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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
VSGXVanguard World Fd
Recent Activity
Decreased -8.5%
0.05%
$463,466
8,174 shares@ $56.71 avg price
IFRAIshares Tr
Recent Activity
Increased 1%
0.05%
$446,701
9,650 shares@ $46.3 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -61.21%
0.05%
$427,275
7,427 shares@ $57.53 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.5%
0.04%
$396,910
1,712 shares@ $231.84 avg price
GUNRFlexshares Tr
Recent Activity
Decreased -6.41%
0.04%
$358,865
9,870 shares@ $36.36 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100%
0.04%
$356,791
19,286 shares@ $18.5 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 3%
0.04%
$356,043
7,935 shares@ $44.87 avg price
EFVIshares Tr
Recent Activity
Decreased -1.94%
0.04%
$348,873
6,649 shares@ $52.47 avg price
PAVEGlobal X Fds
Recent Activity
Increased 5.91%
0.04%
$341,464
8,450 shares@ $40.41 avg price
IVWIshares Tr
Recent Activity
Decreased -1.55%
0.04%
$327,028
3,221 shares@ $101.53 avg price