0001538338-21-000003.txt : 20210504 0001538338-21-000003.hdr.sgml : 20210504 20210504114604 ACCESSION NUMBER: 0001538338-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210504 DATE AS OF CHANGE: 20210504 EFFECTIVENESS DATE: 20210504 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: 21886909 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 03-31-2021 03-31-2021 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 05-04-2021 0 25 135623 false
INFORMATION TABLE 2 form13fshcematable.xml ALPHABET INC CAP STK CL C 02079k107 325 157 SH SOLE 0 0 157 AMAZON COM INC COM 023135106 402 130 SH SOLE 0 0 130 Apple COM 037833100 1163 9524 SH SOLE 0 0 9524 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 255 1000 SH SOLE 0 0 1000 Eli Lilly COM 532457108 2368 12674 SH SOLE 0 0 12674 ISHARES TR CORE S&P500 ETF 464287200 1641 4124 SH SOLE 0 0 4124 ISHARES TR RUS 1000 GRW ETF 464287614 319 1313 SH SOLE 0 0 1313 ISHARES TR CORE LT USDB ETF 464289479 633 9227 SH SOLE 0 0 9227 ISHARES TR MSCI MIN VOL ETF 46429B697 14567 210535 SH SOLE 0 0 210535 ISHARES TR 0-5 YR TIPS ETF 46429B747 12731 120425 SH SOLE 0 0 120425 ISHARES TR 0-5YR HI YL CP 46434V407 259 5652 SH SOLE 0 0 5652 JOHNSON & JOHNSON COM 478160104 252 1535 SH SOLE 0 0 1535 JPMorgan Chase COM 46625H100 480 3154 SH SOLE 0 0 3154 Merck COM 58933Y105 753 9773 SH SOLE 0 0 9773 MOODYS CORP COM 615369105 208 696 SH SOLE 0 0 696 Quest Diagnostics COM 74834L100 2126 16564 SH SOLE 0 0 16564 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5707 83544 SH SOLE 0 0 83544 SPDR S&P 500 ETF TR TR UNIT 78462F103 24678 62267 SH SOLE 0 0 62267 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 1045 28830 SH SOLE 0 0 28830 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 9603 323886 SH SOLE 0 0 323886 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 475 5780 SH SOLE 0 0 5780 VANGUARD INDEX FDS DIV APP ETF 921908844 22132 150475 SH SOLE 0 0 150475 VANGUARD INDEX FDS SML CP GRW ETF 922908595 248 902 SH SOLE 0 0 902 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8824 42690 SH SOLE 0 0 42690 VANGUARD INDEX FDS HEALTH CAR ETF 92204a504 24429 106792 SH SOLE 0 0 106792