$875 Million is the total value of WEALTHCARE CAPITAL MANAGEMENT LLC's 211 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RDSA | New | ROYAL DUTCH SHELL PLC ADR CL A | $53,000 | – | 830 | +100.0% | 0.01% | – |
| NVDA | New | NVIDIA CORP COM | $12,000 | – | 50 | +100.0% | 0.00% | – |
| EMR | New | EMERSON ELECTRIC CO | $10,000 | – | 140 | +100.0% | 0.00% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $10,000 | – | 80 | +100.0% | 0.00% | – |
| NTR | New | NT RESOURCES LTD | $10,000 | – | 214 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC | $10,000 | – | 65 | +100.0% | 0.00% | – |
| HRS | New | HARRIS CORP DEL | $10,000 | – | 65 | +100.0% | 0.00% | – |
| FCX | New | FREEPORT MCMORAN COPPER & GOLD INC. | $10,000 | – | 550 | +100.0% | 0.00% | – |
| PSCT | New | POWERSHARES SMALLCAP INFOMATION TECHNOLOGY | $0 | – | 1 | +100.0% | 0.00% | – |
| IGE | New | ISHARES S&P NORTH AM FD | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX | 42 | Q3 2023 | 46.0% |
| ISHARES TR | 42 | Q3 2023 | 46.0% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 8.9% |
| ISHARES TR | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 2.1% |
| S&P 500 INDEX FUND | 42 | Q3 2023 | 0.7% |
| ISHARES TR | 42 | Q3 2023 | 1.8% |
| RUSSELL 3000 INDEX FUND | 42 | Q3 2023 | 0.8% |
| MSCI EAFE INDEX FUND | 42 | Q3 2023 | 0.3% |
| VANGUARD TAX-MANAGED FDS | 42 | Q3 2023 | 0.2% |
View WEALTHCARE CAPITAL MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-02-11 |
View WEALTHCARE CAPITAL MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.