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