Filer Name: MITTELMAN WEALTH MANAGEMENT
CIK: 2021464
Period: 2024-12-31
Filed At: 2025-02-18
Number of Holdings: 31
Portfolio Value: $0.11B

Mittelman Wealth Management Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VYM US VANGUARD HIGH DVD YIELD ETF 139,286 $18M 16.53% -38.7% -
VIG US VANGUARD DIVIDEND APPREC ETF 89,116 $17M 16.24% -45.9% -
VOO US VANGUARD S&P 500 ETF 24,799 $13M 12.43% -37.7% -
VEA US VANGUARD FTSE DEVELOPED ETF 261,338 $12M 11.63% -32.9% -
VWO US VANGUARD FTSE EMERGING MARKE 241,496 $11M 9.89% -31.9% -
IGLB US ISHARES 10+ YEAR INV GR CORP 155,523 $8M 7.15% -57.0% -
IGIB US ISHARES 5-10Y INV GRADE CORP 132,345 $7M 6.34% -32.5% -
VB US VANGUARD SMALL-CAP ETF 12,306 $3M 2.75% -25.2% -
FLJP US FRANKLIN FTSE JAPAN ETF 90,990 $3M 2.42% -45.0% -
VO US VANGUARD MID-CAP ETF 7,702 $2M 1.89% -47.1% -
HYG US ISHARES IBOXX HIGH YLD CORP 19,269 $2M 1.41% -24.9% -
HOLX US HOLOGIC INC 21,015 $2M 1.41% 100.0% -
IGSB US ISHARES 1-5Y INV GRADE CORP 25,796 $1M 1.24% -47.0% -
IWM US ISHARES RUSSELL 2000 ETF 4,755 $1M 0.98% 100.0% -
AGG US ISHARES CORE U.S. AGGREGATE 8,790 $1M 0.79% 100.0% -
IVV US ISHARES CORE S&P 500 ETF 1,206 $1M 0.66% -0.4% -
GXC US SPDR S&P CHINA ETF 9,126 $1M 0.64% -26.6% -
NVDA US NVIDIA CORP 4,441 $1M 0.55% -18.4% -
FLIN US FRANKLIN FTSE INDIA ETF 14,330 $1M 0.51% -38.8% -
JPST US JPMORGAN ULTRA-SHORT INCOME 10,765 $1M 0.50% - -
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