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