WEALTHCARE CAPITAL MANAGEMENT LLC - Portfolio overview

WEALTHCARE CAPITAL MANAGEMENT LLC has 100 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 34.49%
2. IEF - ISHARES TR, 17.12%
3. STIP - ISHARES TR, 9.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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