Wechter Feldman Wealth Management

Wechter Feldman Wealth Management as of Dec. 31, 2016

Portfolio Holdings for Wechter Feldman Wealth Management

Wechter Feldman Wealth Management holds 30 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
iShares Russell 3000 Index (IWV) 11.5 $18M 132k 132.98
iShares Lehman Aggregate Bond (AGG) 11.2 $17M 158k 108.06
iShares S&P 500 Index (IVV) 9.9 $15M 67k 224.99
iShares Russell 1000 Index (IWB) 8.1 $12M 100k 124.46
Vanguard Small-Cap ETF (VB) 6.9 $11M 81k 128.95
iShares S&P MidCap 400 Index (IJH) 6.5 $10M 61k 165.34
Vanguard Dividend Appreciation ETF (VIG) 6.4 $9.7M 114k 85.18
iShares Russell Midcap Value Index (IWS) 5.8 $8.9M 111k 80.43
iShares Barclays TIPS Bond Fund (TIP) 5.4 $8.2M 73k 113.18
iShares Russell 1000 Value Index (IWD) 5.0 $7.6M 68k 112.04
Vanguard High Dividend Yield ETF (VYM) 4.9 $7.5M 99k 75.77
Vanguard Total Stock Market ETF (VTI) 3.6 $5.5M 48k 115.32
iShares S&P 100 Index (OEF) 3.5 $5.3M 54k 99.30
Vanguard Total Bond Market ETF (BND) 2.8 $4.2M 52k 80.79
Vanguard Health Care ETF (VHT) 2.4 $3.7M 29k 126.77
Quest Diagnostics Incorporated (DGX) 1.0 $1.5M 17k 91.89
iShares S&P SmallCap 600 Index (IJR) 0.7 $1.1M 7.8k 137.53
Eli Lilly & Co. (LLY) 0.6 $935k 13k 73.53
Vanguard Mid-Cap ETF (VO) 0.6 $868k 6.6k 131.69
Exxon Mobil Corporation (XOM) 0.5 $821k 9.1k 90.28
Claymore Exchange Trd Fd Tr gug bul 2019 hy 0.5 $761k 32k 24.14
Merck & Co (MRK) 0.4 $634k 11k 58.83
Vanguard Value ETF (VTV) 0.4 $580k 6.2k 92.95
Utilities SPDR (XLU) 0.3 $521k 11k 48.61
Powershares Etf Tr Ii s^p500 low vol 0.3 $432k 10k 41.58
General Electric Company 0.2 $255k 8.1k 31.57
Apple (AAPL) 0.2 $256k 2.2k 115.68
Consumer Staples Select Sect. SPDR (XLP) 0.2 $258k 5.0k 51.70
Celgene Corporation 0.2 $237k 2.0k 115.72
Johnson & Johnson (JNJ) 0.1 $209k 1.8k 115.15