WEALTHCARE CAPITAL MANAGEMENT LLC

Q4 2024 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    87

  • Value ($000)

    $992,734

  • Date Filed
    01/15/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$373.32M
38 %

1,288,159

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$179.13M
18 %

1,937,596

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$81.16M
8 %

1,612,975

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$77.77M
8 %

773,056

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$62.10M
6 %

1,081,631

PSLV/U
PSLV/U

SPROTT PHYSICAL SILVER TR

TR UNIT
85207K107
$39.65M
4 %

4,108,300

PHYS/U
PHYS/U

SPROTT PHYSICAL GOLD TR

UNIT
85207H104
$38.50M
4 %

1,911,707

UTEN
UTEN

RBB FD INC

US TREASR 10 YR
74933W536
$20.71M
2 %

486,247

---

INVESCO LTD

SHS
G491BT108
$11.02M
1 %

630,545

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$10.01M
1 %

86,622

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