Wechter Feldman Wealth Management

Wechter Feldman Wealth Management as of June 30, 2017

Portfolio Holdings for Wechter Feldman Wealth Management

Wechter Feldman Wealth Management holds 28 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
iShares Russell 3000 Index (IWV) 16.0 $20M 139k 144.02
iShares S&P 500 Index (IVV) 12.9 $16M 66k 243.41
iShares Lehman Aggregate Bond (AGG) 12.8 $16M 146k 109.51
iShares Russell 1000 Index (IWB) 11.3 $14M 105k 135.27
Vanguard Dividend Appreciation ETF (VIG) 8.5 $11M 114k 92.67
Utilities SPDR (XLU) 7.9 $9.8M 189k 51.96
iShares Barclays TIPS Bond Fund (TIP) 7.2 $9.0M 80k 113.42
Vanguard Total Stock Market ETF (VTI) 7.0 $8.8M 71k 124.45
iShares S&P 100 Index (OEF) 5.8 $7.2M 68k 106.89
Vanguard Health Care ETF (VHT) 3.1 $3.9M 26k 147.38
Quest Diagnostics Incorporated (DGX) 1.5 $1.8M 17k 111.14
Eli Lilly & Co. (LLY) 0.8 $1.0M 13k 82.34
Exxon Mobil Corporation (XOM) 0.6 $767k 9.5k 80.69
Claymore Exchange Trd Fd Tr gug bul 2019 hy 0.6 $755k 31k 24.67
Merck & Co (MRK) 0.6 $691k 11k 64.12
Vanguard Total Bond Market ETF (BND) 0.5 $664k 8.1k 81.81
Technology SPDR (XLK) 0.3 $422k 7.7k 54.73
Industrial SPDR (XLI) 0.3 $409k 6.0k 68.05
Financial Select Sector SPDR (XLF) 0.3 $402k 16k 24.65
JPMorgan Chase & Co. (JPM) 0.2 $280k 3.1k 91.50
Relx 0.2 $274k 13k 20.60
Celgene Corporation 0.2 $266k 2.0k 129.88
Johnson & Johnson (JNJ) 0.2 $244k 1.8k 132.54
Apple (AAPL) 0.2 $250k 1.7k 143.93
SPDR S&P Biotech (XBI) 0.2 $245k 3.2k 77.24
At&t (T) 0.2 $239k 6.3k 37.73
General Electric Company 0.2 $218k 8.1k 26.99
Berkshire Hathaway (BRK.B) 0.2 $202k 1.2k 169.61