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Disclosed positions
Mittelman Wealth Management: source evidence dated 2026-08-08T03:59:59.999Z.
- Issuer
- VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
- Ticker
- VIG
- Class
- UIT EXCHANGE TRADED
- Reported value
- $19,537,786
- Reported amount
- 15,197
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002021464-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | VIG | UIT EXCHANGE TRADED | $19,537,786 | 15,197 | SH | None |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | VYM | UIT EXCHANGE TRADED | $15,226,420 | 19,314 | SH | None |
| VANGUARD S&P 500 ETF | VOO | UIT EXCHANGE TRADED | $12,442,522 | 3,714 | SH | None |
| VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | VEA | UIT EXCHANGE TRADED | $12,262,081 | 35,179 | SH | None |
| VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | VWO | UIT EXCHANGE TRADED | $12,075,170 | 40,913 | SH | None |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | UIT EXCHANGE TRADED | $10,611,282 | 39,056 | SH | None |
| ISHARES 10 YEAR | IGLB | UIT EXCHANGE TRADED | $7,832,602 | 32,844 | SH | None |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | UIT EXCHANGE TRADED | $7,185,729 | 30,463 | SH | None |
| VANGUARD UTILITIES INDEX FUND ETF SHARES | VPU | UIT EXCHANGE TRADED | $5,820,814 | 5,623 | SH | None |
| VANGUARD MID-CAP INDEX FUND ETF SHARES | VO | UIT EXCHANGE TRADED | $4,346,802 | 12,621 | SH | None |
| FRANKLIN FTSE JAPAN ETF | FLJP | UIT EXCHANGE TRADED | $4,137,554 | 20,723 | SH | None |
| VANGUARD INTER-TERM TREAS INDEX FD | VGIT | UIT EXCHANGE TRADED | $3,887,413 | 12,682 | SH | None |
| INVESCO SENIOR LOAN ETF | BKLN | COMMON STOCK | $3,130,631 | 33,948 | SH | None |
| EVOLV TECHNOLOGIES HLDGS CLASS A | EVLV | COMMON STOCK | $2,877,269 | 496,081 | SH | None |
| STATE STREET SPDR S&P CHINA ETF | GXC | UIT EXCHANGE TRADED | $2,124,881 | 5,541 | SH | None |
| VANGUARD SMALL-CAP INDEX FUND ETF SHARES | VB | UIT EXCHANGE TRADED | $1,949,022 | 1,848 | SH | None |
| ISHARES MSCI UNITED KINGDOM ETF | EWU | UIT EXCHANGE TRADED | $1,886,064 | 8,781 | SH | None |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | UIT EXCHANGE TRADED | $1,845,568 | 4,649 | SH | None |
| VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | VGSH | UIT EXCHANGE TRADED | $1,732,031 | 9,869 | SH | None |
| VANGUARD LONG-TERM TREAS INDEX FD ETF SHS | VGLT | UIT EXCHANGE TRADED | $1,708,418 | 10,754 | SH | None |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | UIT EXCHANGE TRADED | $1,475,253 | 14,334 | SH | None |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | VSS | UIT EXCHANGE TRADED | $1,375,698 | 2,583 | SH | None |
| ISHARES RUSSELL 1000 ETF | IWB | UIT EXCHANGE TRADED | $1,268,736 | 1,972 | SH | None |
| FRANKLIN FTSE INDIA ETF | FLIN | UIT EXCHANGE TRADED | $880,016 | 5,497 | SH | None |
| DIREXION DAILY S&P500 BULL 3X SHARES | SPXL | UIT EXCHANGE TRADED | $840,971 | 3,107 | SH | None |
| ISHARES RUSSELL 2000 ETF | IWM | UIT EXCHANGE TRADED | $823,071 | 1,167 | SH | None |
| NVIDIA CORP | NVDA | COMMON STOCK | $790,691 | 1,353 | SH | None |
| ISHARES CORE S&P 500 ETF | IVV | UIT EXCHANGE TRADED | $777,325 | 549 | SH | None |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | UIT EXCHANGE TRADED | $770,512 | 3,790 | SH | None |
| ISHARES LATIN AMERICA 40 ETF | ILF | UIT EXCHANGE TRADED | $668,891 | 4,893 | SH | None |
| PROSHARES ULTRAPRO S& P500 | UPRO | UIT EXCHANGE TRADED | $616,077 | 4,345 | SH | None |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | UIT EXCHANGE TRADED | $571,192 | 764 | SH | None |
| ISHARES MSCI EAFE ETF | EFA | UIT EXCHANGE TRADED | $570,612 | 3,268 | SH | None |
| APPLE INC | AAPL | COMMON STOCK | $549,494 | 805 | SH | None |
| VANGUARD COMMUNICATION SERVICES INDEX FUND ETF SHARES | VOX | UIT EXCHANGE TRADED | $533,271 | 2,899 | SH | None |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES | VCR | UIT EXCHANGE TRADED | $508,454 | 1,282 | SH | None |
| JPMORGAN ULTRA-SHORT INCOME ETF | JPST | UIT EXCHANGE TRADED | $483,457 | 4,016 | SH | None |
| ALPHABET INC CLASS C | GOOG | COMMON STOCK | $468,351 | 184 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COMMON STOCK | $430,843 | 422 | SH | None |
| MICROSOFT CORP | MSFT | COMMON STOCK | $408,531 | 430 | SH | None |
| AFLAC INC | AFL | COMMON STOCK | $370,041 | 3,131 | SH | None |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | UIT EXCHANGE TRADED | $339,328 | 2,859 | SH | None |
| GE AEROSPACE | GE | COMMON STOCK | $336,730 | 829 | SH | None |
| KLA CORP | KLAC | COMMON STOCK | $334,898 | 300 | SH | None |
| CISCO SYS INC | CSCO | COMMON STOCK | $326,297 | 1,981 | SH | None |
| GE VERNOVA INC | GEV | COMMON STOCK | $297,239 | 236 | SH | None |
| WALMART INC | WMT | COMMON STOCK | $296,174 | 2,026 | SH | None |
| IBM CORP | IBM | COMMON STOCK | $294,691 | 785 | SH | None |
| JPMORGAN CHASE & CO | JPM | COMMON STOCK | $243,187 | 435 | SH | None |
| DIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES | EDC | UIT EXCHANGE TRADED | $241,188 | 1,730 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.