Mittelman Wealth Management
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $19.54M | 12.9% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $15.23M | 10.1% |
| VANGUARD S&P 500 ETF | $12.44M | 8.2% |
| VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $12.26M | 8.1% |
| VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $12.08M | 8.0% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $10.61M | 7.0% |
| iShares MSCI UAE ETF | $7.83M | 5.2% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $7.19M | 4.8% |
| VANGUARD UTILITIES INDEX FUND ETF SHARES | $5.82M | 3.8% |
| VANGUARD MID-CAP INDEX FUND ETF SHARES | $4.35M | 2.9% |
| FRANKLIN FTSE JAPAN ETF | $4.14M | 2.7% |
| VANGUARD INTER-TERM TREAS INDEX FD | $3.89M | 2.6% |
| INVESCO SENIOR LOAN ETF | $3.13M | 2.1% |
| Evolv Technologies Holdings Inc | $2.88M | 1.9% |
| STATE STREET SPDR S&P CHINA ETF | $2.12M | 1.4% |
| VANGUARD SMALL-CAP INDEX FUND ETF SHARES | $1.95M | 1.3% |
| iShares MSCI UAE ETF | $1.89M | 1.2% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1.85M | 1.2% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $1.73M | 1.1% |
| VANGUARD LONG-TERM TREAS INDEX FD ETF SHS | $1.71M | 1.1% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1.48M | 1.0% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $1.38M | 0.9% |
| ISHARES RUSSELL 1000 ETF | $1.27M | 0.8% |
| FRANKLIN FTSE INDIA ETF | $880.0K | 0.6% |
| DIREXION DAILY S&P500 BULL 3X SHARES | $841.0K | 0.6% |
| ISHARES RUSSELL 2000 ETF | $823.1K | 0.5% |
| NVIDIA Corp | $790.7K | 0.5% |
| ISHARES CORE S&P 500 ETF | $777.3K | 0.5% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $770.5K | 0.5% |
| ISHARES LATIN AMERICA 40 ETF | $668.9K | 0.4% |
| PROSHARES ULTRAPRO S& P500 | $616.1K | 0.4% |
| STATE STREET SPDR S&P 500 ETF TRUST | $571.2K | 0.4% |
| ISHARES MSCI EAFE ETF | $570.6K | 0.4% |
| Apple Inc. | $549.5K | 0.4% |
| VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES | $533.3K | 0.4% |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES | $508.5K | 0.3% |
| JPMORGAN ULTRA-SHORT INCOME ETF | $483.5K | 0.3% |
| Alphabet Inc. | $468.4K | 0.3% |
| THE GOLDMAN SACHS GROUP, INC. | $430.8K | 0.3% |
| MICROSOFT CORP | $408.5K | 0.3% |
| AFLAC INC | $370.0K | 0.2% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | $339.3K | 0.2% |
| GENERAL ELECTRIC CO | $336.7K | 0.2% |
| KLA CORP | $334.9K | 0.2% |
| CISCO SYSTEMS, INC. | $326.3K | 0.2% |
| GE Vernova Inc. | $297.2K | 0.2% |
| Walmart Inc. | $296.2K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $294.7K | 0.2% |
| JPMORGAN CHASE & CO | $243.2K | 0.2% |
| DIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES | $241.2K | 0.2% |