WEALTHCARE CAPITAL MANAGEMENT LLC

Q1 2025 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    89

  • Value ($000)

    $985,970

  • Date Filed
    04/15/2025
  • Form type
    13F-HR
  • CIK
    0001516450
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$338.90M
34 %

1,233,069

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
$189.52M
19 %

1,987,242

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$81.05M
8 %

1,610,304

STIP
STIP

ISHARES TR

0-5 YR TIPS ETF
$80.20M
8 %

775,136

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$64.85M
7 %

1,069,144

PSLV/U
PSLV/U

SPROTT PHYSICAL SILVER TR

TR UNIT
$43.01M
4 %

3,707,931

PHYS/U
PHYS/U

SPROTT PHYSICAL GOLD TR

UNIT
$40.88M
4 %

1,699,189

UTEN
UTEN

RBB FD INC

US TREASR 10 YR
$21.29M
2 %

484,900

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
$10.19M
1 %

86,264

DFUS
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$10.08M
1 %

166,619

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