HoldingsChannel.com
Wealthcare Advisory Partners LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD S&P 500 ETF (VOO) 245,560 +180,131 $63,733
     VOO245,560+180,131$63,733
BARCLAYS AGGREGATE BOND FUND (AGG) 281,564 +14,748 $30,710
     AGG281,564+14,748$30,710
SPDR S&P 500 ETF (SPY) 107,729 -162,790 $30,431
     SPY107,729-162,790$30,431
VANGUARD TOTAL STOCK MARKET INDEX (VTI) 197,886 +7,237 $28,636
     VTI197,886+7,237$28,636
ISHARES S&P NATL AMT FREE MUNI BND FND (MUB) 222,078 -3,524 $24,693
     MUB222,078-3,524$24,693
VANGUARD EUROPE PAC INDEX FUND (VEA) 547,795 -13,592 $22,388
     VEA547,795-13,592$22,388
S&P MIDCAP 400 102,574 +63,433 $19,427
     IJH102,574+63,433$19,427
BARCLAYS 7 10 YR TREASURY INDEX (IEF) 178,050 -39,430 $18,993
     IEF178,050-39,430$18,993
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 606,088 +404,367 $18,322
     SPSM606,088+404,367$18,322
VANGUARD INTERM TERM CORP BD (VCIT) 176,663 +9,352 $15,347
     VCIT176,663+9,352$15,347
DBX TRACKERS MSCI ETF (DBEF) 426,360 -22,725 $13,311
     DBEF426,360-22,725$13,311
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) 114,166 +48,921 $11,595
     MINT114,166+48,921$11,595
SPDR PORTFOLIO LARGE CAP ETF (SPLG) 310,588 +54,758 $10,321
     SPLG310,588+54,758$10,321
VANGUARD INTL EQTY INDEX (VEU) 195,873 +114,463 $9,823
     VEU195,873+114,463$9,823
ISHARES MSCI EAFE INDEX FUND (EFA) 150,244 -10,099 $9,745
     EFA150,244-10,099$9,745
S&P 500 INDEX FUND (IVV) 29,590 +1,083 $8,420
     IVV29,590+1,083$8,420
MSCI EAFE SMALL CAP 111,667 +3,457 $6,414
     SCZ111,667+3,457$6,414
SCHWAB US TIPS ETF (SCHP) 113,839 +89,496 $6,261
     SCHP113,839+89,496$6,261
MID CAP S P D R TRUST 16,890 -31,987 $5,834
     MDY16,890-31,987$5,834
RUSSELL 2000 INDEX FUND (IWM) 37,995 -69,001 $5,817
     IWM37,995-69,001$5,817
JPMORGAN ALERIAN MLP ETN 218,926 -13,065 $5,585
     AMJ218,926-13,065$5,585
UNITED PARCEL SERVICE B 43,155 +192 $4,822
     UPS43,155+192$4,822
VANGUARD INTL EQ INDEX FUND (VWO) 111,231 -53,887 $4,727
     VWO111,231-53,887$4,727
VANGUARD REIT INDEX FUND (VNQ) 50,293 -2,411 $4,371
     VNQ50,293-2,411$4,371
MICROSOFT CORP 34,903 -387 $4,116
     MSFT34,903-387$4,116
SCHWAB STRATEGIC TR US LARGE CAP ETF (SCHX) 57,608 -1,296 $3,895
     SCHX57,608-1,296$3,895
VANGUARD MID CAP INDEX FUND (VO) 23,464 -1,182 $3,772
     VO23,464-1,182$3,772
INVESCO S&P 500 HIGH DIV LOW VOL ETF (SPHD) 85,035 +5,594 $3,611
     SPHD85,035+5,594$3,611
VANGUARD SMALL CAP INDEX FUND (VB) 22,383 -312 $3,420
     VB22,383-312$3,420
RUSSELL 1000 VALUE INDEX FUND (IWD) 27,477 +399 $3,393
     IWD27,477+399$3,393
ALTRIA GROUP 48,309 -1,800 $2,774
     MO48,309-1,800$2,774
SPDR SER TR BARCLAYS CAP MUN BD E (TFI) 55,717 +194 $2,746
     TFI55,717+194$2,746
APPLE INC 14,235 +532 $2,704
     AAPL14,235+532$2,704
INVESCO DYNAMIC LARGE CAP GROWTH ETF (PWB) 54,089 -6,487 $2,567
     PWB54,089-6,487$2,567
BARCLAYS TIPS BOND FUND (TIP) 21,184 -2,629 $2,395
     TIP21,184-2,629$2,395
VERIZON COMMUNICATIONS 40,137 +1,299 $2,373
     VZ40,137+1,299$2,373
ISHARES EDGE MSCI MIN VOL USA (USMV) 38,769 +2,077 $2,280
     USMV38,769+2,077$2,280
RUSSELL 1000 GROWTH INDEX FUND (IWF) 14,847 -199 $2,247
     IWF14,847-199$2,247
WISDOMTREE US MIDCAP DIVIDEND ETF (DON) 59,674 +4,552 $2,136
     DON59,674+4,552$2,136
VANGUARD HIGH DIVIDEND YIELD (VYM) 24,732 -3,906 $2,119
     VYM24,732-3,906$2,119
POWERSHARES SENIOR LOAN ETF (BKLN) 86,097 -941 $1,949
     BKLN86,097-941$1,949
JOHNSON & JOHNSON 13,738 -632 $1,920
     JNJ13,738-632$1,920
WISDOMTREE EUROPESMALLCAP DIVID FD 32,375 -2,359 $1,892
     DFE32,375-2,359$1,892
VANGUARD DIV APPRCIATION (VIG) 17,160 -1,026 $1,881
     VIG17,160-1,026$1,881
VISA INC CL A 11,581 +179 $1,809
     V11,581+179$1,809
FRANKLIN FTSE CANADA ETF (FLCA) 74,651 -8,236 $1,805
     FLCA74,651-8,236$1,805
INTEL CORP 33,328 -690 $1,790
     INTC33,328-690$1,790
AT&T CORP 55,745 -11,344 $1,748
     T55,745-11,344$1,748
ISHARES MSCI CANADA INDEX FUND (EWC) 62,894 -159,163 $1,738
     EWC62,894-159,163$1,738
RECON CAPITAL NASDAQ 100 COV CALL ETF (QYLD) 74,988 +48,081 $1,702
     QYLD74,988+48,081$1,702

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 03/31/2019: $586,305
At 12/31/2018: $515,319

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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