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Institutional Investment Manager
WECHTER FELDMAN WEALTH MANAGEMENT, INC.
WECHTER FELDMAN WEALTH MANAGEMENT, INC. (CIK: 0001538338). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 30 holdings with a total value of $152,695,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 JOHNSON & JOHNSON 1,815 209,000 0.14%
2 CELGENE CORP 2,048 237,000 0.16%
3 GENERAL ELECTRIC CO 8,077 255,000 0.17%
4 APPLE INC 2,213 256,000 0.17%
5 SELECT SECTOR SPDR TR 4,990 258,000 0.17%
6 POWERSHARES EXCHANGE TRADED FD 10,390 432,000 0.28%
7 SELECT SECTOR SPDR TR 10,718 521,000 0.34%
8 VANGUARD INDEX FDS 6,240 580,000 0.38%
9 MERCK & CO INC 10,776 634,000 0.42%
10 CLAYMORE EXCHANGE TRD FD TR 31,527 761,000 0.50%
11 EXXON MOBIL CORP 9,094 821,000 0.54%
12 VANGUARD INDEX FDS 6,591 868,000 0.57%
13 LILLY ELI & CO 12,716 935,000 0.61%
14 ISHARES TR 7,802 1,073,000 0.70%
15 QUEST DIAGNOSTICS INC 16,564 1,522,000 1.00%
16 VANGUARD HEALTH 29,045 3,682,000 2.41%
17 VANGUARD BD INDEX FDS 51,927 4,195,000 2.75%
18 ISHARES TRUST S&P 100 ETF 53,627 5,325,000 3.49%
19 VANGUARD INDEX FDS 48,023 5,538,000 3.63%
20 VANGUARD WHITEHALL FDS 98,967 7,499,000 4.91%
21 ISHARES TR 68,014 7,620,000 4.99%
22 ISHARES TR 72,506 8,206,000 5.37%
23 ISHARES TR 110,715 8,905,000 5.83%
24 VANGUARD SPECIALIZED FUNDS 114,013 9,712,000 6.36%
25 ISHARES TR 60,493 10,002,000 6.55%
26 VANGUARD INDEX FDS 81,401 10,497,000 6.87%
27 ISHARES RUSSELL 1000 ETF 99,653 12,403,000 8.12%
28 ISHARES TR 66,999 15,074,000 9.87%
29 ISHARES TR 158,033 17,077,000 11.18%
30 ISHARES RUSSELL 3000 ETF 132,338 17,598,000 11.52%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001538338-17-000003, filed 2017.01.30).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.