Wechter Feldman Wealth Management, Inc. 13F Holdings
CIK 0001538338
As of Jun 30, 2021, Wechter Feldman Wealth Management, Inc. reported 23 positions worth
CIK 0001538338
As of Jun 30, 2021, Wechter Feldman Wealth Management, Inc. reported 23 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 62,894 | $26.9K | 18.84% |
| VANGUARD HEALTH CARE | VHT | — | 108,364 | $26.8K | 18.74% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 149,759 | $23.2K | 16.22% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 226,097 | 8.6K | 13.00% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 125,121 | 3.3K | 9.31% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 45,799 | 0.2K | 7.14% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 328,333 | $9.9K | 6.90% |
| ELI LILLY & CO | LLY | Healthcare | 12,674 | $2.9K | 2.04% |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 16,564 | $2.2K | 1.53% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,124 | .8K | 1.24% |
| VANGUARD VALUE INDEX FUND | VTV | — | 10,514 | .4K | 1.01% |
| APPLE INC | AAPL | Technology | 8,124 | .1K | 0.78% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 28,260 | .0K | 0.73% |
| MERCK & CO INC | MRK | Healthcare | 9,773 | $760.0 | 0.53% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3,154 | $491.0 | 0.34% |
| AMAZON.COM INC | AMZN | Equity | 130 | $447.0 | 0.31% |
| ALPHABET INC | GOOG | Communication Services | 157 | $393.0 | 0.28% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 989 | $275.0 | 0.19% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 918 | $266.0 | 0.19% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1,535 | $253.0 | 0.18% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 5,471 | $252.0 | 0.18% |
| MOODYS CORP | MCO | Financial Services | 696 | $252.0 | 0.18% |
| EXXON MOBIL CORP | XOM | Energy | 3,544 | $224.0 | 0.16% |