Wechter Feldman Wealth Management, Inc. — Q3 2019 13F 持股

Name: Wechter Feldman Wealth Management, Inc. — 13F Holdings, Q3 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001538338

申报总市值

US$1.4亿

← 返回最新季度

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	15.92%	—	+0.04%
2	IWV	Ishares Russell 3000 ETF	ETF-其他	12.17%	—	-1.34%
3	XLP	Ss Consumer Staples Sel Sect	ETF-其他	12.08%	-4.21%	EXIT
4	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	9.15%	-1.21%	EXIT
5	XLV	Ss Health Care Select Sector	ETF-其他	8.34%	—	+5.51%
6	VIG	Vanguard Dividend Apprec ETF	ETF-其他	7.10%	-16.32%	EXIT
7	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	6.79%	-9.39%	EXIT
8	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	5.29%	-6.51%	EXIT
9	IWB	Ishares Russell 1000 ETF	ETF-其他	4.63%	—	-3.14%
10	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	4.34%	-7.08%	EXIT
11	✓	Vanguard Health Care	股票-其他	2.40%	-18.01%	EXIT
12	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	1.79%	—	+21.80%
13	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	1.28%	-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	1.08%	—	+15.22%
16	USMF	Wisdomtree US Multifactor Fu	ETF-其他	0.95%	—	+16.46%
17	LLY	Eli Lilly & Co	股票-医疗保健	0.90%	-1.75%	EXIT
18	SPIB	Ss Spdr P Int C CORP ETF	ETF-其他	0.76%	-0.77%	EXIT
19	QUS	Ss Spdr Msci U Stratfact ETF	ETF-其他	0.75%	—	+11.48%
20	MRK	Merck & Co. INC.	股票-医疗保健	0.56%	-0.56%	EXIT
21	AAPL	Apple INC	股票-科技	0.43%	-0.86%	EXIT
22	✓	Guggenheim BulletShares 2019 H	股票-其他	0.41%	—	+0.04%
23	XOM	Exxon Mobil CORP	股票-能源	0.31%	—	-6.03%
24	ILTB	Ishares Core 10+ Year Usd Bo	ETF-其他	0.29%	-0.47%	EXIT
25	JPM	Jpmorgan Chase & Co	股票-金融	0.28%	-0.35%	EXIT
26	SUB	Ishares Short-term National	ETF-其他	0.22%	—	—
27	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.18%	—	+8.50%
28	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.18%	-0.19%	EXIT
29	JNJ	Johnson & Johnson	股票-医疗保健	0.15%	-0.19%	EXIT
30	AMZN	Amazon.com INC	股票-周期性消费	0.15%	-0.30%	EXIT

本季持股变动

Wechter Feldman Wealth Management, Inc. 于截至 Q3 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	SPAB	Ss Spdr P Agg Bond ETF	+1.7%	+69.90%	加仓
2	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.5%	+0.04%	加仓
3	XLP	Ss Consumer Staples Sel Sect	+0.4%	+2.72%	加仓
4	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.3%	+21.80%	加仓
5	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.1%	+15.22%	加仓
6	USMF	Wisdomtree US Multifactor Fu	+0.1%	+16.46%	加仓
7	QUS	Ss Spdr Msci U Stratfact ETF	+0.1%	+11.48%	加仓
8	AAPL	Apple INC	0%	+0.03%	加仓
9	SPYG	Ss Spdr P S&p 500 Growth ETF	0%	+8.50%	加仓
10	DGX	Quest Diagnostics INC	—	—	不变
11	JPM	Jpmorgan Chase & Co	—	—	不变
12	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	不变
13	SUB	Ishares Short-term National	0%	—	不变
14	SPIB	Ss Spdr P Int C CORP ETF	0%	+2.41%	加仓
15	AMZN	Amazon.com INC	0%	—	不变
16	JNJ	Johnson & Johnson	0%	-0.85%	减仓
17	✓	Guggenheim BulletShares 2019 H	0%	+0.04%	加仓
18	LLY	Eli Lilly & Co	0%	—	不变
19	MRK	Merck & Co. INC.	0%	—	不变
20	XOM	Exxon Mobil CORP	-0.1%	-6.03%	减仓
21	SHYG	Ishares 0-5 Yr Hy CORP Bond	-0.1%	-3.20%	减仓
22	XLV	Ss Health Care Select Sector	-0.2%	+5.51%	加仓
23	✓	Vanguard Health Care	-0.2%	-0.26%	减仓
24	VIG	Vanguard Dividend Apprec ETF	-0.2%	-2.12%	减仓
25	STIP	Ishares 0-5 Year Tips Bond E	-0.3%	+1.76%	加仓
26	IWB	Ishares Russell 1000 ETF	-0.3%	-3.14%	减仓
27	VTI	Vanguard Total Stock Mkt ETF	-0.4%	-2.29%	减仓
28	IVV	Ishares Core S&p 500 ETF	-0.5%	-2.10%	减仓
29	IWV	Ishares Russell 3000 ETF	-0.7%	-1.34%	减仓
30	ILTB	Ishares Core 10+ Year Usd Bo	—	NEW	新建仓
31	XLK	Ss Technology Select Sector	—	EXIT	清仓
32	XLF	Ss Financial Select Sector	—	EXIT	清仓

Wechter Feldman Wealth Management, Inc. — Q3 2019 13F 持股

CIK: 0001538338

申报总市值

US$1.4亿

← 返回最新季度

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	15.92%	—	+0.04%
2	IWV	Ishares Russell 3000 ETF	ETF-其他	12.17%	—	-1.34%
3	XLP	Ss Consumer Staples Sel Sect	ETF-其他	12.08%	-4.21%	EXIT
4	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	9.15%	-1.21%	EXIT
5	XLV	Ss Health Care Select Sector	ETF-其他	8.34%	—	+5.51%
6	VIG	Vanguard Dividend Apprec ETF	ETF-其他	7.10%	-16.32%	EXIT
7	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	6.79%	-9.39%	EXIT
8	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	5.29%	-6.51%	EXIT
9	IWB	Ishares Russell 1000 ETF	ETF-其他	4.63%	—	-3.14%
10	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	4.34%	-7.08%	EXIT
11	✓	Vanguard Health Care	股票-其他	2.40%	-18.01%	EXIT
12	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	1.79%	—	+21.80%
13	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	1.28%	-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	1.08%	—	+15.22%
16	USMF	Wisdomtree US Multifactor Fu	ETF-其他	0.95%	—	+16.46%
17	LLY	Eli Lilly & Co	股票-医疗保健	0.90%	-1.75%	EXIT
18	SPIB	Ss Spdr P Int C CORP ETF	ETF-其他	0.76%	-0.77%	EXIT
19	QUS	Ss Spdr Msci U Stratfact ETF	ETF-其他	0.75%	—	+11.48%
20	MRK	Merck & Co. INC.	股票-医疗保健	0.56%	-0.56%	EXIT
21	AAPL	Apple INC	股票-科技	0.43%	-0.86%	EXIT
22	✓	Guggenheim BulletShares 2019 H	股票-其他	0.41%	—	+0.04%
23	XOM	Exxon Mobil CORP	股票-能源	0.31%	—	-6.03%
24	ILTB	Ishares Core 10+ Year Usd Bo	ETF-其他	0.29%	-0.47%	EXIT
25	JPM	Jpmorgan Chase & Co	股票-金融	0.28%	-0.35%	EXIT
26	SUB	Ishares Short-term National	ETF-其他	0.22%	—	—
27	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.18%	—	+8.50%
28	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.18%	-0.19%	EXIT
29	JNJ	Johnson & Johnson	股票-医疗保健	0.15%	-0.19%	EXIT
30	AMZN	Amazon.com INC	股票-周期性消费	0.15%	-0.30%	EXIT

本季持股变动

Wechter Feldman Wealth Management, Inc. 于截至 Q3 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	SPAB	Ss Spdr P Agg Bond ETF	+1.7%	+69.90%	加仓
2	XLU	St Sr Utl Sl Se Spdr Etf-usd	+0.5%	+0.04%	加仓
3	XLP	Ss Consumer Staples Sel Sect	+0.4%	+2.72%	加仓
4	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.3%	+21.80%	加仓
5	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.1%	+15.22%	加仓
6	USMF	Wisdomtree US Multifactor Fu	+0.1%	+16.46%	加仓
7	QUS	Ss Spdr Msci U Stratfact ETF	+0.1%	+11.48%	加仓
8	AAPL	Apple INC	0%	+0.03%	加仓
9	SPYG	Ss Spdr P S&p 500 Growth ETF	0%	+8.50%	加仓
10	DGX	Quest Diagnostics INC	—	—	不变
11	JPM	Jpmorgan Chase & Co	—	—	不变
12	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	不变
13	SUB	Ishares Short-term National	0%	—	不变
14	SPIB	Ss Spdr P Int C CORP ETF	0%	+2.41%	加仓
15	AMZN	Amazon.com INC	0%	—	不变
16	JNJ	Johnson & Johnson	0%	-0.85%	减仓
17	✓	Guggenheim BulletShares 2019 H	0%	+0.04%	加仓
18	LLY	Eli Lilly & Co	0%	—	不变
19	MRK	Merck & Co. INC.	0%	—	不变
20	XOM	Exxon Mobil CORP	-0.1%	-6.03%	减仓
21	SHYG	Ishares 0-5 Yr Hy CORP Bond	-0.1%	-3.20%	减仓
22	XLV	Ss Health Care Select Sector	-0.2%	+5.51%	加仓
23	✓	Vanguard Health Care	-0.2%	-0.26%	减仓
24	VIG	Vanguard Dividend Apprec ETF	-0.2%	-2.12%	减仓
25	STIP	Ishares 0-5 Year Tips Bond E	-0.3%	+1.76%	加仓
26	IWB	Ishares Russell 1000 ETF	-0.3%	-3.14%	减仓
27	VTI	Vanguard Total Stock Mkt ETF	-0.4%	-2.29%	减仓
28	IVV	Ishares Core S&p 500 ETF	-0.5%	-2.10%	减仓
29	IWV	Ishares Russell 3000 ETF	-0.7%	-1.34%	减仓
30	ILTB	Ishares Core 10+ Year Usd Bo	—	NEW	新建仓
31	XLK	Ss Technology Select Sector	—	EXIT	清仓
32	XLF	Ss Financial Select Sector	—	EXIT	清仓