Wealthcare Advisory Partners LLC Q3 2020 Filing
Filed October 29, 2020
Portfolio Value
$911.9M
Holdings
363
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (363 positions)
| Stock | Value |
|---|---|
SPYMSPDR PORTFOLIO LARGECAP | $126.1M |
IJHISHARES CORE S&P MID-CAP ETF | $41.8M |
SPSMSPDR PORTFOLIO SMALLCAP | $41.4M |
MUBISHARES NATIONAL MUNI BOND | $40.3M |
SPTMSPDR PORTFOLIO TOTAL STOCK MARKET | $39.9M |
VEAVANGUARD FTSE DEVELOPED MARKETS | $33.8M |
VTIVANGUARD TOTAL STOCK MARKET | $29.2M |
SPYSPDR S&P 500 TRUST | $25.1M |
MBBISHARES MBS ETF | $24.5M |
IEFISHARES BARCLAYS 7-10 YR TREASURY BOND | $23.5M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $21.3M |
CMBSISHARES CMBS ETF | $18.5M |
ULSTSPDR SSGA ULTRA SHORT TERM BOND ETF | $18.3M |
QLTAISHARES AAA A RATED CORP BD ETF | $18.3M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND SHARES | $17.4M |
VOOVANGUARD S&P 500 | $16.1M |
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY | $15.6M |
AAPLAPPLE INC | $11.6M |
MSFTMICROSOFT CORP | $8.9M |
SCZISHARES MSCI EAFE SMALL CAP INDEX | $8.6M |
UPSUNITED PARCEL SERVICE INC | $8.6M |
JNJJOHNSON & JOHNSON | $7.4M |
IVVISHARES CORE S&P 500 | $7.0M |
SPDWSPDR PORTFOLIO DEVELOPED WLD EX-US | $6.2M |
VNQVANGUARD REAL ESTATE | $6.2M |
IWDISHARES RUSSELL 1000 VALUE ETF | $6.1M |
VWOVANGUARD FTSE EMERGING MARKETS | $6.0M |
IAUUSDISHARES GOLD TRUST | $5.7M |
AMZNAMAZON.COM INC | $5.2M |
ICLNISHARES GLOBAL CLEAN ENERGY ETF | $4.7M |
VYMVANGUARD HIGH DIVIDEND YIELD | $4.4M |
AGGISHARES CORE US AGGREGATE BOND | $4.3M |
BKLNINVESCO SENIOR LOAN | $3.7M |
NDQINVESCO QQQ TRUST SERIES 1 | $3.5M |
SPTISPDR PORTFOLIO INTMDT TERM TRS ETF | $3.4M |
DISWALT DISNEY CO | $3.3M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $3.3M |
BACVERIZON COMMUNICATIONS | $3.1M |
MINTPIMCO ENHANCED SHORT MATURITY | $2.9M |
EFVISHARES MSCI EAFE VALUE | $2.8M |
SPYGSPDR S&P 500 GROWTH ETF | $2.8M |
BRK/BBERKSHIRE HATHAWAY CL B | $2.6M |
IWMISHARES RUSSELL 2000 ETF | $2.6M |
TLTISHARES BARCLAYS 20 YR TREASURY BOND | $2.5M |
PWBINVESCO DYNAMIC LARGE CAP GROWTH | $2.4M |
VVISA INC | $2.4M |
ABBVABBVIE INC | $2.4M |
GLDM1USDWORLD GOLD TRUST SPDR GLD MINISHARES ETF | $2.4M |
USMVISHARES EDGE MSCI MIN VOL USA ETF | $2.4M |
VCITVANGUARD INTERMEDIATE TERM CORPORATE BOND ETF | $2.4M |
APOEURAPOLLO GLOBAL MANAGEMENT INC | $2.4M |
PDIPIMCO DYNAMIC INCOME | $2.3M |
MDYSPDR S&P MID CAP 400 TRUST | $2.3M |
WMTWALMART INC | $2.3M |
VIGVANGUARD DIVIDEND APPRECIATION | $2.2M |
MGVVANGUARD MEGA CAP VAL | $2.2M |
TAT&T INC | $2.2M |
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $2.1M |
IUSGISHARES CORE US GROWTH | $2.1M |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.9M |
HDHOME DEPOT INC | $1.9M |
PGPROCTER & GAMBLE CO | $1.9M |
MNAIQ MERGER ARBITRAGE | $1.9M |
TFISPDR NUVEEN BLMBG BARCLAYS MUNI BD ETF | $1.8M |
ORCLORACLE CORPORATION | $1.8M |
GSYINVESCO ULTRA SHORT DURATION | $1.8M |
METAFACEBOOK INC | $1.8M |
DOCUDOCUSIGN INC | $1.8M |
AMGNAMGEN INC | $1.8M |
IGVISHARES EXPANDED TECH SOFTWARE-SECTOR ETF | $1.8M |
NKENIKE INC CLASS B | $1.8M |
IWNISHARES RUSSELL 2000 VALUE ETF | $1.8M |
WMWASTE MANAGEMENT INC | $1.7M |
VOVANGUARD MID-CAP | $1.7M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF | $1.7M |
JPMJPMORGAN CHASE & CO. | $1.7M |
PAYXPAYCHEX INC | $1.6M |
INTCINTEL CORP | $1.6M |
TSLATESLA INC | $1.6M |
TIPISHARES TIPS BOND | $1.6M |
DESWISDOMTREE SMLCAP DIVIDEND | $1.5M |
TJXTJX COMPANIES INC | $1.5M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $1.5M |
SDYSPDR S&P DIVIDEND | $1.4M |
MRKMERCK & CO INC | $1.4M |
GQ9SPDR GOLD SHARES | $1.3M |
APDAIR PRODUCTS & CHEMICALS INC | $1.3M |
WPCW.P. CAREY INC. | $1.3M |
BRK-BBERKSHIRE HATHAWAY CL A | $1.3M |
LMTLOCKHEED MARTIN CORP | $1.3M |
SPIPSPDR PORTFOLIO TIPS ETF | $1.3M |
BNDVANGUARD TOTAL BOND MARKET | $1.3M |
XLKSPDR TECHNOLOGY SELECT SECTOR | $1.3M |
IJRISHARES CORE S&P SMALL-CAP | $1.2M |
ITWILLINOIS TOOL WORKS INC | $1.2M |
SHMSPDR NUVEEN BLMBG BARCLAYS ST MUNBD | $1.2M |
TFCTRUIST FINANCIAL CORP | $1.2M |
PEPPEPSICO INCORPORATED | $1.2M |
VONGVANGUARD RUSSELL 1000 GROWTH | $1.2M |
XYZSQUARE INC COM CLASS A | $1.2M |
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