Feltz Wealth PLAN Inc.

Q1 2017 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    460

  • Value ($000)

    $28,788

  • Date Filed
    04/19/2017
  • Form type
    13F-HR
  • CIK
    0001639943
  • 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 Q1 2017 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.B

BERKSHIRE HATHAWAY

COMMON STOCK
084670702
$3.03M
11 %

18,288

F
FEX

FIRST TRUST

MF CLOSED AND MF OPEN
33734K109
$1.53M
5 %

29,894

A
AAPL

APPLE INC

COMMON STOCK
037833100
$1.42M
5 %

9,849

D
DGRO

ISHARES CORE

MF CLOSED AND MF OPEN
46434V621
$1.33M
5 %

43,808

H
HRI

HERC HOLDINGS

COMMON STOCK
42704L104
$1.09M
4 %

23,701

E
EFG

ISHARES MSCI

MF CLOSED AND MF OPEN
464288885
$1.03M
4 %

14,854

I
IVW

ISHARES S&P

MF CLOSED AND MF OPEN
464287309
$969.34K
3 %

7,388

E
EEMV

ISHARES EDGE

MF CLOSED AND MF OPEN
464286533
$609.19K
2 %

11,323

C
CHD

CHURCH & DWIGHT

COMMON STOCK
171340102
$535.75K
2 %

10,808

I
IVV

ISHARES CORE

MF CLOSED AND MF OPEN
464287200
$439.24K
2 %

1,859

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