WF
| |
Wechter Feldman Wealth Management, Inc.13F | |
| Wechter Feldman Wealth Management, Inc. | |
| Last update 2021-08-20 | 23 Stocks (2 new) |
| Value $143.00 Mil | Turnover 15 % |
Wechter Feldman Wealth Managem... Top Holdings of 2021-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 62,894 | 26,922.0 | +1.01% | 18.840 | +0.19% | 0.010 | +18.80% | +8.86% | 654,366.5 | ||
VHT | Vanguard Health Care ETF | 108,364 | 26,780.0 | +1.47% | 18.740 | +0.27% | 0.160 | +2.23% | -0.17% | 15,541.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 149,759 | 23,181.0 | -0.48% | 16.220 | -0.08% | 0.040 | +12.58% | +7.35% | 90,302.9 | ||
BSV | Vanguard Short-Term Bond ETF | 226,097 | 18,576.0 | +3,811.71% | 13.000 | +12.67% | 0.050 | +1.30% | +3.38% | 38,425.6 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 125,121 | 13,302.0 | +3.90% | 9.310 | +0.35% | 0.120 | +1.17% | +4.36% | 12,373.0 | ||
VTI | Vanguard Total Stock Market ETF | 45,799 | 10,205.0 | +7.28% | 7.140 | +0.48% | 0.000 | +18.95% | +8.50% | 478,431.4 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 328,333 | 9,853.0 | +1.37% | 6.900 | +0.09% | 0.140 | +1.68% | +3.56% | 8,519.3 | ||
LLY | Eli Lilly and Co | 12,674 | 2,909.0 | 0% | 2.040 | 0% | 0.000 | -3.48% | +3.87% | 717,192.0 | Drug Manufacturers | |
DGX | Quest Diagnostics Inc | 16,564 | 2,186.0 | 0% | 1.530 | 0% | 0.010 | -1.33% | +14.63% | 19,031.6 | Medical Diagnostics & Research | |
IVV | iShares Core S&P 500 ETF | 4,124 | 1,773.0 | 0% | 1.240 | 0% | 0.000 | +18.87% | +8.94% | 642,209.1 |
Wechter Feldman Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Wechter Feldman Wealth Management, Inc. Total Holding History ($B)
Wechter Feldman Wealth Management, Inc.'s Asset Allocation
Wechter Feldman Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wechter Feldman Wealth Management, Inc.'s Hypothetical Growth since 2021-06-30
Wechter Feldman Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wechter Feldman Wealth Management, Inc.'s Holdings Heat Map
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Wechter Feldman Wealth Management, Inc.'s Holdings Bubble Chart
Wechter Feldman Wealth Management, Inc. News
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