Wechter Feldman Wealth Management, Inc. — Q1 2018 13F 持股

Name: Wechter Feldman Wealth Management, Inc. — 13F Holdings, Q1 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001538338

申报总市值

US$1.4亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IWV	Ishares Russell 3000 ETF	ETF-其他	13.79%	—	-6.06%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	10.93%	-1.21%	EXIT
3	IWB	Ishares Russell 1000 ETF	ETF-其他	10.04%	—	-5.21%
4	VBK	Vanguard Small-cap Grwth ETF	ETF-其他	8.63%	-0.18%	EXIT
5	AGG	Ishares Core U.s. Aggregate	ETF-其他	8.40%	—	-18.53%
6	VIG	Vanguard Dividend Apprec ETF	ETF-其他	7.59%	-16.32%	EXIT
7	XLY	Ss Consumer Disc Select Sect	ETF-其他	6.77%	—	—
8	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	6.42%	-6.51%	EXIT
9	OEF	Ishares S&p 100 ETF	ETF-其他	5.49%	—	+3.28%
10	✓	SPDR NYSE Technology ETF	ETF-科技型	4.30%	—	—
11	TIP	Ishares Tips Bond ETF	ETF-其他	3.92%	—	-2.72%
12	✓	Vanguard Health Care	股票-其他	2.74%	-18.01%	EXIT
13	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	1.95%	-0.19%	EXIT
14	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	1.91%	-9.39%	EXIT
15	DGX	Quest Diagnostics INC	股票-医疗保健	1.17%	-1.57%	EXIT
16	SUB	Ishares Short-term National	ETF-其他	1.07%	—	-15.68%
17	LLY	Eli Lilly & Co	股票-医疗保健	0.70%	-1.75%	EXIT
18	✓	Guggenheim BulletShares 2019 H	股票-其他	0.51%	—	+0.04%
19	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.48%	-7.08%	EXIT
20	XOM	Exxon Mobil CORP	股票-能源	0.46%	—	-4.52%
21	BND	Vanguard Total Bond Market	ETF-其他	0.42%	—	-6.28%
22	MRK	Merck & Co. INC.	股票-医疗保健	0.41%	-0.56%	EXIT
23	AAPL	Apple INC	股票-科技	0.27%	-0.86%	EXIT
24	JPM	Jpmorgan Chase & Co	股票-金融	0.24%	-0.35%	EXIT
25	XLF	Ss Financial Select Sector	ETF-其他	0.19%	—	—
26	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	0.19%	—	—
27	XLI	Ss Industrial Select Sector	ETF-其他	0.19%	—	-96.03%
28	XLK	Ss Technology Select Sector	ETF-科技型	0.18%	—	—
29	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.17%	-0.19%	EXIT
30	JNJ	Johnson & Johnson	股票-医疗保健	0.17%	-0.19%	EXIT
31	✓	AT & T, Inc. New	股票-其他	0.16%	—	—
32	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	0.15%	—	—

本季持股变动

Wechter Feldman Wealth Management, Inc. 于截至 Q1 2018 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SPAB	Ss Spdr P Agg Bond ETF	+0.3%	+117.46%	加仓
2	OEF	Ishares S&p 100 ETF	+0.1%	+3.28%	加仓
3	DGX	Quest Diagnostics INC	0%	—	不变
4	STIP	Ishares 0-5 Year Tips Bond E	0%	-0.48%	减仓
5	JPM	Jpmorgan Chase & Co	0%	—	不变
6	AAPL	Apple INC	0%	+3.29%	加仓
7	XLK	Ss Technology Select Sector	0%	—	不变
8	BRK-B	Berkshire Hathaway Inc-cl B	—	+3.61%	加仓
9	XLF	Ss Financial Select Sector	—	—	不变
10	✓	Guggenheim BulletShares 2019 H	—	+0.04%	加仓
11	✓	Vanguard Health Care	0%	-0.93%	减仓
12	SHYG	Ishares 0-5 Yr Hy CORP Bond	0%	-0.86%	减仓
13	✓	AT & T, Inc. New	0%	—	不变
14	MRK	Merck & Co. INC.	0%	—	不变
15	JNJ	Johnson & Johnson	0%	+3.04%	加仓
16	BND	Vanguard Total Bond Market	0%	-6.28%	减仓
17	LLY	Eli Lilly & Co	-0.1%	—	不变
18	XOM	Exxon Mobil CORP	-0.1%	-4.52%	减仓
19	TIP	Ishares Tips Bond ETF	-0.1%	-2.72%	减仓
20	SUB	Ishares Short-term National	-0.2%	-15.68%	减仓
21	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-3.33%	减仓
22	VIG	Vanguard Dividend Apprec ETF	-0.4%	-5.04%	减仓
23	IVV	Ishares Core S&p 500 ETF	-0.6%	-4.62%	减仓
24	IWB	Ishares Russell 1000 ETF	-0.6%	-5.21%	减仓
25	IWV	Ishares Russell 3000 ETF	-0.9%	-6.06%	减仓
26	AGG	Ishares Core U.s. Aggregate	-2%	-18.53%	减仓
27	XLI	Ss Industrial Select Sector	-4.6%	-96.03%	减仓
28	VBK	Vanguard Small-cap Grwth ETF	—	NEW	新建仓
29	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	清仓
30	XLY	Ss Consumer Disc Select Sect	—	NEW	新建仓
31	✓	SPDR NYSE Technology ETF	—	NEW	新建仓
32	SPYV	Ss Spdr P S&p 500 Value ETF	—	EXIT	清仓
33	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	NEW	新建仓
34	✓	Relx PLC	—	EXIT	清仓
35	CELG	Celgene CORP	—	EXIT	清仓
36	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	NEW	新建仓