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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
42
5
5
0
2
1
17
4
3
WEALTHCARE CAPITAL MANAGEMENT LLC

Time Period2019-06-30

Total Holdings188

Total Value ($x1000)724,417
Activities
New9

Increased34

Unchanged110

Decreased35

Sold Out16

Top 10 Stock Holdingstotal 93.97%
VTI40.97

IEF28.18

SCHP10.13

VEU7.62

MUB1.99

 
ITOT1.67

IEI1.24

IXUS1.07

SST0.61

IVV0.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
40.97%
TOTAL STK MKT
IEF
28.18%
7-10 Y TR BD ETF
SCHP
10.13%
US TIPS ETF
VEU
7.62%
ALLWRLD EX US
MUB
1.99%
NAT AMT FREE BD
ITOT
1.67%
CORE S&P TTL STK
IEI
1.24%
3-7 YR TR BD ETF
IXUS
1.07%
CORE MSCITOTAL
SST
0.61%
SHRT TRSRY ETF
IVV
0.49%
CORE S&P500 ETF
TLO
0.43%
BRCLYS LG TRS ET
GOVT
0.39%
U.S. TRS BD ETF
IWV
0.28%
RUSSELL 3000 ETF
SCHR
0.28%
INTRM TRM TRES
THRK
0.27%
RUSSELL 3000 ETF
SHY
0.26%
1-3 YR TR BD ETF
AGG
0.26%
CORE TOTUSBD ETF
DSI
0.21%
MSCI KLD400 SOC
SCHB
0.19%
US BRD MKT ETF
SCHX
0.18%
US LRG CAP ETF
DBEF
0.17%
XTRAK MSCI EAFE
MINT
0.17%
ENHAN SHRT MAT
EFA
0.16%
MSCI EAFE ETF
ONEK
0.16%
RUSSELL 1000 ETF
AMJ
0.15%
ALERIAN ML ETN
VCIT
0.13%
INT-TERM CORP
VWO
0.12%
FTSE EMR MKT ETF
TLT
0.11%
20+ YR TR BD ETF
HYD
0.11%
HIGH YLD MUN ETF
VEA
0.09%
FTSE DEV MKT ETF
IJH
0.09%
CORE S&P MCP ETF
IWM
0.08%
RUSSELL 2000 ETF
VNQ
0.07%
REIT ETF
XOM
0.06%
COM
SHV
0.06%
SHRT TRS BD ETF
SCZ
0.06%
EAFE SML CP ETF
IVW
0.06%
S&P 500 GRWT ETF
IJJ
0.05%
S&P MC 400VL ETF
AAPL
0.05%
COM
IWD
0.05%
RUS 1000 VAL ETF
BKLN
0.05%
SR LN ETF
SCHM
0.05%
US MID-CAP ETF
TLH
0.04%
10-20 YR TRS ETF
TFI
0.04%
NUVN BRCLY MUNI
EEM
0.04%
MSCI EMG MKT ETF
TWOK
0.04%
SPDR RUSSEL 2000
IJK
0.04%
S&P MC 400GR ETF
SCHA
0.03%
US SML CAP ETF
SPY
0.03%
TR UNIT
BRK.B
0.03%
CL B NEW
VIG
0.03%
DIV APP ETF
DIA
0.03%
UT SER 1
TIP
0.03%
TIPS BD ETF
EWX
0.03%
S&P EMKTSC ETF
MDY
0.03%
UTSER1 S&PDCRP
SCHE
0.03%
EMRG MKTEQ ETF
DHR
0.03%
COM
SCHF
0.03%
INTL EQTY ETF
IVE
0.02%
S&P 500 VAL ETF
NYF
0.02%
NY AMTFRE MU ETF
AEP
0.02%
COM
VV
0.02%
LARGE CAP ETF
O
0.02%
COM
JNJ
0.02%
COM
SCHH
0.02%
US REIT ETF
AMZN
0.02%
COM
PM
0.02%
COM
KLD
0.02%
USA ESG SLCT ETF
IWO
0.02%
RUS 2000 GRW ETF
CY
0.02%
COM
IJR
0.02%
CORE S&P SCP ETF
D
0.01%
COM
VB
0.01%
SMALL CP ETF
EFV
0.01%
EAFE VALUE ETF
IWN
0.01%
RUS 2000 VAL ETF
SCHC
0.01%
INTL SCEQT ETF
IDCC
0.01%
COM
BAC
0.01%
COM
MCD
0.01%
COM
MO
0.01%
COM
NOW
0.01%
COM
PEY
0.01%
HIG YLD EQ DIV
T
0.01%
COM
GMM
0.01%
EMERG MKTS ETF
MSFT
0.01%
COM
WM
0.01%
COM
VGIT
0.01%
INT-TERM GOV
IBM
0.01%
COM
MDLZ
0.01%
CL A
XLV
0.01%
SBI HEALTHCARE
ADM
0.01%
COM
RDS/A
0.01%
SPONS ADR A
PEP
0.01%
COM
PBW
0.01%
WILDERHIL CLAN
CVX
0.01%
COM
SHW
0.01%
COM
VGLT
0.01%
LONG-TERM GOV
FB
0.01%
CL A
VZ
0.01%
COM
VXUS
0.01%
VG TL INTL STK F
VYM
0.01%
HIGH DIV YLD
GOOGL
0.01%
CAP STK CL A
MET
0.01%
COM
XLU
0.01%
SBI INT-UTILS
MRK
0.01%
COM
ED
< 0.01%
COM
NKE
< 0.01%
CL B
PFE
< 0.01%
COM
DIS
< 0.01%
COM DISNEY
ANTM
< 0.01%
COM
VMBS
< 0.01%
MORTG-BACK SEC
LMT
< 0.01%
COM
SLB
< 0.01%
COM
MA
< 0.01%
CL A
INTC
< 0.01%
COM
HD
< 0.01%
COM
JPM
< 0.01%
COM
DTH
< 0.01%
DEFA EQT INC ETF
NSC
< 0.01%
COM
PANW
< 0.01%
COM
HRS
< 0.01%
COM
NSL
< 0.01%
COM
RAMP
< 0.01%
COM
COP
< 0.01%
COM
UNH
< 0.01%
COM
RTN
< 0.01%
COM NEW
NTR
< 0.01%
COM
GS
< 0.01%
COM
PBCT
< 0.01%
COM
UTX
< 0.01%
COM
PSX
< 0.01%
COM
EMR
< 0.01%
COM
EVRG
< 0.01%
COM
CAT
< 0.01%
COM
PFF
< 0.01%
U.S. PFD STK ETF
HYT
< 0.01%
COM
MMM
< 0.01%
COM
PG
< 0.01%
COM
BMY
< 0.01%
COM
NVDA
< 0.01%
COM
TM
< 0.01%
SP ADR REP2COM
FCX
< 0.01%
COM
HBAN
< 0.01%
COM
KHC
< 0.01%
COM
PRU
< 0.01%
COM
AUB
< 0.01%
COM
TMST
< 0.01%
COM
AMNB
< 0.01%
COM
DON
< 0.01%
MIDCAP DIVI FD
NXPI
< 0.01%
COM
GE
< 0.01%
COM
CMCSA
< 0.01%
CL A
DUK
< 0.01%
COM NEW
MLPI
< 0.01%
ALERIAN INFRST
GOOG
< 0.01%
CAP STK CL C
DES
< 0.01%
SMALLCAP DIVID
RPAI
< 0.01%
CL A
ADP
< 0.01%
COM
ENB
< 0.01%
COM
NUS
< 0.01%
CL A
EPR
< 0.01%
COM SH BEN INT
EWC
< 0.01%
MSCI CDA ETF
ARCC
< 0.01%
COM
STM
< 0.01%
NY REGISTRY
KMPH
< 0.01%
COM
BHF
< 0.01%
COM
AINV
< 0.01%
COM NEW
NIE
< 0.01%
COM
YUMC
< 0.01%
COM
ATVI
< 0.01%
COM
KMB
< 0.01%
COM
ELGX
< 0.01%
COM NEW
ULBI
< 0.01%
COM
PFG
< 0.01%
COM
SJM
< 0.01%
COM NEW
VLO
< 0.01%
COM
ORCL
< 0.01%
COM
SLV
< 0.01%
ISHARES
CDK
< 0.01%
COM
FCBC
< 0.01%
COM
WAB
< 0.01%
COM
VRTV
< 0.01%
COM
SMMF
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
RAD
< 0.01%
COM
AVNS
< 0.01%
COM
CVET
< 0.01%
COM
PSCT
< 0.01%
S&P SMLCP INFO
LHCG
0.01%
COM
SHM
0.01%
NUVN BR SHT MUNI
MS
0.01%
COM NEW
DFS
0.01%
COM
UBSH
0.01%
COM
VOO
< 0.01%
SHS
DEM
< 0.01%
EMERG MKTS ETF
NKSH
< 0.01%
COM
SCHZ
< 0.01%
US AGGREGATE B
HMTA
< 0.01%
COM
CSCO
< 0.01%
COM
IWB
< 0.01%
RUS 1000 ETF
CRC
< 0.01%
COM NEW
UCFC
< 0.01%
COM
RAD
< 0.01%
COM
GSM
< 0.01%
SHS