$853 Million is the total value of WEALTHCARE CAPITAL MANAGEMENT LLC's 205 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TRV | Exit | TRAVELERS COMPANIES, INC. | $0 | – | -24 | -100.0% | 0.00% | – |
HON | Exit | HONEYWELL | $0 | – | -9 | -100.0% | 0.00% | – |
CSX | Exit | C S X CORP | $0 | – | -70 | -100.0% | 0.00% | – |
PPG | Exit | P P G INDUSTRIES INC | $0 | – | -14 | -100.0% | 0.00% | – |
V | Exit | VISA INC CL A | $0 | – | -12 | -100.0% | 0.00% | – |
GIS | Exit | GENERAL MILLS INC | $0 | – | -20 | -100.0% | 0.00% | – |
CHTR | Exit | CHARTER COMMUNICATIONS, INC | $0 | – | -4 | -100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL STOCK MARKET INDEX | 45 | Q2 2024 | 46.0% |
ISHARES TR | 45 | Q2 2024 | 46.0% |
VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 8.9% |
ISHARES TR | 45 | Q2 2024 | 3.8% |
ISHARES TR | 45 | Q2 2024 | 2.1% |
S&P 500 INDEX FUND | 45 | Q2 2024 | 0.7% |
ISHARES TR | 45 | Q2 2024 | 1.8% |
RUSSELL 3000 INDEX FUND | 45 | Q2 2024 | 0.8% |
MSCI EAFE INDEX FUND | 45 | Q2 2024 | 0.3% |
VANGUARD TAX-MANAGED FDS | 45 | Q2 2024 | 0.2% |
View WEALTHCARE CAPITAL MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-08-12 |
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 |
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.