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CIK: 0001516450
Total reported value
$1.1B
$1.1B
82 檔
72.0%
In Q1 2024, Wealthcare Capital Management LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 82 disclosed stock positions.
During Q1 2024, Wealthcare Capital Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 43.58% | +1.57% | -4.66% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 18.64% | -0.74% | -36.55% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.50% | -0.20% | +1115.45% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.35% | -0.39% | +925.31% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.20% | +0.23% | -0.97% | |
| 6 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 2.17% | -0.20% | -56.50% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.51% | — | — | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.17% | +0.26% | -5.39% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.06% | -0.05% | -0.23% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.00% | -0.05% | +2.05% | |
| 11 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.99% | -0.09% | -6.21% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | +0.04% | +36.32% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.54% | +0.01% | -4.51% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.09% | -8.11% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.02% | -11.10% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.33% | — | -13.05% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.29% | +0.27% | -19.08% | |
| 18 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.29% | +0.04% | -5.84% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.26% | -0.01% | +0.06% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | -0.10% | -46.66% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.21% | — | +72.94% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.19% | -0.02% | -3.81% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.17% | -0.01% | -7.67% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.15% | +0.02% | -12.32% | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.14% | -0.01% | -9.46% | |
| 26 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.13% | -0.03% | -5.05% | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.13% | +0.01% | -13.24% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.13% | +0.01% | -27.06% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.12% | — | -22.31% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.12% | — | +362.10% | |
| 31 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 0.12% | — | -19.20% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.12% | -0.02% | EXIT | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | — | -0.85% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.11% | +0.01% | -27.98% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.24% | EXIT | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.11% | -0.04% | EXIT | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.10% | — | -2.46% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.01% | -0.30% | |
| 40 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.09% | — | -2.69% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | -2.84% | |
| 42 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.08% | — | -26.17% | |
| 43 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.08% | — | -25.79% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.07% | -0.07% | -12.63% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.07% | — | -5.26% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | — | -5.95% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.07% | +0.01% | — | |
| 48 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.06% | — | +8.76% | |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.06% | — | -36.52% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.06% | — | -32.33% |
According to official SEC Form 13F filings, Wealthcare Capital Management LLC reported a total U.S. public equity portfolio value of $1.1B across 82 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IEF, USFR) accounted for 72.0% of total reported equity market value during Q1 2024.
During Q1 2024, Wealthcare Capital Management LLC's top holdings by market value included VTI (43.6%)、IEF (18.6%)、USFR (7.5%). The largest single position, VTI, represented 43.6% of total portfolio value.
In Q1 2024, Wealthcare Capital Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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