Wechter Feldman Wealth Management as of March 31, 2020
Portfolio Holdings for Wechter Feldman Wealth Management
Wechter Feldman Wealth Management holds 18 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr cmn (STIP) | 27.3 | $11M | 112k | 99.90 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 19.9 | $8.1M | 269k | 30.22 | |
| Consumer Staples Select Sect. SPDR (XLP) | 10.9 | $4.5M | 82k | 54.47 | |
| Vanguard Health Care ETF (VHT) | 8.5 | $3.5M | 21k | 166.09 | |
| Vanguard Dividend Appreciation ETF (VIG) | 4.7 | $1.9M | 18k | 103.41 | |
| Eli Lilly & Co. (LLY) | 4.3 | $1.8M | 13k | 138.71 | |
| Utilities SPDR (XLU) | 4.0 | $1.7M | 30k | 55.41 | |
| Quest Diagnostics Incorporated (DGX) | 3.2 | $1.3M | 17k | 80.29 | |
| iShares S&P 500 Index (IVV) | 3.2 | $1.3M | 5.1k | 258.39 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 3.2 | $1.3M | 32k | 40.89 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 2.8 | $1.2M | 34k | 34.00 | |
| Merck & Co (MRK) | 1.8 | $752k | 9.8k | 76.95 | |
| iShares 10+ Year Govt/Credit Bond Fund (ILTB) | 1.6 | $641k | 9.0k | 71.21 | |
| Apple (AAPL) | 1.4 | $571k | 2.2k | 254.46 | |
| Vanguard Total Stock Market ETF (VTI) | 1.1 | $457k | 3.5k | 128.91 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.8 | $340k | 3.2k | 106.42 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $275k | 3.1k | 90.05 | |
| Amazon (AMZN) | 0.5 | $220k | 113.00 | 1946.90 |
