Mittelman Wealth Management
CIK 2021464 · Holdings on Mar 31, 2024 · First reported May 6, 2024
Top ten holdings
Q1 2024- VIG12.97%
- VOO8.65%
- VYM7.15%
- EFA7.04%
- IGIB6.25%
- VEA6.01%
- EEM4.94%
- VWO3.02%
- SUB2.48%
- FLJP2.15%
Share classes counted separately60.66%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VIGVANGUARD DIVIDEND APPREC ETFUIT EXCHANGE TRADED View history and evidence | $19.15M | 12.97% | 104.87K shares | Prior unavailable — | — | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFUIT EXCHANGE TRADED View history and evidence | $12.77M | 8.65% | 26.57K shares | Prior unavailable — | — | ↗▾ |
| 03 | VYMVANGUARD HIGH DVD YIELD ETFUIT EXCHANGE TRADED View history and evidence | $10.55M | 7.15% | 87.17K shares | Prior unavailable — | — | ↗▾ |
| 04 | EFAISHARES MSCI EAFE ETFUIT EXCHANGE TRADED View history and evidence | $10.40M | 7.04% | 130.20K shares | Prior unavailable — | — | ↗▾ |
| 05 | IGIBISHARES 5-10Y INV GRADE CORPUIT EXCHANGE TRADED View history and evidence | $9.22M | 6.25% | 178.65K shares | Prior unavailable — | — | ↗▾ |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFUIT EXCHANGE TRADED View history and evidence | $8.88M | 6.01% | 176.94K shares | Prior unavailable — | — | ↗▾ |
| 07 | EEMISHARES MSCI EMERGING MARKETUIT EXCHANGE TRADED View history and evidence | $7.29M | 4.94% | 177.56K shares | Prior unavailable — | — | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEUIT EXCHANGE TRADED View history and evidence | $4.46M | 3.02% | 106.83K shares | Prior unavailable — | — | ↗▾ |
| 09 | SUBISHARES SHORT-TERM NATIONALUIT EXCHANGE TRADED View history and evidence | $3.66M | 2.48% | 34.90K shares | Prior unavailable — | — | ↗▾ |
| 10 | FLJPFRANKLIN FTSE JAPAN ETFUIT EXCHANGE TRADED View history and evidence | $3.18M | 2.15% | 102.43K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2021464 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 147610361
}Research all 64 reported holdings.
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