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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | US CASH COWS 100 | 101 | $536,239 | 9,228 | 0.00 | 0.00 | -5,308 | -36.52 | 03-31-2024 |
| ISHARES TR | EAFE VALUE ETF | 102 | $521,750 | 9,591 | 0.00 | 0.00 | -4,583 | -32.33 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 103 | $519,981 | 13,326 | 0.00 | 0.00 | -3,940 | -22.82 | 03-31-2024 |
| ISHARES TR | SHORT TREAS BD | 104 | $513,569 | 4,646 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
