Wechter Feldman Wealth Management as of Sept. 30, 2017
Portfolio Holdings for Wechter Feldman Wealth Management
Wechter Feldman Wealth Management holds 26 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 3000 Index (IWV) | 15.6 | $20M | 136k | 149.28 | |
| iShares S&P 500 Index (IVV) | 12.3 | $16M | 64k | 252.93 | |
| iShares Lehman Aggregate Bond (AGG) | 11.7 | $15M | 139k | 109.59 | |
| iShares Russell 1000 Index (IWB) | 11.0 | $14M | 103k | 139.88 | |
| Vanguard Dividend Appreciation ETF (VIG) | 8.2 | $11M | 113k | 94.79 | |
| Utilities SPDR (XLU) | 7.7 | $10M | 189k | 53.05 | |
| Vanguard Total Stock Market ETF (VTI) | 7.1 | $9.2M | 71k | 129.52 | |
| iShares Barclays TIPS Bond Fund (TIP) | 6.7 | $8.8M | 77k | 113.58 | |
| iShares S&P 100 Index (OEF) | 5.7 | $7.4M | 67k | 111.30 | |
| Industrial SPDR (XLI) | 4.9 | $6.4M | 90k | 71.00 | |
| Vanguard Health Care ETF (VHT) | 3.1 | $4.0M | 26k | 152.27 | |
| Quest Diagnostics Incorporated (DGX) | 1.2 | $1.6M | 17k | 93.64 | |
| Eli Lilly & Co. (LLY) | 0.8 | $1.1M | 13k | 85.56 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $779k | 9.5k | 81.95 | |
| Claymore Exchange Trd Fd Tr gug bul 2019 hy | 0.6 | $738k | 30k | 24.70 | |
| Merck & Co (MRK) | 0.5 | $680k | 11k | 64.03 | |
| Vanguard Total Bond Market ETF (BND) | 0.5 | $648k | 7.9k | 81.94 | |
| Celgene Corporation | 0.2 | $299k | 2.0k | 146.00 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $292k | 3.1k | 95.42 | |
| Apple (AAPL) | 0.2 | $283k | 1.8k | 153.97 | |
| Relx | 0.2 | $277k | 13k | 21.28 | |
| At&t (T) | 0.2 | $248k | 6.3k | 39.15 | |
| Johnson & Johnson (JNJ) | 0.2 | $239k | 1.8k | 129.82 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $218k | 1.2k | 183.04 | |
| Technology SPDR (XLK) | 0.2 | $228k | 3.9k | 59.14 | |
| Financial Select Sector SPDR (XLF) | 0.2 | $213k | 8.3k | 25.80 |
