Mittelman Wealth Management
CIK 2021464 · Holdings on Sep 30, 2024 · First reported Nov 18, 2024
Top ten holdings
Q3 2024- VIG18.53%
- VYM16.56%
- VOO11.94%
- VEA11.69%
- IGLB11.01%
- VWO9.65%
- IGIB5.98%
- FLJP2.86%
- VB2.22%
- VO2.18%
Share classes counted separately92.62%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VYMWeight increased · +9.89 pp6.67% → 16.56%Shares +140.60K (+162.10%)
- VWOWeight increased · +6.21 pp3.44% → 9.65%Shares +233.50K (+192.46%)
- VEAWeight increased · +5.68 pp6.01% → 11.69%Shares +201.96K (+107.71%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
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 | $32.61M | 18.53% | 164.66K shares | 13.21% → 18.53%+5.32 pp +53.04K (+47.52%) | Added | ↗▾ |
| 02 | VYMVANGUARD HIGH DVD YIELD ETFUIT EXCHANGE TRADED View history and evidence | $29.15M | 16.56% | 227.34K shares | 6.67% → 16.56%+9.89 pp +140.60K (+162.10%) | Added | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFUIT EXCHANGE TRADED View history and evidence | $21.01M | 11.94% | 39.81K shares | 8.48% → 11.94%+3.46 pp +13.67K (+52.26%) | Added | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFUIT EXCHANGE TRADED View history and evidence | $20.57M | 11.69% | 389.46K shares | 6.01% → 11.69%+5.68 pp +201.96K (+107.71%) | Added | ↗▾ |
| 05 | IGLBISHARES 10+ YEAR INV GR CORPUIT EXCHANGE TRADED View history and evidence | $19.38M | 11.01% | 361.69K shares | Prior unavailable +361.69K | New | ↗▾ |
| 06 | VWOVANGUARD FTSE EMERGING MARKEUIT EXCHANGE TRADED View history and evidence | $16.98M | 9.65% | 354.83K shares | 3.44% → 9.65%+6.21 pp +233.50K (+192.46%) | Added | ↗▾ |
| 07 | IGIBISHARES 5-10Y INV GRADE CORPUIT EXCHANGE TRADED View history and evidence | $10.53M | 5.98% | 195.97K shares | 6.25% → 5.98%-0.27 pp +7.80K (+4.14%) | Added | ↗▾ |
| 08 | FLJPFRANKLIN FTSE JAPAN ETFUIT EXCHANGE TRADED View history and evidence | $5.04M | 2.86% | 165.54K shares | 1.99% → 2.86%+0.87 pp +58.77K (+55.04%) | Added | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDUIT EXCHANGE TRADED View history and evidence | $3.90M | 2.22% | 16.45K shares | 0.33% → 2.22%+1.89 pp +14.10K (+598.09%) | Added | ↗▾ |
| 10 | VOVNGRD MRNGSTR MD-CAP ETF-USDUIT EXCHANGE TRADED View history and evidence | $3.84M | 2.18% | 14.57K shares | 1.39% → 2.18%+0.79 pp +5.70K (+64.18%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 46
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EFA ISHARES MSCI EAFE ETF | Non-derivative | -130,198 | -$10.20M | SEC filing ↗ | SEC filing ↗ |
| EEM ISHARES MSCI EMERGING MARKET | Non-derivative | -177,564 | -$7.56M | SEC filing ↗ | SEC filing ↗ |
| SUB ISHARES SHORT-TERM NATIONAL | Non-derivative | -34,902 | -$3.65M | SEC filing ↗ | SEC filing ↗ |
3 / 46 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2021464 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 175985858
}Take these holdings further.
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