$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 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $15,431,000 | +2.4% | 65,035 | -2.9% | 10.60% | +7.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $15,297,000 | -10.4% | 140,997 | -10.8% | 10.51% | -6.1% |
| VIG | Sell | VANGUARD INDEX FDSdiv app etf | $10,019,000 | +3.2% | 111,391 | -2.3% | 6.88% | +8.2% |
| VHT | Sell | VANGUARD INDEX FDShealth car etf | $3,637,000 | -1.2% | 26,387 | -9.2% | 2.50% | +3.6% |
| BSJJ | Sell | CLAYMORE EXCHANGE TRD FD TRgug bul 2019 hy | $766,000 | +0.7% | 31,259 | -0.9% | 0.53% | +5.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $544,000 | -94.8% | 4,079 | -95.0% | 0.37% | -94.6% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $502,000 | -88.0% | 6,194 | -88.1% | 0.34% | -87.4% |
| AAPL | Sell | Apple | $249,000 | -2.7% | 1,735 | -21.6% | 0.17% | +1.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $248,000 | -76.9% | 3,580 | -54.1% | 0.17% | -75.8% |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -4,990 | -100.0% | -0.17% | – |
| SPLV | Exit | POWERSHARES ETF TR IIs&p500 low vol | $0 | – | -10,390 | -100.0% | -0.28% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -10,718 | -100.0% | -0.34% | – |
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.