WEALTHCARE CAPITAL MANAGEMENT LLC Holdings

WEALTHCARE CAPITAL MANAGEMENT LLC is an investment fund managing more than 790.9M US dollars. The largest holdings include Vanguard Total Stock Market Index Fund, iShares 7-10 Year Treasury Bond ETF and Vanguard FTSE All-World ex-US Index Fund. In Q3 2022 the fund bought assets of total value of 61.69M US dollars and sold assets of total value of 183.44M US dollars.

$790.89M

portfolio value

-6.40%

quarter

-21.59%

1 year

+1.94%

3 years

+12.65%

5 years

WEALTHCARE CAPITAL MANAGEMENT LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	51425000	8734000
Q2 2016	18999000	521000
Q3 2016	4461000	9932000
Q4 2016	65679000	93635000
Q1 2017	66000000	17226000
Q2 2017	2878000	37349000
Q3 2017	33338000	5571000
Q4 2017	10516000	29257000
Q1 2018	7432000	20099000
Q2 2018	16418000	12463000
Q3 2018	4872000	31080000
Q4 2018	114882000	319659000
Q1 2019	61653000	7782000
Q2 2019	14201000	8297000
Q3 2019	91374000	2176000
Q4 2019	9506000	15489000
Q1 2020	10747000	106253000
Q2 2020	78233000	1187000
Q3 2020	30558000	26920000
Q4 2020	28979000	50317000
Q1 2021	31845000	3355000
Q2 2021	43506000	3154000
Q3 2021	147364000	154583000
Q4 2021	31772000	24240000
Q1 2022	-3945000	56580000
Q2 2022	-75175000	39088000
Q3 2022	61694000	183435000

WEALTHCARE CAPITAL MANAGEMENT LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 40.36% Portfolio value: 319.19M Avg. open price: $138.79 Current price: $199.98 P/L: +44.09% Sold -10.35% shares Q3 2022	share	40.36%	319.19M	$138.79	$199.98	+44.09%	Sold -10.35% shares Q3 2022
iShares 7-10 Year Treasury Bond ETF Portfolio share: 32.78% Portfolio value: 259.26M Avg. open price: $112.55 Current price: $97.68 P/L: -13.21% Sold -21.76% shares Q3 2022	share	32.78%	259.26M	$112.55	$97.68	-13.21%	Sold -21.76% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 7.21% Portfolio value: 57.00M Avg. open price: $45.95 Current price: $51.48 P/L: +12.03% Sold -15.28% shares Q3 2022	share	7.21%	57.00M	$45.95	$51.48	+12.03%	Sold -15.28% shares Q3 2022
iShares 3-7 Year Treasury Bond ETF Portfolio share: 3.77% Portfolio value: 29.83M Avg. open price: $121.42 Current price: $115.72 P/L: -4.69% Bought +195.77% shares Q3 2022	share	3.77%	29.83M	$121.42	$115.72	-4.69%	Bought +195.77% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 2.28% Portfolio value: 18.04M Avg. open price: $69.63 Current price: $88.61 P/L: +27.26% Bought +134.29% shares Q3 2022	share	2.28%	18.04M	$69.63	$88.61	+27.26%	Bought +134.29% shares Q3 2022
Schwab U.S. TIPS ETF Portfolio share: 2.06% Portfolio value: 16.26M Avg. open price: $51.5 Current price: $53.29 P/L: +3.48% Sold -14.61% shares Q3 2022	share	2.06%	16.26M	$51.5	$53.29	+3.48%	Sold -14.61% shares Q3 2022
iShares 1-3 Year Treasury Bond ETF Portfolio share: 1.47% Portfolio value: 11.62M Avg. open price: $83.88 Current price: $81.18 P/L: -3.22% Bought +308.43% shares Q3 2022	share	1.47%	11.62M	$83.88	$81.18	-3.22%	Bought +308.43% shares Q3 2022
iShares 10-20 Year Treasury Bond ETF Portfolio share: 1.40% Portfolio value: 11.09M Avg. open price: $127.62 Current price: $112.69 P/L: -11.70% Bought +5214.93% shares Q3 2022	share	1.40%	11.09M	$127.62	$112.69	-11.70%	Bought +5214.93% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 1.15% Portfolio value: 9.06M Avg. open price: $56.05 Current price: $59.19 P/L: +5.59% Bought +272.32% shares Q3 2022	share	1.15%	9.06M	$56.05	$59.19	+5.59%	Bought +272.32% shares Q3 2022
SPDR Nuveen Bloomberg Municipal Bond ETF Portfolio share: 0.98% Portfolio value: 7.78M Avg. open price: $45.84 Current price: $45.93 P/L: +0.19% Bought +149.20% shares Q3 2022	share	0.98%	7.78M	$45.84	$45.93	+0.19%	Bought +149.20% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 0.95% Portfolio value: 7.5M Avg. open price: $104.35 Current price: $106.17 P/L: +1.75% Sold -37.42% shares Q3 2022	share	0.95%	7.5M	$104.35	$106.17	+1.75%	Sold -37.42% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.60% Portfolio value: 4.77M Avg. open price: $278.06 Current price: $401.35 P/L: +44.34% Bought +0.56% shares Q3 2022	share	0.60%	4.77M	$278.06	$401.35	+44.34%	Bought +0.56% shares Q3 2022
iShares Russell 3000 ETF Portfolio share: 0.32% Portfolio value: 2.50M Avg. open price: $166.65 Current price: $230.61 P/L: +38.38% Sold -5.61% shares Q1 2022	share	0.32%	2.50M	$166.65	$230.61	+38.38%	Sold -5.61% shares Q1 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.27% Portfolio value: 2.11M Avg. open price: $111.18 Current price: $98.54 P/L: -11.37% Sold -4.95% shares Q3 2022	share	0.27%	2.11M	$111.18	$98.54	-11.37%	Sold -4.95% shares Q3 2022
iShares MSCI KLD 400 Social ETF Portfolio share: 0.25% Portfolio value: 1.99M Avg. open price: $48.32 Current price: $75.28 P/L: +55.78% Sold -6.02% shares Q3 2022	share	0.25%	1.99M	$48.32	$75.28	+55.78%	Sold -6.02% shares Q3 2022
SPDR Portfolio S&P 500 ETF Portfolio share: 0.23% Portfolio value: 1.79M Avg. open price: $39.72 Current price: $47 P/L: +18.33% Sold -3.65% shares Q3 2022	share	0.23%	1.79M	$39.72	$47	+18.33%	Sold -3.65% shares Q3 2022
Schwab U.S. Large-Cap ETF Portfolio share: 0.21% Portfolio value: 1.69M Avg. open price: $69.21 Current price: $47.18 P/L: -31.83% Sold -11.37% shares Q3 2022	share	0.21%	1.69M	$69.21	$47.18	-31.83%	Sold -11.37% shares Q3 2022
iShares MBS ETF Portfolio share: 0.19% Portfolio value: 1.47M Avg. open price: $107.82 Current price: $93.8 P/L: -13.00% Sold -0.51% shares Q3 2022	share	0.19%	1.47M	$107.82	$93.8	-13.00%	Sold -0.51% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.17% Portfolio value: 1.38M Avg. open price: $105.4 Current price: $146.61 P/L: +39.09% Bought +1.37% shares Q3 2022	share	0.17%	1.38M	$105.4	$146.61	+39.09%	Bought +1.37% shares Q3 2022
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Portfolio share: 0.17% Portfolio value: 1.36M Avg. open price: $46.44 Current price: $46.99 P/L: +1.19% Bought +2.04% shares Q3 2022	share	0.17%	1.36M	$46.44	$46.99	+1.19%	Bought +2.04% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 0.14% Portfolio value: 1.10M Avg. open price: $189.58 Current price: $250.71 P/L: +32.25% Sold -5.37% shares Q3 2022	share	0.14%	1.10M	$189.58	$250.71	+32.25%	Sold -5.37% shares Q3 2022
KFA Mount Lucas Index Strategy ETF Portfolio share: 0.14% Portfolio value: 1.09M Avg. open price: N/A Current price: $33.65 P/L: N/A N/A Q3 2022	share	0.14%	1.09M	N/A	$33.65	N/A	N/A Q3 2022
SPDR Portfolio S&P 600 Small Cap ETF Portfolio share: 0.14% Portfolio value: 1.08M Avg. open price: $30.15 Current price: $38.79 P/L: +28.67% Sold -4.90% shares Q3 2022	share	0.14%	1.08M	$30.15	$38.79	+28.67%	Sold -4.90% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.13% Portfolio value: 1.06M Avg. open price: $38.96 Current price: $43.08 P/L: +10.58% Sold -2.24% shares Q3 2022	share	0.13%	1.06M	$38.96	$43.08	+10.58%	Sold -2.24% shares Q3 2022
Xtrackers MSCI EAFE Hedged Equity ETF Portfolio share: 0.13% Portfolio value: 1.05M Avg. open price: $28.94 Current price: $37.79 P/L: +30.57% Sold -0.95% shares Q3 2022	share	0.13%	1.05M	$28.94	$37.79	+30.57%	Sold -0.95% shares Q3 2022
iShares Interest Rate Hedged Corporate Bond ETF Portfolio share: 0.13% Portfolio value: 1.04M Avg. open price: $95.79 Current price: $91.66 P/L: -4.31% Sold -0.12% shares Q3 2022	share	0.13%	1.04M	$95.79	$91.66	-4.31%	Sold -0.12% shares Q3 2022
iShares MSCI EAFE Small-Cap ETF Portfolio share: 0.13% Portfolio value: 1.00M Avg. open price: $67.21 Current price: $56.76 P/L: -15.55% Sold -2.92% shares Q3 2022	share	0.13%	1.00M	$67.21	$56.76	-15.55%	Sold -2.92% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.13% Portfolio value: 996K Avg. open price: $41.15 Current price: $40.26 P/L: -2.16% Bought +2.81% shares Q3 2022	share	0.13%	996K	$41.15	$40.26	-2.16%	Bought +2.81% shares Q3 2022
iShares CMBS ETF Portfolio share: 0.12% Portfolio value: 981K Avg. open price: $52.48 Current price: $46.11 P/L: -12.14% Sold -0.09% shares Q3 2022	share	0.12%	981K	$52.48	$46.11	-12.14%	Sold -0.09% shares Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 0.12% Portfolio value: 946K Avg. open price: $83.37 Current price: $86.03 P/L: +3.19% Sold -3.90% shares Q3 2022	share	0.12%	946K	$83.37	$86.03	+3.19%	Sold -3.90% shares Q3 2022
Vanguard Russell 1000 Value Index Fund Portfolio share: 0.11% Portfolio value: 904K Avg. open price: $71.02 Current price: $68.39 P/L: -3.70% Bought +10.63% shares Q3 2022	share	0.11%	904K	$71.02	$68.39	-3.70%	Bought +10.63% shares Q3 2022
Vanguard Mega Cap Value Index Fund Portfolio share: 0.10% Portfolio value: 773K Avg. open price: $93.53 Current price: $104.83 P/L: +12.08% Bought +7.06% shares Q3 2022	share	0.10%	773K	$93.53	$104.83	+12.08%	Bought +7.06% shares Q3 2022
Software—Application Sprinklr, Inc. Portfolio share: 0.08% Portfolio value: 664K Avg. open price: N/A Current price: $8.29 P/L: N/A N/A Q2 2022	share	0.08%	664K	N/A	$8.29	N/A	N/A Q2 2022
FlexShares Morningstar Global Upstream Natural Resources Index Fund Portfolio share: 0.08% Portfolio value: 663K Avg. open price: $37.74 Current price: $44.18 P/L: +17.05% Sold -9.60% shares Q3 2022	share	0.08%	663K	$37.74	$44.18	+17.05%	Sold -9.60% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.08% Portfolio value: 612K Avg. open price: $302.56 Current price: $320.08 P/L: +5.79% Sold -0.89% shares Q3 2022	share	0.08%	612K	$302.56	$320.08	+5.79%	Sold -0.89% shares Q3 2022
Invesco Senior Loan ETF Portfolio share: 0.08% Portfolio value: 602K Avg. open price: $20.8 Current price: $20.88 P/L: +0.38% Bought +0.45% shares Q3 2022	share	0.08%	602K	$20.8	$20.88	+0.38%	Bought +0.45% shares Q3 2022
ISHARES MSCI EAFE VALUE Portfolio share: 0.08% Portfolio value: 600K Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.56% shares Q3 2022	share	0.08%	600K	N/A	N/A	N/A	Bought +2.56% shares Q3 2022
SPDR PORTFOLIO TIPS ETF Portfolio share: 0.07% Portfolio value: 578K Avg. open price: N/A Current price: $26.35 P/L: N/A N/A Q3 2022	share	0.07%	578K	N/A	$26.35	N/A	N/A Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.07% Portfolio value: 522K Avg. open price: $229.24 Current price: $250.2 P/L: +9.14% Sold -0.04% shares Q3 2022	share	0.07%	522K	$229.24	$250.2	+9.14%	Sold -0.04% shares Q3 2022
iShares Short Treasury Bond ETF Portfolio share: 0.06% Portfolio value: 511K Avg. open price: $106.16 Current price: $109.87 P/L: +3.49% Bought +12.06% shares Q2 2021	share	0.06%	511K	$106.16	$109.87	+3.49%	Bought +12.06% shares Q2 2021
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.06% Portfolio value: 497K Avg. open price: $60.26 Current price: $106.85 P/L: +77.32% Bought +13.74% shares Q3 2022	share	0.06%	497K	$60.26	$106.85	+77.32%	Bought +13.74% shares Q3 2022
iShares Exponential Technologies ETF Portfolio share: 0.06% Portfolio value: 488K Avg. open price: $61.1 Current price: $50.42 P/L: -17.48% Bought +4.34% shares Q3 2022	share	0.06%	488K	$61.1	$50.42	-17.48%	Bought +4.34% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 0.06% Portfolio value: 479K Avg. open price: $59.61 Current price: $46.84 P/L: -21.42% Sold -14.12% shares Q3 2022	share	0.06%	479K	$59.61	$46.84	-21.42%	Sold -14.12% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.06% Portfolio value: 465K Avg. open price: $56.98 Current price: $66.83 P/L: +17.28% Bought +7.12% shares Q3 2022	share	0.06%	465K	$56.98	$66.83	+17.28%	Bought +7.12% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 0.05% Portfolio value: 425K Avg. open price: $51.99 Current price: $68.2 P/L: +31.19% Sold -2.42% shares Q3 2022	share	0.05%	425K	$51.99	$68.2	+31.19%	Sold -2.42% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.05% Portfolio value: 410K Avg. open price: $294.75 Current price: $367.34 P/L: +24.63% Bought +3.57% shares Q3 2022	share	0.05%	410K	$294.75	$367.34	+24.63%	Bought +3.57% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.05% Portfolio value: 395K Avg. open price: $64.85 Current price: $42.34 P/L: -34.71% Sold -3.32% shares Q3 2022	share	0.05%	395K	$64.85	$42.34	-34.71%	Sold -3.32% shares Q3 2022
SPDR MSCI EAFE StrategicFactors ETF Portfolio share: 0.05% Portfolio value: 385K Avg. open price: $72.2 Current price: $65.29 P/L: -9.57% Bought +5.68% shares Q3 2022	share	0.05%	385K	$72.2	$65.29	-9.57%	Bought +5.68% shares Q3 2022
SPDR Bloomberg 1-3 Month T-Bill ETF Portfolio share: 0.05% Portfolio value: 383K Avg. open price: $90.98 Current price: $91.45 P/L: +0.52% N/A Q3 2022	share	0.05%	383K	$90.98	$91.45	+0.52%	N/A Q3 2022
Schwab International Equity ETF Portfolio share: 0.05% Portfolio value: 375K Avg. open price: $25.53 Current price: $33.33 P/L: +30.54% N/A Q3 2020	share	0.05%	375K	$25.53	$33.33	+30.54%	N/A Q3 2020
IQ Merger Arbitrage ETF Portfolio share: 0.05% Portfolio value: 361K Avg. open price: $32.95 Current price: $31.55 P/L: -4.26% Bought +13.93% shares Q3 2022	share	0.05%	361K	$32.95	$31.55	-4.26%	Bought +13.93% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.04% Portfolio value: 352K Avg. open price: $1,208.56 Current price: $91.02 P/L: -92.47% Bought +11.06% shares Q3 2022	share	0.04%	352K	$1,208.56	$91.02	-92.47%	Bought +11.06% shares Q3 2022
Dimensional U.S. Small Cap ETF Portfolio share: 0.04% Portfolio value: 341K Avg. open price: $48 Current price: $53.24 P/L: +10.92% Bought +0.27% shares Q3 2022	share	0.04%	341K	$48	$53.24	+10.92%	Bought +0.27% shares Q3 2022
Dimensional U.S. Core Equity 2 ETF Portfolio share: 0.04% Portfolio value: 338K Avg. open price: $26.59 Current price: $25.29 P/L: -4.88% Sold -20.87% shares Q3 2022	share	0.04%	338K	$26.59	$25.29	-4.88%	Sold -20.87% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.04% Portfolio value: 332K Avg. open price: $391.74 Current price: $535.04 P/L: +36.58% Sold -22.77% shares Q2 2022	share	0.04%	332K	$391.74	$535.04	+36.58%	Sold -22.77% shares Q2 2022
Vanguard ESG International Stock ETF Portfolio share: 0.04% Portfolio value: 328K Avg. open price: $62.01 Current price: $50.4 P/L: -18.73% Sold -16.38% shares Q3 2022	share	0.04%	328K	$62.01	$50.4	-18.73%	Sold -16.38% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 0.04% Portfolio value: 293K Avg. open price: $147.14 Current price: $182.83 P/L: +24.25% Sold -41.79% shares Q1 2022	share	0.04%	293K	$147.14	$182.83	+24.25%	Sold -41.79% shares Q1 2022
VanEck Vectors High Yield Muni ETF Portfolio share: 0.04% Portfolio value: 289K Avg. open price: $54.07 Current price: $51.69 P/L: -4.39% Sold -24.37% shares Q3 2022	share	0.04%	289K	$54.07	$51.69	-4.39%	Sold -24.37% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 0.03% Portfolio value: 273K Avg. open price: $63.37 Current price: $62.16 P/L: -1.91% Sold -2.40% shares Q2 2022	share	0.03%	273K	$63.37	$62.16	-1.91%	Sold -2.40% shares Q2 2022
iShares Cybersecurity and Tech ETF Portfolio share: 0.03% Portfolio value: 271K Avg. open price: $41.12 Current price: $34.42 P/L: -16.29% Bought +3.81% shares Q3 2022	share	0.03%	271K	$41.12	$34.42	-16.29%	Bought +3.81% shares Q3 2022
SPDR Dow Jones Industrial Average ETF Trust Portfolio share: 0.03% Portfolio value: 218K Avg. open price: N/A Current price: $340.03 P/L: N/A N/A Q3 2020	share	0.03%	218K	N/A	$340.03	N/A	N/A Q3 2020
iShares Russell 1000 ETF Portfolio share: 0.03% Portfolio value: 213K Avg. open price: N/A Current price: $219.88 P/L: N/A N/A Q3 2022	share	0.03%	213K	N/A	$219.88	N/A	N/A Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.03% Portfolio value: 213K Avg. open price: $125.68 Current price: $178.78 P/L: +42.25% Sold -0.38% shares Q3 2022	share	0.03%	213K	$125.68	$178.78	+42.25%	Sold -0.38% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.03% Portfolio value: 212K Avg. open price: $2,164.64 Current price: $99.48 P/L: -95.40% Bought +8.48% shares Q3 2022	share	0.03%	212K	$2,164.64	$99.48	-95.40%	Bought +8.48% shares Q3 2022
SPDR Gold MiniShares Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $17.46 Current price: $35.08 P/L: +100.92% Sold -100.00% shares Q3 2022	share	0.00%	0	$17.46	$35.08	+100.92%	Sold -100.00% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $139.94 Current price: $149.09 P/L: +6.54% Sold -100.00% shares Q3 2022	share	0.00%	0	$139.94	$149.09	+6.54%	Sold -100.00% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $127.47 Current price: $156.13 P/L: +22.48% Sold -100.00% shares Q3 2022	share	0.00%	0	$127.47	$156.13	+22.48%	Sold -100.00% shares Q3 2022
Dimensional US Marketwide Value ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $34.35 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$34.35	N/A	Sold -100.00% shares Q3 2022
SPDR Portfolio S&P 1500 Composite Stock Market ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $58.32 Current price: $49.37 P/L: -15.35% Sold -100.00% shares Q3 2022	share	0.00%	0	$58.32	$49.37	-15.35%	Sold -100.00% shares Q3 2022

Showing TOP 69 WEALTHCARE CAPITAL MANAGEMENT's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of WEALTHCARE CAPITAL MANAGEMENT LLC?

The biggest position of the WEALTHCARE CAPITAL MANAGEMENT LLC is Vanguard Total Stock Market Index Fund (VTI) with 40.36% portfolio share worth of 319.19M US dollars.

Top 5 WEALTHCARE CAPITAL MANAGEMENT's holdings represent 86.4% of the portfolio:

Vanguard Total Stock Market Index Fund (VTI) – 40.36%
iShares 7-10 Year Treasury Bond ETF (IEF) – 32.78%
Vanguard FTSE All-World ex-US Index Fund (VEU) – 7.21%
iShares 3-7 Year Treasury Bond ETF (IEI) – 3.77%
iShares Core S&P Total U.S. Stock Market ETF (ITOT) – 2.28%

Who is the portfolio manager of WEALTHCARE CAPITAL MANAGEMENT LLC?

The portfolio manager of the WEALTHCARE CAPITAL MANAGEMENT LLC is .

What is the total asset value of the WEALTHCARE CAPITAL MANAGEMENT LLC portfolio?

WEALTHCARE CAPITAL MANAGEMENT LLC total asset value (portfolio value) is 790.9M US dollars.

Who is ?

is the portfolio manager of the WEALTHCARE CAPITAL MANAGEMENT LLC.

What is (WEALTHCARE CAPITAL MANAGEMENT LLC) fund performance?

WEALTHCARE CAPITAL MANAGEMENT's quarterly performance is -6.40%, annualy -21.59%. In the past 3 years, the value of 's portfolio has increased by +2%. In the past 5 years, the value of the portfolio has increased by +13%.

What is the WEALTHCARE CAPITAL MANAGEMENT LLC CIK?

WEALTHCARE CAPITAL MANAGEMENT's Central Index Key is 0001516450 .

WEALTHCARE CAPITAL MANAGEMENT LLC Holdings

WEALTHCARE CAPITAL MANAGEMENT LLC portfolio value:

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