Wealthcare Advisory Partners

Latest statistics and disclosures from Wealthcare Advisory Partners's latest quarterly 13F-HR filing:

Companies in the Wealthcare Advisory Partners portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 24.72 210423 241.80
iShares Lehman Aggregate Bond (AGG) 9.84 184900 +12% 109.51
Vanguard Total Stock Market ETF (VTI) 7.66 126610 124.45
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 6.47 273480 +3% 48.69
iShares Lehman 7-10 Yr Treas. Bond (IEF) 6.25 120698 +3% 106.61
SPDR S&P; MidCap 400 ETF (MDY) 5.59 36197 +8% 317.62
iShares Russell 2000 Index (IWM) 5.45 79671 +9% 140.92
Vanguard Europe Pacific ETF (VEA) 4.63 230521 +20% 41.32
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.50 105816 +11% 87.53
Db-x Msci Eafe Currency-hedged 4.19 287570 +25% 30.02
Nuveen Barclays Shrt Term Muni bdfund 2.52 107031 +4% 48.50
iShares S&P; 500 Index (IVV) 2.35 19856 +7042% 243.40
Jp Morgan Alerian Mlp Index 2.19 152028 +30% 29.70
ISHARES TR MSCI Small Cap msci small cap 2.04 72733 +26% 57.84
Vanguard Emerging Markets ETF (VWO) 1.65 83056 +18% 40.83
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.53 28511 +4% 110.13
Vanguard FTSE All-World ex-US ETF (VEU) 1.12 45924 +8% 50.04
Vanguard REIT ETF (VNQ) 1.02 25310 +29% 83.25
iShares Barclays TIPS Bond Fund (TIP) 0.88 16038 +21% 113.42
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.88 17704 +3% 101.73
iShares MSCI Canada Index (EWC) 0.82 63275 +3% 26.76
Powershares Senior Loan Portfo mf 0.69 61770 +38% 23.13
iShares Russell 1000 Value Index (IWD) 0.36 6424 +3% 116.44
Vaneck Vectors Etf Tr High Yld Mun Etf 0.32 21357 +13% 30.90
Regency Centers Corporation (REG) 0.22 7324 NEW 62.67
iShares MSCI EAFE Value Index (EFV) 0.22 8874 +12% 51.72
iShares Russell 1000 Growth Index (IWF) 0.20 3487 +21% 119.01
SPDR S&P; Emerging Markets Small Cap (EWX) 0.18 7789 +28% 46.73
Ishares Tr usa min vo 0.11 4618 NEW 48.94
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.11 9557 +20% 23.96
iShares Russell 2000 Value Index (IWN) 0.10 1683 +22% 118.84
Vanguard S&p 500 Etf idx fd 0.08 780 -8% 221.79
Monogram Residential Trust 0.08 17314 9.70
iShares S&P; MidCap 400 Value Index (IJJ) 0.06 793 +5% 148.80
PowerShares Dynamic Basic Material (PYZ) 0.06 2052 61.40
Exxon Mobil Corporation (XOM) 0.05 1352 -22% 80.62
iShares MSCI EAFE Index Fund (EFA) 0.05 1585 +237% 64.98
iShares Dow Jones US Medical Dev. (IHI) 0.05 612 166.67
Marsh & McLennan Companies (MMC) 0.04 1016 77.76
iShares S&P; MidCap 400 Index (IJH) 0.04 522 174.33
Vanguard Value ETF (VTV) 0.04 866 +757% 97.00
Fs Investment Corporation 0.04 9725 9.15
Suntrust Banks Inc $1.00 Par Cmn 0.03 1000 57.00
Pfizer (PFE) 0.03 1805 +27% 33.80
Vanguard Dividend Appreciation ETF (VIG) 0.03 619 92.08
PowerShares Dynamic Consumer Sta. (PSL) 0.03 1009 59.46
Ishares Tr eafe min volat 0.03 981 NEW 69.32
General Electric Company (GE) 0.02 1845 +131% 27.10
PPG Industries (PPG) 0.02 433 NEW 110.85
Apple (AAPL) 0.02 319 +17% 144.20
iShares Russell Midcap Value Index (IWS) 0.02 365 NEW 84.93
iShares Russell Midcap Index Fund (IWR) 0.02 165 NEW 193.94
Vanguard Growth ETF (VUG) 0.02 281 128.11
First Trust Large Cap Core Alp Fnd (FEX) 0.02 670 53.73
Ishares Core Intl Stock Etf core 0.02 582 56.70
Ishares Tr hdg msci eafe 0.02 1439 28.49
Microsoft Corporation (MSFT) 0.01 176 68.18
Home Depot (HD) 0.01 100 150.00
Johnson & Johnson (JNJ) 0.01 193 134.72
Bristol Myers Squibb (BMY) 0.01 202 +60% 54.46
AT&T; (T) 0.01 445 -32% 38.20
Dow Chemical Company (DOW) 0.01 224 NEW 62.50
Verizon Communications (VZ) 0.01 386 44.04
CVS Caremark Corporation (CVS) 0.01 300 80.00
Altria (MO) 0.01 271 -46% 73.80
International Business Machines (IBM) 0.01 167 155.69
Merck & Co (MRK) 0.01 292 -26% 65.07
Procter & Gamble Company (PG) 0.01 239 NEW 87.87
UnitedHealth (UNH) 0.01 147 183.67
iShares Russell 2000 Growth Index (IWO) 0.01 120 166.67
iShares Russell 3000 Index (IWV) 0.01 155 141.94
iShares S&P; SmallCap 600 Growth (IJT) 0.01 111 153.15
SPDR S&P; Dividend (SDY) 0.01 237 -35% 88.61
First Trust Small Cap Cr AlphaDEXFd (FYX) 0.01 390 56.41
SPDR S&P; International Small Cap (GWX) 0.01 392 33.16
WisdomTree LargeCap Dividend Fund (DLN) 0.01 220 NEW 81.82
WisdomTree Intl. SmallCap Div Fd. (DLS) 0.01 390 NEW 69.23
Xenia Hotels & Resorts 0.01 852 19.95
CIT (CIT) 0.00 2 0.00
Time Warner (TWX) 0.00 1 0.00
American Express Company (AXP) 0.00 1 0.00
Fidelity National Information Services (FIS) 0.00 1 0.00
Northern Trust Corporation (NTRS) 0.00 1 0.00
Cabot Oil & Gas Corporation (COG) 0.00 2 0.00
Coca-Cola Company (KO) 0.00 200 45.00
Devon Energy Corporation (DVN) 0.00 1 0.00
McDonald's Corporation (MCD) 0.00 41 NEW 146.34
Tractor Supply Company (TSCO) 0.00 1 0.00
Abbott Laboratories (ABT) 0.00 1 0.00
Baxter International (BAX) 0.00 112 62.50
Cisco Systems (CSCO) 0.00 83 NEW 36.14
Citrix Systems (CTXS) 0.00 1 0.00
Wells Fargo & Company (WFC) 0.00 49 -74% 61.22
Morgan Stanley (MS) 0.00 2 0.00
International Paper Company (IP) 0.00 1 0.00
E.I. du Pont de Nemours & Company (DD) 0.00 1 0.00
Rockwell Collins (COL) 0.00 1 0.00
CenturyLink (CTL) 0.00 1 0.00
Anadarko Petroleum Corporation (APC) 0.00 1 0.00
GlaxoSmithKline (GSK) 0.00 169 NEW 41.42
Occidental Petroleum Corporation (OXY) 0.00 1 0.00
Agilent Technologies Inc C ommon 0.00 1 0.00
Danaher Corporation (DHR) 0.00 1 0.00
TJX Companies (TJX) 0.00 1 0.00
Visa (V) 0.00 1 -99% 0.00
New York Community Ban (NYB) 0.00 530 13.21
Applied Materials (AMAT) 0.00 4 0.00
Oracle Corporation (ORCL) 0.00 3 0.00
Seagate Technology Com Stk 0.00 1 0.00
Ingersoll-rand Co Ltd-cl A 0.00 1 0.00
MetLife (MET) 0.00 1 0.00
Tempur-Pedic International (TPX) 0.00 1 0.00
Banco Bradesco SA (BBD) 0.00 12 +9% 0.00
Hain Celestial (HAIN) 0.00 1 0.00
VMware (VMW) 0.00 1 0.00
PowerShares QQQ Trust, Series 1 (QQQQ) 0.00 18 111.11
SPDR KBW Regional Banking (KRE) 0.00 33 60.61
American International (AIG) 0.00 2 0.00
iShares S&P; SmallCap 600 Index (IJR) 0.00 130 +35% 69.23
SPDR DJ Wilshire REIT (RWR) 0.00 1 0.00
SPDR S&P; Emerging Markets (GMM) 0.00 68 NEW 73.53
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.00 11 90.91
American Intl Group Inc 0.00 1 0.00
Kinder Morgan Inc. 0.00 236 -66% 21.19
Citigroup Inc 0.00 1 0.00
Powershares Etf Tr Ii s^p500 hgh bet 0.00 225 35.56
Michael Kors Holdings Ltd shs 0.00 2 0.00
Servicenow 0.00 1 0.00
Dbx Etf Tr em curr hdg eq 0.00 181 22.10
Ishares Inc core msci emkt 0.00 6 0.00
Abbvie 0.00 1 0.00
Ishares Core Msci Eafe Etf core msci eafe 0.00 67 59.70
Ishares Tr msci usavalfct 0.00 106 75.47
Twitter 0.00 1 0.00
Voya Financial 0.00 1 0.00
Ishares Tr hdg msci germn 0.00 34 29.41
Alibaba Group Holding Ltd Spon 0.00 1 0.00
Citizens Financial 0.00 3 0.00
Synchrony Financial 0.00 1 0.00
Powershares Exchangetraded Fd Tr Iipowershares Russell1000 Equal Weightport 1000 eq wht pt 0.00 184 27.17
Eversource Energy 0.00 1 0.00
Allergan 0.00 27 NEW 259.26
Wec Energy Group Inc Com stock 0.00 1 0.00
Nielsen Hldgs Plc Shs Eur stock 0.00 1 0.00
Technipfmc 0.00 1 0.00
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Past 13F-HR SEC Filings by Wealthcare Advisory Partners

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