James Krause

@Wealthcare Capital Management Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$992.734M

Total holdings87

Assets growth rate-0.44%

Assets growth rate (2-Q avg)2.69%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcare Capital Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Wealthcare Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 992.734M in assets, with a quarterly growth rate of -0.44% and a 2-quarter average growth rate of 2.69%. The portfolio is managed by James Krause, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JAAAJanus Detroit Str Tr Recent Activity New Position	0.09%	$823,885 16,247 shares@ $50.71 avg price	New Position
SCHOSchwab Strategic Tr Recent Activity New Position	0.08%	$784,789 32,618 shares@ $24.06 avg price	New Position
SCHBSchwab Strategic Tr Recent Activity New Position	0.07%	$660,025 29,076 shares@ $22.7 avg price	New Position
SPDWSpdr Index Shs Fds Recent Activity New Position	0.03%	$265,327 7,774 shares@ $34.14 avg price	New Position
EFAIshares Tr Recent Activity New Position	0.03%	$236,357 3,126 shares@ $75.62 avg price	New Position
SPYSpdr S&p 500 Etf Tr Recent Activity New Position	0.03%	$232,674 397 shares@ $586.09 avg price	New Position
DFUSDimensional Etf Trust Recent Activity New Position	0.03%	$223,890 3,512 shares@ $63.75 avg price	New Position