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Home > Institutional Investor > Wealthcare Capital Management Llc > Profile

Instuitional Investor - Wealthcare Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Wealthcare Capital Management Llc
Portfolio Value $992,734,284
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,288,159 $373,321,288 37.6%
2.
Ishares Trust
 IEF 1,937,596 $179,130,722 18.04%
3.
Wisdomtree Tr
 1,612,975 $81,164,903 8.17%
4.
Ishares Tr - 0-5 YR TIPS ETF
 773,056 $77,769,451 7.83%
5.
Vanguard Intl Equity Index Funds
 VWO 1,081,631 $62,096,419 6.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)