test

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
DIASpdr Dow Jones Indl Average
Recent Activity
0.04%
$322,954
759 shares@ $425.5 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -12.54%
0.04%
$308,584
8,921 shares@ $34.6 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.65%
0.03%
$290,040
1,523 shares@ $190.44 avg price
CGGRCapital Group Growth Etf
Recent Activity
Decreased -9.98%
0.03%
$284,759
7,661 shares@ $37.17 avg price
VVVanguard Index Fds
Recent Activity
0.03%
$283,185
1,050 shares@ $269.7 avg price
SPDWSpdr Index Shs Fds
Recent Activity
New Position
0.03%
$265,327
7,774 shares@ $34.14 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 15.53%
0.03%
$263,921
1,101 shares@ $239.72 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -4.84%
0.03%
$259,413
4,593 shares@ $56.49 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.21%
0.03%
$257,989
510 shares@ $505.87 avg price
DFUVDimensional Etf Trust
Recent Activity
0.03%
$251,361
6,143 shares@ $40.92 avg price