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 %
Countries:
Top Holdings: SPY(18.84%)VHT(18.74%)VIG(16.22%)BSV(13.00%)STIP(9.31%)
Summary Stock Picks Current Portfolio
Wechter Feldman Wealth Managem... Top Holdings of 2021-06-30 View Full List
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
+16.86%
+7.34%
643,153.0
 
VHT
Vanguard Health Care ETF
108,364
26,780.0
+1.47%
18.740
+0.27%
0.160
-3.14%
-0.74%
15,946.6
 
VIG
Vanguard Dividend Appreciation FTF
149,759
23,181.0
-0.48%
16.220
-0.08%
0.040
+11.15%
+7.09%
87,948.4
 
BSV
Vanguard Short-Term Bond ETF
226,097
18,576.0
+3,811.71%
13.000
+12.67%
0.050
+0.70%
+3.17%
38,481.4
 
STIP
iShares 0-5 Year TIPS Bond ETF
125,121
13,302.0
+3.90%
9.310
+0.35%
0.120
+0.35%
+3.91%
12,656.5
 
VTI
Vanguard Total Stock Market ETF
45,799
10,205.0
+7.28%
7.140
+0.48%
0.000
+17.05%
+6.98%
450,247.8
 
SPAB
SPDR Portfolio Aggregate Bond ETF
328,333
9,853.0
+1.37%
6.900
+0.09%
0.140
+0.10%
+3.72%
8,747.7
 
LLY
Eli Lilly and Co
12,674
2,909.0
0%
2.040
0%
0.000
-0.86%
+1.50%
700,835.3
Drug Manufacturers
DGX
Quest Diagnostics Inc
16,564
2,186.0
0%
1.530
0%
0.010
+4.19%
+18.43%
19,750.5
Medical Diagnostics & Research
IVV
iShares Core S&P 500 ETF
4,124
1,773.0
0%
1.240
0%
0.000
+16.68%
+7.37%
623,772.3
 

Wechter Feldman Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Wechter Feldman Wealth Management, Inc. Total Holding History ($B)

To

Wechter Feldman Wealth Management, Inc.'s Asset Allocation

To

Wechter Feldman Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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

Size field:

Wechter Feldman Wealth Management, Inc.'s Holdings Bubble Chart

Wechter Feldman Wealth Management, Inc. News

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