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Home > Institutional Investor > Wealthcare Capital Partners, Llc > 13F Holdings

Instuitional Investor - Wealthcare Capital Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 799,449 $40,284,227 16.3%
2.
Vanguard Index Fds
 65,446 $24,492,423 9.91%
3.
Spdr Series Trust
 KRE 157,380 $14,126,429 5.72%
4.
Vanguard Whitehall Funds
 VYM 64,338 $9,985,258 4.04%
5.
Schwab Strategic Trust
 SCHD 260,886 $6,556,070 2.65%
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.