Mittelman Wealth Management

Mittelman Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Mittelman Wealth Management

Mittelman Wealth Management holds 28 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Uit Exchange Traded (VIG) 18.5 $33M 165k 198.06
Vanguard High Dividend Uit Exchange Traded (VYM) 16.6 $29M 227k 128.20
Vanguard S&p 500 Etf Uit Exchange Traded (VOO) 11.9 $21M 40k 527.67
Vanguard Ftse Developed Uit Exchange Traded (VEA) 11.7 $21M 390k 52.81
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB) 11.0 $19M 362k 53.59
Vanguard Ftse Emerging Uit Exchange Traded (VWO) 9.6 $17M 355k 47.85
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB) 6.0 $11M 196k 53.72
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP) 2.9 $5.0M 166k 30.42
Vanguard Small Cap Etf Uit Exchange Traded (VB) 2.2 $3.9M 17k 237.21
Vanguard Mid Cap Etf Uit Exchange Traded (VO) 2.2 $3.8M 15k 263.83
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB) 1.5 $2.6M 49k 52.66
Ishares Iboxx High Yield Uit Exchange Traded (HYG) 1.2 $2.1M 26k 80.30
Spdr S&p China Etf Uit Exchange Traded (GXC) 0.6 $1.0M 12k 82.12
Franklin Ftse India Etf Uit Exchange Traded (FLIN) 0.6 $981k 23k 41.90
Ishares Core S&p 500 Uit Exchange Traded (IVV) 0.4 $699k 1.2k 576.82
Nvidia Corp Common Stock (NVDA) 0.4 $661k 5.4k 121.44
Burke Herbert Finl Svcs Common Stock (BHRB) 0.4 $659k 11k 60.99
Jpmorgan Ultra Short Uit Exchange Traded (JPST) 0.3 $546k 11k 50.74
Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.3 $528k 921.00 573.76
Vanguard Consumer Uit Exchange Traded (VCR) 0.3 $491k 1.4k 340.48
Ishares Msci Emerging Uit Exchange Traded (EMXC) 0.3 $488k 8.0k 61.11
Vanguard Communication Uit Exchange Traded (VOX) 0.3 $476k 3.3k 145.39
Goldman Sachs Group Common Stock (GS) 0.2 $393k 794.00 495.11
Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.2 $357k 1.5k 243.06
Cisco Sys Common Stock (CSCO) 0.2 $319k 6.0k 53.22
Ibm Corp Common Stock (IBM) 0.2 $285k 1.3k 221.08
Ge Aerospace Common Stock (GE) 0.1 $239k 1.3k 188.58
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ) 0.1 $212k 434.00 488.07