEMENT LLC |
49,693 | UNCH | $2,371 |
| APO | 49,693 | UNCH | $2,371 |
| RUSSELL 1000 GROWTH INDEX FUND (IWF) |
13,105 | +34 | $2,305 |
| IWF | 13,105 | +34 | $2,305 |
| BARCLAYS TIPS BOND FUND (TIP) |
19,638 | -358 | $2,289 |
| TIP | 19,638 | -358 | $2,289 |
| EXXON MOBIL CORPORATION |
32,421 | +11,694 | $2,262 |
| XOM | 32,421 | +11,694 | $2,262 |
 BERKSHIRE HATHAWAY INC DEL CL B |
$2,160 | ||
| BRK.B | 9,536 | +211 | $2,160 |
| VERIZON COMMUNICATIONS |
34,642 | -4,397 | $2,127 |
| VZ | 34,642 | -4,397 | $2,127 |
| VANGUARD DIV APPRCIATION (VIG) |
16,927 | +863 | $2,110 |
| VIG | 16,927 | +863 | $2,110 |
| SPDR S&P 500 GROWTH ETF (SPYG) |
49,401 | +4,632 | $2,070 |
| SPYG | 49,401 | +4,632 | $2,070 |
| VISA INC CL A |
10,724 | -539 | $2,015 |
| V | 10,724 | -539 | $2,015 |
| INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) |
34,440 | +2,459 | $2,009 |
| SPLV | 34,440 | +2,459 | $2,009 |
See Full List: All Stocks Held By Wealthcare Advisory Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthcare Advisory Partners LLC
|
Size ($ in 1000's)
At 12/31/2019: $786,639 At 09/30/2019: $689,128 Wealthcare Advisory Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthcare Advisory Partners LLC 13F filings. Link to 13F filings: SEC filings |
