WEALTHCARE ASSET MANAGEMENT, LLC

PrivateCIK: 2034181
Location

SPRINGFIELD, MO

73
Positions
$240.70M
Total AUM (reported)
2.78M
Total Shares

Allocation by class

TOTAL AUM$240.70M73 positions
COM$94.25M39.2%
S&P 500 ETF SHS$40.85M17.0%
ST STR STAPL ETF$12.46M5.2%
ST STR CARE ETF$12.20M5.1%
EQUIT PROTN MAY$11.92M5.0%
ST STR ENERG ETF$11.83M4.9%
UNITS$8.47M3.5%

Portfolio Concentration

Top 338.1%4–1028.8%11–2519.9%Rest13.2%TOP 1067.0%0%100%
Top 3$91.77M38.1%
4–10$69.40M28.8%
11–25$47.86M19.9%
Rest$31.67M13.2%

Top 3 weight

38.1%

Top 10 weight

67.0%

Voting Authority Distribution

Total shares with voting rights: 1.39M

Sole

Full voting authority

1.39M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares59.47K
TypeSH
Market value$40.85M
16.97%
Sole
29.74K
Shared
0.00
None
0.00

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares413.90K
TypeSH
Market value$38.12M
15.84%
Sole
206.95K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares44.24K
TypeSH
Market value$12.80M
5.32%
Sole
22.12K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR STAPL ETF
Shares150.05K
TypeSH
Market value$12.46M
5.18%
Sole
75.02K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares76.91K
TypeSH
Market value$12.20M
5.07%
Sole
38.45K
Shared
0.00
None
0.00

INNOVATOR ETFS TRUST

SOLE
EQUIT PROTN MAY
Shares458.98K
TypeSH
Market value$11.92M
4.95%
Sole
229.49K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares222.74K
TypeSH
Market value$11.83M
4.91%
Sole
111.37K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares40.16K
TypeSH
Market value$9.57M
3.98%
Sole
20.08K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares27.03K
TypeSH
Market value$5.75M
2.39%
Sole
13.51K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares7.69K
TypeSH
Market value$5.67M
2.35%
Sole
3.85K
Shared
0.00
None
0.00

ISHARES TR

SOLE
LATN AMER 40 ETF
Shares154.55K
TypeSH
Market value$5.22M
2.17%
Sole
77.27K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares43.79K
TypeSH
Market value$4.96M
2.06%
Sole
21.90K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares24.38K
TypeSH
Market value$4.88M
2.03%
Sole
12.19K
Shared
0.00
None
0.00

UNITED STS GASOLINE FD LP

SOLE
UNITS
Shares44.78K
TypeSH
Market value$4.61M
1.92%
Sole
22.39K
Shared
0.00
None
0.00

GRAYSCALE BITCOIN TRUST ETF

SOLE
SHS REP COM UT
Shares95.42K
TypeSH
Market value$4.34M
1.80%
Sole
47.71K
Shared
0.00
None
0.00

UNITED STS OIL FD LP

SOLE
UNITS
Shares36.27K
TypeSH
Market value$3.86M
1.60%
Sole
18.14K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares58.97K
TypeSH
Market value$3.40M
1.41%
Sole
29.49K
Shared
0.00
None
0.00

LAMAR ADVERTISING CO

SOLE
CL A
Shares15.75K
TypeSH
Market value$2.46M
1.02%
Sole
7.87K
Shared
0.00
None
0.00

EXPEDIA GROUP INC

SOLE
COM NEW
Shares8.79K
TypeSH
Market value$2.25M
0.93%
Sole
4.40K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares12.88K
TypeSH
Market value$2.19M
0.91%
Sole
6.44K
Shared
0.00
None
0.00

ALTRIA GROUP INC

SOLE
COM
Shares30.23K
TypeSH
Market value$2.18M
0.90%
Sole
15.12K
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares18.04K
TypeSH
Market value$2.06M
0.86%
Sole
9.02K
Shared
0.00
None
0.00

TECHNIPFMC PLC

SOLE
COM
Shares30K
TypeSH
Market value$1.99M
0.83%
Sole
15K
Shared
0.00
None
0.00

VODAFONE GROUP PLC

SOLE
SPONSORED ADR
Shares138.88K
TypeSH
Market value$1.84M
0.76%
Sole
69.44K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares4.40K
TypeSH
Market value$1.64M
0.68%
Sole
2.20K
Shared
0.00
None
0.00
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