Wealthcare Capital Partners, LLC

Q4 2024 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    118

  • Value ($000)

    $191,974

  • Date Filed
    01/29/2025
  • Form type
    13F-HR
  • CIK
    0002053307
  • 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
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$38.96M
20 %

774,275

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$20.39M
11 %

70,355

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$20.35M
11 %

40,233

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$8.78M
5 %

127,293

SCHP
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$6.18M
3 %

239,345

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$5.65M
3 %

56,209

AAPL
AAPL

APPLE INC

COM
037833100
$3.96M
2 %

15,802

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$3.84M
2 %

66,907

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$3.41M
2 %

36,895

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.21M
2 %

7,087

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