HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR PORTFOLIO LARGECAP (SPLG) |
2,688,022 | +2,229,636 | $81,313 |
| SPLG | 2,688,022 | +2,229,636 | $81,313 |
| SPDR PORTFOLIO TOTAL STOCK MAR (SPTM) |
940,926 | +933,435 | $29,592 |
| SPTM | 940,926 | +933,435 | $29,592 |
| ISHARES NATIONAL MUNI BOND (MUB) |
261,489 | -5,782 | $29,551 |
| MUB | 261,489 | -5,782 | $29,551 |
| ISHARES CORE S&P MID CAP ETF (IJH) |
194,503 | +52,960 | $27,981 |
| IJH | 194,503 | +52,960 | $27,981 |
| SPDR PORTFOLIO SMALLCAP (SPSM) |
1,275,346 | +425,045 | $27,854 |
| SPSM | 1,275,346 | +425,045 | $27,854 |
| VANGUARD TOTAL STOCK MARKET (VTI) |
177,341 | -99,010 | $22,861 |
| VTI | 177,341 | -99,010 | $22,861 |
| VANGUARD FTSE DEVELOPED MARKET (VEA) |
667,794 | +82,388 | $22,264 |
| VEA | 667,794 | +82,388 | $22,264 |
| SPDR S&P 500 TRUST (SPY) |
85,793 | -11,317 | $22,113 |
| SPY | 85,793 | -11,317 | $22,113 |
| ISHARES BARCLAYS 7 10 YR TREAS (IEF) |
170,325 | -50,839 | $20,691 |
| IEF | 170,325 | -50,839 | $20,691 |
| VANGUARD S&P 500 (VOO) |
82,525 | -239,809 | $19,544 |
| VOO | 82,525 | -239,809 | $19,544 |
| VANGUARD FTSE ALL WORLD EX US (VEU) |
400,322 | +79,027 | $16,421 |
| VEU | 400,322 | +79,027 | $16,421 |
| SPDR PORTFOLIO AGGREGATE BOND (SPAB) |
539,432 | +539,432 | $16,302 |
| SPAB | 539,432 | +539,432 | $16,302 |
| ISHARES MBS ETF (MBB) |
142,071 | +141,801 | $15,690 |
| MBB | 142,071 | +141,801 | $15,690 |
| XTRACKERS MSCI EAFE HEDGED EQU |
471,985 | +42,525 | $12,649 |
| DBEF | 471,985 | +42,525 | $12,649 |
| SPDR SSGA ULTRA SHORT TERM BON (ULST) |
298,646 | +298,646 | $11,632 |
| ULST | 298,646 | +298,646 | $11,632 |
| ISHARES CMBS ETF (CMBS) |
212,691 | +212,665 | $11,419 |
| CMBS | 212,691 | +212,665 | $11,419 |
| ISHARES AAA A RATED CORP BD ET (QLTA) |
206,560 | +206,560 | $11,390 |
| QLTA | 206,560 | +206,560 | $11,390 |
| APPLE INC |
28,415 | +7,604 | $7,226 |
| AAPL | 28,415 | +7,604 | $7,226 |
| MICROSOFT CORP |
40,238 | +6,031 | $6,346 |
| MSFT | 40,238 | +6,031 | $6,346 |
| JOHNSON & JOHNSON |
47,622 | +35,009 | $6,245 |
| JNJ | 47,622 | +35,009 | $6,245 |
| ISHARES MSCI EAFE SMALL CAP IN (SCZ) |
128,944 | +17,093 | $5,781 |
| SCZ | 128,944 | +17,093 | $5,781 |
| UNITED PARCEL SERVICE INC |
61,121 | +12,660 | $5,710 |
| UPS | 61,121 | +12,660 | $5,710 |
| ISHARES CORE US AGGREGATE BOND (AGG) |
48,330 | -292,147 | $5,576 |
| AGG | 48,330 | -292,147 | $5,576 |
| VANGUARD FTSE EMERGING MARKETS (VWO) |
152,877 | -15,784 | $5,129 |
| VWO | 152,877 | -15,784 | $5,129 |
| SPDR BARCLAYS 1 3 MONTH T BILL (BIL) |
50,627 | -76,183 | $4,639 |
| BIL | 50,627 | -76,183 | $4,639 |
| VANGUARD REAL ESTATE (VNQ) |
61,567 | +3,828 | $4,300 |
| VNQ | 61,567 | +3,828 | $4,300 |
| VANGUARD INTERMEDIATE TERM COR (VCIT) |
46,847 | -170,875 | $4,080 |
| VCIT | 46,847 | -170,875 | $4,080 |
| ISHARES CORE S&P 500 (IVV) |
14,815 | -1,639 | $3,828 |
| IVV | 14,815 | -1,639 | $3,828 |
| ISHARES RUSSELL 1000 VALUE ETF (IWD) |
38,145 | +4,547 | $3,783 |
| IWD | 38,145 | +4,547 | $3,783 |
| INVESCO SENIOR LOAN |
183,189 | +19,894 | $3,748 |
| BKLN | 183,189 | +19,894 | $3,748 |
| SPDR PORTFOLIO DEVELOPED WLD E (SPDW) |
155,698 | +93,777 | $3,727 |
| SPDW | 155,698 | +93,777 | $3,727 |
| VANGUARD HIGH DIVIDEND YIELD (VYM) |
51,391 | +10,305 | $3,636 |
| VYM | 51,391 | +10,305 | $3,636 |
| SPDR GOLD SHARES (GLD) |
21,605 | +12,938 | $3,199 |
| GLD | 21,605 | +12,938 | $3,199 |
| AMAZON.COM INC |
1,542 | +593 | $3,006 |
| AMZN | 1,542 | +593 | $3,006 |
| ISHARES GOLD TRUST (IAU) |
166,612 | +146,479 | $2,511 |
| IAU | 166,612 | +146,479 | $2,511 |
 BERKSHIRE HATHAWAY CL B |
$2,487 | ||
| BRK.B | 7,654 | -1,882 | $1,399 |
| BRK.A | 4 | +4 | $1,088 |
| VERIZON COMMUNICATIONS |
44,778 | +10,136 | $2,406 |
| VZ | 44,778 | +10,136 | $2,406 |
| SPDR PORTFOLIO INTMDT TERM TRS (SPTI) |
71,940 | +71,940 | $2,383 |
| SPTI | 71,940 | +71,940 | $2,383 |
| SPDR NUVEEN BLMBG BARCLAYS MUN (TFI) |
46,948 | -11,423 | $2,347 |
| TFI | 46,948 | -11,423 | $2,347 |
| ISHARES RUSSELL 2000 ETF (IWM) |
20,384 | -12,853 | $2,333 |
| IWM | 20,384 | -12,853 | $2,333 |
| ISHARES RUSSELL 1000 GROWTH ET (IWF) |
14,843 | +1,738 | $2,236 |
| IWF | 14,843 | +1,738 | $2,236 |
| GLOBAL X FDS NASDAQ 100 COVERE |
113,809 | +1,540 | $2,193 |
| QYLD | 113,809 | +1,540 | $2,193 |
| SPDR S&P MID CAP 400 TRUST (MDY) |
8,032 | -6,323 | $2,111 |
| MDY | 8,032 | -6,323 | $2,111 |
| ISHARES EDGE MSCI MIN VOL USA (USMV) |
37,706 | -3,325 | $2,037 |
| USMV | 37,706 | -3,325 | $2,037 |
| ISHARES TIPS BOND (TIP) |
16,204 | -3,434 | $1,911 |
| TIP | 16,204 | -3,434 | $1,911 |
| PIMCO ENHANCED SHORT MATURITY |
19,117 | -126,128 | $1,892 |
| MINT | 19,117 | -126,128 | $1,892 |
| INVESCO S&P 500 HIGH DIVIDEND |
62,933 | -28,783 | $1,889 |
| SPHD | 62,933 | -28,783 | $1,889 |
| INVESCO DYNAMIC LARGE CAP GROW |
42,818 | -5,828 | $1,873 |
| PWB | 42,818 | -5,828 | $1,873 |
| SPDR S&P 500 GROWTH ETF (SPYG) |
51,493 | +2,092 | $1,840 |
| SPYG | 51,493 | +2,092 | $1,840 |
| INTEL CORP |
32,663 | -632 | $1,768 |
| INTC | 32,663 | -632 | $1,768 |
See Full List: All Stocks Held By Wealthcare Advisory Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthcare Advisory Partners LLC
|
Size ($ in 1000's)
At 03/31/2020: $682,199 At 12/31/2019: $786,639 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 |
