| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,544 | -100.0% | -0.16% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -696 | -100.0% | -0.18% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -5,471 | -100.0% | -0.18% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,535 | -100.0% | -0.18% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -918 | -100.0% | -0.19% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -989 | -100.0% | -0.19% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -157 | -100.0% | -0.28% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -130 | -100.0% | -0.31% | – |
| JPM | Exit | JPMorgan Chase | $0 | – | -3,154 | -100.0% | -0.34% | – |
| MRK | Exit | Merck | $0 | – | -9,773 | -100.0% | -0.53% | – |
| SPIB | Exit | SPDR SERIES TRUSTportfolio intrmd | $0 | – | -28,260 | -100.0% | -0.73% | – |
| AAPL | Exit | Apple | $0 | – | -8,124 | -100.0% | -0.78% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -10,514 | -100.0% | -1.01% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -4,124 | -100.0% | -1.24% | – |
| DGX | Exit | Quest Diagnostics | $0 | – | -16,564 | -100.0% | -1.53% | – |
| LLY | Exit | Eli Lilly | $0 | – | -12,674 | -100.0% | -2.04% | – |
| SPAB | Exit | SPDR SERIES TRUSTportfolio agrgte | $0 | – | -328,333 | -100.0% | -6.90% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -45,799 | -100.0% | -7.14% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -125,121 | -100.0% | -9.31% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -226,097 | -100.0% | -13.00% | – |
| VIG | Exit | VANGUARD INDEX FDSdiv app etf | $0 | – | -149,759 | -100.0% | -16.22% | – |
| VHT | Exit | VANGUARD INDEX FDShealth car etf | $0 | – | -108,364 | -100.0% | -18.74% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -62,894 | -100.0% | -18.84% | – |
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.