Instuitional Investor - Mittelman Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Mittelman Wealth Management |
| Portfolio Value | $118,471,288 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Dividend Appreciation Etf | 92,702 | $18,973,447 | 16.02% | |
| 2. | Vanguard Whitehall Funds | 136,560 | $18,204,914 | 15.37% | |
| 3. | Vanguard Ftse Developed Markets Etf | 197,471 | $11,257,872 | 9.5% | |
| 4. | Vanguard S&P 500 Etf | 19,288 | $10,956,643 | 9.25% | |
| 5. | VWO | 217,369 | $10,751,091 | 9.07% |
Hedge Fund Resource Center 
