Mittelman Wealth Management
13F Portfolio Filings
Most recent 13F
Q3 2024
Location
Andover, MA
CIK
0002021464
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2024
28
175,985
VIG, VYM, VOO, VEA
13F-HR
11/18/2024
000202146424000007
Q2 2024
72
154,306
VIG, VOO, VYM, EFA
13F-HR
8/12/2024
000202146424000005
Q1 2024
64
147,610
VIG, VOO, VYM, EFA
13F-HR
5/6/2024
000202146424000001