Mittelman Wealth Management
52 holdingsFiling period: 2026-03-31Current AUM: $171.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD DIVIDEND | 100.6K | $21.6M | $24.1M | 14.06% | +2.6K | 2026-03-31 |
| 2 | VYM | VANGUARD HIGH DIVIDEND | 117.7K | $17.4M | $19.1M | 11.14% | -3,067 | 2026-03-31 |
| 3 | VEA | VANGUARD FTSE DEVELOPED | 220.8K | $14.2M | $15.6M | 9.11% | +6.7K | 2026-03-31 |
| 4 | VWO | VANGUARD FTSE EMERGING | 241.0K | $13.0M | $14.2M | 8.27% | +15.2K | 2026-03-31 |
| 5 | IGIB | ISHARES 5-10 YEAR | 213.9K | $11.4M | $11.2M | 6.54% | +17.6K | 2026-03-31 |
| 6 | VOO | VANGUARD S&P 500 ETF | 17.7K | $10.6M | $12.1M | 7.10% | -696 | 2026-03-31 |
| 7 | IGLB | ISHARES 10 YEAR | 180.8K | $9.0M | $8.7M | 5.07% | +33.2K | 2026-03-31 |
| 8 | IGSB | ISHARES 1-5 YEAR | 124.7K | $6.6M | $6.5M | 3.80% | -11,230 | 2026-03-31 |
| 9 | EVLV | EVOLV TECHNOLOGIES HLDGS | 850.4K | $5.1M | $4.7M | 2.75% | -283,474 | 2026-03-31 |
| 10 | VO | VANGUARD MID-CAP INDEX | 16.4K | $4.7M | $5.3M | 3.10% | +1.0K | 2026-03-31 |
| 11 | VPU | VANGUARD UTILITIES INDEX | 23.4K | $4.6M | $4.5M | 2.61% | +2.6K | 2026-03-31 |
| 12 | FLJP | FRANKLIN FTSE JAPAN ETF | 102.5K | $3.7M | $4.0M | 2.36% | +368 | 2026-03-31 |
| 13 | BKLN | INVESCO SENIOR LOAN ETF | 153.2K | $3.1M | $3.1M | 1.83% | +19.9K | 2026-03-31 |
| 14 | VB | VANGUARD SMALL-CAP INDEX | 11.7K | $3.1M | $3.4M | 2.02% | -3,972 | 2026-03-31 |
| 15 | VGIT | VANGUARD INTER-TERM | 50.0K | $3.0M | $2.9M | 1.70% | +33.3K | 2026-03-31 |
| 16 | HYG | ISHARES IBOXX $ HIGH | 33.4K | $2.7M | $2.7M | 1.55% | -2,462 | 2026-03-31 |
| 17 | VSS | VANGUARD FTSE ALL-WORLD | 15.1K | $2.2M | $2.3M | 1.33% | +788 | 2026-03-31 |
| 18 | EWU | ISHARES MSCI UNITED | 46.5K | $2.1M | $2.3M | 1.32% | +2.6K | 2026-03-31 |
| 19 | FLIN | FRANKLIN FTSE INDIA ETF | 47.4K | $1.6M | $1.7M | 0.99% | +7.8K | 2026-03-31 |
| 20 | GXC | STATE STREET SPDR S&P | 16.8K | $1.6M | $1.5M | 0.90% | +2.5K | 2026-03-31 |
| 21 | MINT | PIMCO ENHANCED SHORT | 15.1K | $1.5M | $1.5M | 0.89% | -- | 2026-03-31 |
| 22 | IWM | ISHARES RUSSELL 2000 | 5.4K | $1.3M | $1.6M | 0.92% | -4,431 | 2026-03-31 |
| 23 | IWB | ISHARES RUSSELL 1000 | 3.4K | $1.2M | $1.4M | 0.80% | -- | 2026-03-31 |
| 24 | VOX | VANGUARD COMMUNICATION | 5.8K | $1.0M | $1.0M | 0.61% | -- | 2026-03-31 |
| 25 | VGLT | VANGUARD LONG-TERM TREAS | 18.6K | $1.0M | $981K | 0.57% | +7.1K | 2026-03-31 |
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