HoldingsChannel.com
Wealthcare Advisory Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD S&P 500 ETF (VOO) 260,963 +15,403 $70,238
     VOO260,963+15,403$70,238
BARCLAYS AGGREGATE BOND FUND (AGG) 293,872 +12,308 $32,723
     AGG293,872+12,308$32,723
VANGUARD TOTAL STOCK MARKET INDEX (VTI) 213,073 +15,187 $31,980
     VTI213,073+15,187$31,980
SPDR S&P 500 ETF (SPY) 102,885 -4,844 $30,145
     SPY102,885-4,844$30,145
ISHARES S&P NATL AMT FREE MUNI BND FND (MUB) 224,939 +2,861 $25,438
     MUB224,939+2,861$25,438
VANGUARD EUROPE PAC INDEX FUND (VEA) 563,214 +15,419 $23,492
     VEA563,214+15,419$23,492
S&P MIDCAP 400 110,756 +8,182 $21,515
     IJH110,756+8,182$21,515
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 653,166 +47,078 $20,013
     SPSM653,166+47,078$20,013
BARCLAYS 7 10 YR TREASURY INDEX (IEF) 176,665 -1,385 $19,437
     IEF176,665-1,385$19,437
VANGUARD INTERM TERM CORP BD (VCIT) 182,209 +5,546 $16,371
     VCIT182,209+5,546$16,371
SPDR PORTFOLIO LARGE CAP ETF (SPLG) 416,996 +106,408 $14,403
     SPLG416,996+106,408$14,403
DBX TRACKERS MSCI ETF (DBEF) 430,680 +4,320 $13,614
     DBEF430,680+4,320$13,614
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) 123,570 +9,404 $12,573
     MINT123,570+9,404$12,573
VANGUARD INTL EQTY INDEX (VEU) 215,663 +19,790 $10,997
     VEU215,663+19,790$10,997
ISHARES MSCI EAFE INDEX FUND (EFA) 147,475 -2,769 $9,694
     EFA147,475-2,769$9,694
SCHWAB US TIPS ETF (SCHP) 120,155 +6,316 $6,766
     SCHP120,155+6,316$6,766
MSCI EAFE SMALL CAP 112,416 +749 $6,453
     SCZ112,416+749$6,453
JPMORGAN ALERIAN MLP ETN 246,343 +27,417 $6,186
     AMJ246,343+27,417$6,186
RUSSELL 2000 INDEX FUND (IWM) 36,761 -1,234 $5,716
     IWM36,761-1,234$5,716
S&P 500 INDEX FUND (IVV) 19,322 -10,268 $5,695
     IVV19,322-10,268$5,695
MID CAP S P D R TRUST 15,807 -1,083 $5,605
     MDY15,807-1,083$5,605
VANGUARD INTL EQ INDEX FUND (VWO) 114,197 +2,966 $4,857
     VWO114,197+2,966$4,857
VANGUARD REIT INDEX FUND (VNQ) 53,809 +3,516 $4,703
     VNQ53,809+3,516$4,703
MICROSOFT CORP 34,193 -710 $4,580
     MSFT34,193-710$4,580
UNITED PARCEL SERVICE B 42,462 -693 $4,385
     UPS42,462-693$4,385
SCHWAB STRATEGIC TR US LARGE CAP ETF (SCHX) 57,248 -360 $4,018
     SCHX57,248-360$4,018
VANGUARD MID CAP INDEX FUND (VO) 23,614 +150 $3,947
     VO23,614+150$3,947
INVESCO S&P 500 HIGH DIV LOW VOL ETF (SPHD) 87,243 +2,208 $3,674
     SPHD87,243+2,208$3,674
RUSSELL 1000 VALUE INDEX FUND (IWD) 28,673 +1,196 $3,648
     IWD28,673+1,196$3,648
VANGUARD SMALL CAP INDEX FUND (VB) 22,824 +441 $3,576
     VB22,824+441$3,576
APPLE INC 16,721 +2,486 $3,310
     AAPL16,721+2,486$3,310
SPDR SER TR BARCLAYS CAP MUN BD E (TFI) 55,674 -43 $2,791
     TFI55,674-43$2,791
INVESCO DYNAMIC LARGE CAP GROWTH ETF (PWB) 52,371 -1,718 $2,533
     PWB52,371-1,718$2,533
RECON CAPITAL NASDAQ 100 COV CALL ETF (QYLD) 102,834 +27,846 $2,344
     QYLD102,834+27,846$2,344
VANGUARD HIGH DIVIDEND YIELD (VYM) 26,627 +1,895 $2,327
     VYM26,627+1,895$2,327
BARCLAYS TIPS BOND FUND (TIP) 19,967 -1,217 $2,306
     TIP19,967-1,217$2,306
WISDOMTREE US MIDCAP DIVIDEND ETF (DON) 61,531 +1,857 $2,227
     DON61,531+1,857$2,227
VERIZON COMMUNICATIONS 38,882 -1,255 $2,221
     VZ38,882-1,255$2,221
RUSSELL 1000 GROWTH INDEX FUND (IWF) 14,087 -760 $2,216
     IWF14,087-760$2,216
ISHARES EDGE MSCI MIN VOL USA (USMV) 35,653 -3,116 $2,201
     USMV35,653-3,116$2,201
POWERSHARES SENIOR LOAN ETF (BKLN) 94,711 +8,614 $2,146
     BKLN94,711+8,614$2,146
ALTRIA GROUP 45,073 -3,236 $2,134
     MO45,073-3,236$2,134
VISA INC CL A 11,530 -51 $2,001
     V11,530-51$2,001
VANGUARD DIV APPRCIATION (VIG) 17,003 -157 $1,958
     VIG17,003-157$1,958
BERKSHIRE HATHAWAY INC DEL CL B      $1,927
     BRK.B9,042+1,317$1,927
AT&T CORP 56,620 +875 $1,897
     T56,620+875$1,897
WISDOMTREE EUROPESMALLCAP DIVID FD 31,520 -855 $1,839
     DFE31,520-855$1,839
FRANKLIN FTSE CANADA ETF (FLCA) 71,814 -2,837 $1,809
     FLCA71,814-2,837$1,809
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 32,088 +1,108 $1,765
     SPLV32,088+1,108$1,765
JOHNSON & JOHNSON 12,645 -1,093 $1,761
     JNJ12,645-1,093$1,761

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 06/30/2019: $631,231
At 03/31/2019: $586,305

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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