Wealthcare-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "ABBV",
  "GOOGL",
  "AVGO",
  null,
  null,
  null,
  "DBEF",
  null,
  "HD",
  null,
  "EMXC",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "SCHX",
  "SPDW",
  null,
  null,
  null,
  null,
  "SPLG",
  "IBM",
  "VNQ",
  "VV",
  null,
  "IWV",
  null,
  "VIG",
  null,
  "IEF",
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "IVZ",
  null,
  null,
  "VEU",
  "VEA",
  "MGV",
  "VOO",
  "V",
  "SCHD",
  "SCHF",
  "DIA",
  "IXUS",
  null,
  null,
  null,
  "BRK-B",
  "COST",
  null,
  null,
  null,
  null,
  "DFAC",
  "EFA",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "TSLA",
  "NFLX",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 89
Total Value: 985970212
Accession Number: 0001951757-25-000365
Form Type: 13F-HR
CIK: wealthcare-capital-management
Manager Name: Wealthcare-Capital-Management

Data Enrichment

58% identified

52 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $985,970.212K total value

89 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287457

Shares:32.3K

Value:$2.7M

464288570

Shares:25.5K

Value:$2.6M

464287200

IVV|464287200

Shares:4.1K

Value:$2.3M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.4K

Value:$1.8M

78468R853

Shares:42.7K

Value:$1.7M

464287226

Shares:16.7K

Value:$1.7M

78468R739

Shares:32.6K

Value:$1.6M

78464A847

Shares:28.4K

Value:$1.5M

78464A656

Shares:53.3K

Value:$1.4M

233051200

DBEF|233051200

Shares:30.6K

Value:$1.3M

MICROSOFT CORP

MSFT|594918104

Shares:3.1K

Value:$1.2M

921943858

VEA|921943858

Shares:22.3K

Value:$1.1M

NVIDIA CORP

NVDA|67066G104

Shares:10.4K

Value:$1.1M

464288273

Shares:17.6K

Value:$1.1M

808524201

SCHX|808524201

Shares:49.4K

Value:$1.1M

25434V302

Shares:40.6K

Value:$1.1M

EXXON MOBIL CORP

XOM|30231G102

Shares:8.5K

Value:$1.0M

14020Y102

Shares:42.2K

Value:$947.7K

HOME DEPOT, INC.

HD|437076102

Shares:2.4K

Value:$862.7K

921910840

MGV|921910840

Shares:6.5K

Value:$843.6K

Instrument	Shares		Other Manager	Value
(cusip464287457)✕	32.3K	QoQ +1.14% (+366) YoY +14.36% (+4.1K)	All Managers (Combined)	$2.7M	QoQ +2.07% (+$54.2K) YoY +15.69% (+$362.5K)
(cusip464288570)✕	25.5K	QoQ +6.63% (-1.6K) YoY +0.15% (+40)	All Managers (Combined)	$2.6M	QoQ -0.94% (-$25.0K) YoY +1.74% (+$44.8K)
(IVVcusip464287200)	4.1K	QoQ -5.57% (-244) YoY -36.26% (-2.3K)	All Managers (Combined)	$2.3M	QoQ -9.86% (-$253.9K) YoY -31.87% (-$1.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.4K	QoQ +71.35% (+1.4K) YoY +407.85% (+2.7K)	All Managers (Combined)	$1.8M	QoQ +101.33% (+$901.2K) YoY +543.18% (+$1.5M)
(cusip78468R853)✕	42.7K	QoQ -6.83% (-3.1K) YoY +32.42% (+10.5K)	All Managers (Combined)	$1.7M	QoQ -15.46% (-$318.7K) YoY +25.40% (+$353.0K)
(cusip464287226)✕	16.7K	QoQ -32.18% (-7.9K) YoY -36.37% (-9.6K)	All Managers (Combined)	$1.7M	QoQ -30.77% (-$736.3K) YoY -35.73% (-$921.1K)
(cusip78468R739)✕	32.6K	QoQ -18.64% (-7.5K) YoY +1.59% (+511)	All Managers (Combined)	$1.6M	QoQ -18.28% (-$347.2K) YoY +1.93% (+$29.4K)
(cusip78464A847)✕	28.4K	QoQ -8.95% (-2.8K) YoY +378.92% (+22.5K)	All Managers (Combined)	$1.5M	QoQ -14.79% (-$252.5K) YoY +359.52% (+$1.1M)
(cusip78464A656)✕	53.3K	QoQ +13.90% (+6.5K) YoY +13.09% (+6.2K)	All Managers (Combined)	$1.4M	QoQ +18.72% (+$221.5K) YoY +16.44% (+$198.4K)
(DBEFcusip233051200)	30.6K	QoQ -12.47% (-4.4K) YoY +10.33% (+2.9K)	All Managers (Combined)	$1.3M	QoQ -8.46% (-$122.3K) YoY +16.72% (+$189.6K)
MICROSOFT CORP(MSFTcusip594918104)	3.1K	QoQ +18.37% (+484) YoY +26.79% (+659)	All Managers (Combined)	$1.2M	QoQ +5.41% (+$60.1K) YoY +13.14% (+$136.0K)
(VEAcusip921943858)	22.3K	QoQ -10.33% (-2.6K) YoY -0.94% (-212)	All Managers (Combined)	$1.1M	QoQ -4.69% (-$55.9K) YoY +0.36% (-$4.1K)
NVIDIA CORP(NVDAcusip67066G104)	10.4K	QoQ -0.79% (-84) YoY +932.37% (+9.4K)	All Managers (Combined)	$1.1M	QoQ -19.93% (-$281.4K) YoY +23.83% (+$217.5K)
(cusip464288273)✕	17.6K	QoQ -10.38% (-2.0K) YoY -9.33% (-1.8K)	All Managers (Combined)	$1.1M	QoQ -6.28% (-$75.0K) YoY -9.04% (-$111.2K)
(SCHXcusip808524201)	49.4K	QoQ 0.00% (-0) YoY +50.21% (-16.5K)	All Managers (Combined)	$1.1M	QoQ -4.74% (-$54.3K) YoY -46.55% (-$949.5K)
(cusip25434V302)✕	40.6K	QoQ NEW(+40.6K) YoY NEW(+40.6K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	8.5K	QoQ -0.26% (-23) YoY +2.80% (+233)	All Managers (Combined)	$1.0M	QoQ +10.25% (-$94.4K) YoY +5.17% (+$50.0K)
(cusip14020Y102)✕	42.2K	QoQ +42.78% (+12.6K) YoY +76.16% (+18.3K)	All Managers (Combined)	$947.7K	QoQ +44.39% (+$291.4K) YoY +76.08% (+$409.5K)
HOME DEPOT, INC.(HDcusip437076102)	2.4K	QoQ +14.94% (+306) YoY +16.41% (+332)	All Managers (Combined)	$862.7K	QoQ +8.29% (+$66.1K) YoY +11.22% (+$87.1K)
(MGVcusip921910840)	6.5K	QoQ -5.06% (-349) YoY -16.98% (-1.3K)	All Managers (Combined)	$843.6K	QoQ -2.07% (-$17.9K) YoY -10.50% (-$99.1K)