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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
44
5
6
0
1
1
17
3
4
WEALTHCARE CAPITAL MANAGEMENT LLC

Time Period2019-03-31

Total Holdings195

Total Value ($x1000)701,801
Activities
New5

Increased33

Unchanged125

Decreased32

Sold Out2

Top 10 Stock Holdingstotal 93.83%
VTI40.87

IEF27.98

SCHP10.2

VEU7.65

MUB1.94

 
ITOT1.69

IEI1.27

IXUS1.09

SST0.62

IVV0.52

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
40.87%
TOTAL STK MKT
IEF
27.98%
7-10 Y TR BD ETF
SCHP
10.2%
US TIPS ETF
VEU
7.65%
ALLWRLD EX US
MUB
1.94%
NAT AMT FREE BD
ITOT
1.69%
CORE S&P TTL STK
IEI
1.27%
3-7 YR TR BD ETF
IXUS
1.09%
CORE MSCITOTAL
SST
0.62%
SHRT TRSRY ETF
IVV
0.52%
CORE S&P500 ETF
TLO
0.42%
BRCLYS LG TRS ET
GOVT
0.42%
U.S. TRS BD ETF
IWV
0.29%
RUSSELL 3000 ETF
AGG
0.28%
CORE TOTUSBD ETF
THRK
0.27%
RUSSELL 3000 ETF
SHY
0.26%
1-3 YR TR BD ETF
SCHR
0.26%
INTRM TRM TRES
DSI
0.2%
MSCI KLD400 SOC
DBEF
0.19%
XTRAK MSCI EAFE
AMJ
0.17%
ALERIAN ML ETN
EFA
0.17%
MSCI EAFE ETF
SCHX
0.16%
US LRG CAP ETF
MINT
0.16%
ENHAN SHRT MAT
SCHB
0.15%
US BRD MKT ETF
VCIT
0.14%
INT-TERM CORP
VWO
0.14%
FTSE EMR MKT ETF
VEA
0.11%
FTSE DEV MKT ETF
TLT
0.11%
20+ YR TR BD ETF
ONEK
0.1%
RUSSELL 1000 ETF
HYD
0.1%
HIGH YLD MUN ETF
IJH
0.09%
CORE S&P MCP ETF
IWM
0.09%
RUSSELL 2000 ETF
VNQ
0.08%
REIT ETF
XOM
0.07%
COM
SCZ
0.07%
EAFE SML CP ETF
SHV
0.07%
SHRT TRS BD ETF
IVW
0.06%
S&P 500 GRWT ETF
BKLN
0.06%
SR LN ETF
IWD
0.05%
RUS 1000 VAL ETF
IJJ
0.05%
S&P MC 400VL ETF
SCHM
0.05%
US MID-CAP ETF
AAPL
0.05%
COM
EEM
0.04%
MSCI EMG MKT ETF
TFI
0.04%
NUVN BRCLY MUNI
TLH
0.04%
10-20 YR TRS ETF
TWOK
0.04%
SPDR RUSSEL 2000
TIP
0.04%
TIPS BD ETF
IJK
0.04%
S&P MC 400GR ETF
SCHA
0.03%
US SML CAP ETF
IVE
0.03%
S&P 500 VAL ETF
EWX
0.03%
S&P EMKTSC ETF
MDY
0.03%
UTSER1 S&PDCRP
SPY
0.03%
TR UNIT
DIA
0.03%
UT SER 1
BRK.B
0.03%
CL B NEW
VIG
0.03%
DIV APP ETF
SCHE
0.03%
EMRG MKTEQ ETF
SCHF
0.03%
INTL EQTY ETF
DHR
0.02%
COM
NYF
0.02%
NY AMTFRE MU ETF
PM
0.02%
COM
AEP
0.02%
COM
EWC
0.02%
MSCI CDA ETF
VV
0.02%
LARGE CAP ETF
JNJ
0.02%
COM
SCHH
0.02%
US REIT ETF
IWN
0.02%
RUS 2000 VAL ETF
AMZN
0.02%
COM
VB
0.02%
SMALL CP ETF
IJR
0.02%
CORE S&P SCP ETF
KLD
0.02%
USA ESG SLCT ETF
IWO
0.02%
RUS 2000 GRW ETF
EFV
0.02%
EAFE VALUE ETF
D
0.02%
COM
LHCG
0.01%
COM
MO
0.01%
COM
SCHC
0.01%
INTL SCEQT ETF
SHM
0.01%
NUVN BR SHT MUNI
BAC
0.01%
COM
PEY
0.01%
HIG YLD EQ DIV
MCD
0.01%
COM
GMM
0.01%
EMERG MKTS ETF
T
0.01%
COM
MS
0.01%
COM NEW
SMMF
0.01%
COM
IBM
0.01%
COM
WM
0.01%
COM
MSFT
0.01%
COM
VGIT
0.01%
INT-TERM GOV
DFS
0.01%
COM
ADM
0.01%
COM
FCBC
0.01%
COM
XLV
0.01%
SBI HEALTHCARE
RDS/A
0.01%
SPONS ADR A
CVX
0.01%
COM
MDLZ
0.01%
CL A
PEP
0.01%
COM
MLPI
0.01%
ALERIAN INFRST
VYM
0.01%
HIGH DIV YLD
SHW
0.01%
COM
VGLT
0.01%
LONG-TERM GOV
VZ
0.01%
COM
GOOGL
0.01%
CAP STK CL A
PBW
0.01%
WILDERHIL CLAN
FB
0.01%
CL A
VXUS
0.01%
VG TL INTL STK F
MRK
0.01%
COM
UBSH
0.01%
COM
XLU
0.01%
SBI INT-UTILS
IDCC
< 0.01%
COM
ED
< 0.01%
COM
NKE
< 0.01%
CL B
MET
< 0.01%
COM
VOO
< 0.01%
SHS
SLB
< 0.01%
COM
PANW
< 0.01%
COM
INTC
< 0.01%
COM
ANTM
< 0.01%
COM
PFE
< 0.01%
COM
COP
< 0.01%
COM
RAMP
< 0.01%
COM
VMBS
< 0.01%
MORTG-BACK SEC
RTN
< 0.01%
COM NEW
DTH
< 0.01%
DEFA EQT INC ETF
HD
< 0.01%
COM
DIS
< 0.01%
COM DISNEY
MA
< 0.01%
CL A
JPM
< 0.01%
COM
LMT
< 0.01%
COM
UNH
< 0.01%
COM
NSC
< 0.01%
COM
NSL
< 0.01%
COM
NTR
< 0.01%
COM
PBCT
< 0.01%
COM
GS
< 0.01%
COM
UTX
< 0.01%
COM
MMM
< 0.01%
COM
HRS
< 0.01%
COM
EMR
< 0.01%
COM
PSX
< 0.01%
COM
CAT
< 0.01%
COM
EVRG
< 0.01%
COM
BMY
< 0.01%
COM
NVDA
< 0.01%
COM
PFF
< 0.01%
U.S. PFD STK ETF
HYT
< 0.01%
COM
PG
< 0.01%
COM
FCX
< 0.01%
COM
DEM
< 0.01%
EMERG MKTS ETF
TM
< 0.01%
SP ADR REP2COM
TMST
< 0.01%
COM
KHC
< 0.01%
COM
HBAN
< 0.01%
COM
NKSH
< 0.01%
COM
SCHZ
< 0.01%
US AGGREGATE B
DON
< 0.01%
MIDCAP DIVI FD
CMCSA
< 0.01%
CL A
GE
< 0.01%
COM
GOOG
< 0.01%
CAP STK CL C
PRU
< 0.01%
COM
DES
< 0.01%
SMALLCAP DIVID
ADP
< 0.01%
COM
HMTA
< 0.01%
COM
DUK
< 0.01%
COM NEW
RPAI
< 0.01%
CL A
ENB
< 0.01%
COM
NUS
< 0.01%
CL A
EPR
< 0.01%
COM SH BEN INT
ARCC
< 0.01%
COM
CSCO
< 0.01%
COM
STM
< 0.01%
NY REGISTRY
BHF
< 0.01%
COM
KMPH
< 0.01%
COM
NIE
< 0.01%
COM
AINV
< 0.01%
COM NEW
YUMC
< 0.01%
COM
ELGX
< 0.01%
COM NEW
ULBI
< 0.01%
COM
ORCL
< 0.01%
COM
CDK
< 0.01%
COM
SLV
< 0.01%
ISHARES
SJM
< 0.01%
COM NEW
KMB
< 0.01%
COM
VLO
< 0.01%
COM
PFG
< 0.01%
COM
IWB
< 0.01%
RUS 1000 ETF
CRC
< 0.01%
COM NEW
AVNS
< 0.01%
COM
PSCT
< 0.01%
S&P SMLCP INFO
WAB
< 0.01%
COM
VRTV
< 0.01%
COM
RAD
< 0.01%
COM
UCFC
< 0.01%
COM
CVET
< 0.01%
COM
GSM
< 0.01%
SHS
EEMS
< 0.01%
EM MKT SM-CP ETF
ELGX
< 0.01%
COM