Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 82 | 900,276,611 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $392,340,189 | 1,509,581 | 0.04 | 0.04 | -73,703 | -4.66 | 03-31-2024 |
| ISHARES TR | 7-10 YR TRSY BD | 2 | $167,846,862 | 1,773,155 | 0.02 | 0.03 | -1,021,206 | -36.55 | 03-31-2024 |
| WISDOMTREE TR | FLOATNG RAT TREA | 3 | $67,529,757 | 1,342,807 | 0.01 | 0.00 | 1,232,329 | 1115.45 | 03-31-2024 |
| ISHARES TR | 0-5 YR TIPS ETF | 4 | $66,202,391 | 665,819 | 0.01 | 0.00 | 600,881 | 925.31 | 03-31-2024 |
