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