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Institutional Investment Manager
WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE ADVISORY PARTNERS LLC (CIK: 0001683059). Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Original 13F HR (0001683059-16-000001) filed in 2016.08.25
#
Name
Shares
Value ($)
%
Options
Notes
101 SUNTRUST BKS INC 1,000 41 0.03%
102 MARSH & MCLENNAN COS INC 1,016 70 0.05%
103 VANGUARD INDEX FDS 1,037 199 0.14%
104 SPDR INDEX SHS FDS 1,190 32 0.02%
105 VERIZON COMMUNICATIONS INC 1,210 68 0.05%
106 SPDR SER TR 1,248 34 0.02%
107 ISHARES RUSSELL 2000 VALUE ETF 1,290 126 0.09%
108 PFIZER INC 1,412 50 0.04%
109 WISDOMTREE TR 1,560 60 0.04%
110 AT&T INC 1,687 73 0.05%
111 WISDOMTREE TR 1,710 123 0.09%
112 WISDOMTREE TR 1,794 161 0.11%
113 ISHARES TR 1,984 79 0.06%
114 VANGUARD SPECIALIZED FUNDS 2,672 222 0.16%
115 ISHARES TR 2,872 288 0.20%
116 POWERSHARES ETF TRUST II 3,132 69 0.05%
117 SPDR INDEX SHS FDS 3,410 141 0.10%
118 VANGUARD STAR FDS 3,449 153 0.11%
119 VANGUARD WHITEHALL FDS 4,054 290 0.20%
120 SPDR INDEX SHS FDS 4,522 178 0.13%
121 ISHARES TR 5,253 598 0.42%
122 ISHARES TR 6,043 624 0.44%
123 ISHARES TR 7,944 341 0.24%
124 ALPS ETF TR 8,446 107 0.08%
125 CLAYMORE EXCHANGE TRD FD TR 9,998 189 0.13%
126 CLAYMORE EXCHANGE TRD FD TR 11,141 242 0.17%
127 CLAYMORE EXCHANGE TRD FD TR 11,182 241 0.17%
128 CLAYMORE EXCHANGE TRD FD TR 11,335 244 0.17%
129 NUVEEN MUN VALUE FD INC 12,044 130 0.09%
130 VANECK VECTORS ETF TR 12,906 321 0.23%
131 PIMCO ETF TR 15,336 1,552 1.09%
132 VANECK VECTORS ETF TR 16,808 543 0.38%
133 VANGUARD INDEX FDS 19,412 1,721 1.21%
134 JPMORGAN CHASE & CO 21,958 698 0.49%
135 POWERSHARES ETF TRUST II 24,315 559 0.39%
136 SPDR S&P MIDCAP 400 ETF TR 27,116 7,382 5.20%
137 VANGUARD INTL EQUITY INDEX F 36,006 1,543 1.09%
138 VANGUARD INTL EQUITY INDEX F 42,199 1,487 1.05%
139 ISHARES MSCI EAFE SMALL CAP IDX FD 44,589 2,152 1.52%
140 ISHARES TR 61,158 7,032 4.95%
141 VANGUARD SCOTTSDALE FDS 76,267 6,819 4.80%
142 ISHARES 7-10 YEAR TREASURY BOND ETF 100,848 11,391 8.02%
143 SPDR SER TR 115,103 5,649 3.98%
144 VANGUARD INDEX FDS 118,152 12,661 8.91%
145 ISHARES TR 125,133 14,092 9.92%
146 VANGUARD TAX-MANAGED FDS 134,596 4,759 3.35%
147 DBX ETF TR 180,455 4,510 3.18%
148 SPDR S&P 500 ETF TR 184,431 38,634 27.20%
149 SPDR SER TR 244,744 12,382 8.72%
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