Melfa Wealth Management, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $12.35M | 7.1% |
| VANGUARD INDEX FDS | $10.98M | 6.3% |
| Apple Inc. | $5.29M | 3.0% |
| PUTNAM MUNICIPAL OPPORTUNITIES TRUSTPMO | $5.05M | 2.9% |
| EATON VANCE MUNI INCOME TRUS | $4.29M | 2.5% |
| BLACKROCK INCOME TRUST, INC.BKT | $4.02M | 2.3% |
| DIMENSIONAL ETF TRUST | $3.92M | 2.3% |
| DIMENSIONAL ETF TRUST | $3.33M | 1.9% |
| ISHARES TR | $3.27M | 1.9% |
| DIMENSIONAL ETF TRUST | $2.93M | 1.7% |
| GENERAL ELECTRIC CO | $2.87M | 1.7% |
| Meta Platforms Inc | $2.82M | 1.6% |
| BLACKROCK MUNIYIELD QUALITY FUND III, INC.MYI | $2.57M | 1.5% |
| NVIDIA Corp | $2.48M | 1.4% |
| SPDR S&P 500 ETF TR | $2.41M | 1.4% |
| Nuveen AMT-Free Municipal Credit Income FundNVG | $2.31M | 1.3% |
| DIMENSIONAL ETF TRUST | $2.23M | 1.3% |
| BLACKROCK MUNIYIELD QUALITY FUND, INC.MQY | $2.18M | 1.3% |
| EXXON MOBIL CORP | $2.15M | 1.2% |
| DIMENSIONAL ETF TRUST | $2.12M | 1.2% |
| BLACKROCK MUNIHOLDINGS FUND, INC.MHD | $2.09M | 1.2% |
| NEUBERGER MUNICIPAL FUND INC.NBH | $2.07M | 1.2% |
| CITIGROUP INC | $1.92M | 1.1% |
| PIMCO CALIF MUN INCOME FD | $1.75M | 1.0% |
| EATON VANCE MUN BD FD | $1.67M | 1.0% |
| iShares MSCI UAE ETF | $1.67M | 1.0% |
| GE Vernova Inc. | $1.67M | 1.0% |
| FIFTH THIRD BANCORP | $1.46M | 0.8% |
| INVESCO EXCHANGE TRADED FD T | $1.43M | 0.8% |
| EATON VANCE NATL MUN OPPORT | $1.39M | 0.8% |
| DIMENSIONAL ETF TRUST | $1.36M | 0.8% |
| BLACKROCK MUNIVEST FD INC | $1.31M | 0.8% |
| NUVEEN SELECT TAX FREE INCOME PORTFOLIONXP | $1.27M | 0.7% |
| MICROSOFT CORP | $1.27M | 0.7% |
| BLACKROCK CORE BOND TRUSTBHK | $1.18M | 0.7% |
| DWS Municipal Income Trust | $1.17M | 0.7% |
| PIMCO MUNICIPAL INCOME FUND IIPML | $1.16M | 0.7% |
| WESTERN ASSET MANAGED MUNS F | $1.14M | 0.7% |
| FIDELITY COVINGTON TRUST | $1.12M | 0.6% |
| BlackRock MuniHoldings California Quality Fund, Inc.MUC | $1.09M | 0.6% |
| Broadcom Inc. | $1.08M | 0.6% |
| BLACKROCK MUNI INCOME TR II | $1.06M | 0.6% |
| BLACKROCK MUN INCOME TR | $1.01M | 0.6% |
| EATON VANCE LIMITED DURATION | $989.3K | 0.6% |
| Palantir Technologies Inc | $973.2K | 0.6% |
| Alphabet Inc. | $943.7K | 0.5% |
| VANGUARD STAR FDS | $940.0K | 0.5% |
| VANGUARD SPECIALIZED FUNDS | $933.9K | 0.5% |
| BLACKROCK MUNIASSETS FUND, INC.MUA | $910.9K | 0.5% |
| BLACKROCK FLOATING RATE INCOME TRUSTBGT | $873.5K | 0.5% |