Instuitional Investor - Gitterman Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Gitterman Wealth Management, Llc |
| Portfolio Value | $429,161,458 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 1,385,699 | $82,878,548 | 19.31% | |
| 2. | 2023 Etf Series Trust Ii | 1,624,912 | $55,669,727 | 12.97% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 97,886 | $55,607,048 | 12.96% | |
| 4. | Spdr Series Trust | 405,565 | $37,202,513 | 8.67% | |
| 5. | First Tr Exchange Traded Fd | 247,187 | $34,363,226 | 8.01% |
