HoldingsChannel.com
Wealthcare Capital Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD TOTAL STOCK MARKET INDEX (VTI) 2,144,484 -66,953 $350,881
     VTI2,144,484-66,953$350,881
BARCLAYS 7 10 YR TREASURY INDEX (IEF) 2,186,235 +37,130 $240,967
     IEF2,186,235+37,130$240,967
SCHWAB US TIPS ETF (SCHP) 1,331,567 +27,812 $75,407
     SCHP1,331,567+27,812$75,407
VANGUARD INTL EQTY INDEX (VEU) 1,220,852 +8,340 $65,621
     VEU1,220,852+8,340$65,621
ISHARES S&P NATL AMT FREE MUNI BND FND (MUB) 110,977 -13,756 $12,641
     MUB110,977-13,756$12,641
ISHARES CORE S&P TOTAL US STOCK MKT (ITOT) 168,934 -11,631 $12,280
     ITOT168,934-11,631$12,280
BARCLAYS 3 7 YR TREASURY INDEX FUND (IEI) 71,820 +164 $9,031
     IEI71,820+164$9,031
ISHARES CORE MSCI TOTAL INTL STK (IXUS) 120,235 -3,965 $7,443
     IXUS120,235-3,965$7,443
SPDR SER TR LEHMAN 1 3 MONTH T BILL ETF (BIL) 72,496 +2,493 $6,628
     BIL72,496+2,493$6,628
SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS) 142,513 -74 $4,270
     SPTS142,513-74$4,270
S&P 500 INDEX FUND (IVV) 11,321 -312 $3,659
     IVV11,321-312$3,659
SPDR BARCLAYS CAPITAL LONG TERM TREASURY ETF (SPTL) 80,076 -759 $3,113
     SPTL80,076-759$3,113
BARCLAYS AGGREGATE BOND FUND (AGG) 23,971 -2 $2,694
     AGG23,971-2$2,694
ISHARES US TREASURY BOND (GOVT) 101,990 -5,462 $2,646
     GOVT101,990-5,462$2,646
RUSSELL 3000 INDEX FUND (IWV) 12,993 UNCH $2,449
     IWV12,993UNCH$2,449
SCHWAB STRATEGIC TR US LARGE CAP ETF (SCHX) 27,134 UNCH $2,084
     SCHX27,134UNCH$2,084
BARCLAYS 1 3 YR TREASURY INDEX FUND (SHY) 23,015 +418 $1,948
     SHY23,015+418$1,948
SCH INTM US TRSR ETF (SCHR) 33,710 -431 $1,852
     SCHR33,710-431$1,852
SPDR SERIES TRUST PORTFOLIO TL STK ETF (SPTM) 44,708 -102 $1,782
     SPTM44,708-102$1,782
SPDR PORTFOLIO LARGE CAP ETF (SPLG) 44,621 +1,806 $1,688
     SPLG44,621+1,806$1,688
ISHARES MSCI KLD 400 SOCIAL (DSI) 13,386 -396 $1,608
     DSI13,386-396$1,608
SCHWAB US BROAD MARKET 20,118 UNCH $1,547
     SCHB20,118UNCH$1,547
VANGUARD INTERM TERM CORP BD (VCIT) 15,877 +204 $1,450
     VCIT15,877+204$1,450
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) 12,916 +51 $1,312
     MINT12,916+51$1,312
DBX TRACKERS MSCI ETF (DBEF) 34,600 -1,248 $1,169
     DBEF34,600-1,248$1,169
ISHARES MSCI EAFE INDEX FUND (EFA) 16,692 +43 $1,159
     EFA16,692+43$1,159
VANGUARD EUROPE PAC INDEX FUND (VEA) 20,206 -1,163 $890
     VEA20,206-1,163$890
JPMORGAN ALERIAN MLP ETN 37,303 +1,200 $814
     AMJ37,303+1,200$814
VANGUARD INTL EQ INDEX FUND (VWO) 18,217 -277 $810
     VWO18,217-277$810
VANECK VECTORS HIGH YIELD MUN INDEX ETF NEW (HYD) 12,511 -306 $801
     HYD12,511-306$801
ISHARES BARCLAYS 20 YEAR TREAS BOND FD (TLT) 5,647 -339 $765
     TLT5,647-339$765
S&P MIDCAP 400 3,448 -182 $710
     IJH3,448-182$710
APPLE INC 2,095 +348 $615
     AAPL2,095+348$615
RUSSELL 2000 INDEX FUND (IWM) 3,594 -87 $595
     IWM3,594-87$595
ISHARES TR BARCLAYS 10 20 YR BOND (TLH) 3,876 +1,659 $557
     TLH3,876+1,659$557
SCH US MID CAP ETF (SCHM) 8,900 -29 $535
     SCHM8,900-29$535
VANGUARD REIT INDEX FUND (VNQ) 5,324 +6 $494
     VNQ5,324+6$494
BARCLAYS SHORT TREASURY INDEX FUND (SHV) 4,146 UNCH $458
     SHV4,146UNCH$458
SCHWAB STRATEGIC TR US SMALL CAP ETF (SCHA) 5,877 -22 $445
     SCHA5,877-22$445
S&P 500 BARRA GROWTH INDEX FUND (IVW) 2,242 -12 $434
     IVW2,242-12$434
EXXON MOBIL CORPORATION 6,082 +269 $424
     XOM6,082+269$424
MSCI EAFE SMALL CAP 6,771 -213 $422
     SCZ6,771-213$422
S&P MIDCAP 400 BARRA VALUE 2,190 UNCH $374
     IJJ2,190UNCH$374
RUSSELL 1000 VALUE INDEX FUND (IWD) 2,705 UNCH $369
     IWD2,705UNCH$369
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 11,010 -706 $359
     SPSM11,010-706$359
BERKSHIRE HATHAWAY INC DEL CL B      $300
     BRK.B1,323+298$300
POWERSHARES SENIOR LOAN ETF (BKLN) 12,525 +2 $286
     BKLN12,525+2$286
SPDR S&P 500 ETF (SPY) 839 -134 $270
     SPY839-134$270
S&P MIDCAP 400 BARRA GROWTH 1,126 UNCH $268
     IJK1,126UNCH$268
VANGUARD DIV APPRCIATION (VIG) 1,844 UNCH $230
     VIG1,844UNCH$230

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 12/31/2019: $839,658
At 09/30/2019: $813,768

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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