Wechter Feldman Wealth Management as of June 30, 2021
Portfolio Holdings for Wechter Feldman Wealth Management
Wechter Feldman Wealth Management holds 23 positions in its portfolio as reported in the June 2021 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) | 18.8 | $27M | 63k | 428.05 | |
| Vanguard Index Fds Health Car Etf (VHT) | 18.7 | $27M | 108k | 247.13 | |
| Vanguard Index Fds Div App Etf (VIG) | 16.2 | $23M | 150k | 154.79 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 13.0 | $19M | 226k | 82.16 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 9.3 | $13M | 125k | 106.31 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.1 | $10M | 46k | 222.82 | |
| Spdr Series Trust Portfolio Agrgte (SPAB) | 6.9 | $9.9M | 328k | 30.01 | |
| Eli Lilly & Co. (LLY) | 2.0 | $2.9M | 13k | 229.53 | |
| Quest Diagnostics Incorporated (DGX) | 1.5 | $2.2M | 17k | 131.97 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $1.8M | 4.1k | 429.92 | |
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $1.4M | 11k | 137.44 | |
| Apple (AAPL) | 0.8 | $1.1M | 8.1k | 137.00 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.7 | $1.0M | 28k | 36.70 | |
| Merck & Co (MRK) | 0.5 | $760k | 9.8k | 77.77 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $491k | 3.2k | 155.68 | |
| Amazon (AMZN) | 0.3 | $447k | 130.00 | 3438.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $393k | 157.00 | 2503.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $275k | 989.00 | 278.06 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $266k | 918.00 | 289.76 | |
| Johnson & Johnson (JNJ) | 0.2 | $253k | 1.5k | 164.82 | |
| Moody's Corporation (MCO) | 0.2 | $252k | 696.00 | 362.07 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $252k | 5.5k | 46.06 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $224k | 3.5k | 63.21 |
