0001905765-22-000002.txt : 20220429 0001905765-22-000002.hdr.sgml : 20220429 20220429150835 ACCESSION NUMBER: 0001905765-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220429 DATE AS OF CHANGE: 20220429 EFFECTIVENESS DATE: 20220429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Melone Private Wealth, LLC CENTRAL INDEX KEY: 0001905765 IRS NUMBER: 842936920 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21469 FILM NUMBER: 22874388 BUSINESS ADDRESS: STREET 1: 3121 UNIVERSITY DRIVE STREET 2: SUITE 180 CITY: AUBURN HILLS STATE: MI ZIP: 48326 BUSINESS PHONE: 8772935830 MAIL ADDRESS: STREET 1: 3121 UNIVERSITY DRIVE STREET 2: SUITE 180 CITY: AUBURN HILLS STATE: MI ZIP: 48326 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001905765 XXXXXXXX 03-31-2022 03-31-2022 Melone Private Wealth, LLC

3121 UNIVERSITY DRIVE SUITE 180 AUBURN HILLS MI 48326

13F HOLDINGS REPORT 028-21469 N LOUIS J. MELONE JR 877-293-5830 LOUIS J. MELONE JR AUBURN HILLS MI 04-29-2022 0 61 122592 false INFORMATION TABLE 2 13F_Melone_Q12022.xml NUVEEN MUN VALUE FD INC COM CEF 670928100 187 20115 SH SOLE 0 0 20115 SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF ETF 78468R721 201 4361 SH SOLE 0 0 4361 ISHARES CORE MSCI EAFE ETF ETF 46432F842 209 3184 SH SOLE 0 0 3184 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 216 4770 SH SOLE 0 0 4770 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 233 2247 SH SOLE 0 0 2247 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 270 5188 SH SOLE 0 0 5188 SPDR S&P AEROSPACE & DEFENSE ETF ETF 78464A631 342 2950 SH SOLE 0 0 2950 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 352 1064 SH SOLE 0 0 1064 DAVIS SELECT U.S. EQUITY ETF ETF 23908L207 353 11485 SH SOLE 0 0 11485 ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF ETF 46435U853 399 10631 SH SOLE 0 0 10631 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 411 3846 SH SOLE 0 0 3846 NUVEEN AMT FREE MUN CR INC FD COM CEF 67071L106 418 30228 SH SOLE 0 0 30228 ISHARES CORE S&P U.S. VALUE ETF ETF 464287663 444 5982 SH SOLE 0 0 5982 INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF ETF 46138E537 471 19739 SH SOLE 0 0 19739 BLUESTAR ISRAEL TECHNOLOGY ETF ETF 26924G870 495 9678 SH SOLE 0 0 9678 WISDOMTREE INTERNATIONAL EQUITY FUND ETF 97717W703 502 9955 SH SOLE 0 0 9955 WISDOMTREE U.S. LARGECAP FUND ETF 97717W588 512 11135 SH SOLE 0 0 11135 ISHARES RUSSELL 2000 ETF ETF 464287655 535 2809 SH SOLE 0 0 2809 SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 574 17280 SH SOLE 0 0 17280 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 596 6295 SH SOLE 0 0 6295 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 659 3280 SH SOLE 0 0 3280 HUNTINGTON BANCSHARES INC COM Stock 446150104 675 49699 SH SOLE 0 0 49699 ISHARES S&P MIDCAP FUND ETF 464287507 742 2896 SH SOLE 0 0 2896 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 752 15000 SH SOLE 0 0 15000 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 772 6028 SH SOLE 0 0 6028 VANECK SHORT HIGH YIELD MUNI ETF ETF 92189F387 773 33910 SH SOLE 0 0 33910 WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND ETF 97717X172 795 16728 SH SOLE 0 0 16728 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870 887 10793 SH SOLE 0 0 10793 VANGUARD S&P 500 ETF ETF 922908363 981 2496 SH SOLE 0 0 2496 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 992 4618 SH SOLE 0 0 4618 WISDOMTREE U.S. HIGH DIVIDEND FUND ETF 97717W208 1035 11758 SH SOLE 0 0 11758 NUVEEN QUALITY MUNCP INCOME FD COM CEF 67066V101 1041 80849 SH SOLE 0 0 80849 VANGUARD MID-CAP INDEX FUND ETF 922908629 1093 4833 SH SOLE 0 0 4833 ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 1285 13284 SH SOLE 0 0 13284 BLACKROCK MUN INCOME QUALITY T COM CEF 092479104 1377 112189 SH SOLE 0 0 112189 FIRST TRUST NASDAQ CEA CYBERSECURITY ETF ETF 33734X846 1426 29321 SH SOLE 0 0 29321 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 1497 3 SH SOLE 0 0 3 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 1566 20417 SH SOLE 0 0 20417 INVESCO TR INVT GRADE MUNS COM CEF 46131M106 1763 162302 SH SOLE 0 0 162302 WESTERN ASSET MANAGED MUNS FD COM CEF 95766M105 1958 176677 SH SOLE 0 0 176677 NUVEEN AMT FREE QLTY MUN INCME COM CEF 670657105 2144 170699 SH SOLE 0 0 170699 NUVEEN MUN HIGH INCOME OPPORTU COM CEF 670682103 2374 191728 SH SOLE 0 0 191728 SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF ETF 78464A284 2379 44846 SH SOLE 0 0 44846 NUVEEN MUN CR OPPORTUNITIES FD COM CEF 670663103 2447 193449 SH SOLE 0 0 193449 VANECK HIGH YIELD MUNI ETF ETF 92189H409 2591 46942 SH SOLE 0 0 46942 VANECK FALLEN ANGEL HIGH YIELD BOND ETF ETF 92189F437 2679 92208 SH SOLE 0 0 92208 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 2842 30736 SH SOLE 0 0 30736 NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT CEF 67070X101 3363 251522 SH SOLE 0 0 251522 SPDR DOW JONES INDUSTRIAL AVERAGE ETF ETF 78467X109 3494 10299 SH SOLE 0 0 10299 WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 97717W604 3649 119368 SH SOLE 0 0 119368 NUVEEN ENHANCED MUN VALUE FD COM CEF 67074M101 4085 342141 SH SOLE 0 0 342141 BLACKROCK MUNIYLD MICH QLTY FD COM CEF 09254V105 4096 323779 SH SOLE 0 0 323779 SPDR S&P 600 SMALL CAP VALUE ETF ETF 78464A300 4268 53216 SH SOLE 0 0 53216 SPDR PORTFOLIO CORPORATE BOND ETF ETF 78464A144 5155 169171 SH SOLE 0 0 169171 SPDR PORTFOLIO S&P 500 GROWTH ETF ETF 78464A409 5227 86390 SH SOLE 0 0 86390 WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND ETF 97717X594 5613 134157 SH SOLE 0 0 134157 WISDOMTREE U.S. TOTAL DIVIDEND FUND ETF 97717W109 6311 99549 SH SOLE 0 0 99549 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 6495 103229 SH SOLE 0 0 103229 WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND ETF 97717X578 6727 222443 SH SOLE 0 0 222443 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 7522 280269 SH SOLE 0 0 280269 WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF 97717W505 9342 215692 SH SOLE 0 0 215692