Wechter Feldman Wealth Management, Inc. — Q4 2019 13F 持股

Name: Wechter Feldman Wealth Management, Inc. — 13F Holdings, Q4 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	17.00%	—	+1.27%
2	IWV	Ishares Russell 3000 ETF	ETF-其他	13.81%	—	-0.98%
3	XLP	Ss Consumer Staples Sel Sect	ETF-其他	13.05%	-4.21%	EXIT
4	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	10.65%	-1.21%	EXIT
5	VIG	Vanguard Dividend Apprec ETF	ETF-其他	7.54%	-16.32%	EXIT
6	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	7.15%	-9.39%	EXIT
7	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	6.01%	-6.51%	EXIT
8	IWB	Ishares Russell 1000 ETF	ETF-其他	4.98%	—	-6.03%
9	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	4.63%	-7.08%	EXIT
10	✓	Vanguard Health Care	股票-其他	2.88%	-18.01%	EXIT
11	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	1.80%	—	-12.47%
12	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	1.33%	-0.19%	EXIT
13	DGX	Quest Diagnostics INC	股票-医疗保健	1.18%	-1.57%	EXIT
14	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	1.17%	—	-6.31%
15	LLY	Eli Lilly & Co	股票-医疗保健	1.11%	-1.75%	EXIT
16	USMF	Wisdomtree US Multifactor Fu	ETF-其他	0.88%	—	-16.83%
17	SPIB	Ss Spdr P Int C CORP ETF	ETF-其他	0.81%	-0.77%	EXIT
18	QUS	Ss Spdr Msci U Stratfact ETF	ETF-其他	0.72%	—	-15.23%
19	MRK	Merck & Co. INC.	股票-医疗保健	0.64%	-0.56%	EXIT
20	AAPL	Apple INC	股票-科技	0.59%	-0.86%	EXIT
21	ILTB	Ishares Core 10+ Year Usd Bo	ETF-其他	0.35%	-0.47%	EXIT
22	JPM	Jpmorgan Chase & Co	股票-金融	0.33%	-0.35%	EXIT
23	XOM	Exxon Mobil CORP	股票-能源	0.27%	—	-16.61%
24	SUB	Ishares Short-term National	ETF-其他	0.23%	—	—
25	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.22%	—	+8.85%
26	JNJ	Johnson & Johnson	股票-医疗保健	0.18%	-0.19%	EXIT
27	✓	AT & T, Inc. New	股票-其他	0.17%	—	—
28	AMZN	Amazon.com INC	股票-周期性消费	0.16%	-0.30%	EXIT
29	✓	Alphabet Inc.	股票-其他	0.14%	-0.24%	EXIT

本季持股变动

Wechter Feldman Wealth Management, Inc. 于截至 Q4 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	+1.6%	-0.98%	减仓
2	IVV	Ishares Core S&p 500 ETF	+1.5%	+1.82%	加仓
3	XLU	St Sr Utl Sl Se Spdr Etf-usd	+1.1%	+1.27%	加仓
4	XLP	Ss Consumer Staples Sel Sect	+1%	-0.27%	减仓
5	VTI	Vanguard Total Stock Mkt ETF	+0.7%	-0.90%	减仓
6	✓	Vanguard Health Care	+0.5%	-0.57%	减仓
7	VIG	Vanguard Dividend Apprec ETF	+0.4%	-3.55%	减仓
8	STIP	Ishares 0-5 Year Tips Bond E	+0.4%	-0.95%	减仓
9	IWB	Ishares Russell 1000 ETF	+0.4%	-6.03%	减仓
10	SPAB	Ss Spdr P Agg Bond ETF	+0.3%	+1.74%	加仓
11	LLY	Eli Lilly & Co	+0.2%	-0.33%	减仓
12	AAPL	Apple INC	+0.2%	+0.03%	加仓
13	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.1%	-6.31%	减仓
14	MRK	Merck & Co. INC.	+0.1%	-0.44%	减仓
15	ILTB	Ishares Core 10+ Year Usd Bo	+0.1%	+16.51%	加仓
16	DGX	Quest Diagnostics INC	+0.1%	—	不变
17	JPM	Jpmorgan Chase & Co	+0.1%	-4.27%	减仓
18	SHYG	Ishares 0-5 Yr Hy CORP Bond	+0.1%	-1.03%	减仓
19	SPIB	Ss Spdr P Int C CORP ETF	+0.1%	+0.74%	加仓
20	SPYG	Ss Spdr P S&p 500 Growth ETF	0%	+8.85%	加仓
21	JNJ	Johnson & Johnson	0%	-2.62%	减仓
22	SPTM	Ss Spdr P S&p 1500 Comp ETF	0%	-12.47%	减仓
23	AMZN	Amazon.com INC	0%	—	不变
24	SUB	Ishares Short-term National	0%	—	不变
25	QUS	Ss Spdr Msci U Stratfact ETF	0%	-15.23%	减仓
26	XOM	Exxon Mobil CORP	0%	-16.61%	减仓
27	USMF	Wisdomtree US Multifactor Fu	-0.1%	-16.83%	减仓
28	XLV	Ss Health Care Select Sector	—	EXIT	清仓
29	✓	Guggenheim BulletShares 2019 H	—	EXIT	清仓
30	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
31	✓	AT & T, Inc. New	—	NEW	新建仓
32	✓	Alphabet Inc.	—	NEW	新建仓

Wechter Feldman Wealth Management, Inc. — Q4 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	17.00%	—	+1.27%
2	IWV	Ishares Russell 3000 ETF	ETF-其他	13.81%	—	-0.98%
3	XLP	Ss Consumer Staples Sel Sect	ETF-其他	13.05%	-4.21%	EXIT
4	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	10.65%	-1.21%	EXIT
5	VIG	Vanguard Dividend Apprec ETF	ETF-其他	7.54%	-16.32%	EXIT
6	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	7.15%	-9.39%	EXIT
7	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	6.01%	-6.51%	EXIT
8	IWB	Ishares Russell 1000 ETF	ETF-其他	4.98%	—	-6.03%
9	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	4.63%	-7.08%	EXIT
10	✓	Vanguard Health Care	股票-其他	2.88%	-18.01%	EXIT
11	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	1.80%	—	-12.47%
12	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投资级公司债	1.33%	-0.19%	EXIT
13	DGX	Quest Diagnostics INC	股票-医疗保健	1.18%	-1.57%	EXIT
14	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股与成长	1.17%	—	-6.31%
15	LLY	Eli Lilly & Co	股票-医疗保健	1.11%	-1.75%	EXIT
16	USMF	Wisdomtree US Multifactor Fu	ETF-其他	0.88%	—	-16.83%
17	SPIB	Ss Spdr P Int C CORP ETF	ETF-其他	0.81%	-0.77%	EXIT
18	QUS	Ss Spdr Msci U Stratfact ETF	ETF-其他	0.72%	—	-15.23%
19	MRK	Merck & Co. INC.	股票-医疗保健	0.64%	-0.56%	EXIT
20	AAPL	Apple INC	股票-科技	0.59%	-0.86%	EXIT
21	ILTB	Ishares Core 10+ Year Usd Bo	ETF-其他	0.35%	-0.47%	EXIT
22	JPM	Jpmorgan Chase & Co	股票-金融	0.33%	-0.35%	EXIT
23	XOM	Exxon Mobil CORP	股票-能源	0.27%	—	-16.61%
24	SUB	Ishares Short-term National	ETF-其他	0.23%	—	—
25	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	0.22%	—	+8.85%
26	JNJ	Johnson & Johnson	股票-医疗保健	0.18%	-0.19%	EXIT
27	✓	AT & T, Inc. New	股票-其他	0.17%	—	—
28	AMZN	Amazon.com INC	股票-周期性消费	0.16%	-0.30%	EXIT
29	✓	Alphabet Inc.	股票-其他	0.14%	-0.24%	EXIT

本季持股变动

Wechter Feldman Wealth Management, Inc. 于截至 Q4 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	+1.6%	-0.98%	减仓
2	IVV	Ishares Core S&p 500 ETF	+1.5%	+1.82%	加仓
3	XLU	St Sr Utl Sl Se Spdr Etf-usd	+1.1%	+1.27%	加仓
4	XLP	Ss Consumer Staples Sel Sect	+1%	-0.27%	减仓
5	VTI	Vanguard Total Stock Mkt ETF	+0.7%	-0.90%	减仓
6	✓	Vanguard Health Care	+0.5%	-0.57%	减仓
7	VIG	Vanguard Dividend Apprec ETF	+0.4%	-3.55%	减仓
8	STIP	Ishares 0-5 Year Tips Bond E	+0.4%	-0.95%	减仓
9	IWB	Ishares Russell 1000 ETF	+0.4%	-6.03%	减仓
10	SPAB	Ss Spdr P Agg Bond ETF	+0.3%	+1.74%	加仓
11	LLY	Eli Lilly & Co	+0.2%	-0.33%	减仓
12	AAPL	Apple INC	+0.2%	+0.03%	加仓
13	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.1%	-6.31%	减仓
14	MRK	Merck & Co. INC.	+0.1%	-0.44%	减仓
15	ILTB	Ishares Core 10+ Year Usd Bo	+0.1%	+16.51%	加仓
16	DGX	Quest Diagnostics INC	+0.1%	—	不变
17	JPM	Jpmorgan Chase & Co	+0.1%	-4.27%	减仓
18	SHYG	Ishares 0-5 Yr Hy CORP Bond	+0.1%	-1.03%	减仓
19	SPIB	Ss Spdr P Int C CORP ETF	+0.1%	+0.74%	加仓
20	SPYG	Ss Spdr P S&p 500 Growth ETF	0%	+8.85%	加仓
21	JNJ	Johnson & Johnson	0%	-2.62%	减仓
22	SPTM	Ss Spdr P S&p 1500 Comp ETF	0%	-12.47%	减仓
23	AMZN	Amazon.com INC	0%	—	不变
24	SUB	Ishares Short-term National	0%	—	不变
25	QUS	Ss Spdr Msci U Stratfact ETF	0%	-15.23%	减仓
26	XOM	Exxon Mobil CORP	0%	-16.61%	减仓
27	USMF	Wisdomtree US Multifactor Fu	-0.1%	-16.83%	减仓
28	XLV	Ss Health Care Select Sector	—	EXIT	清仓
29	✓	Guggenheim BulletShares 2019 H	—	EXIT	清仓
30	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
31	✓	AT & T, Inc. New	—	NEW	新建仓
32	✓	Alphabet Inc.	—	NEW	新建仓