| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.0% |
| PUTNAM MUN OPPORTUNITIES TR | 4 | Q3 2023 | 5.4% |
| EATON VANCE MUNI INCOME TRUS | 4 | Q3 2023 | 4.5% |
| BLACKROCK INCOME TR INC | 4 | Q3 2023 | 4.3% |
| APPLE INC | 4 | Q3 2023 | 4.3% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.7% |
| BLACKROCK MUNIYIELD QUALITY | 4 | Q3 2023 | 2.6% |
| BLACKROCK MUNIHOLDINGS FD IN | 4 | Q3 2023 | 2.7% |
| BLACKROCK MUNIYILD QULT FD I | 4 | Q3 2023 | 2.5% |
| NUVEEN AMT FREE MUN CR INC F | 4 | Q3 2023 | 2.4% |
View MELFA WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-31 |
View MELFA WEALTH MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.