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