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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
VOOVanguard Index Fds
Recent Activity
Decreased -5.32%
0.07%
$602,928
1,119 shares@ $538.81 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -20.7%
0.06%
$578,660
6,329 shares@ $91.43 avg price
CGDVCapital Group Dividend Value
Recent Activity
Decreased -1.23%
0.06%
$561,692
15,930 shares@ $35.27 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 12.75%
0.06%
$524,172
2,769 shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.44%
0.06%
$522,860
893 shares@ $585.51 avg price
SHVIshares Tr
Recent Activity
0.06%
$511,571
4,646 shares@ $110.11 avg price
IJHIshares Tr
Recent Activity
Decreased -28.15%
0.06%
$496,703
7,971 shares@ $62.32 avg price
COSTCostco Whsl Corp New
Recent Activity
0.05%
$474,342
518 shares@ $915.72 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -56.15%
0.05%
$467,727
7,937 shares@ $58.93 avg price
DFASDimensional Etf Trust
Recent Activity
0.05%
$465,622
7,155 shares@ $65.08 avg price