Wechter Feldman Wealth Management

Wechter Feldman Wealth Management as of Dec. 31, 2017

Portfolio Holdings for Wechter Feldman Wealth Management

Wechter Feldman Wealth Management holds 31 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 3000 Index (IWV) 14.7 $21M 133k 158.17
iShares S&P 500 Index (IVV) 11.5 $16M 61k 268.85
iShares Russell 1000 Index (IWB) 10.6 $15M 102k 148.61
iShares Lehman Aggregate Bond (AGG) 10.4 $15M 136k 109.33
Vanguard Dividend Appreciation ETF (VIG) 8.0 $11M 112k 102.03
Utilities SPDR (XLU) 6.8 $9.8M 185k 52.68
Vanguard Total Stock Market ETF (VTI) 6.6 $9.5M 69k 137.24
iShares S&P 100 Index (OEF) 5.4 $7.7M 65k 118.64
Industrial SPDR (XLI) 4.8 $6.8M 90k 75.67
iShares Barclays TIPS Bond Fund (TIP) 4.0 $5.7M 50k 114.07
SPDR DJ Wilshire Large Cap Value (SPYV) 3.6 $5.2M 169k 30.68
Vanguard Health Care ETF (VHT) 2.8 $3.9M 26k 154.13
Ishares Tr 0-5yr hi yl cp (SHYG) 2.0 $2.8M 60k 47.13
Ishares Tr cmn (STIP) 1.9 $2.7M 27k 99.87
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.2 $1.8M 17k 104.86
Quest Diagnostics Incorporated (DGX) 1.1 $1.6M 17k 98.47
Eli Lilly & Co. (LLY) 0.8 $1.1M 13k 84.46
Exxon Mobil Corporation (XOM) 0.5 $763k 9.1k 83.69
Claymore Exchange Trd Fd Tr gug bul 2019 hy 0.5 $729k 30k 24.39
Vanguard Total Bond Market ETF (BND) 0.5 $643k 7.9k 81.58
Merck & Co (MRK) 0.4 $598k 11k 56.31
Apple (AAPL) 0.3 $370k 2.2k 169.03
JPMorgan Chase & Co. (JPM) 0.2 $327k 3.1k 106.86
SPDR Barclays Capital Aggregate Bo (SPAB) 0.2 $315k 11k 28.72
Financial Select Sector SPDR (XLF) 0.2 $276k 9.9k 27.86
Johnson & Johnson (JNJ) 0.2 $257k 1.8k 139.60
Berkshire Hathaway (BRK.B) 0.2 $236k 1.2k 198.15
At&t (T) 0.2 $246k 6.3k 38.84
Technology SPDR (XLK) 0.2 $247k 3.9k 64.07
Relx 0.2 $242k 11k 23.01
Celgene Corporation 0.1 $214k 2.0k 104.49