Wealthcare Capital Partners, LLC

Name: Wealthcare Capital Partners, LLC 13F holdings, Q4 2025
Creator: Wealthcare Capital Partners, LLC
Published: 2026-01-14

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Wealthcare Capital Partners, LLC reported 149 stock positions worth $213.4 million. Its top holding was Wisdomtree Floating Rate Tre (USFR) at 17.1% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 11.1%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 5.3%). Compared with Q3 2025, it opened 11 new positions, sold out of 10, added to 76 and reduced 58. The biggest buy was Wisdomtree Floating Rate Tre (USFR, shares +11%) and the biggest sale Unitedhealth (UNH, shares −94%).

Most Recent 13F: Q2 2026
Location: WEST CHESTER, PA
CIK: 0002053307
Portfolio Value: $213.4M (Q4 2025)
SEC Filing: 0001951757-26-000086 ↗ filed Jan 14, 2026

Holdings Value

Holdings 149 stocks · $213.4M


USFR Wisdomtree Floating Rate Tre	17.11%	725,811	$36.5M	Add +10.7%
VTI VG Morningstar TS MKT ETF-US	11.06%	70,395	$23.6M	Add +0.8%
SPYM Ste STR SPDR PT S&P 500 ETF	5.26%	139,972	$11.2M	Reduce -2.5%
VYM Vanguard High DVD Yield ETF	3.33%	49,522	$7.1M	Add +19.0%
SCHP Schwab U.S. Tips ETF	3.13%	252,178	$6.7M	Add +1.5%
STIP iShares 0-5 Year Tips Bond E	2.43%	50,568	$5.2M	Add +4.2%
AGG iShares Core U.S. Aggregate	1.92%	40,985	$4.1M	Add +5.2%
AAPL Apple Inc.	1.90%	14,908	$4.1M	Reduce -3.4%
IEF iShares 7-10 Year Treasury B	1.78%	39,554	$3.8M	Reduce -0.3%
VEU Vanguard Ftse All-World Ex-U	1.71%	49,735	$3.7M	Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B	1.67%	7,094	$3.6M	Reduce -2.3%
SPSM SS SPDR P S&P 600 Small Cap	1.35%	61,487	$2.9M	Add +5.9%
SPMD SS SPDR P S&P 400 Midcap ETF	1.24%	45,536	$2.6M	Add +8.4%
JEPI JPMorgan Equity Premium Inco	1.19%	44,448	$2.5M	Add +8.8%
MGV Vngrd Mrgstr MG CP VL ETF-Ui	1.17%	17,683	$2.5M	Add +0.4%
VIG Vanguard Dividend Apprec ETF	1.17%	11,338	$2.5M	Add +1.6%
MSFT Microsoft Corp.	1.05%	4,649	$2.2M	Reduce -4.4%
XT Ishar Fture Exp Tech ETF-Usd	1.02%	31,219	$2.2M	Reduce -2.1%
BX Blackstone Inc.	0.97%	13,498	$2.1M	Reduce -0.8%
NVDA Nvidia Corp.	0.97%	11,130	$2.1M	Add +1.5%
VNQ Vanguard Real Estate ETF	0.96%	23,132	$2.0M	Reduce -28.6%
DTH Wisdomtree International Hig	0.95%	39,364	$2.0M	Add +5.3%
VEA Vanguard Ftse Developed ETF	0.89%	30,428	$1.9M	Reduce -0.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE	0.80%	39,081	$1.7M	Add +18.1%
SPTM SS SPDR P S&P 1500 Comp ETF	0.78%	20,227	$1.7M	Add +2.0%
CEG Constellation Energy	0.78%	4,684	$1.7M	Reduce -2.2%
SPDW Ste STR SPDR PT DW Eu ETF	0.76%	36,480	$1.6M	Add +2.8%
SPY SS SPDR S&P 500 ETF Trust-US	0.75%	2,339	$1.6M	Add +0.8%
DON Wisdomtree US Midcap Dividen	0.74%	30,740	$1.6M	Add +10.5%
VFH Vanguard Financials ETF	0.74%	11,841	$1.6M	Add +0.4%
DBEF Xtrackers MSCI Eafe Hedged E	0.74%	32,664	$1.6M	Reduce -0.2%
GLDM SPDR Gold Minishares Trust	0.66%	16,601	$1.4M	Add +35.3%
AMZN Amazon.com Inc.	0.64%	5,913	$1.4M	Add +4.3%
META Meta Platforms Inc. Class A	0.62%	1,996	$1.3M	Add +0.3%
IFRA iShares US Infrastructure	0.61%	24,908	$1.3M	Add +8.5%
VTV Vanguard Mrngstr Val ETF-Aui	0.58%	6,489	$1.2M	Add +7.5%
EMXC iShares MSCI Emr MRK Ex Chna	0.58%	17,035	$1.2M	Add +0.2%
CGGR Cap Group Growth Equity	0.58%	27,723	$1.2M	Add +21.4%
JPM JPMorgan Chase & Co.	0.55%	3,627	$1.2M	Reduce -1.8%
IGE iShares North American Natur	0.55%	23,211	$1.2M	New
USRT iShares Core US REIT ETF	0.51%	19,092	$1.1M	New
DES Wisdomtree US Smallcap Divid	0.51%	32,365	$1.1M	Add +16.6%
MUB iShares National Muni Bond E	0.50%	9,884	$1.1M	Add +1.9%
PAVE Global X US Infrastructure	0.49%	22,035	$1.1M	Reduce -1.2%
AVGO Broadcom Inc.	0.49%	3,012	$1.0M	Add +1.9%
GS Goldman Sachs Group Inc.	0.46%	1,115	$980K	Reduce -4.0%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.46%	9,488	$971K	Reduce -3.3%
CSCO Cisco Systems Inc.	0.43%	11,947	$920K	New
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT	0.42%	30,340	$897K	Add +2.4%
WMT Walmart Inc.	0.42%	7,994	$891K	Reduce -1.1%
SCZ iShares MSCI Eafe Small-Cap	0.41%	11,222	$870K	Reduce -1.2%
GRID First TRST Nasd Class Edg Sgiif	0.40%	5,623	$860K	Add +1.4%
TSM Taiwan Semiconductor-SP ADR	0.37%	2,581	$784K	Add +1.7%
PFF iShares Preferred & Income S	0.36%	24,881	$770K	Add +34.0%
NOBL Proshares S&P 500 Dividend A	0.36%	7,309	$761K	Reduce -3.9%
UNH Unitedhealth Group Inc.	0.35%	2,281	$753K	Reduce -94.3%
CAOS Alpha Architect Tail Risk	0.35%	8,285	$744K	Reduce -1.7%
PLTR Palantir Technologies Inc. Class A	0.34%	4,100	$729K	Reduce -1.9%
GE General Electric filed as GE AEROSPACE	0.32%	2,202	$678K	Add +6.4%
JAAA Janus Henderson Aaa Clo ETF	0.31%	13,202	$668K	Add +37.0%
TFI SS SPDR N Ice Muni Bond ETF	0.31%	14,485	$662K	Reduce -7.0%
XLF SS Financial Select Sector	0.31%	12,032	$659K	Add +1.4%
HACK Amplify Cybersecurity ETF	0.31%	8,103	$651K	Reduce -1.8%
TSLA Tesla Inc.	0.30%	1,444	$649K	Add +12.8%
LVHD Franklin U.S. Low Volatility	0.30%	16,190	$646K	Add +40.4%
GOOG Alphabet Inc. Class C	0.30%	2,011	$631K	Add +1.3%
ARCC Ares Capital Corp.	0.29%	30,714	$621K	Add +11.1%
VCSH Vanguard S/T Corp. Bond ETF	0.28%	7,543	$601K	Add +12.4%
SLV iShares Silver Trust	0.28%	9,118	$587K	New
LOW Lowe's Cos Inc.	0.27%	2,421	$584K	Add +0.6%
CVX Chevron Corp.	0.27%	3,805	$580K	Reduce -1.4%
BKLN Invesco Senior Loan ETF	0.27%	27,593	$579K	Add +3.5%
CGCP Cap Group Core Plus Income	0.27%	25,494	$577K	Reduce -9.6%
RTX RTX Corp.	0.27%	3,143	$576K	Add +3.5%
LLY Eli Lilly & Co.	0.27%	529	$568K	Add +0.2%
PH Parker Hannifin Corp.	0.26%	639	$562K	Add +0.2%
CPK Chesapeake Utilities Corp.	0.26%	4,490	$560K	Add +0.3%
QQQ Invesco QQQ Trust Series 1	0.26%	887	$545K	Reduce -2.5%
JNJ Johnson & Johnson	0.25%	2,560	$530K	Add +18.2%
GOOGL Alphabet Inc. Class A	0.25%	1,689	$529K	Add +18.9%
IWD iShares Russell 1000 Value E	0.25%	2,505	$527K	Add +0.0%
BIL SS SPDR BB 1-3M T-Bill ETF	0.24%	5,678	$519K	Reduce -13.1%
SUB iShares Short-Term National	0.24%	4,852	$518K	Add +11.5%
EXC Exelon Corp.	0.24%	11,589	$505K	Reduce -27.4%
SDOG Alps Sector Dividend Dogs	0.23%	8,272	$500K	No change
SDY SS SPDR S&P Dividend ETF	0.23%	3,579	$498K	Reduce -5.1%
RSP Invesco S&P 500 Equal Weight	0.23%	2,589	$496K	Reduce -1.4%
REMX Vaneck Rar Earth ND STG-Usdi	0.22%	6,490	$480K	New
XLE SS Energy Select Sector	0.22%	10,588	$473K	Reduce -2.9%
TDVG T Rowe Price Dividend Growth	0.22%	10,488	$472K	Add +8.3%
V Visa Inc. Class A	0.22%	1,343	$471K	Reduce -0.3%
SHM SS SPDR N Ice St Muni ETF	0.22%	9,729	$467K	Reduce -3.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.21%	8,192	$451K	Reduce -2.0%
TEL Te Connectivity PLC	0.20%	1,915	$436K	No change
PG The Procter & Gamble Co.	0.20%	2,989	$428K	Add +7.9%
DGRS Wisdomtree U.S. Smallcap Qua	0.20%	8,552	$424K	Add +0.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.20%	1,458	$423K	Reduce -0.1%
IXUS iShares Core Intl Stock ETF	0.19%	4,797	$406K	Add +0.1%
HLI Houlihan Lokey Inc.	0.19%	2,324	$405K	Add +0.3%
BOTZ Global X Robotics & Artifici	0.19%	10,959	$397K	Add +1.6%
ITOT iShares Core S&P Total U.S.	0.19%	2,666	$396K	Reduce -12.4%
IWM iShares Russell 2000 ETF	0.18%	1,587	$391K	Add +2.2%
CASY Casey's General Stores Inc.	0.18%	705	$390K	Reduce -0.3%
REG Regency Centers Corp.	0.18%	5,523	$381K	Reduce -0.1%
MA Mastercard Inc. Class A	0.17%	650	$371K	Add +0.6%
CAT Caterpillar Inc.	0.17%	645	$369K	Add +0.3%
SPIB SS SPDR P Int C Corp. ETF	0.17%	10,661	$360K	Add +20.0%
MCD McDonald's Corp.	0.17%	1,177	$360K	Reduce -10.5%
LDOS Leidos Holdings Inc.	0.17%	1,968	$355K	Reduce -15.8%
FBCG Fidelity Blue Chip Grow ETF	0.16%	6,249	$343K	Add +21.2%
DUK Duke Energy Corp.	0.16%	2,849	$334K	Add +0.7%
GEV GE Vernova Inc.	0.16%	507	$331K	Reduce -0.2%
TTEQ T Rowe Price Technology ETF	0.15%	9,888	$322K	Add +14.5%
JBSS John B. Sanfilippo & Son Inc. filed as SANFILIPPO JOHN B & SON INC	0.15%	4,551	$321K	Reduce -21.5%
COST Costco Wholesale Corp.	0.14%	351	$303K	Reduce -18.2%
SGOV iShares 0-3 Month Treasury B	0.14%	2,934	$295K	Add +39.6%
ORCL Oracle Corp.	0.14%	1,502	$293K	Reduce -1.0%
IWF iShares Russell 1000 Growth	0.13%	603	$285K	No change
IWB iShares Russell 1000 ETF	0.13%	764	$285K	Reduce -0.3%
HD Home Depot Inc.	0.13%	799	$275K	Add +1.3%
DVY iShares Select Dividend ETF	0.13%	1,927	$272K	Add +1.1%
HSY The Hershey Co.	0.13%	1,474	$268K	Add +0.6%
VIS Vanguard Industrials ETF	0.12%	879	$262K	Add +0.2%
SPTS SS SPDR P St Term TSY ETF	0.12%	8,885	$260K	Reduce -14.8%
VUG Vanguard Mrngstar GR ETF-Sui	0.12%	533	$260K	Reduce -12.8%
AMAT Applied Materials Inc.	0.12%	1,007	$259K	Add +0.3%
ABBV Abbvie Inc.	0.12%	1,118	$255K	Reduce -17.9%
PSCT Invesco S&P Smallcap Informa	0.11%	4,321	$245K	Reduce -0.1%
SCHO Schwab Short-Term US Treas	0.11%	10,000	$244K	Reduce -15.7%
GRNY Fundstr Gran SH US LRG Cap	0.11%	9,797	$243K	New
AMLP Alerian MLP ETF	0.11%	5,111	$240K	Reduce -0.2%
FCF First Commonwealth Finl Corp.	0.11%	14,156	$239K	New
PWR Quanta Services Inc.	0.11%	555	$234K	Add +4.1%
SPLV Invesco S&P 500 Low Volatili	0.11%	3,194	$228K	Reduce -7.0%
GDX Vaneck Gold Miners ETF	0.11%	2,648	$227K	Add +0.7%
CMC Commercial Metals Co.	0.10%	3,238	$224K	New
ZTS Zoetis Inc.	0.10%	1,781	$224K	Reduce -0.7%
BHP BHP Group Ltd.-Spon ADR	0.10%	3,635	$219K	New
DIM Wisdomtree Intl M/C DVD Fund	0.10%	2,708	$218K	Add +0.5%
CNP Centerpoint Energy Inc.	0.10%	5,621	$215K	Add +0.5%
QTUM Defiance Quantum ETF	0.10%	1,920	$211K	New
NFLX Netflix Inc.	0.10%	2,235	$210K	Add +6.9%
QCOM Qualcomm Inc.	0.10%	1,222	$209K	Reduce -0.5%
AGCO Agco Corp.	0.10%	2,000	$209K	Reduce -6.3%
KO The Coca-Cola Co.	0.10%	2,961	$207K	Reduce -29.9%
PSX Phillips 66	0.10%	1,597	$206K	Add +0.8%
ITA iShares U.S. Aerospace & Def	0.09%	942	$202K	Reduce -6.6%
IAUX I-80 Gold Corp.	0.01%	13,243	$19K	No change
AGL Agilon Health Inc.	0.01%	18,349	$13K	New

Portfolio Sells Q3 2025 → Q4 2025


UNH Unitedhealth Group Inc.	Reduce -94.3%	0.35%	−5.97
GUNR NT Mstar GLBL NR ETF	Sold out	0.00%	−0.52
KMLM Kraneshares MT LC MN FT Id S	Sold out	0.00%	−0.47
VNQ Vanguard Real Estate ETF	Reduce -28.6%	0.96%	−0.40
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.27
BXSL Blackstone Secured Lending F	Sold out	0.00%	−0.23
FSK FS KKR Capital Corp.	Sold out	0.00%	−0.22
DFAC Dimensional US Core Equity 2	Sold out	0.00%	−0.14
MSFT Microsoft Corp.	Reduce -4.4%	1.05%	−0.10
SCHX Schwab US Large-Cap ETF	Sold out	0.00%	−0.10
MDT Medtronic PLC	Sold out	0.00%	−0.10
DIS The Walt Disney Co.	Sold out	0.00%	−0.10
EXC Exelon Corp.	Reduce -27.4%	0.24%	−0.09
BX Blackstone Inc.	Reduce -0.8%	0.97%	−0.09
LNG Cheniere Energy Inc.	Sold out	0.00%	−0.09
ORCL Oracle Corp.	Reduce -1.0%	0.14%	−0.06
COST Costco Wholesale Corp.	Reduce -18.2%	0.14%	−0.04
LDOS Leidos Holdings Inc.	Reduce -15.8%	0.17%	−0.04
XT Ishar Fture Exp Tech ETF-Usd	Reduce -2.1%	1.02%	−0.03
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -13.1%	0.24%	−0.03
KO The Coca-Cola Co.	Reduce -29.9%	0.10%	−0.03
ABBV Abbvie Inc.	Reduce -17.9%	0.12%	−0.03
CGCP Cap Group Core Plus Income	Reduce -9.6%	0.27%	−0.02
HACK Amplify Cybersecurity ETF	Reduce -1.8%	0.31%	−0.02
JBSS John B. Sanfilippo & Son Inc.	Reduce -21.5%	0.15%	−0.02
SCHO Schwab Short-Term US Treas	Reduce -15.7%	0.11%	−0.02
SPTS SS SPDR P St Term TSY ETF	Reduce -14.8%	0.12%	−0.02
ITOT iShares Core S&P Total U.S.	Reduce -12.4%	0.19%	−0.02
TFI SS SPDR N Ice Muni Bond ETF	Reduce -7.0%	0.31%	−0.02
ZTS Zoetis Inc.	Reduce -0.7%	0.10%	−0.02
MCD McDonald's Corp.	Reduce -10.5%	0.17%	−0.02
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -12.8%	0.12%	−0.01
SDY SS SPDR S&P Dividend ETF	Reduce -5.1%	0.23%	−0.01
SPLV Invesco S&P 500 Low Volatili	Reduce -7.0%	0.11%	−0.01
PLTR Palantir Technologies Inc. Class A	Reduce -1.9%	0.34%	−0.01
TROW T Rowe Price Group Inc.	Reduce -3.3%	0.46%	−0.01
BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.3%	1.67%	−0.01
AGCO Agco Corp.	Reduce -6.3%	0.10%	−0.01
REG Regency Centers Corp.	Reduce -0.1%	0.18%	−0.01
SHM SS SPDR N Ice St Muni ETF	Reduce -3.2%	0.22%	−0.00
NOBL Proshares S&P 500 Dividend A	Reduce -3.9%	0.36%	−0.00
CVX Chevron Corp.	Reduce -1.4%	0.27%	−0.00
ITA iShares U.S. Aerospace & Def	Reduce -6.6%	0.09%	−0.00
XLE SS Energy Select Sector	Reduce -2.9%	0.22%	−0.00
CASY Casey's General Stores Inc.	Reduce -0.3%	0.18%	−0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -0.1%	0.20%	+0.00
CAOS Alpha Architect Tail Risk	Reduce -1.7%	0.35%	+0.00
AMLP Alerian MLP ETF	Reduce -0.2%	0.11%	+0.00
RSP Invesco S&P 500 Equal Weight	Reduce -1.4%	0.23%	+0.00
QCOM Qualcomm Inc.	Reduce -0.5%	0.10%	+0.00

Portfolio Buys Q3 2025 → Q4 2025


USFR Wisdomtree Floating Rate Tre	Add +10.7%	17.11%	+1.97
VYM Vanguard High DVD Yield ETF	Add +19.0%	3.33%	+0.63
IGE iShares North American Natur	New	0.55%	+0.55
VTI VG Morningstar TS MKT ETF-US	Add +0.8%	11.06%	+0.53
USRT iShares Core US REIT ETF	New	0.51%	+0.51
CSCO Cisco Systems Inc.	New	0.43%	+0.43
SLV iShares Silver Trust	New	0.28%	+0.28
GLDM SPDR Gold Minishares Trust	Add +35.3%	0.66%	+0.23
REMX Vaneck Rar Earth ND STG-Usdi	New	0.22%	+0.22
CGDV Cap Group Dividend Value	Add +18.1%	0.80%	+0.16
SPMD SS SPDR P S&P 400 Midcap ETF	Add +8.4%	1.24%	+0.13
AGG iShares Core U.S. Aggregate	Add +5.2%	1.92%	+0.12
JEPI JPMorgan Equity Premium Inco	Add +8.8%	1.19%	+0.12
STIP iShares 0-5 Year Tips Bond E	Add +4.2%	2.43%	+0.12
CGGR Cap Group Growth Equity	Add +21.4%	0.58%	+0.12
GRNY Fundstr Gran SH US LRG Cap	New	0.11%	+0.11
SPSM SS SPDR P S&P 600 Small Cap	Add +5.9%	1.35%	+0.11
FCF First Commonwealth Finl Corp.	New	0.11%	+0.11
DTH Wisdomtree International Hig	Add +5.3%	0.95%	+0.11
CMC Commercial Metals Co.	New	0.10%	+0.10
BHP BHP Group Ltd.-Spon ADR	New	0.10%	+0.10
QTUM Defiance Quantum ETF	New	0.10%	+0.10
PFF iShares Preferred & Income S	Add +34.0%	0.36%	+0.09
GOOGL Alphabet Inc. Class A	Add +18.9%	0.25%	+0.09
JAAA Janus Henderson Aaa Clo ETF	Add +37.0%	0.31%	+0.09
LVHD Franklin U.S. Low Volatility	Add +40.4%	0.30%	+0.08
LLY Eli Lilly & Co.	Add +0.2%	0.27%	+0.08
DES Wisdomtree US Smallcap Divid	Add +16.6%	0.51%	+0.08
DON Wisdomtree US Midcap Dividen	Add +10.5%	0.74%	+0.07
GOOG Alphabet Inc. Class C	Add +1.3%	0.30%	+0.07
AMZN Amazon.com Inc.	Add +4.3%	0.64%	+0.07
JNJ Johnson & Johnson	Add +18.2%	0.25%	+0.06
VTV Vanguard Mrngstr Val ETF-Aui	Add +7.5%	0.58%	+0.06
SPDW Ste STR SPDR PT DW Eu ETF	Add +2.8%	0.76%	+0.06
VIG Vanguard Dividend Apprec ETF	Add +1.6%	1.17%	+0.06
IFRA iShares US Infrastructure	Add +8.5%	0.61%	+0.06
MGV Vngrd Mrgstr MG CP VL ETF-Ui	Add +0.4%	1.17%	+0.06
EMXC iShares MSCI Emr MRK Ex Chna	Add +0.2%	0.58%	+0.05
SCHP Schwab U.S. Tips ETF	Add +1.5%	3.13%	+0.05
SPTM SS SPDR P S&P 1500 Comp ETF	Add +2.0%	0.78%	+0.05
TSLA Tesla Inc.	Add +12.8%	0.30%	+0.04
TSM Taiwan Semiconductor-SP ADR	Add +1.7%	0.37%	+0.04
PH Parker Hannifin Corp.	Add +0.2%	0.26%	+0.04
SGOV iShares 0-3 Month Treasury B	Add +39.6%	0.14%	+0.04
AVGO Broadcom Inc.	Add +1.9%	0.49%	+0.04
SPY SS SPDR S&P 500 ETF Trust-US	Add +0.8%	0.75%	+0.04
RTX RTX Corp.	Add +3.5%	0.27%	+0.04
VCSH Vanguard S/T Corp. Bond ETF	Add +12.4%	0.28%	+0.04
FBCG Fidelity Blue Chip Grow ETF	Add +21.2%	0.16%	+0.03
NVDA Nvidia Corp.	Add +1.5%	0.97%	+0.03

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	179	$242.0M	USFR, VTI, SPYM, VYM, SCHP
Q1 2026	153	$213.5M	USFR, VTI, SPYM, VYM, SCHP
Q4 2025	149	$213.4M	USFR, VTI, SPYM, VYM, SCHP
Q3 2025	148	$217.6M	USFR, VTI, UNH, SPYM, SCHP
Q2 2025	143	$198.9M	USFR, VTI, UNH, SPYM, SCHP
Q1 2025	128	$194.5M	USFR, UNH, VTI, SPYM, SCHP
Q4 2024	118	$192.0M	USFR, VTI, UNH, SPYM, SCHP