0001538338-21-000004.txt : 20210805
0001538338-21-000004.hdr.sgml : 20210805
20210805140757
ACCESSION NUMBER: 0001538338-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210805
DATE AS OF CHANGE: 20210805
EFFECTIVENESS DATE: 20210805
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: 211147484
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
06-30-2021
06-30-2021
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
08-05-2021
0
23
142895
false
INFORMATION TABLE
2
form13fshcematable.xml
ALPHABET INC
CAP STK CL C
02079k107
393
157
SH
SOLE
0
0
157
AMAZON COM INC
COM
023135106
447
130
SH
SOLE
0
0
130
Apple
COM
037833100
1113
8124
SH
SOLE
0
0
8124
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
275
989
SH
SOLE
0
0
989
Eli Lilly
COM
532457108
2909
12674
SH
SOLE
0
0
12674
EXXON MOBIL CORP
COM
30231G102
224
3544
SH
SOLE
0
0
3544
JPMorgan Chase
COM
46625H100
491
3154
SH
SOLE
0
0
3154
JOHNSON & JOHNSON
COM
478160104
253
1535
SH
SOLE
0
0
1535
Merck
COM
58933Y105
760
9773
SH
SOLE
0
0
9773
MOODYS CORP
COM
615369105
252
696
SH
SOLE
0
0
696
Quest Diagnostics
COM
74834L100
2186
16564
SH
SOLE
0
0
16564
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
9853
328333
SH
SOLE
0
0
328333
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
1037
28260
SH
SOLE
0
0
28260
SPDR S&P 500 ETF TR
TR UNIT
78462F103
26922
62894
SH
SOLE
0
0
62894
VANGUARD INDEX FDS
DIV APP ETF
921908844
23181
149759
SH
SOLE
0
0
149759
VANGUARD INDEX FDS
HEALTH CAR ETF
92204a504
26780
108364
SH
SOLE
0
0
108364
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
18576
226097
SH
SOLE
0
0
226097
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
266
918
SH
SOLE
0
0
918
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
10205
45799
SH
SOLE
0
0
45799
VANGUARD INDEX FDS
VALUE ETF
922908744
1445
10514
SH
SOLE
0
0
10514
ISHARES TR
0-5YR HI YL CP
46434V407
252
5471
SH
SOLE
0
0
5471
ISHARES TR
0-5 YR TIPS ETF
46429B747
13302
125121
SH
SOLE
0
0
125121
ISHARES TR
CORE S&P500 ETF
464287200
1773
4124
SH
SOLE
0
0
4124