Melone Private Wealth

Melone Private Wealth as of Dec. 31, 2021

Portfolio Holdings for Melone Private Wealth

Melone Private Wealth holds 59 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 7.0 $9.3M 209k 44.36
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 6.4 $8.5M 287k 29.62
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 5.7 $7.6M 205k 36.85
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 5.2 $7.0M 106k 65.86
Wisdomtree U.s. Total Dividend Fund Etf (DTD) 4.8 $6.4M 99k 64.74
Spdr Portfolio Corporate Bond Etf Etf (SPBO) 4.5 $6.0M 173k 34.81
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 4.5 $6.0M 83k 72.47
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG) 4.1 $5.4M 118k 45.75
Nuveen Enhanced Mun Value Cef 3.7 $5.0M 317k 15.66
Blackrock Muniyld Mich Qlty Cef (MIY) 3.2 $4.3M 279k 15.34
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 3.0 $4.0M 121k 32.86
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 2.9 $3.9M 227k 17.10
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 2.9 $3.8M 45k 84.71
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 2.5 $3.4M 31k 109.05
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 2.3 $3.0M 92k 32.97
Vanguard Total Bond Market Index Fund Etf (BND) 2.3 $3.0M 35k 84.76
Spdr Dow Jones Industrial Average Etf Etf (DIA) 2.1 $2.7M 7.5k 363.33
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) 2.0 $2.6M 44k 60.07
Vaneck High Yield Muni Etf Etf (HYD) 2.0 $2.6M 42k 62.44
Western Asset Managed Muns Cef (MMU) 1.7 $2.3M 174k 13.08
Invesco Tr Invt Grade Muns Cef (VGM) 1.7 $2.3M 161k 13.97
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.4 $1.9M 21k 92.75
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 1.3 $1.8M 15k 115.65
Nuveen Mun High Income Opportu Cef (NMZ) 1.3 $1.7M 115k 15.12
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 1.2 $1.5M 99k 15.60
Blackrock Mun Income Quality T Cef (BYM) 1.1 $1.5M 96k 15.61
First Trust Nasdaq Cea Cybersecurity Etf Etf (CIBR) 1.1 $1.4M 27k 52.77
Ishares National Muni Bond Etf Etf (MUB) 1.1 $1.4M 12k 116.28
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 1.0 $1.4M 3.00 450666.67
Vanguard Mid-cap Index Fund Etf (VO) 1.0 $1.3M 5.2k 254.85
Vanguard Total Stock Market Index Fund Etf (VTI) 1.0 $1.3M 5.4k 241.41
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.9 $1.2M 8.2k 145.50
Vanguard S&p 500 Etf Etf (VOO) 0.8 $1.1M 2.5k 436.41
Ishares Russell 2000 Etf Etf (IWM) 0.8 $1.1M 4.8k 222.48
Wisdomtree U.s. High Dividend Fund Etf (DHS) 0.8 $1.0M 13k 82.52
Wisdomtree Fundamental U.s. High Yield Corporate Bond Fund Etf (QHY) 0.7 $976k 19k 52.50
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.7 $912k 17k 54.89
Ishares S&p Midcap Fund Etf (IJH) 0.7 $893k 3.2k 283.04
Vaneck Short High Yield Muni Etf Etf (SHYD) 0.6 $848k 34k 25.15
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.6 $786k 19k 41.18
Huntington Bancshares Stock (HBAN) 0.6 $766k 50k 15.41
Vanguard Small-cap Index Fund Etf (VB) 0.6 $765k 3.4k 226.06
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.6 $737k 20k 36.15
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.6 $737k 16k 45.61
Wisdomtree International Equity Fund Etf (DWM) 0.5 $675k 13k 54.04
Invesco National Amt-free Municipal Bond Etf Etf (PZA) 0.5 $656k 24k 27.10
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.5 $618k 6.3k 98.17
Bluestar Israel Technology Etf Etf 0.5 $612k 9.7k 63.24
Nuveen Mun Cr Opportunities Cef (NMCO) 0.4 $598k 38k 15.65
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.4 $558k 11k 50.32
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.4 $500k 6.5k 76.36
Nuveen Amt Free Mun Cr Cef (NVG) 0.4 $481k 27k 17.95
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $404k 6.7k 59.86
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.3 $344k 3.0k 116.61
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $318k 1.1k 298.87
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $300k 2.8k 107.33
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $272k 3.6k 74.60
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $244k 4.8k 51.15
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) 0.2 $226k 4.4k 51.82