Wechter Feldman Wealth Management, Inc. — Q2 2017 13F 持股

Name: Wechter Feldman Wealth Management, Inc. — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001538338

申報總市值

US$1.4億

← 回到最新季度

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	16.03%	—	+4.43%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	12.93%	-1.21%	EXIT
3	AGG	Ishares Core U.s. Aggregate	ETF-其他	12.78%	—	+3.30%
4	IWB	Ishares Russell 1000 ETF	ETF-其他	11.35%	—	+2.84%
5	VIG	Vanguard Dividend Apprec ETF	ETF-其他	8.49%	-16.32%	EXIT
6	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	7.87%	—	—
7	TIP	Ishares Tips Bond ETF	ETF-其他	7.23%	—	+8.11%
8	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	7.03%	-6.51%	EXIT
9	OEF	Ishares S&p 100 ETF	ETF-其他	5.80%	—	+5.68%
10	✓	Vanguard Health Care	股票-其他	3.12%	-18.01%	EXIT
11	DGX	Quest Diagnostics INC	股票-醫療保健	1.48%	-1.57%	EXIT
12	LLY	Eli Lilly & Co	股票-醫療保健	0.84%	-1.75%	EXIT
13	XOM	Exxon Mobil CORP	股票-能源	0.61%	—	-4.14%
14	✓	Guggenheim BulletShares 2019 H	股票-其他	0.61%	—	-2.10%
15	MRK	Merck & Co. INC.	股票-醫療保健	0.55%	-0.56%	EXIT
16	BND	Vanguard Total Bond Market	ETF-其他	0.53%	—	+31.03%
17	XLK	Ss Technology Select Sector	ETF-科技型	0.34%	—	—
18	XLI	Ss Industrial Select Sector	ETF-其他	0.33%	—	—
19	XLF	Ss Financial Select Sector	ETF-其他	0.32%	—	—
20	JPM	Jpmorgan Chase & Co	股票-金融	0.22%	-0.35%	EXIT
21	✓	Relx PLC	股票-其他	0.22%	—	—
22	CELG	Celgene CORP	股票-其他	0.21%	—	—
23	AAPL	Apple INC	股票-科技	0.20%	-0.86%	EXIT
24	XBI	Ss Spdr S&p Biotech ETF	ETF-科技型	0.20%	—	+0.38%
25	JNJ	Johnson & Johnson	股票-醫療保健	0.20%	-0.19%	EXIT
26	✓	AT & T, Inc. New	股票-其他	0.19%	—	-14.32%
27	AEP	American Electric Power Company, Inc.	股票-公用事業	0.17%	—	-2.91%
28	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.16%	-0.19%	EXIT

本季持股變動

Wechter Feldman Wealth Management, Inc. 於截至 Q2 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	+3.3%	+4.43%	加碼
2	VTI	Vanguard Total Stock Mkt ETF	+3%	+44.13%	加碼
3	IVV	Ishares Core S&p 500 ETF	+2.3%	+1.89%	加碼
4	AGG	Ishares Core U.s. Aggregate	+2.3%	+3.30%	加碼
5	IWB	Ishares Russell 1000 ETF	+2.2%	+2.84%	加碼
6	VIG	Vanguard Dividend Apprec ETF	+1.6%	+2.59%	加碼
7	TIP	Ishares Tips Bond ETF	+1.4%	+8.11%	加碼
8	OEF	Ishares S&p 100 ETF	+1.2%	+5.68%	加碼
9	✓	Vanguard Health Care	+0.6%	—	不變
10	DGX	Quest Diagnostics INC	+0.4%	—	不變
11	BND	Vanguard Total Bond Market	+0.2%	+31.03%	加碼
12	LLY	Eli Lilly & Co	+0.1%	—	不變
13	MRK	Merck & Co. INC.	+0.1%	—	不變
14	✓	Guggenheim BulletShares 2019 H	+0.1%	-2.10%	減碼
15	XLI	Ss Industrial Select Sector	+0.1%	—	不變
16	XLK	Ss Technology Select Sector	+0.1%	—	不變
17	XOM	Exxon Mobil CORP	+0.1%	-4.14%	減碼
18	✓	Relx PLC	+0.1%	—	不變
19	XBI	Ss Spdr S&p Biotech ETF	+0.1%	+0.38%	加碼
20	XLF	Ss Financial Select Sector	+0.1%	—	不變
21	JNJ	Johnson & Johnson	0%	+1.43%	加碼
22	JPM	Jpmorgan Chase & Co	0%	—	不變
23	CELG	Celgene CORP	0%	—	不變
24	AAPL	Apple INC	0%	+0.12%	加碼
25	AEP	American Electric Power Company, Inc.	—	-2.91%	減碼
26	✓	AT & T, Inc. New	0%	-14.32%	減碼
27	IJH	Ishares Core S&p Midcap ETF	—	EXIT	清倉
28	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	NEW	新建倉
29	IWS	Ishares Russell Mid-cap Valu	—	EXIT	清倉
30	VYM	Vanguard High Dvd Yield ETF	—	EXIT	清倉
31	IWD	Ishares Russell 1000 Value E	—	EXIT	清倉
32	VO	Vanguard Mid-cap ETF	—	EXIT	清倉
33	VTV	Vanguard Value ETF	—	EXIT	清倉
34	VB	Vanguard Small-cap ETF	—	EXIT	清倉
35	IJR	Ishares Core S&p Small-cap E	—	EXIT	清倉
36	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	新建倉