$1.03 Billion is the total value of WEALTHCARE CAPITAL MANAGEMENT LLC's 78 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSLA | New | TESLA INC | $407,000 | – | 378 | +100.0% | 0.04% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC CLASS B | $298,000 | – | 845 | +100.0% | 0.03% | – |
| JNJ | New | JOHNSON & JOHNSON | $278,000 | – | 1,567 | +100.0% | 0.03% | – |
| PG | New | PROCTER & GAMBLE CO | $232,000 | – | 1,519 | +100.0% | 0.02% | – |
| PFE | New | PFIZER INC | $222,000 | – | 4,297 | +100.0% | 0.02% | – |
| DIS | New | WALT DISNEY CO | $222,000 | – | 1,622 | +100.0% | 0.02% | – |
| CVX | New | CHEVRON CORP | $222,000 | – | 1,362 | +100.0% | 0.02% | – |
| IDNA | New | ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF | $203,000 | – | 5,881 | +100.0% | 0.02% | – |
| XCUR | New | EXICURE INC | $5,000 | – | 25,001 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-12
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.