HoldingsChannel.com
Wealthcare Advisory Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD S&P 500 ETF (VOO) 322,334 +26,923 $95,346
     VOO322,334+26,923$95,346
VANGUARD TOTAL STOCK MARKET INDEX (VTI) 276,351 +36,822 $45,217
     VTI276,351+36,822$45,217
BARCLAYS AGGREGATE BOND FUND (AGG) 340,477 +24,871 $38,259
     AGG340,477+24,871$38,259
SPDR S&P 500 ETF (SPY) 97,110 -4,423 $31,256
     SPY97,110-4,423$31,256
ISHARES S&P NATL AMT FREE MUNI BND FND (MUB) 267,271 +18,712 $30,445
     MUB267,271+18,712$30,445
S&P MIDCAP 400 141,543 +17,379 $29,132
     IJH141,543+17,379$29,132
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 850,301 +98,389 $27,745
     SPSM850,301+98,389$27,745
VANGUARD EUROPE PAC INDEX FUND (VEA) 585,406 +10,781 $25,793
     VEA585,406+10,781$25,793
BARCLAYS 7 10 YR TREASURY INDEX (IEF) 221,164 +32,571 $24,377
     IEF221,164+32,571$24,377
VANGUARD INTERM TERM CORP BD (VCIT) 217,722 +19,527 $19,885
     VCIT217,722+19,527$19,885
SPDR PORTFOLIO LARGE CAP ETF (SPLG) 458,386 +30,502 $17,336
     SPLG458,386+30,502$17,336
VANGUARD INTL EQTY INDEX (VEU) 321,295 +60,757 $17,270
     VEU321,295+60,757$17,270
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) 145,245 +8,576 $14,755
     MINT145,245+8,576$14,755
DBX TRACKERS MSCI ETF (DBEF) 429,460 -7,410 $14,507
     DBEF429,460-7,410$14,507
SPDR SER TR LEHMAN 1 3 MONTH T BILL ETF (BIL) 126,810 +7,759 $11,594
     BIL126,810+7,759$11,594
ISHARES MSCI EAFE INDEX FUND (EFA) 124,130 -2,781 $8,620
     EFA124,130-2,781$8,620
SCHWAB US TIPS ETF (SCHP) 147,703 +11,916 $8,364
     SCHP147,703+11,916$8,364
VANGUARD INTL EQ INDEX FUND (VWO) 168,661 +28,819 $7,500
     VWO168,661+28,819$7,500
JPMORGAN ALERIAN MLP ETN 342,526 +65,108 $7,470
     AMJ342,526+65,108$7,470
MSCI EAFE SMALL CAP 111,851 -3,143 $6,966
     SCZ111,851-3,143$6,966
APPLE INC 20,811 +2,524 $6,111
     AAPL20,811+2,524$6,111
UNITED PARCEL SERVICE B 48,461 +5,426 $5,673
     UPS48,461+5,426$5,673
RUSSELL 2000 INDEX FUND (IWM) 33,237 -1,250 $5,506
     IWM33,237-1,250$5,506
MICROSOFT CORP 34,207 -186 $5,395
     MSFT34,207-186$5,395
MID CAP S P D R TRUST 14,355 -681 $5,389
     MDY14,355-681$5,389
VANGUARD REIT INDEX FUND (VNQ) 57,739 +1,108 $5,358
     VNQ57,739+1,108$5,358
S&P 500 INDEX FUND (IVV) 16,454 -3,424 $5,319
     IVV16,454-3,424$5,319
RUSSELL 1000 VALUE INDEX FUND (IWD) 33,598 +4,107 $4,586
     IWD33,598+4,107$4,586
VANGUARD MID CAP INDEX FUND (VO) 23,808 +40 $4,242
     VO23,808+40$4,242
SCHWAB STRATEGIC TR US LARGE CAP ETF (SCHX) 53,886 -1,936 $4,139
     SCHX53,886-1,936$4,139
INVESCO S&P 500 HIGH DIV LOW VOL ETF (SPHD) 91,716 +88 $4,038
     SPHD91,716+88$4,038
VANGUARD HIGH DIVIDEND YIELD (VYM) 41,086 +5,896 $3,850
     VYM41,086+5,896$3,850
VANGUARD SMALL CAP INDEX FUND (VB) 23,075 +18 $3,822
     VB23,075+18$3,822
POWERSHARES SENIOR LOAN ETF (BKLN) 163,295 +31,749 $3,726
     BKLN163,295+31,749$3,726
SPDR SER TR BARCLAYS CAP MUN BD E (TFI) 58,371 +1,126 $2,952
     TFI58,371+1,126$2,952
ISHARES EDGE MSCI MIN VOL USA (USMV) 41,031 +160 $2,692
     USMV41,031+160$2,692
RECON CAPITAL NASDAQ 100 COV CALL ETF (QYLD) 112,269 +2,228 $2,651
     QYLD112,269+2,228$2,651
WISDOMTREE US MIDCAP DIVIDEND ETF (DON) 65,961 +1,870 $2,509
     DON65,961+1,870$2,509
INVESCO DYNAMIC LARGE CAP GROWTH ETF (PWB) 48,646 +1 $2,500
     PWB48,646+1$2,500
AT&T CORP 63,436 +554 $2,479
     T63,436+554$2,479
APOLLO GLOBAL MANAGEMENT LLC 49,693 UNCH $2,371
     APO49,693UNCH$2,371
RUSSELL 1000 GROWTH INDEX FUND (IWF) 13,105 +34 $2,305
     IWF13,105+34$2,305
BARCLAYS TIPS BOND FUND (TIP) 19,638 -358 $2,289
     TIP19,638-358$2,289
EXXON MOBIL CORPORATION 32,421 +11,694 $2,262
     XOM32,421+11,694$2,262
BERKSHIRE HATHAWAY INC DEL CL B      $2,160
     BRK.B9,536+211$2,160
VERIZON COMMUNICATIONS 34,642 -4,397 $2,127
     VZ34,642-4,397$2,127
VANGUARD DIV APPRCIATION (VIG) 16,927 +863 $2,110
     VIG16,927+863$2,110
SPDR S&P 500 GROWTH ETF (SPYG) 49,401 +4,632 $2,070
     SPYG49,401+4,632$2,070
VISA INC CL A 10,724 -539 $2,015
     V10,724-539$2,015
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 34,440 +2,459 $2,009
     SPLV34,440+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

Wealthcare Advisory Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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