HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR PORTFOLIO S&P 500 ETF (SPLG) |
3,505,036 | +113,695 | $155,413 |
| SPLG | 3,505,036 | +113,695 | $155,413 |
| SPDR PORTFOLIO TOTAL STOCK MARKET (SPTM) |
1,568,331 | +82,090 | $72,896 |
| SPTM | 1,568,331 | +82,090 | $72,896 |
| VANGUARD TOTAL STOCK MARKET (VTI) |
331,930 | +23,419 | $62,609 |
| VTI | 331,930 | +23,419 | $62,609 |
| SPDR PORTFOLIO SMALLCAP (SPSM) |
1,427,391 | +42,563 | $51,358 |
| SPSM | 1,427,391 | +42,563 | $51,358 |
| SCHWAB US TIPS |
841,669 | +735,555 | $46,965 |
| SCHP | 841,669 | +735,555 | $46,965 |
| ISHARES BARCLAYS 7 10 YR TREASURY BOND (IEF) |
421,331 | -341,615 | $43,102 |
| IEF | 421,331 | -341,615 | $43,102 |
| ISHARES NATIONAL MUNI BOND (MUB) |
387,766 | -91,937 | $41,243 |
| MUB | 387,766 | -91,937 | $41,243 |
| VANGUARD FTSE ALL WORLD EX US INDEX ETF (VEU) |
717,115 | +58,774 | $35,827 |
| VEU | 717,115 | +58,774 | $35,827 |
| ISHARES CORE S&P MID CAP ETF (IJH) |
148,519 | -4,340 | $33,600 |
| IJH | 148,519 | -4,340 | $33,600 |
| VANGUARD DEVELOPED MARKETS INDEX FUND ETF (VEA) |
805,974 | +143 | $32,884 |
| VEA | 805,974 | +143 | $32,884 |
| SPDR S&P 500 TRUST (SPY) |
74,033 | +5,977 | $27,929 |
| SPY | 74,033 | +5,977 | $27,929 |
| ISHARES MBS ETF (MBB) |
269,912 | +8,040 | $26,314 |
| MBB | 269,912 | +8,040 | $26,314 |
| VANGUARD REAL ESTATE (VNQ) |
283,914 | +31,576 | $25,867 |
| VNQ | 283,914 | +31,576 | $25,867 |
| INVESCO S&P 500 EQUAL WEIGHT |
177,128 | +18,505 | $23,776 |
| RSP | 177,128 | +18,505 | $23,776 |
| SPDR PORTFOLIO S&P 400 MID CAP (SPMD) |
552,740 | +148,108 | $21,938 |
| SPMD | 552,740 | +148,108 | $21,938 |
| VANGUARD MEGA CAP VAL (MGV) |
220,341 | +11,571 | $21,192 |
| MGV | 220,341 | +11,571 | $21,192 |
| WORLD GOLD TRUST SPDR GLD MINISHARES ETF (GLDM) |
589,450 | +589,450 | $21,149 |
| GLDM | 589,450 | +589,450 | $21,149 |
| ISHARES CORE S&P 500 (IVV) |
53,583 | +25,137 | $20,316 |
| IVV | 53,583 | +25,137 | $20,316 |
| VANGUARD S&P 500 (VOO) |
54,824 | +505 | $19,017 |
| VOO | 54,824 | +505 | $19,017 |
| SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) |
706,227 | +10,743 | $18,609 |
| SPAB | 706,227 | +10,743 | $18,609 |
| APPLE INC |
135,961 | +5,847 | $18,589 |
| AAPL | 135,961 | +5,847 | $18,589 |
| ISHARES INT RATE HEDGED CORPORATE BD (LQDH) |
205,054 | -39 | $18,508 |
| LQDH | 205,054 | -39 | $18,508 |
| ISHARES MSCI EAFE SMALL CAP INDEX (SCZ) |
328,862 | +31,096 | $17,953 |
| SCZ | 328,862 | +31,096 | $17,953 |
| ISHARES CMBS ETF (CMBS) |
365,563 | +16,975 | $17,587 |
| CMBS | 365,563 | +16,975 | $17,587 |
| IQ MERGER ARBITRAGE |
547,933 | +17,555 | $16,964 |
| MNA | 547,933 | +17,555 | $16,964 |
| XTRACKERS MSCI EAFE HEDGED EQUITY |
468,627 | -3,796 | $16,313 |
| DBEF | 468,627 | -3,796 | $16,313 |
| ISHARES TRUST RUSSELL 200 GROWTH INDEX (IWY) |
116,881 | +116,881 | $14,638 |
| IWY | 116,881 | +116,881 | $14,638 |
| MICROSOFT CORP |
55,476 | +1,933 | $14,248 |
| MSFT | 55,476 | +1,933 | $14,248 |
| SPDR NUVEEN BLMBG BARCLAYS ST MUNBD ETF (SHM) |
301,091 | -16,007 | $14,230 |
| SHM | 301,091 | -16,007 | $14,230 |
| SPDR PORTFOLIO DEVELOPED WLD EX US (SPDW) |
441,046 | +23,882 | $12,720 |
| SPDW | 441,046 | +23,882 | $12,720 |
| JOHNSON & JOHNSON |
70,180 | +7,645 | $12,458 |
| JNJ | 70,180 | +7,645 | $12,458 |
| ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) |
147,399 | +131,005 | $12,203 |
| SHY | 147,399 | +131,005 | $12,203 |
| VANGUARD DIVIDEND APPRECIATION (VIG) |
84,653 | -45,208 | $12,145 |
| VIG | 84,653 | -45,208 | $12,145 |
| ISHARES EXPONENTIAL TECHNOLOGIES (XT) |
248,772 | +30,425 | $11,924 |
| XT | 248,772 | +30,425 | $11,924 |
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) |
504,460 | +504,460 | $11,754 |
| DFAC | 504,460 | +504,460 | $11,754 |
| VANGUARD HIGH DIVIDEND YIELD (VYM) |
115,163 | +24,743 | $11,712 |
| VYM | 115,163 | +24,743 | $11,712 |
| INVESCO QQQ TRUST SERIES 1 |
39,017 | -37,702 | $10,936 |
| QQQ | 39,017 | -37,702 | $10,936 |
| ISHARES CORE S&P SMALL CAP ETF (IJR) |
103,472 | +75,192 | $9,562 |
| IJR | 103,472 | +75,192 | $9,562 |
| INVESCO SENIOR LOAN |
420,952 | +207,470 | $8,533 |
| BKLN | 420,952 | +207,470 | $8,533 |
| UNITED PARCEL SERVICE INC |
46,424 | +179 | $8,474 |
| UPS | 46,424 | +179 | $8,474 |
| PACER FDS TR US CASH COWS 100 |
195,737 | +182,471 | $8,430 |
| COWZ | 195,737 | +182,471 | $8,430 |
| INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF (SPGP) |
96,937 | +77,982 | $7,716 |
| SPGP | 96,937 | +77,982 | $7,716 |
| SPDR PORTFOLIO SHORT TERM CORP BD ETF (SPSB) |
248,285 | +248,285 | $7,382 |
| SPSB | 248,285 | +248,285 | $7,382 |
| SCHWAB US DIVIDEND EQUITY |
102,413 | +102,413 | $7,336 |
| SCHD | 102,413 | +102,413 | $7,336 |
| VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) |
89,197 | +68,443 | $7,138 |
| VCIT | 89,197 | +68,443 | $7,138 |
| EXXON MOBIL CORPORATION |
83,220 | +8,263 | $7,127 |
| XOM | 83,220 | +8,263 | $7,127 |
| VANGUARD FTSE EMERGING MARKETS (VWO) |
165,954 | +7,971 | $6,912 |
| VWO | 165,954 | +7,971 | $6,912 |
| ISHARES CYBERSECURITY AND TECH ETF (IHAK) |
188,759 | +14,900 | $6,612 |
| IHAK | 188,759 | +14,900 | $6,612 |
| SPDR MSCI EAFE QUALITY MIX (QEFA) |
99,535 | +6,038 | $6,169 |
| QEFA | 99,535 | +6,038 | $6,169 |
| ISHARES CORE US AGGREGATE BOND ETF (AGG) |
59,293 | +5,944 | $6,029 |
| AGG | 59,293 | +5,944 | $6,029 |
See Full List: All Stocks Held By Wealthcare Advisory Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthcare Advisory Partners LLC
|
Size ($ in 1000's)
At 06/30/2022: $1,652,711 At 03/31/2022: $1,646,637 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 |
