$146 Million is the total value of Wechter Feldman Wealth Management, Inc.'s 34 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 63.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | Buy | ISHARES TRrussell 3000 etf | $18,612,000 | +5.8% | 133,036 | +0.5% | 12.78% | +10.9% |
| IWB | Buy | ISHARES TRrus 1000 etf | $13,357,000 | +7.7% | 101,770 | +2.1% | 9.17% | +12.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $10,735,000 | +7.3% | 62,696 | +3.6% | 7.37% | +12.6% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $9,345,000 | +4.9% | 112,599 | +1.7% | 6.42% | +10.0% |
| VYM | Buy | VANGUARD INDEX FDShigh div yld | $8,895,000 | +18.6% | 114,555 | +15.8% | 6.11% | +24.4% |
| TIP | Buy | ISHARES TRtips bd etf | $8,435,000 | +2.8% | 73,576 | +1.5% | 5.79% | +7.8% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $8,231,000 | +8.0% | 71,615 | +5.3% | 5.65% | +13.3% |
| OEF | Buy | ISHARES TRs&p 100 etf | $6,708,000 | +26.0% | 64,071 | +19.5% | 4.61% | +32.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $5,931,000 | +7.1% | 48,891 | +1.8% | 4.07% | +12.3% |
| XOM | Buy | Exxon Mobil | $813,000 | -1.0% | 9,917 | +9.0% | 0.56% | +3.7% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $411,000 | – | 7,710 | +100.0% | 0.28% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $391,000 | – | 6,010 | +100.0% | 0.27% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $387,000 | – | 16,310 | +100.0% | 0.27% | – |
| T | New | AT&T | $307,000 | – | 7,393 | +100.0% | 0.21% | – |
| JPM | New | JPMorgan Chase | $269,000 | – | 3,060 | +100.0% | 0.18% | – |
| GE | Buy | General Electric | $248,000 | -2.7% | 8,319 | +3.0% | 0.17% | +1.8% |
| New | RELX PLC | $246,000 | – | 13,303 | +100.0% | 0.17% | – | |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $219,000 | – | 3,160 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-02
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.