Instuitional Investor - Mittelman Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Mittelman Wealth Management |
| Portfolio Value | $153,873,890 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Dividend | 97,957 | $21,529,063 | 13.99% | |
| 2. | Vanguard Whitehall Funds | 120,717 | $17,325,394 | 11.26% | |
| 3. | Vanguard Ftse Developed | 214,116 | $13,375,880 | 8.69% | |
| 4. | VWO | 225,745 | $12,136,092 | 7.89% | |
| 5. | Vanguard S&P 500 Etf | 18,380 | $11,527,221 | 7.49% |