Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MITTELMAN WEALTH MANAGEMENT | 05-06-2024 | 03-31-2024 | 64 | 147,610,361 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | UIT EXCHANGE TRADED | 1 | $19,150,676 | 104,872 | 0.01 | 104,872 | +Inf | 03-31-2024 | |
| VANGUARD S&P 500 ETF | UIT EXCHANGE TRADED | 2 | $12,774,122 | 26,574 | 0.01 | 26,574 | +Inf | 03-31-2024 | |
| VANGUARD HIGH DIVIDEND YIELD ETF | UIT EXCHANGE TRADED | 3 | $10,546,940 | 87,172 | 0.01 | 87,172 | +Inf | 03-31-2024 | |
| ISHARES MSCI EAFE ETF | UIT EXCHANGE TRADED | 4 | $10,397,612 | 130,198 | 0.01 | 130,198 | +Inf | 03-31-2024 |
