HoldingsChannel.com
Wealthcare Capital Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET INDEX (VTI) 1,977,250 -4,903 $296,765
     VTI1,977,250-4,903$296,765
BARCLAYS 7 10 YR TREASURY INDEX (IEF) 1,855,552 +14,875 $204,148
     IEF1,855,552+14,875$204,148
SCHWAB US TIPS ETF (SCHP) 1,303,493 +2,526 $73,400
     SCHP1,303,493+2,526$73,400
VANGUARD INTL EQTY INDEX (VEU) 1,082,109 +11,720 $55,177
     VEU1,082,109+11,720$55,177
ISHARES S&P NATL AMT FREE MUNI BND FND (MUB) 127,321 +4,914 $14,399
     MUB127,321+4,914$14,399
ISHARES CORE S&P TOTAL US STOCK MKT (ITOT) 181,476 -2,691 $12,092
     ITOT181,476-2,691$12,092
BARCLAYS 3 7 YR TREASURY INDEX FUND (IEI) 71,656 -696 $9,011
     IEI71,656-696$9,011
ISHARES CORE MSCI TOTAL INTL STK (IXUS) 132,270 +1,026 $7,756
     IXUS132,270+1,026$7,756
SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS) 146,884 UNCH $4,407
     SPTS146,884UNCH$4,407
S&P 500 INDEX FUND (IVV) 12,001 -877 $3,537
     IVV12,001-877$3,537
SPDR BARCLAYS CAPITAL LONG TERM TREASURY ETF (SPTL) 82,442 +761 $3,146
     SPTL82,442+761$3,146
ISHARES US TREASURY BOND (GOVT) 110,424 -7,306 $2,851
     GOVT110,424-7,306$2,851
RUSSELL 3000 INDEX FUND (IWV) 11,768 -477 $2,028
     IWV11,768-477$2,028
SCH INTM US TRSR ETF (SCHR) 36,261 +2,002 $1,993
     SCHR36,261+2,002$1,993
SPDR SERIES TRUST PORTFOLIO TL STK ETF (SPTM) 53,816 -425 $1,962
     SPTM53,816-425$1,962
BARCLAYS 1 3 YR TREASURY INDEX FUND (SHY) 22,103 +37 $1,874
     SHY22,103+37$1,874
BARCLAYS AGGREGATE BOND FUND (AGG) 16,598 -1,622 $1,848
     AGG16,598-1,622$1,848
ISHARES MSCI KLD 400 SOCIAL (DSI) 13,721 +185 $1,500
     DSI13,721+185$1,500
SCHWAB US BROAD MARKET 19,995 +4,970 $1,410
     SCHB19,995+4,970$1,410
SCHWAB STRATEGIC TR US LARGE CAP ETF (SCHX) 18,765 +2,028 $1,317
     SCHX18,765+2,028$1,317
DBX TRACKERS MSCI ETF (DBEF) 38,317 -3,299 $1,211
     DBEF38,317-3,299$1,211
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) 11,883 +1,131 $1,209
     MINT11,883+1,131$1,209
ISHARES MSCI EAFE INDEX FUND (EFA) 17,193 -780 $1,130
     EFA17,193-780$1,130
SPDR PORTFOLIO LARGE CAP ETF (SPLG) 32,511 +11,305 $1,123
     SPLG32,511+11,305$1,123
JPMORGAN ALERIAN MLP ETN 42,894 -4,201 $1,077
     AMJ42,894-4,201$1,077
VANGUARD INTERM TERM CORP BD (VCIT) 10,524 -921 $946
     VCIT10,524-921$946
VANGUARD INTL EQ INDEX FUND (VWO) 20,586 -2,152 $876
     VWO20,586-2,152$876
ISHARES BARCLAYS 20 YEAR TREAS BOND FD (TLT) 5,986 -241 $795
     TLT5,986-241$795
VANECK VECTORS HIGH YIELD MUN INDEX ETF NEW (HYD) 12,287 +1,103 $784
     HYD12,287+1,103$784
VANGUARD EUROPE PAC INDEX FUND (VEA) 15,803 -3,650 $659
     VEA15,803-3,650$659
S&P MIDCAP 400 3,204 -72 $622
     IJH3,204-72$622
RUSSELL 2000 INDEX FUND (IWM) 3,716 -301 $578
     IWM3,716-301$578
VANGUARD REIT INDEX FUND (VNQ) 5,846 -920 $511
     VNQ5,846-920$511
EXXON MOBIL CORPORATION 6,067 +1 $465
     XOM6,067+1$465
BARCLAYS SHORT TREASURY INDEX FUND (SHV) 4,146 UNCH $459
     SHV4,146UNCH$459
MSCI EAFE SMALL CAP 7,551 -646 $433
     SCZ7,551-646$433
S&P 500 BARRA GROWTH INDEX FUND (IVW) 2,256 UNCH $404
     IVW2,256UNCH$404
S&P MIDCAP 400 BARRA VALUE 2,190 +96 $349
     IJJ2,190+96$349
APPLE INC 1,747 +70 $346
     AAPL1,747+70$346
RUSSELL 1000 VALUE INDEX FUND (IWD) 2,684 +19 $341
     IWD2,684+19$341
POWERSHARES SENIOR LOAN ETF (BKLN) 14,921 -2,217 $338
     BKLN14,921-2,217$338
SCH US MID CAP ETF (SCHM) 5,879 +29 $336
     SCHM5,879+29$336
ISHARES TR BARCLAYS 10 20 YR BOND (TLH) 2,217 UNCH $317
     TLH2,217UNCH$317
SPDR SER TR BARCLAYS CAP MUN BD E (TFI) 6,234 UNCH $313
     TFI6,234UNCH$313
MSCI EMERGING MKTS INDEX FUND (EEM) 6,921 -262 $297
     EEM6,921-262$297
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 9,476 +429 $290
     SPSM9,476+429$290
S&P MIDCAP 400 BARRA GROWTH 1,126 UNCH $255
     IJK1,126UNCH$255
SCHWAB STRATEGIC TR US SMALL CAP ETF (SCHA) 3,453 +23 $247
     SCHA3,453+23$247
SPDR S&P 500 ETF (SPY) 760 UNCH $223
     SPY760UNCH$223
BERKSHIRE HATHAWAY INC DEL CL B      $218
     BRK.B1,025+12$218

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 06/30/2019: $724,417
At 03/31/2019: $701,801

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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