Wechter Feldman Wealth Management as of Sept. 30, 2020
Portfolio Holdings for Wechter Feldman Wealth Management
Wechter Feldman Wealth Management holds 23 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Health Car Etf (VHT) | 16.9 | $22M | 106k | 204.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.7 | $21M | 64k | 334.89 | |
| Vanguard Index Fds Div App Etf (VIG) | 15.2 | $19M | 151k | 128.66 | |
| Ishares Tr Msci Min Vol Etf (USMV) | 11.3 | $14M | 226k | 63.73 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 10.2 | $13M | 203k | 64.10 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 8.6 | $11M | 106k | 104.06 | |
| Spdr Series Trust Portfolio Agrgte (SPAB) | 6.4 | $8.2M | 266k | 30.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.4 | $6.9M | 40k | 170.30 | |
| Quest Diagnostics Incorporated (DGX) | 1.5 | $1.9M | 17k | 114.47 | |
| Eli Lilly & Co. (LLY) | 1.5 | $1.9M | 13k | 148.02 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $1.4M | 4.2k | 336.12 | |
| Apple (AAPL) | 0.9 | $1.1M | 9.5k | 115.81 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.8 | $1.0M | 24k | 43.93 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.8 | $984k | 27k | 36.77 | |
| Merck & Co (MRK) | 0.6 | $811k | 9.8k | 82.98 | |
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.4 | $501k | 6.6k | 75.58 | |
| Amazon (AMZN) | 0.3 | $409k | 130.00 | 3146.15 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $321k | 1.5k | 217.04 | |
| Moody's Corporation (MCO) | 0.2 | $305k | 1.1k | 289.65 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $294k | 3.1k | 96.27 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $273k | 2.5k | 108.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $250k | 1.2k | 212.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $216k | 147.00 | 1469.39 |
