Wechter Feldman Wealth Management, Inc. — Q3 2018 13F 持股

Name: Wechter Feldman Wealth Management, Inc. — 13F Holdings, Q3 2018
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	12.15%	—	-2.61%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	9.61%	-1.21%	EXIT
3	VBK	Vanguard Small-cap Grwth ETF	ETF-其他	8.44%	-0.18%	EXIT
4	XLY	Ss Consumer Disc Select Sect	ETF-其他	7.03%	—	+0.59%
5	VIG	Vanguard Dividend Apprec ETF	ETF-其他	6.90%	-16.32%	EXIT
6	AGG	Ishares Core U.s. Aggregate	ETF-其他	6.47%	—	-2.01%
7	✓	First Trust Multi Cap Value Al	股票-其他	6.33%	—	+7.60%
8	SKYY	First Trust Cloud Computing	ETF-其他	5.87%	—	—
9	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	5.64%	-9.39%	EXIT
10	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	5.58%	-6.51%	EXIT
11	IWB	Ishares Russell 1000 ETF	ETF-其他	5.20%	—	-44.51%
12	PSCC	Invesco S&p Smallcap Consume	ETF-其他	3.66%	—	—
13	XBI	Ss Spdr S&p Biotech ETF	ETF-科技型	3.16%	—	—
14	✓	Vanguard Health Care	股票-其他	2.56%	-18.01%	EXIT
15	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投資等級公司債	1.64%	-0.19%	EXIT
16	DGX	Quest Diagnostics INC	股票-醫療保健	1.09%	-1.57%	EXIT
17	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	1.00%	—	+76.88%
18	SUB	Ishares Short-term National	ETF-其他	0.87%	—	—
19	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.87%	-7.08%	EXIT
20	LLY	Eli Lilly & Co	股票-醫療保健	0.83%	-1.75%	EXIT
21	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	0.54%	—	+67.46%
22	SPIB	Ss Spdr P Int C CORP ETF	ETF-其他	0.53%	-0.77%	EXIT
23	MRK	Merck & Co. INC.	股票-醫療保健	0.46%	-0.56%	EXIT
24	XOM	Exxon Mobil CORP	股票-能源	0.45%	—	—
25	QUS	Ss Spdr Msci U Stratfact ETF	ETF-其他	0.43%	—	+66.87%
26	✓	Guggenheim BulletShares 2019 H	股票-其他	0.43%	—	-4.00%
27	AAPL	Apple INC	股票-科技	0.42%	-0.86%	EXIT
28	XSLV	Invesco S&p Smallcap Low Vol	ETF-其他	0.29%	—	+7.26%
29	JPM	Jpmorgan Chase & Co	股票-金融	0.26%	-0.35%	EXIT
30	XLK	Ss Technology Select Sector	ETF-科技型	0.18%	—	—
31	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.17%	-0.19%	EXIT
32	XLI	Ss Industrial Select Sector	ETF-其他	0.17%	—	—
33	XLF	Ss Financial Select Sector	ETF-其他	0.17%	—	—
34	AMZN	Amazon.com INC	股票-循環性消費	0.16%	-0.30%	EXIT
35	JNJ	Johnson & Johnson	股票-醫療保健	0.16%	-0.19%	EXIT
36	FBT	First Trust Nyse Arca Biotec	ETF-其他	0.15%	—	—
37	✓	AT & T, Inc. New	股票-其他	0.12%	—	—

本季持股變動

Wechter Feldman Wealth Management, Inc. 於截至 Q3 2018 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	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.4%	+76.88%	加碼
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.2%	+67.46%	加碼
3	SPAB	Ss Spdr P Agg Bond ETF	+0.2%	+38.07%	加碼
4	QUS	Ss Spdr Msci U Stratfact ETF	+0.2%	+66.87%	加碼
5	✓	First Trust Multi Cap Value Al	+0.1%	+7.60%	加碼
6	LLY	Eli Lilly & Co	+0.1%	—	不變
7	AAPL	Apple INC	+0.1%	+3.91%	加碼
8	MRK	Merck & Co. INC.	0%	—	不變
9	✓	Vanguard Health Care	—	-0.52%	減碼
10	BRK-B	Berkshire Hathaway Inc-cl B	—	-0.22%	減碼
11	JNJ	Johnson & Johnson	—	—	不變
12	XLK	Ss Technology Select Sector	—	—	不變
13	XSLV	Invesco S&p Smallcap Low Vol	0%	+7.26%	加碼
14	JPM	Jpmorgan Chase & Co	0%	—	不變
15	XLI	Ss Industrial Select Sector	0%	—	不變
16	XLF	Ss Financial Select Sector	0%	—	不變
17	XOM	Exxon Mobil CORP	-0.1%	—	不變
18	✓	Guggenheim BulletShares 2019 H	-0.1%	-4.00%	減碼
19	SPIB	Ss Spdr P Int C CORP ETF	-0.1%	-1.38%	減碼
20	STIP	Ishares 0-5 Year Tips Bond E	-0.1%	+11.75%	加碼
21	SUB	Ishares Short-term National	-0.1%	—	不變
22	DGX	Quest Diagnostics INC	-0.2%	—	不變
23	SHYG	Ishares 0-5 Yr Hy CORP Bond	-0.2%	-0.03%	減碼
24	XLY	Ss Consumer Disc Select Sect	-0.3%	+0.59%	加碼
25	VIG	Vanguard Dividend Apprec ETF	-0.4%	-2.02%	減碼
26	VBK	Vanguard Small-cap Grwth ETF	-0.4%	+0.73%	加碼
27	VTI	Vanguard Total Stock Mkt ETF	-0.4%	-1.88%	減碼
28	IVV	Ishares Core S&p 500 ETF	-0.8%	-3.61%	減碼
29	AGG	Ishares Core U.s. Aggregate	-1%	-2.01%	減碼
30	IWV	Ishares Russell 3000 ETF	-1.1%	-2.61%	減碼
31	IWB	Ishares Russell 1000 ETF	-4.7%	-44.51%	減碼
32	SKYY	First Trust Cloud Computing	—	NEW	新建倉
33	✓	SPDR NYSE Technology ETF	—	EXIT	清倉
34	PSCC	Invesco S&p Smallcap Consume	—	NEW	新建倉
35	XBI	Ss Spdr S&p Biotech ETF	—	NEW	新建倉
36	AMZN	Amazon.com INC	—	NEW	新建倉
37	FBT	First Trust Nyse Arca Biotec	—	NEW	新建倉
38	OEF	Ishares S&p 100 ETF	—	EXIT	清倉
39	✓	AT & T, Inc. New	—	NEW	新建倉