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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 $910,618,651
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 864,973 $323,707,586 35.55%
2.
Ishares Trust
 IEF 1,514,636 $135,272,126 14.85%
3.
Ishares Tr - 0-5 YR TIPS ETF
 957,087 $95,421,574 10.48%
4.
Ea Series Trust
 1,047,322 $94,834,975 10.41%
5.
Vanguard Intl Equity Index Funds
 VWO 797,442 $66,163,779 7.27%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.