Wealthcare Advisory Partners LLC

CIK Number: 0001683059

4.38B
Market Value
858
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPLG SPDR Portfolio ...
75.87
+0.01% 3.76M +4.38% 247.46M 43.9 6.64% Share
2 SPTM SPDR Portfolio ...
78.15
-0.06% 2.17M -0.84% 147.81M 43.49 3.97% Share
3 VTI Vanguard Total ...
317.25
-0.13% 370.7K +6.50% 101.88M 182.14 2.73% Share
4 STIP iShares 0-5 Yea...
103.11
-0.07% 933.68K +3.87% 96.61M 98.48 2.59% Share
5 SPY SPDR S&P 500 ET...
644.93
+0.01% 172.57K -0.46% 96.53M 410.56 2.59% Share
6 IEF iShares 7-10 Ye...
95.42
-0.32% 618.18K +8.85% 58.96M 104.08 1.58% Share
7 MUB iShares Nationa...
104.03
-0.18% 553.98K -2.02% 58.41M 109.1 1.57% Share
8 SPAB SPDR Portfolio ...
25.55
-0.31% 2.22M -7.67% 56.8M 26.61 1.52% Share
9 SPSM SPDR Portfolio ...
44.89
-1.47% 1.38M +4.05% 56.28M 33.61 1.51% Share
10 VOO Vanguard S&P 50...
592.77
-0.01% 109.17K -13.03% 56.1M 376.3 1.51% Share
11 FBND Fidelity Total ...
45.83
-0.31% 1.15M +6.41% 52.38M 45.66 1.41% Share
12 SPMD SPDR Portfolio ...
55.97
-1.3% 937.68K +4.96% 47.99M 48.13 1.29% Share
13 AAPL Apple Inc.
232.81
-0.22% 215.7K +0.51% 47.91M 119.97 1.29% Share
14 DFAC Dimensional U.S...
37.47
-0.39% 1.39M +96.46% 45.82M 29.15 1.23% Share
15 NVDA NVIDIA Corporat...
182.02
+0.24% 413.13K -1.76% 44.78M 22.53 1.20% Share
16 QQQ Invesco QQQ Tru...
579.86
-0.08% 89.5K -6.18% 41.97M 371.88 1.13% Share
17 SCHD Schwab U.S. Div...
27.34
-0.46% 1.47M +4.13% 41.05M 24.34 1.10% Share
18 NTSX WisdomTree U.S....
52.00
-0.23% 904.19K -0.09% 40.97M 35.93 1.10% Share
19 SPDW SPDR Portfolio ...
41.64
-0.19% 1.09M +19.75% 39.55M 32.41 1.06% Share
20 EVSB Eaton Vance Ult...
51.00
-0.06% 736.54K +1.92K% 37.41M 50.78 1.00% Share
21 AGG iShares Core U....
99.10
-0.27% 376.26K +12.64% 37.22M 100.08 1.00% Share
22 MSFT Microsoft Corpo...
522.28
+0.33% 91.87K -1.9% 34.49M 248.42 0.93% Share
23 IVV iShares Core S&...
648.15
+0.01% 59.7K +45.13% 33.55M 419.13 0.90% Share
24 CGGR Capital Group G...
42.31
-0.19% 880.01K -3.13% 30.14M 26.66 0.81% Share
25 DBEF Xtrackers MSCI ...
45.66
+0.32% 692.84K +1.91% 30M 32.44 0.80% Share
26 COWZ Pacer US Cash C...
56.69
-0.39% 538.66K +3.34% 29.5M 47.99 0.79% Share
27 SHM SPDR Nuveen Blo...
48.18
-0.02% 589.6K +4.87% 28.07M 47.94 0.75% Share
28 VEA Vanguard Develo...
58.60
-0.18% 547.12K -2.51% 27.81M 40.76 0.75% Share
29 SCHP Schwab U.S. TIP...
26.70
-0.26% 934.58K -10.54% 25.13M 27.5 0.67% Share
30 USFR WisdomTree Floa...
50.40
+0.01% 499.14K +7.05% 25.12M 50.28 0.67% Share
31 VTV Vanguard Value ...
180.44
-0.2% 136.24K +0.97% 23.53M 149.41 0.63% Share
32 IBDU iShares iBonds ...
23.36
-0.15% 980.02K +21.30% 22.67M 23.29 0.61% Share
33 FTSD Franklin Short ...
90.75
-0.08% 242.4K -2.64% 22M 90.19 0.59% Share
34 SCZ iShares MSCI EA...
75.10
-0.29% 340.23K +5.71% 21.61M 60.12 0.58% Share
35 IJR iShares Core S&...
115.17
-1.4% 200.81K -22.63% 21M 98.02 0.56% Share
36 DFIC Dimensional Int...
32.11
-0.17% 734.81K +513.83% 20.41M 27.4 0.55% Share
37 JPIE JPMorgan Income...
46.31
-0.06% 430.71K +106.91% 19.84M 45.83 0.53% Share
38 TBIL US Treasury 3 M...
49.91
+0.01% 389.35K +49.58% 19.47M 49.95 0.52% Share
39 CGDV Capital Group D...
41.12
+0.13% 536.49K +9.22% 19.12M 34.76 0.51% Share
40 BKLN Invesco Senior ...
20.95
-0.07% 922K +32.52% 19.09M 21.03 0.51% Share
41 TFI SPDR Nuveen Blo...
44.56
-0.2% 416.34K +41.73% 18.76M 45.98 0.50% Share
42 VEU Vanguard FTSE A...
69.23
-0.4% 300.31K -17.33% 18.22M 53.88 0.49% Share
43 ANGL VanEck Fallen A...
29.16
-0.27% 608.31K +9.16% 17.56M 28.11 0.47% Share
44 AMZN Amazon.com, Inc...
230.94
+2.84% 90.44K +2.47% 17.21M 135.56 0.46% Share
45 SPGP Invesco S&P 500...
110.62
-0.61% 168.18K +2.08% 16.8M 88.25 0.45% Share
46 MOAT VanEck Mornings...
98.08
-0.73% 190.48K +4.13% 16.76M 77.69 0.45% Share
47 VIG Vanguard Divide...
210.08
+0.06% 84.54K +4.87% 16.4M 159.05 0.44% Share
48 VYM Vanguard High D...
137.35
-0.17% 124.24K +3.46% 16.02M 101.99 0.43% Share
49 RSP Invesco S&P 500...
186.31
-0.66% 91.06K +12.72% 15.77M 169.38 0.42% Share
50 VNQ Vanguard Real E...
89.16
-0.71% 167.82K -8.17% 15.19M 91.09 0.41% Share
51 SCHG Schwab U.S. Lar...
30.76
+0.13% 601.88K +4.38% 15.07M 25.2 0.40% Share
52 BND Vanguard Total ...
73.54
-0.28% 203.61K -2.88% 14.95M 75.11 0.40% Share
53 BALT Innovator Defin...
32.52
+0.15% 470.62K +8.83% 14.77M 28.95 0.40% Share
54 SCHV Schwab U.S. Lar...
28.36
-0.3% 535.68K -1.06% 14.24M 26.6 0.38% Share
55 MGV Vanguard Mega C...
133.01
-0.08% 108.34K -1.2% 13.96M 94.62 0.37% Share
56 JEPI JPMorgan Equity...
56.62
-0.11% 243.75K +3.97% 13.93M 55.02 0.37% Share
57 JAAA Janus Henderson...
50.70
+0.13% 269.99K +17.89% 13.69M 50.45 0.37% Share
58 HD The Home Depot,...
400.32
-1.68% 36.61K +0.22% 13.42M 299.82 0.36% Share
59 BRK-B Berkshire Hatha...
479.02
+0.36% 25.14K -0.14% 13.39M 307.49 0.36% Share
60 JPM JPMorgan Chase ...
294.09
+1.23% 52.41K -0.22% 12.85M 136.55 0.34% Share
61 V Visa Inc.
345.40
+0.83% 36.56K +0.72% 12.81M 242.77 0.34% Share
62 XOM Exxon Mobil Cor...
107.38
-0.21% 104.6K +2.40% 12.44M 78 0.33% Share
63 IWB iShares Russell...
354.15
-0.03% 39.51K +48.23% 12.12M 252.42 0.33% Share
64 VO Vanguard Mid Ca...
286.38
-0.71% 46.07K +12.63% 11.92M 207.9 0.32% Share
65 JNJ Johnson & Johns...
174.72
+0.17% 71.06K -1.79% 11.78M 145.53 0.32% Share
66 SPYV SPDR Portfolio ...
54.16
-0.07% 229.04K +6.67% 11.7M 44.8 0.31% Share
67 IJH iShares Core S&...
63.85
-1.31% 197.11K +1.67% 11.5M 36.45 0.31% Share
68 PULS PGIM Ultra Shor...
49.70
-0.01% 230.68K +93.13% 11.47M 49.63 0.31% Share
69 EMXC iShares MSCI Em...
64.37
-0.91% 206.76K -0.68% 11.39M 55.58 0.31% Share
70 AVUV Avantis U.S. Sm...
96.21
-1.16% 124.52K -5.66% 10.85M 88.8 0.29% Share
71 NTSI WisdomTree Inte...
42.01
-0.24% 283.21K +1.30% 10.76M 35.27 0.29% Share
72 HMOP Hartford Munici...
38.23
-0.2% 267.79K +2.18% 10.3M 38.68 0.28% Share
73 VUG Vanguard Growth...
463.54
+0.15% 27.65K -1.53% 10.25M 300.51 0.28% Share
74 IDEV iShares Core MS...
78.12
-0.17% 144.01K -1.54% 9.92M 70.61 0.27% Share
75 TBLL Invesco Short T...
105.75
+0.02% 92.59K +10.48% 9.77M 105.63 0.26% Share
76 QUAL iShares MSCI US...
188.56
-0.07% 57.14K -1.21% 9.76M 116.45 0.26% Share
77 TFC Truist Financia...
44.96
+0.33% 230.7K -8.95% 9.49M 38.57 0.25% Share
78 XT iShares Exponen...
66.39
-0.91% 162.93K -2.59% 9.38M 56.03 0.25% Share
79 ABBV AbbVie Inc.
204.72
+1.61% 43.9K +1.54% 9.2M 125.94 0.25% Share
80 DGRW WisdomTree U.S....
87.19
-0.33% 111.79K +14.01% 8.93M 73.16 0.24% Share
81 GOOGL Alphabet Inc.
202.88
+0.46% 56.88K +3.87% 8.8M 122.24 0.24% Share
82 FAUG FT Cboe Vest U....
50.69
+0.10% 192.47K -13.25% 8.76M 45.75 0.23% Share
83 SDVY First Trust SMI...
37.27
-1.27% 261.03K +35.17% 8.74M 33.62 0.23% Share
84 LLY Eli Lilly and C...
684.46
+3.63% 10.57K +8.51% 8.73M 520.86 0.23% Share
85 CGCP Capital Group C...
22.57
-0.2% 381.56K +13.32% 8.57M 22.34 0.23% Share
86 SPYG SPDR Portfolio ...
100.24
+0.11% 100.29K -0.64% 8.06M 67.2 0.22% Share
87 META Meta Platforms,...
781.96
+0.24% 13.9K -1.92% 8.01M 303.15 0.21% Share
88 CGUS Capital Group C...
38.58
+0.14% 234.51K +0.32% 7.83M 26.38 0.21% Share
89 EFV iShares MSCI EA...
66.96
+0.13% 131.06K -0.51% 7.72M 44.06 0.21% Share
90 SCHX Schwab U.S. Lar...
25.52
-0.06% 349.48K -1.3% 7.72M 16.81 0.21% Share
91 IWY iShares Russell...
261.68
+0.21% 36.1K -66.52% 7.62M 135.31 0.20% Share
92 SLYG SPDR S&P 600 Sm...
92.08
-1.64% 91.66K -3.62% 7.61M 74.12 0.20% Share
93 GSIE Goldman Sachs A...
40.74
-0.15% 213.31K +9.51% 7.6M 29.51 0.20% Share
94 AVGO Broadcom Inc.
311.19
+0.68% 45.4K +4.46% 7.6M 95.58 0.20% Share
95 FLQL Franklin U.S. L...
66.16
-0.11% 131.62K +0.33% 7.43M 38.83 0.20% Share
96 GUNR FlexShares Morn...
41.37
-0.8% 188.9K +13.01% 7.33M 39.18 0.20% Share
97 IFRA iShares U.S. In...
51.74
-1.26% 159.66K -9.49% 7.2M 46.87 0.19% Share
98 BRK-A Berkshire Hatha...
718340.00
+0.40% 9 +12.50% 7.19M 657855.33 0.19% Share
99 EFA iShares MSCI EA...
91.66
+0.02% 87.85K +0.42% 7.18M 67.66 0.19% Share
100 GDE WisdomTree Effi...
49.16
-0.75% 172.7K -2.85% 7.09M 23.52 0.19% Share
101 QQQM Invesco NASDAQ ...
238.70
-0.09% 36.41K +9.55% 7.03M 187.48 0.19% Share
102 GSY Invesco Ultra S...
50.28
+0.01% 135.86K +29.08% 6.81M 50.04 0.18% Share
103 SUB iShares Short-T...
106.85
-0.05% 64.26K -12.1% 6.79M 104.18 0.18% Share
104 COST Costco Wholesal...
975.42
-0.35% 7.17K -1.97% 6.78M 614.36 0.18% Share
105 UPS United Parcel S...
88.56
+0.43% 61.64K +6.26% 6.78M 113.48 0.18% Share
106 VGLT Vanguard Long-T...
55.48
-0.7% 114.76K +7.72% 6.61M 60.18 0.18% Share
107 RDVY First Trust Ris...
65.38
-0.29% 112.26K +28.44% 6.57M 54.92 0.18% Share
108 BIL SPDR Bloomberg ...
91.58
+0.02% 69.16K -1.91% 6.34M 91.48 0.17% Share
109 VB Vanguard Small ...
246.81
-1.26% 28.38K +35.65% 6.29M 196.73 0.17% Share
110 WMT Walmart Inc.
100.84
-0.15% 71.24K -1.02% 6.25M 43.33 0.17% Share
111 RWL Invesco S&P 500...
106.34
+0.06% 60.98K +4.89% 6.06M 86.31 0.16% Share
112 IWF iShares Russell...
450.40
+0.11% 16.7K +8.34% 6.03M 225.82 0.16% Share
113 CGXU Capital Group I...
27.92
-0.18% 244.19K +11.50% 5.98M 25.06 0.16% Share
114 XLK Technology Sele...
267.74
-0.21% 28.68K +5.62% 5.92M 146.35 0.16% Share
115 PG The Procter & G...
153.70
-1.1% 34.55K +3.40% 5.89M 129.32 0.16% Share
116 GLD SPDR Gold Share...
307.25
-0.63% 20.33K +8.71% 5.86M 209.21 0.16% Share
117 IEFA iShares Core MS...
85.61
-0.04% 76.85K -2.02% 5.81M 66.42 0.16% Share
118 GOOG Alphabet Inc.
203.77
+0.36% 35.88K +12.48% 5.61M 117.6 0.15% Share
119 XLI Industrial Sele...
151.15
-0.87% 42.6K -0.54% 5.58M 118.84 0.15% Share
120 VBR Vanguard Small ...
204.30
-1.15% 29.91K -11.27% 5.57M 186.2 0.15% Share
121 XCEM Columbia EM Cor...
34.85
-0.8% 186.5K +35.40% 5.51M 30.17 0.15% Share
122 VTEB Vanguard Tax-Ex...
48.88
-0.14% 110.98K -5.7% 5.51M 51.27 0.15% Share
123 RZV Invesco S&P Sma...
113.19
-1.03% 55.4K -0.1% 5.48M 88.15 0.15% Share
124 JEPQ JPMorgan Nasdaq...
55.81
+0.11% 104.3K +17.59% 5.4M 54.32 0.14% Share
125 CGMU Capital Group M...
26.81
-0.06% 200.34K +2.51% 5.37M 26.73 0.14% Share
126 ORCL Oracle Corporat...
244.93
+0.31% 38.34K +9.32% 5.36M 67.55 0.14% Share
127 VHT Vanguard Health...
248.84
+0.49% 20.2K +0.72% 5.35M 251.55 0.14% Share
128 IEMG iShares Core MS...
61.97
-1.17% 98.95K +1.61% 5.34M 56.52 0.14% Share
129 FVD First Trust Val...
46.02
-0.56% 117.09K -12.76% 5.22M 37.31 0.14% Share
130 APO Apollo Global M...
140.68
-0.19% 37.94K -7.41% 5.19M 50.2 0.14% Share
131 VYMI Vanguard Intern...
83.82
-0.14% 69.4K +17.20% 5.11M 64.37 0.14% Share
132 XMHQ Invesco S&P Mid...
102.82
-1.25% 55.04K -18.42% 5.04M 90.81 0.14% Share
133 IGLB iShares 10+ Yea...
50.40
-0.45% 99.7K -0.31% 5.01M 53.35 0.13% Share
134 DSI iShares MSCI KL...
121.50
-0.19% 48.22K +14.98% 4.94M 82.82 0.13% Share
135 KBWB Invesco KBW Ban...
75.04
+0.90% 78.42K +2.11K% 4.92M 62.89 0.13% Share
136 CSCO Cisco Systems, ...
69.28
-1.58% 79.47K +6.35% 4.9M 50.03 0.13% Share
137 WM Waste Managemen...
225.97
-1.71% 21.18K +1.16% 4.9M 120.94 0.13% Share
138 PAVE Global X U.S. I...
46.42
-1.45% 129.43K +10.09% 4.88M 38.53 0.13% Share
139 XLE Energy Select S...
85.55
-0.11% 52.18K -25.43% 4.88M 81.1 0.13% Share
140 SO The Southern Co...
94.18
-0.64% 52.9K -1.77% 4.86M 67.55 0.13% Share
141 LMT Lockheed Martin...
437.38
-1.17% 10.83K +2.99% 4.84M 392.37 0.13% Share
142 CAT Caterpillar Inc...
417.50
+0.92% 14.59K -1.65% 4.81M 230.79 0.13% Share
143 CVX Chevron Corpora...
155.20
-0.43% 28.3K +6.17% 4.73M 129.5 0.13% Share
144 IBM International B...
237.04
-1.26% 19.03K +2.27% 4.73M 151.82 0.13% Share
145 HTAB Hartford Schrod...
18.57
-0.35% 244.34K -44.15% 4.68M 19.74 0.13% Share
146 IWD iShares Russell...
198.66
-0.29% 24.86K +5.01% 4.68M 139.7 0.13% Share
147 JPST JPMorgan Ultra-...
50.62
0.00% 92.16K -7.83% 4.67M 50.28 0.13% Share
148 CAOS EA Series Trust...
89.11
-0.02% 52.5K +5.56% 4.62M 87 0.12% Share
149 NOW ServiceNow, Inc...
850.65
-1.42% 5.76K +3.67% 4.58M 618.99 0.12% Share
150 BILS SPDR Bloomberg ...
99.30
+0.02% 44.29K +2.44% 4.41M 99.21 0.12% Share