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 |