HoldingsChannel.com
Wealthcare Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET INDEX (VTI) 2,211,437 +234,187 $333,927
     VTI2,211,437+234,187$333,927
BARCLAYS 7 10 YR TREASURY INDEX (IEF) 2,149,105 +293,553 $241,710
     IEF2,149,105+293,553$241,710
SCHWAB US TIPS ETF (SCHP) 1,303,755 +262 $74,001
     SCHP1,303,755+262$74,001
VANGUARD INTL EQTY INDEX (VEU) 1,212,512 +130,403 $60,504
     VEU1,212,512+130,403$60,504
ISHARES S&P NATL AMT FREE MUNI BND FND (MUB) 124,733 -2,588 $14,232
     MUB124,733-2,588$14,232
ISHARES CORE S&P TOTAL US STOCK MKT (ITOT) 180,565 -911 $12,110
     ITOT180,565-911$12,110
BARCLAYS 3 7 YR TREASURY INDEX FUND (IEI) 71,656 UNCH $9,086
     IEI71,656UNCH$9,086
ISHARES CORE MSCI TOTAL INTL STK (IXUS) 124,200 -8,070 $7,174
     IXUS124,200-8,070$7,174
SPDR SER TR LEHMAN 1 3 MONTH T BILL ETF (BIL) 70,003 +70,003 $6,412
     BIL70,003+70,003$6,412
SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS) 142,587 -4,297 $4,280
     SPTS142,587-4,297$4,280
S&P 500 INDEX FUND (IVV) 11,633 -368 $3,473
     IVV11,633-368$3,473
SPDR BARCLAYS CAPITAL LONG TERM TREASURY ETF (SPTL) 80,835 -1,607 $3,317
     SPTL80,835-1,607$3,317
ISHARES US TREASURY BOND (GOVT) 107,452 -2,972 $2,829
     GOVT107,452-2,972$2,829
BARCLAYS AGGREGATE BOND FUND (AGG) 23,973 +7,375 $2,713
     AGG23,973+7,375$2,713
RUSSELL 3000 INDEX FUND (IWV) 12,993 +1,225 $2,258
     IWV12,993+1,225$2,258
SCHWAB STRATEGIC TR US LARGE CAP ETF (SCHX) 27,134 +8,369 $1,925
     SCHX27,134+8,369$1,925
BARCLAYS 1 3 YR TREASURY INDEX FUND (SHY) 22,597 +494 $1,917
     SHY22,597+494$1,917
SCH INTM US TRSR ETF (SCHR) 34,141 -2,120 $1,897
     SCHR34,141-2,120$1,897
SPDR SERIES TRUST PORTFOLIO TL STK ETF (SPTM) 44,810 -9,006 $1,646
     SPTM44,810-9,006$1,646
ISHARES MSCI KLD 400 SOCIAL (DSI) 13,782 +61 $1,529
     DSI13,782+61$1,529
SPDR PORTFOLIO LARGE CAP ETF (SPLG) 42,815 +10,304 $1,492
     SPLG42,815+10,304$1,492
VANGUARD INTERM TERM CORP BD (VCIT) 15,673 +5,149 $1,430
     VCIT15,673+5,149$1,430
SCHWAB US BROAD MARKET 20,118 +123 $1,429
     SCHB20,118+123$1,429
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) 12,865 +982 $1,309
     MINT12,865+982$1,309
DBX TRACKERS MSCI ETF (DBEF) 35,848 -2,469 $1,159
     DBEF35,848-2,469$1,159
ISHARES MSCI EAFE INDEX FUND (EFA) 16,649 -544 $1,086
     EFA16,649-544$1,086
VANGUARD EUROPE PAC INDEX FUND (VEA) 21,369 +5,566 $878
     VEA21,369+5,566$878
ISHARES BARCLAYS 20 YEAR TREAS BOND FD (TLT) 5,986 UNCH $856
     TLT5,986UNCH$856
JPMORGAN ALERIAN MLP ETN 36,103 -6,791 $840
     AMJ36,103-6,791$840
VANECK VECTORS HIGH YIELD MUN INDEX ETF NEW (HYD) 12,817 +530 $826
     HYD12,817+530$826
VANGUARD INTL EQ INDEX FUND (VWO) 18,494 -2,092 $745
     VWO18,494-2,092$745
S&P MIDCAP 400 3,630 +426 $701
     IJH3,630+426$701
RUSSELL 2000 INDEX FUND (IWM) 3,681 -35 $557
     IWM3,681-35$557
SCH US MID CAP ETF (SCHM) 8,929 +3,050 $505
     SCHM8,929+3,050$505
VANGUARD REIT INDEX FUND (VNQ) 5,318 -528 $496
     VNQ5,318-528$496
BARCLAYS SHORT TREASURY INDEX FUND (SHV) 4,146 UNCH $459
     SHV4,146UNCH$459
SCHWAB STRATEGIC TR US SMALL CAP ETF (SCHA) 5,899 +2,446 $411
     SCHA5,899+2,446$411
EXXON MOBIL CORPORATION 5,813 -254 $410
     XOM5,813-254$410
S&P 500 BARRA GROWTH INDEX FUND (IVW) 2,254 -2 $406
     IVW2,254-2$406
MSCI EAFE SMALL CAP 6,984 -567 $400
     SCZ6,984-567$400
APPLE INC 1,747 UNCH $391
     AAPL1,747UNCH$391
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 11,716 +2,240 $351
     SPSM11,716+2,240$351
S&P MIDCAP 400 BARRA VALUE 2,190 UNCH $350
     IJJ2,190UNCH$350
RUSSELL 1000 VALUE INDEX FUND (IWD) 2,705 +21 $347
     IWD2,705+21$347
ISHARES TR BARCLAYS 10 20 YR BOND (TLH) 2,217 UNCH $331
     TLH2,217UNCH$331
SPDR SER TR BARCLAYS CAP MUN BD E (TFI) 6,056 -178 $307
     TFI6,056-178$307
SPDR S&P 500 ETF (SPY) 973 +213 $289
     SPY973+213$289
POWERSHARES SENIOR LOAN ETF (BKLN) 12,523 -2,398 $283
     BKLN12,523-2,398$283
S&P MIDCAP 400 BARRA GROWTH 1,126 UNCH $252
     IJK1,126UNCH$252
VANGUARD DIV APPRCIATION (VIG) 1,844 UNCH $221
     VIG1,844UNCH$221

See Full List: All Stocks Held By Wealthcare Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealthcare Capital Management LLC

Size ($ in 1000's)
At 09/30/2019: $813,768
At 06/30/2019: $724,417

Wealthcare Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthcare Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Wealthcare Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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