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James Krause

@Wealthcare Capital Management Llc

Latest period2024 - Q4ReportedManaged Assets$992.734MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -13.59%
0.26%
$2.574M
4,373 shares@ $588.62 avg price
AGGIshares Tr
Recent Activity
Increased 3.52%
0.25%
$2.393M
24,691 shares@ $96.91 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 11.4%
0.21%
$2.061M
45,885 shares@ $44.92 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 89.95%
0.2%
$1.909M
46,264 shares@ $41.27 avg price
SHMSpdr Ser Tr
Recent Activity
Increased 2.44%
0.2%
$1.899M
40,076 shares@ $47.39 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 37.02%
0.18%
$1.706M
31,199 shares@ $54.69 avg price
DBEFDbx Etf Tr
Recent Activity
Increased 15.26%
0.15%
$1.446M
34,918 shares@ $41.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.95%
0.15%
$1.412M
10,511 shares@ $134.29 avg price
SCZIshares Tr
Recent Activity
Increased 8.25%
0.13%
$1.194M
19,646 shares@ $60.76 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 3.4%
0.12%
$1.191M
24,910 shares@ $47.83 avg price