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Mittelman Wealth Management »

Burke & Herbert Financial Serv shares owned by Mittelman Wealth Management

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Mittelman Wealth Management from 13F filings

Historical chart of Mittelman Wealth Management investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Mittelman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Burke & Herbert Financial Serv by Mittelman Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$659k	11k	60.99

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)

Vanguard High Dividend Uit Exchange Traded (VYM)

Vanguard S&p 500 Etf Uit Exchange Traded (VOO)

Vanguard Ftse Developed Uit Exchange Traded (VEA)

Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)

Vanguard Ftse Emerging Uit Exchange Traded (VWO)

Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB)

Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)

Vanguard Small Cap Etf Uit Exchange Traded (VB)

Vanguard Mid Cap Etf Uit Exchange Traded (VO)

Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB)

Ishares Iboxx High Yield Uit Exchange Traded (HYG)

Spdr S&p China Etf Uit Exchange Traded (GXC)

Franklin Ftse India Etf Uit Exchange Traded (FLIN)

Ishares Core S&p 500 Uit Exchange Traded (IVV)

View all positions for Mittelman Wealth Management

Top funds holding Burke & Herbert Financial Serv

Dimensional Fund Advisors

Geode Capital Management

State Street Corporation

Burke & Herbert Bank & Trust

Hutchinson Capital Management

Charles Schwab Investment Management

Royce & Associates

Bank of New York Mellon

Verdence Capital Advisors

View all funds holding Burke & Herbert Financial Serv

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