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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 $999,952,785
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,085,614 $348,275,827 34.83%
2.
Ishares Trust
 IEF 1,810,803 $172,823,064 17.28%
3.
Ishares Tr - 0-5 YR TIPS ETF
 917,536 $94,900,784 9.49%
4.
Ea Series Trust
 1,020,699 $92,638,609 9.26%
5.
Vanguard Intl Equity Index Funds
 VWO 949,678 $71,320,826 7.13%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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