Instuitional Investor - Mittelman Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Mittelman Wealth Management |
| Portfolio Value | $151,202,024 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Dividend Appreciation Index Fund Etf Shares | 15,197 | $19,537,786 | 12.92% | |
| 2. | VYM | 19,314 | $15,226,420 | 10.07% | |
| 3. | Vanguard S&P 500 Etf | 3,714 | $12,442,522 | 8.23% | |
| 4. | Vanguard Ftse Developed Markets Index Fund Etf Shares | 35,179 | $12,262,081 | 8.11% | |
| 5. | VWO | 40,913 | $12,075,170 | 7.99% |
Hedge Fund Resource Center 
