Instuitional Investor - Mittelman Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Mittelman Wealth Management |
| Portfolio Value | $110,849,138 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Whitehall Funds | 147,052 | $18,963,950 | 17.11% | |
| 2. | Vanguard Dividend Appreciation Etf | 93,934 | $18,222,300 | 16.44% | |
| 3. | Vanguard Ftse Developed Markets Etf | 253,873 | $12,904,381 | 11.64% | |
| 4. | Vanguard S&P 500 Etf | 23,631 | $12,144,418 | 10.96% | |
| 5. | VWO | 241,365 | $10,924,200 | 9.86% |
