Wealthcare Capital Partners, LLC
154 holdingsFiling period: 2026-03-31Current AUM: $230.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 651.3K | $32.8M | $32.8M | 14.26% | -74,513 | 2026-03-31 |
| 2 | VTI | VANGUARD INDEX FDS | 68.7K | $22.0M | $25.3M | 10.99% | -1,709 | 2026-03-31 |
| 3 | SPYM | SPDR SERIES TRUST | 150.1K | $11.5M | $13.2M | 5.74% | +10.2K | 2026-03-31 |
| 4 | VYM | VANGUARD WHITEHALL FDS | 57.8K | $8.6M | $9.4M | 4.07% | +8.3K | 2026-03-31 |
| 5 | SCHP | SCHWAB STRATEGIC TR | 250.0K | $6.7M | $6.5M | 2.83% | -2,183 | 2026-03-31 |
| 6 | STIP | ISHARES TR | 54.6K | $5.7M | $5.5M | 2.41% | +4.1K | 2026-03-31 |
| 7 | AGG | ISHARES TR | 44.9K | $4.5M | $4.4M | 1.90% | +3.9K | 2026-03-31 |
| 8 | IEF | ISHARES TR | 39.9K | $3.8M | $3.7M | 1.61% | +336 | 2026-03-31 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 49.8K | $3.7M | $4.1M | 1.79% | +74 | 2026-03-31 |
| 10 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.0K | $3.4M | $3.4M | 1.46% | -93 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 13.1K | $3.3M | $4.0M | 1.75% | -1,840 | 2026-03-31 |
| 12 | SPSM | SPDR SERIES TRUST | 63.3K | $3.1M | $3.6M | 1.56% | +1.8K | 2026-03-31 |
| 13 | SPMD | SPDR SERIES TRUST | 49.6K | $2.9M | $3.3M | 1.42% | +4.1K | 2026-03-31 |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | 46.5K | $2.6M | $2.7M | 1.16% | +2.0K | 2026-03-31 |
| 15 | MGV | VANGUARD WORLD FD | 17.1K | $2.5M | $2.8M | 1.21% | -571 | 2026-03-31 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | 11.3K | $2.4M | $2.7M | 1.17% | -45 | 2026-03-31 |
| 17 | DTH | WISDOMTREE TR | 42.1K | $2.3M | $2.4M | 1.05% | +2.8K | 2026-03-31 |
| 18 | IGE | ISHARES TR | 34.4K | $2.2M | $2.1M | 0.90% | +11.2K | 2026-03-31 |
| 19 | XT | ISHARES TR | 30.4K | $2.1M | $2.4M | 1.05% | -860 | 2026-03-31 |
| 20 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 45.7K | $1.9M | $2.3M | 0.98% | +6.7K | 2026-03-31 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | 30.0K | $1.9M | $2.1M | 0.92% | -402 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 11.0K | $1.9M | $2.2M | 0.96% | -100 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 4.8K | $1.8M | $2.2M | 0.97% | +158 | 2026-03-31 |
| 24 | DON | WISDOMTREE TR | 33.6K | $1.8M | $1.9M | 0.84% | +2.9K | 2026-03-31 |
| 25 | USRT | ISHARES TR | 29.4K | $1.7M | $2.0M | 0.87% | +10.3K | 2026-03-31 |
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