Top 50 Wealthcare Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 34.83% | 1.09M | $348.3M | -0.84%(-9.15K) | $94.23(+278.86%) | 2026-03-31 | |
| IEF | ISHARES TR | 17.28% | 1.81M | $172.8M | -6.87%(-133.51K) | $105.65(-10.53%) | 2026-03-31 | |
| STIP | ISHARES TR | 9.49% | 917.5K | $94.9M | +6.68%(+57.48K) | $98.67(+4.92%) | 2026-03-31 | |
| CAOS | EA SERIES TRUST | 9.26% | 1.02M | $92.6M | +2.39%(+23.82K) | $89.23(+1.44%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.13% | 949.7K | $71.3M | -1.09%(-10.44K) | $47.81(+69.97%) | 2026-03-31 | |
| PSLV | SPROTT ASSET MANAGEMENT LP | 2.59% | 1.06M | $25.9M | -11.22%(-133.95K) | $9.17(+157.27%) | 2026-03-31 | |
| UTEN | RBB FD INC | 1.74% | 398.2K | $17.4M | +3.33%(+12.84K) | $43.98(-1.65%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 1.66% | 469.6K | $16.6M | -13.40%(-72.69K) | $19.30(+78.49%) | 2026-03-31 | |
| IEI | ISHARES TR | 1.15% | 96.8K | $11.5M | +12.20%(+10.53K) | $119.06(-1.14%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 1.14% | 430.2K | $11.4M | +8.73%(+34.55K) | $27.42(-2.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.75% | +32.19% |
| Top 20 Holdings Unweighted | +9.88% | +32.65% |
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