IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wechter Feldman Wealth Management, Inc.

Q4 2018 Holdings

Filed 2019-02-04 | 28 holdings | $103.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IWV)RUSSELL 3000 ETF464287689$16.7K113,96116.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$13.4K53,40112.9%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$12.8K251,75912.3%
Ishares TR(STIP)0-5 YR TIPS ETF46429B747$10.3K104,9139.9%
Vanguard Index FDS(VIG)DIV APP ETF921908844$9.8K99,6829.4%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$7.6K59,5917.3%
Ishares TR(IWB)RUS 1000 ETF464287622$6.6K47,6466.4%
Spdr Series Trust(SPAB)PORTFOLIO AGRGTE78464A649$5.9K210,7175.6%
Vanguard Index FDS(VHT)HEALTH CAR ETF92204A504$3.7K23,1893.6%
First TR Exchange Traded FD(SKYY)CLOUD COMPUTING33734X192$3.4K70,0823.3%
Ishares TR(SHYG)0-5YR HI YL CP46434V407$2.2K49,9592.1%
Spdr Series Trust(SPTM)PORTFOLIO TL STK78464A805$1.5K48,6841.4%
Eli Lilly(LLY)COM532457108$1.5K12,7161.4%
Quest Diagnostics(DGX)COM74834L100$1.4K16,5641.3%
Spdr Series Trust(SPIB)PORTFOLIO INTRMD78464A375$99630,1421.0%
Merck(MRK)COM58933Y105$81110,6200.8%
Spdr Series Trust(SPYM)PORTFOLIO LR ETF78464A854$74725,5610.7%
Claymore Exchange TRD FD TRGUG BUL 2019 HY18383M373$67928,7280.7%
Ishares TR(SUB)SHRT NAT MUN ETF464288158$6476,1430.6%
Spdr SER TR(QUS)MSCI USA STRTGIC78468R812$6268,5850.6%
Exxon Mobil(XOM)COM30231G102$5598,2050.5%
Apple(AAPL)COM037833100$4793,0340.5%
JPMorgan Chase(JPM)COM46625H100$3643,7250.4%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2731,3370.3%
Johnson & Johnson(JNJ)COM478160104$2451,8980.2%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$2393,8550.2%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$2379,9390.2%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$2243,4740.2%