0001538338-21-000001.txt : 20210208
0001538338-21-000001.hdr.sgml : 20210208
20210208112937
ACCESSION NUMBER: 0001538338-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210208
DATE AS OF CHANGE: 20210208
EFFECTIVENESS DATE: 20210208
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: 21600083
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
12-31-2020
12-31-2020
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
02-08-2021
0
26
135172
false
INFORMATION TABLE
2
form13fshcematable.xml
AMAZON COM INC
COM
023135106
423
130
SH
SOLE
0
0
130
Apple
COM
037833100
1264
9524
SH
SOLE
0
0
9524
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
230
990
SH
SOLE
0
0
990
ISHARES TR
CORE S&P500 ETF
464287200
1548
4124
SH
SOLE
0
0
4124
ISHARES TR
RUS 1000 GRW ETF
464287614
329
1364
SH
SOLE
0
0
1364
ISHARES TR
SHRT NAT MUN ETF
464288158
273
2523
SH
SOLE
0
0
2523
ISHARES TR
CORE LT USDB ETF
464289479
490
6416
SH
SOLE
0
0
6416
Eli Lilly
COM
532457108
2140
12674
SH
SOLE
0
0
12674
MOODYS CORP
COM
615369105
306
1053
SH
SOLE
0
0
1053
VANGUARD INDEX FDS
DIV APP ETF
921908844
20755
147021
SH
SOLE
0
0
147021
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
362
4367
SH
SOLE
0
0
4367
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
241
902
SH
SOLE
0
0
902
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
7798
40065
SH
SOLE
0
0
40065
ALPHABET INC
CAP STK CL C
02079k107
275
157
SH
SOLE
0
0
157
ISHARES TR
MSCI MIN VOL ETF
46429B697
15235
224447
SH
SOLE
0
0
224447
ISHARES TR
0-5 YR TIPS ETF
46429B747
10959
104941
SH
SOLE
0
0
104941
ISHARES TR
0-5YR HI YL CP
46434V407
257
5652
SH
SOLE
0
0
5652
JPMorgan Chase
COM
46625H100
401
3154
SH
SOLE
0
0
3154
JOHNSON & JOHNSON
COM
478160104
210
1335
SH
SOLE
0
0
1335
Merck
COM
58933Y105
799
9773
SH
SOLE
0
0
9773
Quest Diagnostics
COM
74834L100
1974
16564
SH
SOLE
0
0
16564
SPDR S&P 500 ETF TR
TR UNIT
78462F103
23754
63534
SH
SOLE
0
0
63534
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
1002
26959
SH
SOLE
0
0
26959
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
7385
239846
SH
SOLE
0
0
239846
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
13373
198264
SH
SOLE
0
0
198264
VANGUARD INDEX FDS
HEALTH CAR ETF
92204a504
23389
104540
SH
SOLE
0
0
104540