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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

WEALTHCARE CAPITAL MANAGEMENT LLC INSTITUTION : WEALTHCARE CAPITAL MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC Portfolio (reported on 2020-04-29)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD TOTAL STOCK MARKET    (COMMON) VTI 321,554,000 2,494,406 43.28%
ISHARES BARCLAYS 7-10 YR TREAS    (COMMON) IEF 190,313,000 1,566,616 25.61%
VANGUARD FTSE ALL-WORLD EX-US    (COMMON) VEU 66,093,000 1,611,241 8.89%
SCHWAB US TIPS    (COMMON) SCHP 44,545,000 774,560 5.99%
ISHARES CORE US AGGREGATE BOND    (COMMON) AGG 40,880,000 354,341 5.50%
ISHARES NATIONAL MUNI BOND    (COMMON) MUB 12,697,000 112,353 1.70%
ISHARES 3-7 YEAR TREASURY BOND    (COMMON) IEI 9,111,000 68,328 1.22%
SPDR BARCLAYS 1-3 MONTH T-BILL    (COMMON) 6,864,000 74,914 0.92%
ISHARES CORE S&P TOTAL US STOC    (COMMON) ISI 4,972,000 86,911 0.66%
SPDR BARCLAYS SHORT TERM TREAS    (COMMON) SST 4,304,000 140,105 0.57%
SPDR PORTFOLIO LONG TERM TREAS    (COMMON) TLO 3,606,000 76,332 0.48%
ISHARES CORE S&P 500    (COMMON) IVV 2,968,000 11,487 0.39%
ISHARES 1-3 YEAR TREASURY BOND    (COMMON) SHY 2,647,000 30,538 0.35%
ISHARES RUSSELL 3000    (COMMON) IWV 1,927,000 12,993 0.25%
SCHWAB US LARGE CAP ETF    (COMMON) SCHX 1,861,000 30,376 0.25%
SCHWAB INTERMEDIATE-TERM US TR    (COMMON) SCHR 1,807,000 30,745 0.24%
ISHARES KLD 400 SOCIAL INDEX    (COMMON) DSI 1,606,000 16,494 0.21%
ISHARES US TREASURY BD    (COMMON) GOVT 1,578,000 56,331 0.21%
ISHARES CORE MSCI TOTAL INTERN    (COMMON) IXUS 1,520,000 32,332 0.20%
SPDR PORTFOLIO TOTAL STOCK MAR    (COMMON) TMW 1,400,000 44,505 0.18%
PIMCO ENHANCED SHORT MATURITY    (COMMON) MINT 1,144,000 11,562 0.15%
SPDR PORTFOLIO LARGECAP    (COMMON) ELR 999,000 33,010 0.13%
XTRACKERS MSCI EAFE HEDGED EQU    (COMMON) DBEF 832,000 31,029 0.11%
VANGUARD FTSE DEVELOPED MARKET    (COMMON) VEA 772,000 23,156 0.10%
VANGUARD INTERMEDIATE-TERM COR    (COMMON) VCIT 760,000 8,732 0.10%
ISHARES MSCI EAFE    (COMMON) EFA 733,000 13,717 0.09%
SCHWAB US BROAD MARKET ETF    (COMMON) SCHB 622,000 10,295 0.08%
ISHARES MBS ETF    (COMMON) MBB 537,000 4,858 0.07%
VANGUARD FTSE EMERGING MARKETS    (COMMON) VWO 522,000 15,549 0.07%
ISHARES RUSSELL 2000 ETF    (COMMON) IWM 508,000 4,442 0.06%
VANECK VECTORS HIGH YIELD MUNI    (COMMON) 502,000 9,598 0.06%
ISHARES CORE S&P MID-CAP ETF    (COMMON) IJH 500,000 3,478 0.06%
VANGUARD S&P 500    (COMMON) VOO 482,000 2,035 0.06%
APPLE INC    (COMMON) AAPL 465,000 1,828 0.06%
ISHARES SHORT TREASURY BOND    (COMMON) SHV 460,000 4,146 0.06%
SPDR PORTFOLIO SMALLCAP    (COMMON) TWOK 430,000 19,671 0.05%
SCHWAB US MID CAP    (COMMON) SCHM 381,000 9,033 0.05%
ISHARES CMBS ETF    (COMMON) CMBS 365,000 6,798 0.04%
ISHARES AAA A RATED CORP BD ET    (COMMON) QLTA 362,000 6,574 0.04%
ISHARES S&P 500 GROWTH    (COMMON) IVW 359,000 2,173 0.04%
ISHARES BARCLAYS 10-20 YR TREA    (COMMON) TLH 356,000 2,123 0.04%
SCHWAB US SMALL CAP ETF    (COMMON) SCHA 353,000 6,847 0.04%
ISHARES MSCI EAFE SMALL CAP IN    (COMMON) SCZ 330,000 7,369 0.04%
VANGUARD REAL ESTATE    (COMMON) VNQ 309,000 4,427 0.04%
ISHARES GOLD TRUST    (COMMON) IAU 287,000 19,057 0.03%
INVESCO SENIOR LOAN    (COMMON) 259,000 12,647 0.03%
ISHARES BARCLAYS 20 YR TREASU    (COMMON) TLT 246,000 1,493 0.03%
EXXON MOBIL CORPORATION    (COMMON) XOM 225,000 5,928 0.03%
ISHARES S&P MID-CAP 400 GROWTH    (COMMON) IJK 210,000 1,175 0.02%
ISHARES S&P MID-CAP 400 VALUE    (COMMON) IJJ 207,000 1,882 0.02%
BERKSHIRE HATHAWAY CL B    (COMMON) BRK/B 194,000 1,063 0.02%
VANGUARD DIVIDEND APPRECIATION    (COMMON) VIG 191,000 1,844 0.02%
ISHARES S&P 500 VALUE    (COMMON) IVE 173,000 1,797 0.02%
SPDR DOW JONES INDUSTRIAL AVER    (COMMON) DIA 166,000 759 0.02%
SCHWAB EMERGING MARKETS EQUITY    (COMMON) SCHE 155,000 7,503 0.02%
ISHARES S&P NEW YORK MUNICIPAL    (COMMON) NYF 151,000 2,665 0.02%
AMAZON.COM INC    (COMMON) AMZN 140,000 72 0.01%
ISHARES MSCI EMERGING MARKETS    (COMMON) EEM 138,000 4,034 0.01%
SPDR S&P 500 TRUST    (COMMON) SPY 132,000 511 0.01%
AMERICAN ELECTRIC POWER CO INC    (COMMON) AEP 131,000 1,643 0.01%
JOHNSON & JOHNSON    (COMMON) JNJ 130,000 989 0.01%
VANGUARD LARGE CAP    (COMMON) VV 124,000 1,050 0.01%
PHILIP MORRIS INTERNATIONAL IN    (COMMON) PM 117,000 1,599 0.01%
CYPRESS SEMICONDUCTOR CORP    (COMMON) CY 117,000 5,000 0.01%
SPDR S&P EMERGING MARKETS SMAL    (COMMON) EWX 116,000 3,508 0.01%
AT&T INC    (COMMON) T 108,000 3,709 0.01%
MICROSOFT CORP    (COMMON) MSFT 108,000 682 0.01%
ISHARES RUSSELL 1000 VALUE ETF    (COMMON) IWD 107,000 1,076 0.01%
DOMINION ENERGY INC    (COMMON) D 101,000 1,396 0.01%
REALTY INCOME CORP    (COMMON) O 101,000 2,025 0.01%
SPDR S&P MID CAP 400 TRUST    (COMMON) MDY 99,000 376 0.01%
ISHARES RUSSELL 2000 GROWTH ET    (COMMON) IWO 98,000 620 0.01%
SCHWAB US REIT    (COMMON) SCHH 90,000 2,742 0.01%
SERVICENOW INC    (COMMON) NOW 86,000 300 0.01%
ISHARES RUSSELL 2000 VALUE ETF    (COMMON) IWN 82,000 1,000 0.01%
VANGUARD SMALL-CAP    (COMMON) VB 79,000 685 0.01%
ISHARES ESG MSCI EAFE ETF    (COMMON) 77,000 1,444 0.01%
MCDONALD'S CORPORATION    (COMMON) MCD 70,000 421 0.00%
INTERDIGITAL COMMUNICATIONS CO    (COMMON) IDCC 68,000 1,525 0.00%
ALTRIA GROUP INC    (COMMON) MO 67,000 1,729 0.00%
VANGUARD INFORMATION TECHNOLOG    (COMMON) VGT 63,000 299 0.00%
SPDR EMERGING MARKETS ETF    (COMMON) GMM 59,000 2,074 0.00%
WASTE MANAGEMENT INC    (COMMON) WMI 58,000 626 0.00%
INVESCO HIGH YIELD EQUITY DIVI    (COMMON) 57,000 4,440 0.00%
INTERNATIONAL BUSINESS MACHINE    (COMMON) IBM 57,000 514 0.00%
VANGUARD ESG INTERNATIONAL STO    (COMMON) 56,000 1,352 0.00%
SHERWIN WILLIAMS CO    (COMMON) SHW 53,000 115 0.00%
SPDR HEALTH CARE SELECT SECTOR    (COMMON) XLV 53,000 600 0.00%
MONDELEZ INTL INC    (COMMON) MDLZ 52,000 1,031 0.00%
ALPHABET INC CL A    (COMMON) GOOGL 51,000 44 0.00%
SPDR NUVEEN BLMBG BARCLAYS MUN    (COMMON) 51,000 1,029 0.00%
FACEBOOK INC    (COMMON) FB 50,000 299 0.00%
PEPSICO INCORPORATED    (COMMON) PEP 48,000 398 0.00%
ISHARES MSCI USA MOMENTUM FACT    (COMMON) 47,000 437 0.00%
ARCHER DANIELS MIDLAND CO    (COMMON) ADM 47,000 1,343 0.00%
VERIZON COMMUNICATIONS    (COMMON) VZ 45,000 836 0.00%
ISHARES ESG MSCI USA SMALL CAP    (COMMON) 44,000 2,218 0.00%
INVESCO TOTAL RETURN BOND    (COMMON) 42,000 794 0.00%
ISHARES MSCI EAFE VALUE    (COMMON) EFV 41,000 1,137 0.00%
VANGUARD LONG TERM GOVERNMENT    (COMMON) VGLT 40,000 394 0.00%
MERCK & CO INC    (COMMON) MRK 39,000 506 0.00%
VANGUARD HIGH DIVIDEND YIELD    (COMMON) VYM 39,000 546 0.00%
EMCOR GROUP INC    (COMMON) EME 38,000 612 0.00%
NIKE INC CLASS B    (COMMON) NKE 37,000 442 0.00%
SPDR UTILITIES SELECT SECTOR    (COMMON) XLU 35,000 635 0.00%
INTEL CORP    (COMMON) INTC 35,000 642 0.00%
INVESCO S&P 500 EQUAL WEIGHT    (COMMON) 34,000 410 0.00%
MASTERCARD INC    (COMMON) MA 32,000 133 0.00%
CONSOLIDATED EDISON INC    (COMMON) ED 32,000 416 0.00%
INVESCO WILDERHILL CLEAN ENERG    (COMMON) 32,000 1,198 0.00%
ISHARES CORE S&P SMALL-CAP    (COMMON) IJR 32,000 562 0.00%
ISHARES TIPS BOND    (COMMON) TIP 30,000 252 0.00%
ROYAL DUTCH SHELL PLC A SPONS    (COMMON) RDS.A 29,000 830 0.00%
UNITEDHEALTH GROUP INC    (COMMON) UNH 29,000 117 0.00%
LOCKHEED MARTIN CORP    (COMMON) LMT 29,000 87 0.00%
NETFLIX INC    (COMMON) NFLX 28,000 75 0.00%
NVIDIA CORP    (COMMON) NVDA 28,000 108 0.00%
HOME DEPOT INC    (COMMON) HD 28,000 151 0.00%
WISDOMTREE INTERNATIONAL HIGH    (COMMON) DTH 27,000 920 0.00%
JPMORGAN CHASE & CO.    (COMMON) JPM 26,000 294 0.00%
PFIZER INC    (COMMON) PFE 26,000 799 0.00%
SCHWAB US DIVIDEND EQUITY    (COMMON) SCHD 25,000 565 0.00%
WALT DISNEY CO    (COMMON) DIS 24,000 245 0.00%
CHEVRON CORP    (COMMON) CVX 24,000 331 0.00%
BRISTOL-MYERS SQUIBB COMPANY    (COMMON) BMY 23,000 406 0.00%
ANTHEM INC    (COMMON) ANTM 23,000 100 0.00%
L3 HARRIS TECHNOLOGIES INC    (COMMON) 23,000 125 0.00%
JPMORGAN ALERIAN MLP INDEX    (COMMON) AMJ 22,000 2,415 0.00%
VANGUARD MORTGAGE BACKED SEC I    (COMMON) VMBS 22,000 405 0.00%
PROCTER & GAMBLE CO    (COMMON) PG 21,000 187 0.00%
BANK OF AMERICA CORP    (COMMON) BAC 21,000 987 0.00%
RAYTHEON CO    (COMMON) RTN 20,000 156 0.00%
GOLDMAN SACHS GROUP INC    (COMMON) GS 20,000 128 0.00%
PALO ALTO NETWORKS COM    (COMMON) PANW 20,000 125 0.00%
EMERSON ELECTRIC CO    (COMMON) EMR 19,000 398 0.00%
NUVEEN SENIOR INCOME    (COMMON) NSL 19,000 4,297 0.00%
ALPHABET INC CL C    (COMMON) GOOG 19,000 16 0.00%
NORFOLK SOUTHERN CORP    (COMMON) NSC 18,000 125 0.00%
CATERPILLAR INC    (COMMON) CAT 18,000 158 0.00%
EVERGY INC    (COMMON) 16,000 294 0.00%
LIVERAMP HOLDINGS INC    (COMMON) 16,000 500 0.00%
PEOPLES UNITED FINANCIAL INC    (COMMON) PBCT 15,000 1,323 0.00%
NUTRIEN LTD COM    (COMMON) 15,000 434 0.00%
3M COMPANY    (COMMON) MMM 15,000 112 0.00%
ISHARES U.S. PREFERRED STOCK I    (COMMON) PFF 15,000 465 0.00%
BLACKROCK CORPORATE HIGH YIELD    (COMMON) HYT 14,000 1,575 0.00%
SPDR GOLD SHARES    (COMMON) GLD 13,000 90 0.00%
TOYOTA MOTOR ADR    (COMMON) TM 13,000 110 0.00%
COMCAST CORP A    (COMMON) CMCSA 11,000 328 0.00%
COCA COLA COMPANY    (COMMON) KO 10,000 226 0.00%
KRAFT HEINZ COMPANY    (COMMON) KHC 10,000 390 0.00%
VANGUARD TOTAL INTL STOCK INDE    (COMMON) VXUS 10,000 250 0.00%
PRUDENTIAL FINANCIAL INC    (COMMON) PRU 9,000 171 0.00%
VISA INC    (COMMON) V 8,000 52 0.00%
NXP SEMICONDUCTORS NV    (COMMON) NXPI 8,000 100 0.00%
GENERAL ELECTRIC COMPANY    (COMMON) GE 8,000 967 0.00%
DUKE ENERGY CORP    (COMMON) DUK 8,000 99 0.00%
FREEPORT MCMORAN INC    (COMMON) FCX 7,000 1,100 0.00%
HUNTINGTON BANCSHARES INC    (COMMON) HBAN 7,000 846 0.00%
WISDOMTREE U.S. MIDCAP DIVIDEN    (COMMON) DON 7,000 273 0.00%
AUTOMATIC DATA PROCESSING INC.    (COMMON) ADP 6,000 45 0.00%
ATLANTIC UN BANKSHARES CORP    (COMMON) 6,000 292 0.00%
WISDOMTREE SMLCAP DIVIDEND    (COMMON) DES 6,000 327 0.00%
AMERICAN NATIONAL BANKSHARES I    (COMMON) AMNB 6,000 263 0.00%
ILLINOIS TOOL WORKS INC    (COMMON) ITW 5,000 36 0.00%
EOG RESOURCES INC    (COMMON) EOG 5,000 140 0.00%
COSTCO WHOLESALE CORP    (COMMON) COST 5,000 17 0.00%
INTERNATIONAL PAPER CO    (COMMON) IP 5,000 154 0.00%
SCHLUMBERGER LTD    (COMMON) SLB 5,000 381 0.00%
STMICROELECTRONICS N.V.    (COMMON) STM 5,000 249 0.00%
NEXTERA ENERGY INC    (COMMON) NEE 5,000 21 0.00%
DELTA AIR LINES    (COMMON) DAL 5,000 160 0.00%
PAYPAL HOLDINGS INC    (COMMON) PYPL 5,000 48 0.00%
THERMO FISHER SCIENTIFIC INC    (COMMON) TMO 5,000 19 0.00%
TANGER FACTORY OUTLET CENTERS    (COMMON) SKT 5,000 1,023 0.00%
ADOBE INC    (COMMON) ADBE 5,000 16 0.00%
CISCO SYSTEMS INC    (COMMON) CSCO 5,000 120 0.00%
BECTON, DICKINSON AND COMPANY    (COMMON) BDX 4,000 19 0.00%
BANK OF NEW YORK MELLON CORP    (COMMON) BK 4,000 111 0.00%
WEYERHAEUSER INC    (COMMON) WY 4,000 243 0.00%
HONEYWELL INTERNATIONAL    (COMMON) HON 4,000 33 0.00%
MEDTRONIC PLC    (COMMON) MDT 4,000 47 0.00%
MONARCH CASINO & RESORT INC    (COMMON) MCRI 4,000 136 0.00%
EVOLUS INC    (COMMON) 4,000 1,000 0.00%
TEXAS INSTRUMENTS INC    (COMMON) TXN 4,000 43 0.00%
ENBRIDGE INC    (COMMON) ENB 4,000 135 0.00%
S&P GLOBAL INC    (COMMON) SPGI 4,000 18 0.00%
COMMUNITY HEALTHCARE TR INC    (COMMON) 4,000 103 0.00%
DANAHER CORP    (COMMON) DHR 4,000 29 0.00%
INVESTORS REAL ESTATE TRUST    (COMMON) 4,000 65 0.00%
TOLL BROTHERS INC    (COMMON) TOL 4,000 205 0.00%
NATIONAL BANKSHARES INC    (COMMON) NKSH 3,000 100 0.00%
SOUTHERN COMPANY    (COMMON) SO 3,000 62 0.00%
COLGATE-PALMOLIVE CO    (COMMON) CL 3,000 43 0.00%
GILEAD SCIENCES INC    (COMMON) GILD 3,000 34 0.00%
WELLS FARGO & CO    (COMMON) WFC 3,000 100 0.00%
CAPITAL ONE FINANCIAL CORP    (COMMON) COF 3,000 59 0.00%
SALESFORCE.COM INC    (COMMON) CRM 3,000 24 0.00%
INTUIT INC    (COMMON) INTU 3,000 14 0.00%
APPLIED MATERIALS INC    (COMMON) AMAT 3,000 58 0.00%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 742,859,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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