Mittelman Wealth Management
- SEC CIK
- 0002021464
- 最新申報
- 2026/8/6
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/6 申報。只含多頭部位。
- 持股檔數
- 64
- 2023 年第 4 季沒有申報
- 總值
- $1.48 億
- 2023 年第 4 季沒有申報
Mittelman Wealth Management 沒有申報 2023 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 104,872 | $1,915 萬 | 13.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 26,574 | $1,277 萬 | 8.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 87,172 | $1,055 萬 | 7.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 130,198 | $1,040 萬 | 7.0% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 178,653 | $921.8 萬 | 6.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 176,942 | $887.7 萬 | 6.0% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 177,564 | $729.4 萬 | 4.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 106,828 | $446.2 萬 | 3.0% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 34,902 | $365.5 萬 | 2.5% | – | – | – |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 102,431 | $317.8 萬 | 2.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 5,673 | $297.5 萬 | 2.0% | – | – | – |
| Vanguard Industrials ETF92204A603 | ETF | 11,098 | $271.0 萬 | 1.8% | – | – | – |
| iShares Tr464288505 | MRGSTR SM CP ETF | 45,445 | $255.5 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,947 | $223.5 萬 | 1.5% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 16,658 | $219.4 萬 | 1.5% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 10,705 | $215.7 萬 | 1.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 12,481 | $214.0 萬 | 1.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,087 | $214.0 萬 | 1.4% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 15,664 | $201.1 萬 | 1.4% | – | – | 歷史 |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 52,814 | $194.6 萬 | 1.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,794 | $183.9 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,877 | $177.8 萬 | 1.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 4,443 | $162.8 萬 | 1.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,211 | $162.0 萬 | 1.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,363 | $156.5 萬 | 1.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,708 | $155.9 萬 | 1.1% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 12,475 | $143.9 萬 | 1.0% | – | – | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 6,705 | $137.1 萬 | 0.9% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 12,965 | $132.7 萬 | 0.9% | – | – | – |
| CVXChevron Corp | Stock | 8,022 | $126.5 萬 | 0.9% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 5,354 | $121.9 萬 | 0.8% | – | – | 歷史 |
| DLTRDollar Tree, Inc. | COM | 8,507 | $113.3 萬 | 0.8% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,496 | $104.3 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 20,211 | $103.6 萬 | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,733 | $103.4 萬 | 0.7% | – | – | 歷史 |
| BACBank of America Corp | Stock | 27,183 | $103.1 萬 | 0.7% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 3,267 | $94.7 萬 | 0.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 7,452 | $91.2 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,198 | $84.3 萬 | 0.6% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 18,765 | $83.9 萬 | 0.6% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,256 | $74.1 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 15,016 | $69.9 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,315 | $69.1 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,501 | $57.2 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 997 | $52.2 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 544 | $49.2 萬 | 0.3% | – | – | 歷史 |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 7,372 | $48.5 萬 | 0.3% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 9,379 | $47.3 萬 | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,572 | $47.1 萬 | 0.3% | – | – | 歷史 |
| NVSNovartis AG | ADR | 4,440 | $42.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 3,012 | $39.5 萬 | 0.3% | – | – | – |
| EMREmerson Electric Co | Stock | 3,200 | $36.3 萬 | 0.2% | – | – | 歷史 |
| PPLPPL Corp | COM | 12,805 | $35.3 萬 | 0.2% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 5,999 | $34.5 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,060 | $31.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 11,951 | $29.3 萬 | 0.2% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 4,079 | $28.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,370 | $27.4 萬 | 0.2% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 464 | $27.0 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,367 | $24.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,941 | $22.9 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 7,850 | $21.8 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 479 | $21.3 萬 | 0.1% | – | – | – |
| BABoeing Co | Stock | 1,037 | $20.0 萬 | 0.1% | – | – | 歷史 |