HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD S&P 500 ETF (VOO) |
295,411 | +34,448 | $80,529 |
| VOO | 295,411 | +34,448 | $80,529 |
| VANGUARD TOTAL STOCK MARKET INDEX (VTI) |
239,529 | +26,456 | $36,169 |
| VTI | 239,529 | +26,456 | $36,169 |
| BARCLAYS AGGREGATE BOND FUND (AGG) |
315,606 | +21,734 | $35,717 |
| AGG | 315,606 | +21,734 | $35,717 |
| SPDR S&P 500 ETF (SPY) |
101,533 | -1,352 | $30,132 |
| SPY | 101,533 | -1,352 | $30,132 |
| ISHARES S&P NATL AMT FREE MUNI BND FND (MUB) |
248,559 | +23,620 | $28,361 |
| MUB | 248,559 | +23,620 | $28,361 |
| S&P MIDCAP 400 |
124,164 | +13,408 | $23,992 |
| IJH | 124,164 | +13,408 | $23,992 |
| VANGUARD EUROPE PAC INDEX FUND (VEA) |
574,625 | +11,411 | $23,606 |
| VEA | 574,625 | +11,411 | $23,606 |
| SPDR PORTFOLIO SMALL CAP ETF (SPSM) |
751,912 | +98,746 | $22,557 |
| SPSM | 751,912 | +98,746 | $22,557 |
| BARCLAYS 7 10 YR TREASURY INDEX (IEF) |
188,593 | +11,928 | $21,211 |
| IEF | 188,593 | +11,928 | $21,211 |
| VANGUARD INTERM TERM CORP BD (VCIT) |
198,195 | +15,986 | $18,083 |
| VCIT | 198,195 | +15,986 | $18,083 |
| SPDR PORTFOLIO LARGE CAP ETF (SPLG) |
427,884 | +10,888 | $14,912 |
| SPLG | 427,884 | +10,888 | $14,912 |
| DBX TRACKERS MSCI ETF (DBEF) |
436,870 | +6,190 | $14,128 |
| DBEF | 436,870 | +6,190 | $14,128 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) |
136,669 | +13,099 | $13,903 |
| MINT | 136,669 | +13,099 | $13,903 |
| VANGUARD INTL EQTY INDEX (VEU) |
260,538 | +44,875 | $13,001 |
| VEU | 260,538 | +44,875 | $13,001 |
| SPDR SER TR LEHMAN 1 3 MONTH T BILL ETF (BIL) |
119,051 | +119,051 | $10,904 |
| BIL | 119,051 | +119,051 | $10,904 |
| ISHARES MSCI EAFE INDEX FUND (EFA) |
126,911 | -20,564 | $8,276 |
| EFA | 126,911 | -20,564 | $8,276 |
| SCHWAB US TIPS ETF (SCHP) |
135,787 | +15,632 | $7,707 |
| SCHP | 135,787 | +15,632 | $7,707 |
| MSCI EAFE SMALL CAP |
114,994 | +2,578 | $6,581 |
| SCZ | 114,994 | +2,578 | $6,581 |
| JPMORGAN ALERIAN MLP ETN |
277,418 | +31,075 | $6,456 |
| AMJ | 277,418 | +31,075 | $6,456 |
| S&P 500 INDEX FUND (IVV) |
19,878 | +556 | $5,934 |
| IVV | 19,878 | +556 | $5,934 |
| VANGUARD INTL EQ INDEX FUND (VWO) |
139,842 | +25,645 | $5,630 |
| VWO | 139,842 | +25,645 | $5,630 |
| MID CAP S P D R TRUST |
15,036 | -771 | $5,300 |
| MDY | 15,036 | -771 | $5,300 |
| VANGUARD REIT INDEX FUND (VNQ) |
56,631 | +2,822 | $5,281 |
| VNQ | 56,631 | +2,822 | $5,281 |
| RUSSELL 2000 INDEX FUND (IWM) |
34,487 | -2,274 | $5,219 |
| IWM | 34,487 | -2,274 | $5,219 |
| UNITED PARCEL SERVICE B |
43,035 | +573 | $5,156 |
| UPS | 43,035 | +573 | $5,156 |
| MICROSOFT CORP |
34,393 | +200 | $4,782 |
| MSFT | 34,393 | +200 | $4,782 |
| APPLE INC |
18,287 | +1,566 | $4,096 |
| AAPL | 18,287 | +1,566 | $4,096 |
| VANGUARD MID CAP INDEX FUND (VO) |
23,768 | +154 | $3,984 |
| VO | 23,768 | +154 | $3,984 |
| SCHWAB STRATEGIC TR US LARGE CAP ETF (SCHX) |
55,822 | -1,426 | $3,959 |
| SCHX | 55,822 | -1,426 | $3,959 |
| INVESCO S&P 500 HIGH DIV LOW VOL ETF (SPHD) |
91,628 | +4,385 | $3,906 |
| SPHD | 91,628 | +4,385 | $3,906 |
| RUSSELL 1000 VALUE INDEX FUND (IWD) |
29,491 | +818 | $3,783 |
| IWD | 29,491 | +818 | $3,783 |
| VANGUARD SMALL CAP INDEX FUND (VB) |
23,057 | +233 | $3,548 |
| VB | 23,057 | +233 | $3,548 |
| VANGUARD HIGH DIVIDEND YIELD (VYM) |
35,190 | +8,563 | $3,122 |
| VYM | 35,190 | +8,563 | $3,122 |
| POWERSHARES SENIOR LOAN ETF (BKLN) |
131,546 | +36,835 | $2,972 |
| BKLN | 131,546 | +36,835 | $2,972 |
| SPDR SER TR BARCLAYS CAP MUN BD E (TFI) |
57,245 | +1,571 | $2,902 |
| TFI | 57,245 | +1,571 | $2,902 |
| ISHARES EDGE MSCI MIN VOL USA (USMV) |
40,871 | +5,218 | $2,620 |
| USMV | 40,871 | +5,218 | $2,620 |
| RECON CAPITAL NASDAQ 100 COV CALL ETF (QYLD) |
110,041 | +7,207 | $2,487 |
| QYLD | 110,041 | +7,207 | $2,487 |
| AT&T CORP |
62,882 | +6,262 | $2,379 |
| T | 62,882 | +6,262 | $2,379 |
| VERIZON COMMUNICATIONS |
39,039 | +157 | $2,356 |
| VZ | 39,039 | +157 | $2,356 |
| INVESCO DYNAMIC LARGE CAP GROWTH ETF (PWB) |
48,645 | -3,726 | $2,352 |
| PWB | 48,645 | -3,726 | $2,352 |
| WISDOMTREE US MIDCAP DIVIDEND ETF (DON) |
64,091 | +2,560 | $2,327 |
| DON | 64,091 | +2,560 | $2,327 |
| BARCLAYS TIPS BOND FUND (TIP) |
19,996 | +29 | $2,325 |
| TIP | 19,996 | +29 | $2,325 |
| RUSSELL 1000 GROWTH INDEX FUND (IWF) |
13,071 | -1,016 | $2,086 |
| IWF | 13,071 | -1,016 | $2,086 |
 BERKSHIRE HATHAWAY INC DEL CL B |
$1,940 | ||
| BRK.B | 9,325 | +283 | $1,940 |
| VISA INC CL A |
11,263 | -267 | $1,937 |
| V | 11,263 | -267 | $1,937 |
| VANGUARD DIV APPRCIATION (VIG) |
16,064 | -939 | $1,921 |
| VIG | 16,064 | -939 | $1,921 |
| APOLLO GLOBAL MANAGEMENT LLC |
49,693 | -1,400 | $1,879 |
| APO | 49,693 | -1,400 | $1,879 |
| INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) |
31,981 | -107 | $1,852 |
| SPLV | 31,981 | -107 | $1,852 |
| FRANKLIN FTSE CANADA ETF (FLCA) |
70,441 | -1,373 | $1,810 |
| FLCA | 70,441 | -1,373 | $1,810 |
| SPDR S&P WORLD EX US ETF (SPDW) |
60,926 | +2,784 | $1,789 |
| SPDW | 60,926 | +2,784 | $1,789 |
See Full List: All Stocks Held By Wealthcare Advisory Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthcare Advisory Partners LLC
|
Size ($ in 1000's)
At 09/30/2019: $689,128 At 06/30/2019: $631,231 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 |
