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Wealthcare Advisory Partners LLC

Q1 2020 Holdings

Filed 2020-04-29 | 1547 holdings | $20.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Growth(VUG)COMMON922908736$4312,7480.0%
General Electric CompanyCOMMON369604103$43554,7500.0%
Exelon Corp(EXC)COMMON30161N101$43811,8870.0%
Schwab US Mid Cap(SCHM)COMMON808524508$43910,4010.0%
Vanguard Intermediate Term BON(BIV)COMMON921937819$4404,9230.0%
Ishares Core S&P U.S. Value ET(IUSV)COMMON464287663$4469,6470.0%
Spdr Energy Select Sector ETF(XLE)COMMON81369Y506$44615,3550.0%
Ishares 1-5 Year Corporate BON(IGSB)COMMON464288646$4518,6220.0%
BlackRock MUN 2030 Target Term(BTT)COMMON09257P105$45820,1730.0%
Automatic Data Processing Inc.(ADP)COMMON053015103$4633,3860.0%
Ishares Edge Msci MIN VOL Eafe(EFAV)COMMON46429B689$4647,4770.0%
Spdr Emerging Markets ETF(SPEM)COMMON78463X509$46716,4060.0%
Alphabet Inc CL A(GOOGL)COMMON02079K305$4674020.0%
American Electric Power Co Inc(AEP)COMMON025537101$4715,8930.0%
Ishares DOW Jones US Total MAR(IYY)COMMON464287846$4723,7450.0%
Entergy Corp(ETR)COMMON29364G103$4735,0360.0%
Crawford Co CL A(CRD/A)COMMON224633206$47566,0100.0%
Ishares S&P Mid-Cap 400 Value(IJJ)COMMON464287705$4774,3490.0%
First TR Enhanced Short Maturi(FTSM)COMMON33739Q408$4788,0940.0%
Ishares Barclays 20 YR Treasu(TLT)COMMON464287432$4812,9180.0%
Kinder Morgan Inc(KMI)COMMON49456B101$48134,5570.0%
Mondelez Intl Inc(MDLZ)COMMON609207105$4829,6260.0%
Toronto-Dominion Bank(TD)COMMON891160509$48511,4320.0%
Omnicom Group Inc(OMC)COMMON681919106$4878,8780.0%
Vanguard Russell 1000 Value(VONV)COMMON92206C714$4895,6200.0%
Wisdomtree International High(DTH)COMMON97717W802$50317,0590.0%
Invesco S&P Midcap LOW Volatil(XMLV)COMMON46138E198$51312,8890.0%
Wisdomtree Europe Small Cap DI(DFE)COMMON97717W869$52712,9690.0%
Genuine Parts Co(GPC)COMMON372460105$5508,1710.0%
Pimco Total Return Active ETF(BOND)COMMON72201R775$5545,2220.0%
Invesco S&P 500 Equal Weight(RSP)COMMON46137V357$5576,6340.0%
Flexshares Quality Divid Defen(QDEF)COMMON33939L845$55815,3260.0%
First TR Exchange Traded FD II(CIBR)COMMON33734X846$56822,0570.0%
Kimberly-Clark Corp(KMB)COMMON494368103$5694,4480.0%
Ishares Nasdaq Biotechnology E(IBB)COMMON464287556$5775,3590.0%
Spdr S&P Emerging Markets Smal(EWX)COMMON78463X756$58017,5240.0%
Coca Cola Company(KO)COMMON191216100$58213,1510.0%
Nuveen VA Quality MUN Income F(NPV)COMMON67064R102$58445,1820.0%
First Trust DJ Global Select D(FGD)COMMON33734X200$58536,7400.0%
Eaton Vance Muni Bond Fund(EIM)COMMON27827X101$58847,1500.0%
Docusign Inc(DOCU)COMMON256163106$6166,6690.0%
Ishares Russell 2000 Value ETF(IWN)COMMON464287630$6187,5300.0%
Ishares 1-3 Year Treasury Bond(SHY)COMMON464287457$6197,1460.0%
Ishares Core Msci Eafe(IEFA)COMMON46432F842$63112,6570.0%
Spdr Nuveen S&P High Yield MUN(HYMB)COMMON78464A284$63911,6840.0%
Abbott Laboratories(ABT)COMMON002824100$6518,2440.0%
Invesco Preferred ETF(PGX)COMMON46138E511$65449,7000.0%
Nvidia Corp(NVDA)COMMON67066G104$6762,5630.0%
Truist Financial Corp(TFC)COMMON89832Q109$68222,1140.0%
Emerson Electric Co(EMR)COMMON291011104$68814,4350.0%
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