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Institutional Investment Manager
WEALTHCARE CAPITAL MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC (CIK: 0001516450) incorporated in Delaware, located at 1021 East Cary Street, Richmond, VA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q1)
Original 13F HR (0001516450-14-000007) filed in 2014.05.13
#
Name
Shares
Value ($)
%
Options
Notes
101 MORGAN STANLEY 50,000 79 0.01%
102 ISHARES TR 900 82 0.01%
103 ISHARES TR 750 83 0.01%
104 ISHARES TR 990 84 0.01%
105 GENERAL ELECTRIC CO 3,260 84 0.01%
106 ISHARES TR 1,264 89 0.01%
107 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 1,708 90 0.01%
108 PHILIP MORRIS INTL INC 1,097 90 0.01%
109 VANGUARD WHITEHALL FDS 1,543 97 0.02%
110 APPLE INC 188 101 0.02%
111 VANGUARD SCOTTSDALE FDS 1,223 104 0.02%
112 ISHARES TR 1,010 109 0.02%
113 CHEVRON CORP NEW 934 111 0.02%
114 POWERSHARES ETF TRUST II 4,558 113 0.02%
115 SCHWAB US AGGREGATE BOND ETF 2,219 113 0.02%
116 DOMINION ENERGY INC 1,626 115 0.02%
117 VANGUARD LONG-TERM GOVERNMENT BOND ETF 1,757 120 0.02%
118 DOW CHEM CO 2,746 133 0.02%
119 VANGUARD INDEX FDS 1,575 134 0.02%
120 ISHARES RUSSELL 2000 VALUE ETF 1,521 153 0.02%
121 PEOPLES UNITED FINANCIAL INC 10,487 156 0.02%
122 SCHWAB U.S. MID-CAP ETF 4,250 164 0.03%
123 ISHARES RUSSELL 2000 GROWTH ETF 1,207 164 0.03%
124 ISHARES TR NEW YORK MUN ETF 1,817 196 0.03%
125 VERIZON COMMUNICATIONS INC 4,226 201 0.03%
126 VANGUARD INDEX FDS 2,241 226 0.04%
127 ISHARES TR 5,670 233 0.04%
128 VANGUARD SCOTTSDALE FDS 2,399 238 0.04%
129 ISHARES TR 2,198 249 0.04%
130 ISHARES TR 3,201 277 0.04%
131 ISHARES RUSSELL 1000 ETF 2,747 288 0.05%
132 SPDR INDEX SHS FDS 6,084 289 0.05%
133 ISHARES TR 3,354 291 0.05%
134 ISHARES TR 2,030 310 0.05%
135 ISHARES TR 2,639 318 0.05%
136 LOCKHEED MARTIN CORP 1,988 325 0.05%
137 UNITED STATES COMMODITY INDEX FUND 5,969 350 0.06%
138 VANGUARD SCOTTSDALE FDS 5,695 360 0.06%
139 ISHARES TR 3,742 374 0.06%
140 VANGUARD SCOTTSDALE FDS 4,326 378 0.06%
141 ISHARES MSCI EAFE SMALL CAP IDX FD 7,976 416 0.07%
142 PRAXAIR INC 3,215 421 0.07%
143 SPDR S&P 500 ETF TR 2,302 430 0.07%
144 SCHWAB U.S. LARGE-CAP ETF 9,749 436 0.07%
145 PIMCO ETF TR 4,602 467 0.07%
146 ISHARES TR 5,628 603 0.10%
147 VANGUARD INDEX FDS 8,613 608 0.10%
148 Spdr Ser Tr Nuveen Barcl 25,599 621 0.10%
149 VANGUARD SCOTTSDALE FDS 8,123 686 0.11%
150 ISHARES TR 5,107 702 0.11%
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