Wealthcare Capital Partners, LLC
Q1 2025 13F Holdings
- Locationwest chester, PA
- Num holdings
128
- Value ($000)
$194,489
- Date Filed04/14/2025
- Form type13F-HR
- CIK0002053307
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $39.01M | 20 % | 775,027 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $20.97M | 11 % | 40,043 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $19.60M | 10 % | 71,323 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $8.92M | 5 % | 135,719 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $6.33M | 3 % | 235,407 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $4.96M | 3 % | 47,980 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.80M | 2 % | 7,137 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $3.54M | 2 % | 37,074 | ||
AAPL APPLE INC | COM | 037833100 | $3.53M | 2 % | 15,909 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $3.16M | 2 % | 31,995 |
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