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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 $945,866,333
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,182,371 $359,357,895 37.99%
2.
Ishares Trust
 IEF 1,773,268 $169,825,900 17.95%
3.
Ishares Tr - 0-5 YR TIPS ETF
 804,088 $82,748,718 8.75%
4.
Wisdomtree Tr
 1,620,823 $81,543,629 8.62%
5.
Vanguard Intl Equity Index Funds
 VWO 984,996 $66,211,404 7%
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)