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James Krause

@Wealthcare Advisory Partners Llc

Latest period2024 - Q4ReportedManaged Assets$3.601BTotal holdings887
Assets growth rate2.59%Assets growth rate (2-Q avg)6.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcare Advisory Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 887 positions.

Assets under management

The assets under management (AUM) of Wealthcare Advisory Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.601B in assets, with a quarterly growth rate of 2.59% and a 2-quarter average growth rate of 6.13%. The portfolio is managed by James Krause, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NTSXWisdomtree Tr
Recent Activity
Increased 2.23%
1.18%
$42.256M
905,034 shares@ $46.7 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 213.52%
1.07%
$38.519M
1.41M shares@ $27.33 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 5.57%
0.94%
$33.768M
908,484 shares@ $37.17 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 17.94%
0.86%
$30.957M
907,031 shares@ $34.13 avg price
IJRIshares Tr
Recent Activity
Increased 0.69%
0.84%
$29.906M
259,554 shares@ $115.22 avg price
DBEFDbx Etf Tr
Recent Activity
Increased 11.22%
0.79%
$28.147M
679,868 shares@ $41.4 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 103.85%
0.75%
$26.985M
1.045M shares@ $25.84 avg price
SHMSpdr Ser Tr
Recent Activity
Increased 13.13%
0.74%
$26.643M
562,212 shares@ $47.39 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 6.15%
0.68%
$24.453M
706,932 shares@ $34.6 avg price
USFRWisdomtree Tr
Recent Activity
Increased 20.15%
0.66%
$23.464M
466,290 shares@ $50.33 avg price