Instuitional Investor - Mittelman Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Mittelman Wealth Management |
| Portfolio Value | $107,487,327 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Whitehall Funds | 139,286 | $17,771,500 | 16.53% | |
| 2. | Vanguard Dividend Appreciation Etf | 89,116 | $17,451,586 | 16.23% | |
| 3. | Vanguard S&P 500 Etf | 24,799 | $13,361,905 | 12.43% | |
| 4. | Vanguard Ftse Developed Markets Etf | 261,338 | $12,497,183 | 11.62% | |
| 5. | VWO | 241,496 | $10,635,483 | 9.89% |
