Wechter Feldman Wealth Management

Wechter Feldman Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Wechter Feldman Wealth Management

Wechter Feldman Wealth Management holds 26 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.6 $24M 64k 373.88
Vanguard Index Fds Health Car Etf (VHT) 17.3 $23M 105k 223.73
Vanguard Index Fds Div App Etf (VIG) 15.4 $21M 147k 141.17
Ishares Tr Msci Min Vol Etf (USMV) 11.3 $15M 224k 67.88
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 9.9 $13M 198k 67.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 8.1 $11M 105k 104.43
Vanguard Index Fds Total Stk Mkt (VTI) 5.8 $7.8M 40k 194.63
Spdr Series Trust Portfolio Agrgte (SPAB) 5.5 $7.4M 240k 30.79
Eli Lilly & Co. (LLY) 1.6 $2.1M 13k 168.85
Quest Diagnostics Incorporated (DGX) 1.5 $2.0M 17k 119.17
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.5M 4.1k 375.36
Apple (AAPL) 0.9 $1.3M 9.5k 132.72
Spdr Series Trust Portfolio Intrmd (SPIB) 0.7 $1.0M 27k 37.17
Merck & Co (MRK) 0.6 $799k 9.8k 81.76
Ishares Tr Core Lt Usdb Etf (ILTB) 0.4 $490k 6.4k 76.37
Amazon (AMZN) 0.3 $423k 130.00 3253.85
JPMorgan Chase & Co. (JPM) 0.3 $401k 3.2k 127.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $362k 4.4k 82.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $329k 1.4k 241.20
Moody's Corporation (MCO) 0.2 $306k 1.1k 290.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $275k 157.00 1751.59
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $273k 2.5k 108.20
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $257k 5.7k 45.47
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $241k 902.00 267.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $230k 990.00 232.32
Johnson & Johnson (JNJ) 0.2 $210k 1.3k 157.30