Wechter Feldman Wealth Management, Inc. — Q1 2017 13F 持股

Name: Wechter Feldman Wealth Management, Inc. — 13F Holdings, Q1 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001538338

申報總市值

US$1.4億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IWV	Ishares Russell 3000 ETF	ETF-其他	12.78%	—	+0.53%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	10.60%	-1.21%	EXIT
3	AGG	Ishares Core U.s. Aggregate	ETF-其他	10.51%	—	-10.78%
4	IWB	Ishares Russell 1000 ETF	ETF-其他	9.17%	—	+2.12%
5	IJH	Ishares Core S&p Midcap ETF	ETF-其他	7.37%	—	+3.64%
6	VIG	Vanguard Dividend Apprec ETF	ETF-其他	6.88%	-16.32%	EXIT
7	IWS	Ishares Russell Mid-cap Valu	ETF-其他	6.42%	—	+1.70%
8	VYM	Vanguard High Dvd Yield ETF	ETF-其他	6.11%	—	+15.75%
9	TIP	Ishares Tips Bond ETF	ETF-其他	5.79%	—	+1.48%
10	IWD	Ishares Russell 1000 Value E	ETF-其他	5.65%	—	+5.29%
11	OEF	Ishares S&p 100 ETF	ETF-其他	4.61%	—	+19.48%
12	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	4.07%	-6.51%	EXIT
13	✓	Vanguard Health Care	股票-其他	2.50%	-18.01%	EXIT
14	DGX	Quest Diagnostics INC	股票-醫療保健	1.12%	-1.57%	EXIT
15	LLY	Eli Lilly & Co	股票-醫療保健	0.73%	-1.75%	EXIT
16	VO	Vanguard Mid-cap ETF	ETF-其他	0.63%	—	—
17	XOM	Exxon Mobil CORP	股票-能源	0.56%	—	+9.05%
18	✓	Guggenheim BulletShares 2019 H	股票-其他	0.53%	—	-0.85%
19	MRK	Merck & Co. INC.	股票-醫療保健	0.47%	-0.56%	EXIT
20	VTV	Vanguard Value ETF	ETF-其他	0.41%	—	—
21	VB	Vanguard Small-cap ETF	ETF-其他	0.37%	—	-94.99%
22	BND	Vanguard Total Bond Market	ETF-其他	0.34%	—	-88.07%
23	XLK	Ss Technology Select Sector	ETF-科技型	0.28%	—	—
24	XLI	Ss Industrial Select Sector	ETF-其他	0.27%	—	—
25	XLF	Ss Financial Select Sector	ETF-其他	0.27%	—	—
26	✓	AT & T, Inc. New	股票-其他	0.21%	—	—
27	JPM	Jpmorgan Chase & Co	股票-金融	0.18%	-0.35%	EXIT
28	CELG	Celgene CORP	股票-其他	0.18%	—	—
29	AAPL	Apple INC	股票-科技	0.17%	-0.86%	EXIT
30	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	0.17%	—	-54.11%
31	AEP	American Electric Power Company, Inc.	股票-公用事業	0.17%	—	+3.00%
32	✓	Relx PLC	股票-其他	0.17%	—	—
33	JNJ	Johnson & Johnson	股票-醫療保健	0.16%	-0.19%	EXIT
34	XBI	Ss Spdr S&p Biotech ETF	ETF-科技型	0.15%	—	—

本季持股變動

Wechter Feldman Wealth Management, Inc. 於截至 Q1 2017 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	IWV	Ishares Russell 3000 ETF	+1.3%	+0.53%	加碼
2	VYM	Vanguard High Dvd Yield ETF	+1.2%	+15.75%	加碼
3	OEF	Ishares S&p 100 ETF	+1.1%	+19.48%	加碼
4	IWB	Ishares Russell 1000 ETF	+1.1%	+2.12%	加碼
5	IJH	Ishares Core S&p Midcap ETF	+0.8%	+3.64%	加碼
6	IVV	Ishares Core S&p 500 ETF	+0.7%	-2.93%	減碼
7	IWD	Ishares Russell 1000 Value E	+0.7%	+5.29%	加碼
8	IWS	Ishares Russell Mid-cap Valu	+0.6%	+1.70%	加碼
9	VIG	Vanguard Dividend Apprec ETF	+0.5%	-2.30%	減碼
10	VTI	Vanguard Total Stock Mkt ETF	+0.4%	+1.81%	加碼
11	TIP	Ishares Tips Bond ETF	+0.4%	+1.48%	加碼
12	LLY	Eli Lilly & Co	+0.1%	—	不變
13	DGX	Quest Diagnostics INC	+0.1%	—	不變
14	✓	Vanguard Health Care	+0.1%	-9.15%	減碼
15	VO	Vanguard Mid-cap ETF	+0.1%	—	不變
16	MRK	Merck & Co. INC.	+0.1%	—	不變
17	VTV	Vanguard Value ETF	0%	—	不變
18	✓	Guggenheim BulletShares 2019 H	0%	-0.85%	減碼
19	CELG	Celgene CORP	0%	—	不變
20	JNJ	Johnson & Johnson	0%	—	不變
21	XOM	Exxon Mobil CORP	0%	+9.05%	加碼
22	AAPL	Apple INC	—	-21.60%	減碼
23	AEP	American Electric Power Company, Inc.	—	+3.00%	加碼
24	IJR	Ishares Core S&p Small-cap E	-0.5%	-54.11%	減碼
25	AGG	Ishares Core U.s. Aggregate	-0.7%	-10.78%	減碼
26	BND	Vanguard Total Bond Market	-2.4%	-88.07%	減碼
27	VB	Vanguard Small-cap ETF	-6.5%	-94.99%	減碼
28	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	EXIT	清倉
29	✓	Powershares S&P 500 Low Vola	—	EXIT	清倉
30	XLK	Ss Technology Select Sector	—	NEW	新建倉
31	XLI	Ss Industrial Select Sector	—	NEW	新建倉
32	XLF	Ss Financial Select Sector	—	NEW	新建倉
33	✓	AT & T, Inc. New	—	NEW	新建倉
34	JPM	Jpmorgan Chase & Co	—	NEW	新建倉
35	XLP	Ss Consumer Staples Sel Sect	—	EXIT	清倉
36	✓	Relx PLC	—	NEW	新建倉
37	XBI	Ss Spdr S&p Biotech ETF	—	NEW	新建倉