HoldingsChannel.com
Wealthcare Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET (VTI) 2,494,406 +349,922 $321,554
     VTI2,494,406+349,922$321,554
ISHARES BARCLAYS 7 10 YR TREAS (IEF) 1,566,616 -619,619 $190,313
     IEF1,566,616-619,619$190,313
VANGUARD FTSE ALL WORLD EX US (VEU) 1,611,241 +390,389 $66,093
     VEU1,611,241+390,389$66,093
SCHWAB US TIPS 774,560 -557,007 $44,545
     SCHP774,560-557,007$44,545
ISHARES CORE US AGGREGATE BOND (AGG) 354,341 +330,370 $40,880
     AGG354,341+330,370$40,880
ISHARES NATIONAL MUNI BOND (MUB) 112,353 +1,376 $12,697
     MUB112,353+1,376$12,697
ISHARES 3 7 YEAR TREASURY BOND (IEI) 68,328 -3,492 $9,111
     IEI68,328-3,492$9,111
SPDR BARCLAYS 1 3 MONTH T BILL (BIL) 74,914 +2,418 $6,864
     BIL74,914+2,418$6,864
ISHARES CORE S&P TOTAL US STOC (ITOT) 86,911 -82,023 $4,972
     ITOT86,911-82,023$4,972
SPDR BARCLAYS SHORT TERM TREAS (SPTS) 140,105 -2,408 $4,304
     SPTS140,105-2,408$4,304
SPDR PORTFOLIO LONG TERM TREAS (SPTL) 76,332 -3,744 $3,606
     SPTL76,332-3,744$3,606
ISHARES CORE S&P 500 (IVV) 11,487 +166 $2,968
     IVV11,487+166$2,968
ISHARES 1 3 YEAR TREASURY BOND (SHY) 30,538 +7,523 $2,647
     SHY30,538+7,523$2,647
ISHARES RUSSELL 3000 (IWV) 12,993 UNCH $1,927
     IWV12,993UNCH$1,927
SCHWAB US LARGE CAP ETF (SCHX) 30,376 +3,242 $1,861
     SCHX30,376+3,242$1,861
SCHWAB INTERMEDIATE TERM US TR 30,745 -2,965 $1,807
     SCHR30,745-2,965$1,807
ISHARES KLD 400 SOCIAL INDEX (DSI) 16,494 +3,108 $1,606
     DSI16,494+3,108$1,606
ISHARES US TREASURY BD (GOVT) 56,331 -45,659 $1,578
     GOVT56,331-45,659$1,578
ISHARES CORE MSCI TOTAL INTERN (IXUS) 32,332 -87,903 $1,520
     IXUS32,332-87,903$1,520
SPDR PORTFOLIO TOTAL STOCK MAR (SPTM) 44,505 -203 $1,400
     SPTM44,505-203$1,400
PIMCO ENHANCED SHORT MATURITY 11,562 -1,354 $1,144
     MINT11,562-1,354$1,144
SPDR PORTFOLIO LARGECAP (SPLG) 33,010 -11,611 $999
     SPLG33,010-11,611$999
XTRACKERS MSCI EAFE HEDGED EQU 31,029 -3,571 $832
     DBEF31,029-3,571$832
VANGUARD FTSE DEVELOPED MARKET (VEA) 23,156 +2,950 $772
     VEA23,156+2,950$772
VANGUARD INTERMEDIATE TERM COR (VCIT) 8,732 -7,145 $760
     VCIT8,732-7,145$760
ISHARES MSCI EAFE (EFA) 13,717 -2,975 $733
     EFA13,717-2,975$733
SCHWAB US BROAD MARKET ETF (SCHB) 10,295 -9,823 $622
     SCHB10,295-9,823$622
ISHARES MBS ETF (MBB) 4,858 +4,858 $537
     MBB4,858+4,858$537
VANGUARD FTSE EMERGING MARKETS (VWO) 15,549 -2,668 $522
     VWO15,549-2,668$522
ISHARES RUSSELL 2000 ETF (IWM) 4,442 +848 $508
     IWM4,442+848$508
VANECK VECTORS HIGH YIELD MUNI 9,598 -2,913 $502
     HYD9,598-2,913$502
ISHARES CORE S&P MID CAP ETF (IJH) 3,478 +30 $500
     IJH3,478+30$500
VANGUARD S&P 500 (VOO) 2,035 +2,035 $482
     VOO2,035+2,035$482
APPLE INC 1,828 -267 $465
     AAPL1,828-267$465
ISHARES SHORT TREASURY BOND (SHV) 4,146 UNCH $460
     SHV4,146UNCH$460
SPDR PORTFOLIO SMALLCAP (SPSM) 19,671 +8,661 $430
     SPSM19,671+8,661$430
SCHWAB US MID CAP 9,033 +133 $381
     SCHM9,033+133$381
ISHARES CMBS ETF (CMBS) 6,798 +6,798 $365
     CMBS6,798+6,798$365
ISHARES AAA A RATED CORP BD ET (QLTA) 6,574 +6,574 $362
     QLTA6,574+6,574$362
ISHARES S&P 500 GROWTH (IVW) 2,173 -69 $359
     IVW2,173-69$359
ISHARES BARCLAYS 10 20 YR TREA (TLH) 2,123 -1,753 $356
     TLH2,123-1,753$356
SCHWAB US SMALL CAP ETF (SCHA) 6,847 +970 $353
     SCHA6,847+970$353
ISHARES MSCI EAFE SMALL CAP IN (SCZ) 7,369 +598 $330
     SCZ7,369+598$330
VANGUARD REAL ESTATE (VNQ) 4,427 -897 $309
     VNQ4,427-897$309
ISHARES GOLD TRUST (IAU) 19,057 +19,057 $287
     IAU19,057+19,057$287
INVESCO SENIOR LOAN 12,647 +122 $259
     BKLN12,647+122$259
ISHARES BARCLAYS 20 YR TREASU (TLT) 1,493 -4,154 $246
     TLT1,493-4,154$246
EXXON MOBIL CORPORATION 5,928 -154 $225
     XOM5,928-154$225
ISHARES S&P MID CAP 400 GROWTH (IJK) 1,175 +49 $210
     IJK1,175+49$210
ISHARES S&P MID CAP 400 VALUE (IJJ) 1,882 -308 $207
     IJJ1,882-308$207

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 03/31/2020: $742,859
At 12/31/2019: $839,658

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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