13F-HR filed by Mittelman Wealth Management
Mittelman Wealth Management filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-18, with 31 holding rows worth $107,487,327.
- Accession
- 0002021464-25-000001
- Filer
- CIK 2021464
- Filed
- 2025-02-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 31 entries on the cover page, a total value of $107,487,327 stated on the cover page (in dollars after the unit check, H1), rows summing to $107,487,327 with VALUE read as dollars as filed, 13F file number 028-24096. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 139,286 | $17,771,500 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 89,116 | $17,451,586 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 24,799 | $13,361,905 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 261,338 | $12,497,183 | dollars as filed | |
| VWO | 922042858 | SHS | 241,496 | $10,635,483 | dollars as filed | |
| ISHARES 10 Y INVE GRADE COR B | 464289511 | 10+ YR INVST GRD | 155,523 | $7,682,836 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 132,345 | $6,817,090 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 12,306 | $2,956,885 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P744 | FTSE JAPAN ETF | 90,990 | $2,603,223 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 7,702 | $2,034,329 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 19,269 | $1,515,506 | dollars as filed | |
| HOLOGIC INC | 436440101 | COM | 21,015 | $1,514,971 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 25,796 | $1,333,653 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 4,755 | $1,050,664 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 8,790 | $851,751 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,206 | $709,948 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X400 | CMN | 9,126 | $692,480 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,441 | $596,485 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P769 | FRANKLIN INDIA | 14,330 | $543,107 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 10,765 | $542,233 | dollars as filed | |
| Vanguard Consumer Discretionary ETF | 92204A108 | SHS | 1,443 | $541,673 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 3,273 | $507,184 | dollars as filed | |
| BURKE HERBERT FINL SVCS CORP | 12135Y108 | COM | 7,801 | $486,470 | dollars as filed | |
| SPY | 78462F103 | SHS | 823 | $482,343 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 8,044 | $446,039 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,350 | $434,916 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,424 | $344,793 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,264 | $311,628 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 520 | $297,762 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,105 | $242,912 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 1,980 | $228,789 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002021464-25-000001 | this filing | 2025-02-18 | acceptance time not in the bulk data set |