Wealthcare Capital Partners, LLC
180 holdingsFiling period: 2026-06-30Current AUM: $241.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 647.4K | $32.6M | $32.7M | 13.54% | -3,898 | 2026-06-30 |
| 2 | VTI | VANGUARD INDEX FDS | 67.7K | $25.1M | $25.3M | 10.47% | -950 | 2026-06-30 |
| 3 | SPYM | SPDR SERIES TRUST | 150.3K | $13.2M | $13.4M | 5.54% | +118 | 2026-06-30 |
| 4 | VYM | VANGUARD WHITEHALL FDS | 61.0K | $9.6M | $9.8M | 4.08% | +3.1K | 2026-06-30 |
| 5 | SCHP | SCHWAB STRATEGIC TR | 257.0K | $6.8M | $6.6M | 2.72% | +7.0K | 2026-06-30 |
| 6 | STIP | ISHARES TR | 59.0K | $6.0M | $5.9M | 2.45% | +4.3K | 2026-06-30 |
| 7 | AGG | ISHARES TR | 49.2K | $4.9M | $4.7M | 1.95% | +4.3K | 2026-06-30 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 50.0K | $4.2M | $4.2M | 1.74% | +207 | 2026-06-30 |
| 9 | IEF | ISHARES TR | 41.8K | $4.0M | $3.8M | 1.57% | +1.9K | 2026-06-30 |
| 10 | AAPL | APPLE INC | 13.2K | $3.8M | $4.4M | 1.81% | +103 | 2026-06-30 |
| 11 | SPSM | SPDR SERIES TRUST | 65.0K | $3.7M | $3.6M | 1.47% | +1.7K | 2026-06-30 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.0K | $3.5M | $3.5M | 1.45% | -- | 2026-06-30 |
| 13 | SPMD | SPDR SERIES TRUST | 50.0K | $3.4M | $3.2M | 1.33% | +368 | 2026-06-30 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | 12.0K | $2.8M | $2.9M | 1.18% | +710 | 2026-06-30 |
| 15 | MGV | VANGUARD WORLD FD | 16.9K | $2.8M | $2.8M | 1.16% | -197 | 2026-06-30 |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 51.3K | $2.5M | $2.5M | 1.04% | +5.6K | 2026-06-30 |
| 17 | XT | ISHARES TR | 29.1K | $2.4M | $2.4M | 0.98% | -1,303 | 2026-06-30 |
| 18 | DTH | WISDOMTREE TR | 42.9K | $2.3M | $2.5M | 1.03% | +729 | 2026-06-30 |
| 19 | NVDA | NVIDIA CORPORATION | 11.2K | $2.2M | $2.4M | 0.98% | +157 | 2026-06-30 |
| 20 | USRT | ISHARES TR | 32.0K | $2.1M | $2.0M | 0.84% | +2.6K | 2026-06-30 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | 29.6K | $2.1M | $2.1M | 0.88% | -401 | 2026-06-30 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 2.8K | $2.1M | $2.1M | 0.88% | +483 | 2026-06-30 |
| 23 | DON | WISDOMTREE TR | 35.5K | $2.0M | $2.0M | 0.83% | +1.8K | 2026-06-30 |
| 24 | IGE | ISHARES TR | 35.6K | $2.0M | $2.3M | 0.97% | +1.2K | 2026-06-30 |
| 25 | QQQ | INVESCO QQQ TR | 2.6K | $1.9M | $1.8M | 0.76% | +1.7K | 2026-06-30 |
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