WEALTHCARE CAPITAL MANAGEMENT LLC

Q1 2025 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    89

  • Value ($000)

    $985,970

  • Date Filed
    04/15/2025
  • Form type
    13F-HR
  • CIK
    0001516450
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$338.90 M
34 %

1,233,069

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$189.52 M
19 %

1,987,242

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$81.05 M
8 %

1,610,304

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$80.20 M
8 %

775,136

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$64.85 M
7 %

1,069,144

P
PSLV/U

SPROTT PHYSICAL SILVER TR

TR UNIT
85207K107
$43.01 M
4 %

3,707,931

P
PHYS/U

SPROTT PHYSICAL GOLD TR

UNIT
85207H104
$40.88 M
4 %

1,699,189

U
UTEN

RBB FD INC

US TREASR 10 YR
74933W536
$21.29 M
2 %

484,900

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$10.19 M
1 %

86,264

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$10.08 M
1 %

166,619

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