Wechter Feldman Wealth Management

Wechter Feldman Wealth Management as of March 31, 2018

Portfolio Holdings for Wechter Feldman Wealth Management

Wechter Feldman Wealth Management holds 32 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 3000 Index (IWV) 13.8 $20M 125k 156.34
iShares S&P 500 Index (IVV) 10.9 $16M 58k 265.37
iShares Russell 1000 Index (IWB) 10.0 $14M 97k 146.86
Vanguard Small-Cap Growth ETF (VBK) 8.6 $12M 74k 163.95
iShares Lehman Aggregate Bond (AGG) 8.4 $12M 111k 107.25
Vanguard Dividend Appreciation ETF (VIG) 7.6 $11M 106k 101.05
Consumer Discretionary SPDR (XLY) 6.8 $9.6M 95k 101.29
Vanguard Total Stock Market ETF (VTI) 6.4 $9.1M 67k 135.72
iShares S&P 100 Index (OEF) 5.5 $7.8M 67k 116.00
SPDR Morgan Stanley Technology (XNTK) 4.3 $6.1M 69k 88.94
iShares Barclays TIPS Bond Fund (TIP) 3.9 $5.5M 49k 113.04
Vanguard Health Care ETF (VHT) 2.7 $3.9M 25k 153.53
Ishares Tr 0-5yr hi yl cp (SHYG) 1.9 $2.8M 59k 46.80
Ishares Tr cmn (STIP) 1.9 $2.7M 27k 100.13
Quest Diagnostics Incorporated (DGX) 1.2 $1.7M 17k 100.28
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.1 $1.5M 14k 104.88
Eli Lilly & Co. (LLY) 0.7 $984k 13k 77.38
Claymore Exchange Trd Fd Tr gug bul 2019 hy 0.5 $727k 30k 24.31
SPDR Barclays Capital Aggregate Bo (SPAB) 0.5 $672k 24k 28.17
Exxon Mobil Corporation (XOM) 0.5 $649k 8.7k 74.55
Vanguard Total Bond Market ETF (BND) 0.4 $590k 7.4k 79.87
Merck & Co (MRK) 0.4 $578k 11k 54.43
Apple (AAPL) 0.3 $379k 2.3k 167.62
JPMorgan Chase & Co. (JPM) 0.2 $337k 3.1k 110.13
Industrial SPDR (XLI) 0.2 $266k 3.6k 74.28
Financial Select Sector SPDR (XLF) 0.2 $273k 9.9k 27.56
Spdr Series Trust dj ttl mkt etf (SPTM) 0.2 $271k 8.3k 32.80
Technology SPDR (XLK) 0.2 $252k 3.9k 65.37
Berkshire Hathaway (BRK.B) 0.2 $246k 1.2k 199.35
Johnson & Johnson (JNJ) 0.2 $243k 1.9k 128.10
At&t (T) 0.2 $226k 6.3k 35.68
SPDR DJ Wilshire Large Cap (SPLG) 0.1 $211k 6.8k 30.92