Instuitional Investor - Gitterman Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Gitterman Wealth Management, Llc |
| Portfolio Value | $436,456,273 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 1,401,122 | $84,109,095 | 19.27% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 97,320 | $59,600,187 | 13.66% | |
| 3. | 2023 Etf Series Trust Ii | 1,623,342 | $58,748,774 | 13.46% | |
| 4. | Spdr Series Trust | 424,957 | $38,989,880 | 8.93% | |
| 5. | First Tr Exchange Traded Fd | 241,144 | $36,431,756 | 8.35% |