Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WECHTER FELDMAN WEALTH MANAGEMENT INC | 08-05-2021 | 06-30-2021 | 23 | 142,895,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $26,922,000 | 62,894 | 18.84 | 18.20 | 627 | 1.01 | 06-30-2021 |
| VANGUARD INDEX FDS | HEALTH CAR ETF | 2 | $26,780,000 | 108,364 | 18.74 | 18.01 | 1,572 | 1.47 | 06-30-2021 |
| VANGUARD INDEX FDS | DIV APP ETF | 3 | $23,181,000 | 149,759 | 16.22 | 16.32 | -716 | -0.48 | 06-30-2021 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 4 | $18,576,000 | 226,097 | 13.00 | 0.35 | 220,317 | 3811.71 | 06-30-2021 |
