Wechter Feldman Wealth Management, Inc. — Q4 2018 13F 持股

Name: Wechter Feldman Wealth Management, Inc. — 13F Holdings, Q4 2018
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	16.11%	—	-1.23%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	12.93%	-1.21%	EXIT
3	XLP	Ss Consumer Staples Sel Sect	ETF-其他	12.30%	-4.21%	EXIT
4	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	9.90%	-9.39%	EXIT
5	VIG	Vanguard Dividend Apprec ETF	ETF-其他	9.40%	-16.32%	EXIT
6	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	7.32%	-6.51%	EXIT
7	IWB	Ishares Russell 1000 ETF	ETF-其他	6.36%	—	-9.44%
8	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	5.65%	-7.08%	EXIT
9	✓	Vanguard Health Care	股票-其他	3.58%	-18.01%	EXIT
10	SKYY	First Trust Cloud Computing	ETF-其他	3.27%	—	-58.65%
11	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-投資等級公司債	2.14%	-0.19%	EXIT
12	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-其他	1.45%	—	+7.82%
13	LLY	Eli Lilly & Co	股票-醫療保健	1.42%	-1.75%	EXIT
14	DGX	Quest Diagnostics INC	股票-醫療保健	1.33%	-1.57%	EXIT
15	SPIB	Ss Spdr P Int C CORP ETF	ETF-其他	0.96%	-0.77%	EXIT
16	MRK	Merck & Co. INC.	股票-醫療保健	0.78%	-0.56%	EXIT
17	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	0.72%	—	-1.48%
18	✓	Guggenheim BulletShares 2019 H	股票-其他	0.65%	—	+0.04%
19	SUB	Ishares Short-term National	ETF-其他	0.62%	—	-54.96%
20	QUS	Ss Spdr Msci U Stratfact ETF	ETF-其他	0.60%	—	+2.45%
21	XOM	Exxon Mobil CORP	股票-能源	0.54%	—	-5.75%
22	AAPL	Apple INC	股票-科技	0.46%	-0.86%	EXIT
23	JPM	Jpmorgan Chase & Co	股票-金融	0.35%	-0.35%	EXIT
24	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.26%	-0.19%	EXIT
25	JNJ	Johnson & Johnson	股票-醫療保健	0.24%	-0.19%	EXIT
26	XLK	Ss Technology Select Sector	ETF-科技型	0.23%	—	—
27	XLF	Ss Financial Select Sector	ETF-其他	0.23%	—	—
28	XLI	Ss Industrial Select Sector	ETF-其他	0.22%	—	-2.99%

本季持股變動

Wechter Feldman Wealth Management, Inc. 於截至 Q4 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	SPAB	Ss Spdr P Agg Bond ETF	+4.8%	+312.06%	加碼
2	STIP	Ishares 0-5 Year Tips Bond E	+4.3%	+12.39%	加碼
3	IWV	Ishares Russell 3000 ETF	+4%	-1.23%	減碼
4	IVV	Ishares Core S&p 500 ETF	+3.3%	-0.58%	減碼
5	VIG	Vanguard Dividend Apprec ETF	+2.5%	-2.33%	減碼
6	VTI	Vanguard Total Stock Mkt ETF	+1.7%	-2.41%	減碼
7	IWB	Ishares Russell 1000 ETF	+1.2%	-9.44%	減碼
8	✓	Vanguard Health Care	+1%	-0.25%	減碼
9	LLY	Eli Lilly & Co	+0.6%	—	不變
10	SHYG	Ishares 0-5 Yr Hy CORP Bond	+0.5%	-12.12%	減碼
11	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.5%	+7.82%	加碼
12	SPIB	Ss Spdr P Int C CORP ETF	+0.4%	+14.90%	加碼
13	MRK	Merck & Co. INC.	+0.3%	—	不變
14	DGX	Quest Diagnostics INC	+0.2%	—	不變
15	✓	Guggenheim BulletShares 2019 H	+0.2%	+0.04%	加碼
16	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.2%	-1.48%	減碼
17	QUS	Ss Spdr Msci U Stratfact ETF	+0.2%	+2.45%	加碼
18	XOM	Exxon Mobil CORP	+0.1%	-5.75%	減碼
19	JPM	Jpmorgan Chase & Co	+0.1%	—	不變
20	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	—	不變
21	JNJ	Johnson & Johnson	+0.1%	—	不變
22	XLF	Ss Financial Select Sector	+0.1%	—	不變
23	XLI	Ss Industrial Select Sector	+0.1%	-2.99%	減碼
24	XLK	Ss Technology Select Sector	+0.1%	—	不變
25	AAPL	Apple INC	0%	+0.07%	加碼
26	SUB	Ishares Short-term National	-0.3%	-54.96%	減碼
27	SKYY	First Trust Cloud Computing	-2.6%	-58.65%	減碼
28	VBK	Vanguard Small-cap Grwth ETF	—	EXIT	清倉
29	XLP	Ss Consumer Staples Sel Sect	—	NEW	新建倉
30	XLY	Ss Consumer Disc Select Sect	—	EXIT	清倉
31	AGG	Ishares Core U.s. Aggregate	—	EXIT	清倉
32	✓	First Trust Multi Cap Value Al	—	EXIT	清倉
33	PSCC	Invesco S&p Smallcap Consume	—	EXIT	清倉
34	XBI	Ss Spdr S&p Biotech ETF	—	EXIT	清倉
35	XSLV	Invesco S&p Smallcap Low Vol	—	EXIT	清倉
36	AMZN	Amazon.com INC	—	EXIT	清倉
37	FBT	First Trust Nyse Arca Biotec	—	EXIT	清倉
38	✓	AT & T, Inc. New	—	EXIT	清倉