Wechter Feldman Wealth Management

Wechter Feldman Wealth Management as of June 30, 2018

Portfolio Holdings for Wechter Feldman Wealth Management

Wechter Feldman Wealth Management holds 33 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 3000 Index (IWV) 13.2 $19M 119k 162.29
iShares S&P 500 Index (IVV) 10.4 $15M 56k 270.84
iShares Russell 1000 Index (IWB) 9.9 $14M 95k 151.98
Vanguard Small-Cap Growth ETF (VBK) 8.8 $13M 73k 175.73
iShares Lehman Aggregate Bond (AGG) 7.5 $11M 102k 106.32
Consumer Discretionary SPDR (XLY) 7.3 $11M 98k 109.30
Vanguard Dividend Appreciation ETF (VIG) 7.3 $11M 104k 101.62
First Trust Mult Cap Grwth Alp Fnd (FAD) 6.2 $9.0M 125k 72.16
Vanguard Total Stock Market ETF (VTI) 6.0 $8.7M 62k 140.43
Ishares Tr cmn (STIP) 5.7 $8.3M 84k 99.69
SPDR Morgan Stanley Technology (XNTK) 4.2 $6.2M 66k 93.36
Vanguard Health Care ETF (VHT) 2.6 $3.7M 23k 159.14
Ishares Tr 0-5yr hi yl cp (SHYG) 1.8 $2.7M 57k 46.62
Quest Diagnostics Incorporated (DGX) 1.2 $1.8M 17k 109.94
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 1.0 $1.4M 14k 105.00
Eli Lilly & Co. (LLY) 0.8 $1.1M 13k 85.33
SPDR Barclays Capital Aggregate Bo (SPAB) 0.7 $1.0M 37k 27.89
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.6 $886k 27k 33.31
Spdr Series Trust dj ttl mkt etf (SPTM) 0.6 $868k 26k 34.00
Exxon Mobil Corporation (XOM) 0.5 $720k 8.7k 82.70
Claymore Exchange Trd Fd Tr gug bul 2019 hy 0.5 $723k 30k 24.17
Merck & Co (MRK) 0.4 $645k 11k 60.73
Apple (AAPL) 0.4 $540k 2.9k 185.06
SPDR DJ Wilshire Large Cap (SPLG) 0.3 $494k 16k 31.89
Invesco S&p Smallcap Low Volatility Etf (XSLV) 0.3 $434k 9.0k 48.32
JPMorgan Chase & Co. (JPM) 0.3 $388k 3.7k 104.16
Spdr Ser Tr msci usa qual (QUS) 0.3 $390k 5.0k 77.66
Industrial SPDR (XLI) 0.2 $257k 3.6k 71.77
Technology SPDR (XLK) 0.2 $268k 3.9k 69.52
Financial Select Sector SPDR (XLF) 0.2 $264k 9.9k 26.56
Berkshire Hathaway (BRK.B) 0.2 $250k 1.3k 186.57
Johnson & Johnson (JNJ) 0.2 $230k 1.9k 121.18
iShares S&P 100 Index (OEF) 0.2 $233k 1.9k 119.73