Wechter Feldman Wealth Management, Inc. — Q2 2019 13F 持股

Name: Wechter Feldman Wealth Management, Inc. — 13F Holdings, Q2 2019
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	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	15.38%	—	-3.28%
2	IWV	Ishares Russell 3000 ETF	ETF-其他	12.85%	—	-1.69%
3	XLP	Ss Consumer Staples Sel Sect	ETF-其他	11.67%	-4.21%	EXIT
4	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	9.68%	-1.21%	EXIT
5	XLV	Ss Health Care Select Sector	ETF-其他	8.53%	—	-3.41%
6	VIG	Vanguard Dividend Apprec ETF	ETF-其他	7.33%	-16.32%	EXIT
7	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	7.04%	-9.39%	EXIT
8	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	5.65%	-6.51%	EXIT
9	IWB	Ishares Russell 1000 ETF	ETF-其他	4.96%	—	-2.19%
10	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	2.64%	-7.08%	EXIT
11	✓	Vanguard Health Care	股票-其他	2.62%	-18.01%	EXIT
12	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	1.53%	—	+2.58%
13	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	1.39%	-0.19%	EXIT
14	DGX	Quest Diagnostics INC	股票-医疗保健	1.12%	-1.57%	EXIT
15	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	0.98%	—	+1.41%
16	LLY	Eli Lilly & Co	股票-医疗保健	0.93%	-1.75%	EXIT
17	USMF	Wisdomtree US Multifactor Fu	ETF-其他	0.85%	—	+4.06%
18	SPIB	Ss Spdr P Int C CORP ETF	ETF-其他	0.78%	-0.77%	EXIT
19	QUS	Ss Spdr Msci U Stratfact ETF	ETF-其他	0.69%	—	-3.01%
20	MRK	Merck & Co. INC.	股票-医疗保健	0.59%	-0.56%	EXIT
21	✓	Guggenheim BulletShares 2019 H	股票-其他	0.43%	—	-6.39%
22	AAPL	Apple INC	股票-科技	0.40%	-0.86%	EXIT
23	XOM	Exxon Mobil CORP	股票-能源	0.38%	—	-9.60%
24	JPM	Jpmorgan Chase & Co	股票-金融	0.28%	-0.35%	EXIT
25	SUB	Ishares Short-term National	ETF-其他	0.23%	—	-28.89%
26	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.19%	-0.19%	EXIT
27	XLK	Ss Technology Select Sector	ETF-科技型	0.19%	—	—
28	JNJ	Johnson & Johnson	股票-医疗保健	0.17%	-0.19%	EXIT
29	XLF	Ss Financial Select Sector	ETF-其他	0.17%	—	—
30	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.17%	—	—
31	AMZN	Amazon.com INC	股票-周期性消费	0.17%	-0.30%	EXIT

本季持股变动

Wechter Feldman Wealth Management, Inc. 于截至 Q2 2019 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	IWV	Ishares Russell 3000 ETF	+0.4%	-1.69%	减仓
2	VIG	Vanguard Dividend Apprec ETF	+0.3%	-1.87%	减仓
3	XLP	Ss Consumer Staples Sel Sect	+0.3%	-2.13%	减仓
4	DGX	Quest Diagnostics INC	+0.2%	—	不变
5	VTI	Vanguard Total Stock Mkt ETF	+0.1%	-2.40%	减仓
6	IWB	Ishares Russell 1000 ETF	+0.1%	-2.19%	减仓
7	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.1%	+2.58%	加仓
8	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.1%	-3.28%	减仓
9	USMF	Wisdomtree US Multifactor Fu	+0.1%	+4.06%	加仓
10	STIP	Ishares 0-5 Year Tips Bond E	+0.1%	-1.30%	减仓
11	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.1%	+1.41%	加仓
12	JPM	Jpmorgan Chase & Co	0%	—	不变
13	AAPL	Apple INC	0%	+0.07%	加仓
14	AMZN	Amazon.com INC	0%	—	不变
15	XLK	Ss Technology Select Sector	0%	—	不变
16	SPIB	Ss Spdr P Int C CORP ETF	0%	-1.28%	减仓
17	✓	Vanguard Health Care	0%	-1.90%	减仓
18	XLF	Ss Financial Select Sector	0%	—	不变
19	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	不变
20	SPYG	Ss Spdr P S&p 500 Growth ETF	0%	—	不变
21	MRK	Merck & Co. INC.	0%	—	不变
22	QUS	Ss Spdr Msci U Stratfact ETF	0%	-3.01%	减仓
23	JNJ	Johnson & Johnson	—	-0.63%	减仓
24	✓	Guggenheim BulletShares 2019 H	0%	-6.39%	减仓
25	XOM	Exxon Mobil CORP	-0.1%	-9.60%	减仓
26	SHYG	Ishares 0-5 Yr Hy CORP Bond	-0.1%	-6.03%	减仓
27	XLV	Ss Health Care Select Sector	-0.1%	-3.41%	减仓
28	SUB	Ishares Short-term National	-0.1%	-28.89%	减仓
29	LLY	Eli Lilly & Co	-0.2%	—	不变
30	IVV	Ishares Core S&p 500 ETF	-0.2%	-6.77%	减仓
31	SPAB	Ss Spdr P Agg Bond ETF	-1.4%	-36.34%	减仓