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Home > Institutional Investor > Melfa Wealth Management, Llc > Profile

Instuitional Investor - Melfa Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Melfa Wealth Management, Llc
Portfolio Value	$173,522,238

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust		312,016	$12,352,699	7.12%
2.	Vanguard Index Fds		32,764	$10,984,854	6.33%
3.	Apple Inc.	AAPL	19,467	$5,292,380	3.05%
4.	Putnam Municipal Opportunities Trust	PMO	472,403	$5,054,714	2.91%
5.	Eaton Vance Municipal Income Trust	EVN	398,934	$4,292,526	2.47%