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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 $985,970,212
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,233,069 $338,896,625 34.37%
2.
Ishares Trust
 IEF 1,987,242 $189,523,255 19.22%
3.
Wisdomtree Tr
 1,610,304 $81,046,583 8.22%
4.
Ishares Tr - 0-5 YR TIPS ETF
 775,136 $80,203,279 8.13%
5.
Vanguard Intl Equity Index Funds
 VWO 1,069,144 $64,854,273 6.58%
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)