James Krause

@Wealthcare Capital Management Llc

Latest period2024 - Q4

Reported4d 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
EFAIshares Tr Recent Activity New Position	0.03%	$236,357 3,126 shares@ $75.62 avg price	New Position
VONVVanguard Scottsdale Fds Recent Activity Decreased -6.37%	0.03%	$233,756 2,877 shares@ $81.25 avg price	Decreased -6.37%
SPYSpdr S&p 500 Etf Tr Recent Activity New Position	0.03%	$232,674 397 shares@ $586.09 avg price	New Position
CGXUCapital Group Intl Focus Eqt Recent Activity Increased 3.28%	0.03%	$226,915 9,198 shares@ $24.68 avg price	Increased 3.28%
DFUSDimensional Etf Trust Recent Activity New Position	0.03%	$223,890 3,512 shares@ $63.75 avg price	New Position
PGProcter And Gamble Co Recent Activity Increased 5.9%	0.03%	$216,883 1,294 shares@ $167.61 avg price	Increased 5.9%
MDYSpdr S&p Midcap 400 Etf Tr Recent Activity	0.03%	$204,479 359 shares@ $569.58 avg price