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
+4.93%
+2.54%
612,819.6
 
VHT 		Vanguard Health Care ETF
108,364
26,780.0
+1.47%
18.740
+0.27%
0.160
-8.43%
-2.03%
16,011.2
 
VIG 		Vanguard Dividend Appreciation FTF
149,759
23,181.0
-0.48%
16.220
-0.08%
0.040
+1.85%
+2.85%
87,312.3
 
BSV 		Vanguard Short-Term Bond ETF
226,097
18,576.0
+3,811.71%
13.000
+12.67%
0.050
+0.92%
+2.36%
38,431.4
 
STIP 		iShares 0-5 Year TIPS Bond ETF
125,121
13,302.0
+3.90%
9.310
+0.35%
0.120
+1.15%
+3.12%
12,502.4
 
VTI 		Vanguard Total Stock Market ETF
45,799
10,205.0
+7.28%
7.140
+0.48%
0.000
+5.02%
+2.19%
450,908.3
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
328,333
9,853.0
+1.37%
6.900
+0.09%
0.140
-0.23%
+2.12%
8,699.7
 
LLY 		Eli Lilly and Co
12,674
2,909.0
0%
2.040
0%
0.000
-15.48%
+0.10%
691,148.7
Drug Manufacturers
DGX 		Quest Diagnostics Inc
16,564
2,186.0
0%
1.530
0%
0.010
+2.05%
+16.70%
19,462.5
Medical Diagnostics & Research
IVV 		iShares Core S&P 500 ETF
4,124
1,773.0
0%
1.240
0%
0.000
+4.92%
+2.58%
591,319.0
 

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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