Wechter Feldman Wealth Management, Inc.

Q2 2021 13F Holdings

  • Location
    parsippany, NJ
  • Num holdings

    23

  • Value ($000)

    $142,895

  • Date Filed
    08/05/2021
  • Form type
    13F-HR
  • CIK
    0001538338
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$26.92M
19 %

62,894

---

VANGUARD INDEX FDS

HEALTH CAR ETF
92204A504
$26.78M
19 %

108,364

V
VIG

VANGUARD INDEX FDS

DIV APP ETF
921908844
$23.18M
16 %

149,759

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$18.58M
13 %

226,097

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$13.30M
9 %

125,121

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$10.21M
7 %

45,799

K
KRE

SPDR SERIES TRUST

PORTFOLIO AGRGTE
78464A649
$9.85M
7 %

328,333

L
LLY

Eli Lilly

COM
532457108
$2.91M
2 %

12,674

D
DGX

Quest Diagnostics

COM
74834L100
$2.19M
2 %

16,564

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$1.77M
1 %

4,124

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