Instuitional Investor - Mittelman Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Mittelman Wealth Management |
| Portfolio Value | $152,735,360 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Dividend Appreciation Etf | 103,857 | $22,411,446 | 14.67% | |
| 2. | Vanguard Whitehall Funds | 130,572 | $18,404,134 | 12.05% | |
| 3. | Vanguard Ftse Developed Markets Etf | 205,932 | $12,339,471 | 8.08% | |
| 4. | VWO | 219,849 | $11,911,460 | 7.8% | |
| 5. | Vanguard S&P 500 Etf | 19,369 | $11,861,335 | 7.77% |
Hedge Fund Resource Center 
