$153 Million is the total value of Wechter Feldman Wealth Management, Inc.'s 30 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | New | ISHARES TRrussell 3000 etf | $17,598,000 | – | 132,338 | +100.0% | 11.52% | – |
| AGG | New | ISHARES TRcore us aggbd et | $17,077,000 | – | 158,033 | +100.0% | 11.18% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $15,074,000 | – | 66,999 | +100.0% | 9.87% | – |
| IWB | New | ISHARES TRrus 1000 etf | $12,403,000 | – | 99,653 | +100.0% | 8.12% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $10,497,000 | – | 81,401 | +100.0% | 6.87% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $10,002,000 | – | 60,493 | +100.0% | 6.55% | – |
| VIG | New | VANGUARD INDEX FDSdiv app etf | $9,712,000 | – | 114,013 | +100.0% | 6.36% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $8,905,000 | – | 110,715 | +100.0% | 5.83% | – |
| TIP | New | ISHARES TRtips bd etf | $8,206,000 | – | 72,506 | +100.0% | 5.37% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $7,620,000 | – | 68,014 | +100.0% | 4.99% | – |
| VYM | New | VANGUARD INDEX FDShigh div yld | $7,499,000 | – | 98,967 | +100.0% | 4.91% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $5,538,000 | – | 48,023 | +100.0% | 3.63% | – |
| OEF | New | ISHARES TRs&p 100 etf | $5,325,000 | – | 53,627 | +100.0% | 3.49% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $4,195,000 | – | 51,927 | +100.0% | 2.75% | – |
| VHT | New | VANGUARD INDEX FDShealth car etf | $3,682,000 | – | 29,045 | +100.0% | 2.41% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $1,522,000 | – | 16,564 | +100.0% | 1.00% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $1,073,000 | – | 7,802 | +100.0% | 0.70% | – |
| LLY | New | LILLY ELI & CO | $935,000 | – | 12,716 | +100.0% | 0.61% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $868,000 | – | 6,591 | +100.0% | 0.57% | – |
| XOM | New | EXXON MOBIL CORP | $821,000 | – | 9,094 | +100.0% | 0.54% | – |
| BSJJ | New | CLAYMORE EXCHANGE TRD FD TRgug bul 2019 hy | $761,000 | – | 31,527 | +100.0% | 0.50% | – |
| MRK | New | MERCK & CO INC | $634,000 | – | 10,776 | +100.0% | 0.42% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $580,000 | – | 6,240 | +100.0% | 0.38% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $521,000 | – | 10,718 | +100.0% | 0.34% | – |
| SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $432,000 | – | 10,390 | +100.0% | 0.28% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $258,000 | – | 4,990 | +100.0% | 0.17% | – |
| AAPL | New | APPLE INC | $256,000 | – | 2,213 | +100.0% | 0.17% | – |
| GE | New | GENERAL ELECTRIC CO | $255,000 | – | 8,077 | +100.0% | 0.17% | – |
| CELG | New | CELGENE CORP | $237,000 | – | 2,048 | +100.0% | 0.16% | – |
| JNJ | New | JOHNSON & JOHNSON | $209,000 | – | 1,815 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-30
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q2 2021 | 16.3% |
| ISHARES TR | 19 | Q2 2021 | 12.9% |
| VANGUARD INDEX FDS | 19 | Q2 2021 | 18.7% |
| VANGUARD INDEX FDS | 19 | Q2 2021 | 7.3% |
| QUEST DIAGNOSTICS INC | 19 | Q2 2021 | 3.2% |
| LILLY ELI & CO | 19 | Q2 2021 | 4.3% |
| MERCK & CO INC | 19 | Q2 2021 | 1.8% |
| APPLE INC | 19 | Q2 2021 | 1.4% |
| JPMorgan Chase | 18 | Q2 2021 | 0.7% |
| JOHNSON & JOHNSON | 16 | Q2 2021 | 0.2% |
View Wechter Feldman Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-08-05 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-11-05 |
| 13F-HR | 2020-08-05 |
| 13F-HR | 2020-05-06 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-11-05 |
| 13F-HR | 2019-08-07 |
| 13F-HR | 2019-05-06 |
View Wechter Feldman Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.