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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 (2017Q1)
Portfolio Summary: 34 holdings with a total value of $145,608,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 SPDR SER TR 3,160 219,000 0.15%
2 JOHNSON & JOHNSON 1,815 226,000 0.16%
3 RELX PLC 13,303 246,000 0.17%
4 GENERAL ELECTRIC CO 8,319 248,000 0.17%
5 ISHARES TR 3,580 248,000 0.17%
6 APPLE INC 1,735 249,000 0.17%
7 CELGENE CORP 2,048 255,000 0.18%
8 JPMORGAN CHASE & CO 3,060 269,000 0.18%
9 AT&T Inc New 7,393 307,000 0.21%
10 SELECT SECTOR SPDR TR 16,310 387,000 0.27%
11 SELECT SECTOR SPDR TR 6,010 391,000 0.27%
12 SELECT SECTOR SPDR TR 7,710 411,000 0.28%
13 VANGUARD BD INDEX FDS 6,194 502,000 0.34%
14 VANGUARD INDEX FDS 4,079 544,000 0.37%
15 VANGUARD INDEX FDS 6,240 595,000 0.41%
16 MERCK & CO INC 10,776 685,000 0.47%
17 CLAYMORE EXCHANGE TRD FD TR 31,259 766,000 0.53%
18 EXXON MOBIL CORP 9,917 813,000 0.56%
19 VANGUARD INDEX FDS 6,591 918,000 0.63%
20 LILLY ELI & CO 12,716 1,070,000 0.73%
21 QUEST DIAGNOSTICS INC 16,564 1,626,000 1.12%
22 VANGUARD HEALTH 26,387 3,637,000 2.50%
23 VANGUARD INDEX FDS 48,891 5,931,000 4.07%
24 ISHARES TRUST S&P 100 ETF 64,071 6,708,000 4.61%
25 ISHARES TR 71,615 8,231,000 5.65%
26 ISHARES TR 73,576 8,435,000 5.79%
27 VANGUARD WHITEHALL FDS 114,555 8,895,000 6.11%
28 ISHARES TR 112,599 9,345,000 6.42%
29 VANGUARD SPECIALIZED FUNDS 111,391 10,019,000 6.88%
30 ISHARES TR 62,696 10,735,000 7.37%
31 ISHARES RUSSELL 1000 ETF 101,770 13,357,000 9.17%
32 ISHARES TR 140,997 15,297,000 10.51%
33 ISHARES TR 65,035 15,431,000 10.60%
34 ISHARES RUSSELL 3000 ETF 133,036 18,612,000 12.78%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001538338-17-000004, filed 2017.05.02).

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.