Wechter Feldman Wealth Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q2 2021
  • Location
    parsippany, NJ
  • CIK
    0001538338
  • All SEC filings
Q2 2021
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

23

$142.90M
SPY, VANGUARD WORLD FDS, VIG, BSV
13F-HR
Aug 5, 2021
000153833821000004

25

$135.62M
SPY, VANGUARD WORLD FDS, VIG, USMV
13F-HR
May 4, 2021
000153833821000003

26

$135.17M
SPY, VANGUARD WORLD FDS, VIG, USMV
13F-HR
Feb 8, 2021
000153833821000001

23

$127.44M
VANGUARD WORLD FDS, SPY, VIG, USMV
13F-HR
Nov 5, 2020
000153833820000005

25

$110.31M
VANGUARD WORLD FDS, SPY, VIG, USMV
13F-HR
Aug 5, 2020
000153833820000004

18

$40.95M
STIP, KRE, XLP, VANGUARD WORLD FDS
13F-HR
May 6, 2020
000153833820000003

29

$150.00M
XLU, IWV, XLP, IVV
13F-HR
Feb 6, 2020
000153833820000001

30

$158.49M
XLU, IWV, XLP, IVV
13F-HR
Nov 5, 2019
000153833819000005

31

$150.95M
XLU, IWV, XLP, IVV
13F-HR
Aug 7, 2019
000153833819000004

31

$153.16M
XLU, IWV, XLP, IVV
13F-HR
May 6, 2019
000153833819000003

28

$103.92M
IWV, IVV, XLP, STIP
13F-HR
Feb 4, 2019
000153833819000002

37

$163.63M
IWV, IVV, VBK, XLY
13F-HR
Nov 7, 2018
000153833818000005

33

$145.32M
IWV, IVV, IWB, VBK
13F-HR
Aug 6, 2018
000153833818000004

32

$141.47M
IWV, IVV, IWB, VBK
13F-HR
May 7, 2018
000153833818000003

31

$142.98M
IWV, IVV, IWB, AGG
13F-HR
Feb 9, 2018
000153833818000001

26

$130.37M
IWV, IVV, AGG, IWB
13F-HR
Nov 6, 2017
000153833817000006

28

$124.79M
IWV, IVV, AGG, IWB
13F-HR
Aug 7, 2017
000153833817000005

34

$145.61M
IWV, IVV, AGG, IWB
13F-HR
May 2, 2017
000153833817000004

30

$152.69M
IWV, AGG, IVV, IWB
13F-HR
Jan 30, 2017
000153833817000003
Wechter Feldman Wealth Management, Inc. 13F Filings