Feltz Wealth PLAN Inc.
Q1 2017 13F Holdings
- Locationomaha, NE
- Num holdings
460
- Value ($000)
$28,788
- Date Filed04/19/2017
- Form type13F-HR
- CIK0001639943
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2017 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.B BERKSHIRE HATHAWAY | COMMON STOCK | 084670702 | $3.03M | 11 % | 18,288 | ||
FEX FIRST TRUST | MF CLOSED AND MF OPEN | 33734K109 | $1.53M | 5 % | 29,894 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $1.42M | 5 % | 9,849 | ||
DGRO ISHARES CORE | MF CLOSED AND MF OPEN | 46434V621 | $1.33M | 5 % | 43,808 | ||
HRI HERC HOLDINGS | COMMON STOCK | 42704L104 | $1.09M | 4 % | 23,701 | ||
EFG ISHARES MSCI | MF CLOSED AND MF OPEN | 464288885 | $1.03M | 4 % | 14,854 | ||
IVW ISHARES S&P | MF CLOSED AND MF OPEN | 464287309 | $969.34K | 3 % | 7,388 | ||
EEMV ISHARES EDGE | MF CLOSED AND MF OPEN | 464286533 | $609.19K | 2 % | 11,323 | ||
CHD CHURCH & DWIGHT | COMMON STOCK | 171340102 | $535.75K | 2 % | 10,808 | ||
IVV ISHARES CORE | MF CLOSED AND MF OPEN | 464287200 | $439.24K | 2 % | 1,859 |
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