Mittelman Wealth Management
53 holdingsFiling period: 2026-06-30Current AUM: $148.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Appreciation Index Fund ETF Shares | 15.2K | $19.5M | $20.1M | 13.48% | -85,381 | 2026-06-30 |
| 2 | VYM | Vanguard High Dividend Yield Index Fund ETF Shares | 19.3K | $15.2M | $15.5M | 10.43% | -98,336 | 2026-06-30 |
| 3 | VOO | Vanguard S&P 500 ETF | 3.7K | $12.4M | $12.8M | 8.60% | -13,970 | 2026-06-30 |
| 4 | VEA | Vanguard Ftse Developed Markets Index Fund ETF Shares | 35.2K | $12.3M | $12.0M | 8.07% | -185,651 | 2026-06-30 |
| 5 | VWO | Vanguard Ftse Emerging Markets Index Fund ETF Shares | 40.9K | $12.1M | $11.8M | 7.92% | -200,056 | 2026-06-30 |
| 6 | IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | 39.1K | $10.6M | $10.1M | 6.79% | -174,800 | 2026-06-30 |
| 7 | IGLB | iShares 10 Year | 32.8K | $7.8M | $7.3M | 4.88% | -147,955 | 2026-06-30 |
| 8 | IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | 30.5K | $7.2M | $7.0M | 4.73% | -94,201 | 2026-06-30 |
| 9 | VPU | Vanguard Utilities Index Fund ETF Shares | 5.6K | $5.8M | $5.4M | 3.62% | -17,763 | 2026-06-30 |
| 10 | VO | Vanguard Mid-Cap Index Fund ETF Shares | 12.6K | $4.3M | $4.4M | 2.93% | -3,735 | 2026-06-30 |
| 11 | FLJP | Franklin Ftse Japan ETF | 20.7K | $4.1M | $4.2M | 2.84% | -81,753 | 2026-06-30 |
| 12 | VGIT | Vanguard Inter-Term Treas Index FD | 12.7K | $3.9M | $3.8M | 2.52% | -37,277 | 2026-06-30 |
| 13 | BKLN | Invesco Senior Loan ETF | 33.9K | $3.1M | $3.1M | 2.10% | -119,212 | 2026-06-30 |
| 14 | EVLV | Evolv Technologies Hldgs Class A | 496.1K | $2.9M | $2.1M | 1.43% | -354,344 | 2026-06-30 |
| 15 | GXC | State Street Spdr S&P China ETF | 5.5K | $2.1M | $2.1M | 1.39% | -11,275 | 2026-06-30 |
| 16 | VB | Vanguard Small-Cap Index Fund ETF Shares | 1.8K | $1.9M | $1.9M | 1.24% | -9,835 | 2026-06-30 |
| 17 | EWU | iShares Msci United Kingdom ETF | 8.8K | $1.9M | $2.0M | 1.31% | -37,769 | 2026-06-30 |
| 18 | HYG | iShares Iboxx $ High Yield Corporate Bond ETF | 4.6K | $1.8M | $1.8M | 1.19% | -28,751 | 2026-06-30 |
| 19 | VGSH | Vanguard Short-Term Treasury Index Fund ETF Shares | 9.9K | $1.7M | $1.7M | 1.15% | -1,591 | 2026-06-30 |
| 20 | VGLT | Vanguard Long-Term Treas Index FD ETF Shs | 10.8K | $1.7M | $1.6M | 1.07% | -7,836 | 2026-06-30 |
| 21 | MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 14.3K | $1.5M | $1.5M | 0.99% | -796 | 2026-06-30 |
| 22 | VSS | Vanguard Ftse All-World EX-US Small-Cap Index Fund ETF Shares | 2.6K | $1.4M | $1.4M | 0.91% | -12,538 | 2026-06-30 |
| 23 | IWB | iShares Russell 1000 ETF | 2.0K | $1.3M | $1.3M | 0.87% | -1,456 | 2026-06-30 |
| 24 | FLIN | Franklin Ftse India ETF | 5.5K | $880K | $844K | 0.57% | -41,863 | 2026-06-30 |
| 25 | SPXL | Direxion Daily S&P500 Bull 3X Shares | 3.1K | $840K | $888K | 0.60% | -15 | 2026-06-30 |
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