Wealthcare Advisory Partners LLC
CIK 1683059 · Holdings on Sep 30, 2023 · First reported Oct 12, 2023
Top ten holdings
Q3 2023- SPYM5.91%
- SPTM5.07%
- VTI4.02%
- STIP2.99%
- VOO2.05%
- IEF1.92%
- MUB1.90%
- SPAB1.89%
- SCHP1.71%
- SPY1.66%
Share classes counted separately29.12%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $128.71M | 5.91% | 2.56M shares | — | ↗▾ | |
| 02 | SPTMSS SPDR P S&P 1500 COMP ETFPORTFOLI S&P1500 View history and evidence | $110.47M | 5.07% | 2.10M shares | — | ↗▾ | |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $87.54M | 4.02% | 412.13K shares | — | ↗▾ | |
| 04 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $65.17M | 2.99% | 672.40K shares | — | ↗▾ | |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $44.73M | 2.05% | 113.91K shares | — | ↗▾ | |
| 06 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $41.88M | 1.92% | 457.27K shares | — | ↗▾ | |
| 07 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $41.40M | 1.90% | 403.79K shares | — | ↗▾ | |
| 08 | SPABSS SPDR P AGG BOND ETFPORTFOLIO AGRGTE View history and evidence | $41.24M | 1.89% | 1.69M shares | — | ↗▾ | |
| 09 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $37.30M | 1.71% | 738.70K shares | — | ↗▾ | |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $36.06M | 1.66% | 84.35K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 54
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FAPR FT VEST U.S. EQUITY BUFFER E | Non-derivative | — | — | SEC filing ↗ | |
| DJAN FT VEST U.S. EQUITY DEEP BUF | Non-derivative | — | — | SEC filing ↗ | |
| PBJ INVESCO FOOD & BEVERAGE ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 54 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1683059 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2177384992
}Research all 697 reported holdings.
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