0001538338-18-000001.txt : 20180209 0001538338-18-000001.hdr.sgml : 20180209 20180209133551 ACCESSION NUMBER: 0001538338-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180209 DATE AS OF CHANGE: 20180209 EFFECTIVENESS DATE: 20180209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wechter Feldman Wealth Management, Inc. CENTRAL INDEX KEY: 0001538338 IRS NUMBER: 222995808 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17609 FILM NUMBER: 18590417 BUSINESS ADDRESS: STREET 1: 1719 ROUTE 10 EAST, SUITE 224 CITY: PARSIPPANY STATE: NJ ZIP: 07054 BUSINESS PHONE: 973-605-1448 MAIL ADDRESS: STREET 1: 1719 ROUTE 10 EAST, SUITE 224 CITY: PARSIPPANY STATE: NJ ZIP: 07054 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001538338 XXXXXXXX 12-31-2017 12-31-2017 Wechter Feldman Wealth Management, Inc.
1719 ROUTE 10 EAST, SUITE 224 PARSIPPANY NJ 07054
13F HOLDINGS REPORT 028-17609 N
David M Feldman President & Chief Compliance Officer 973-605-1448 David M Feldman Parsippany NJ 02-09-2018 0 31 142980 false
INFORMATION TABLE 2 form13fsccematable12-31-2017.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 236 1191 SH SOLE 0 0 1191 Apple COM 037833100 370 2189 SH SOLE 0 0 2189 Johnson & Johnson COM 478160104 257 1841 SH SOLE 0 0 1841 Celgene COM 151020104 214 2048 SH SOLE 0 0 2048 JPMorgan Chase COM 46625H100 327 3060 SH SOLE 0 0 3060 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 247 3855 SH SOLE 0 0 3855 AT&T COM 00206r102 246 6334 SH SOLE 0 0 6334 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 643 7882 SH SOLE 0 0 7882 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 276 9906 SH SOLE 0 0 9906 Exxon Mobil COM 30231G102 763 9117 SH SOLE 0 0 9117 Merck COM 58933Y105 598 10620 SH SOLE 0 0 10620 Eli Lilly COM 532457108 1074 12716 SH SOLE 0 0 12716 RELX PLC COM N7364X107 242 10516 SH SOLE 0 0 10516 Quest Diagnostics COM 74834L100 1631 16564 SH SOLE 0 0 16564 VANGUARD INDEX FDS HEALTH CAR ETF 92204a504 3933 25517 SH SOLE 0 0 25517 CLAYMORE EXCHANGE TRD FD TR GUG BUL 2019 HY 18383m373 729 29894 SH SOLE 0 0 29894 ISHARES TR CORE S&P500 ETF 464287200 16423 61085 SH SOLE 0 0 61085 ISHARES TR S&P 100 ETF 464287101 7692 64833 SH SOLE 0 0 64833 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9495 69183 SH SOLE 0 0 69183 ISHARES TR TIPS BD ETF 464287176 5749 50398 SH SOLE 0 0 50398 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 6821 90142 SH SOLE 0 0 90142 ISHARES TR RUS 1000 ETF 464287622 15165 102045 SH SOLE 0 0 102045 VANGUARD INDEX FDS DIV APP ETF 921908844 11421 111939 SH SOLE 0 0 111939 ISHARES TR RUSSELL 3000 ETF 464287689 21003 132788 SH SOLE 0 0 132788 ISHARES TR CORE US AGGBD ET 464287226 14873 136034 SH SOLE 0 0 136034 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 9757 185220 SH SOLE 0 0 185220 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 315 10969 SH SOLE 0 0 10969 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 5178 168764 SH SOLE 0 0 168764 ISHARES TR 0-5YR HI YL CP 46434V407 2805 59511 SH SOLE 0 0 59511 ISHARES TR 0-5 YR TIPS ETF 46429B747 2709 27125 SH SOLE 0 0 27125 ISHARES TR SHRT NAT MUN ETF 464288158 1788 17052 SH SOLE 0 0 17052