Gitterman Wealth Management, LLC
Q3 2025 13F Holdings
- Locationedison, NJ
- Num holdings
128
- Value ($000)
$436,456
- Date Filed11/04/2025
- Form type13F-HR
- CIK0001861558
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $84.11 M | 19 % | 1,401,122 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $59.60 M | 14 % | 97,320 | ||
QLTY 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | $58.75 M | 14 % | 1,623,342 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $38.99 M | 9 % | 424,957 | ||
GRID FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 | $36.43 M | 8 % | 241,144 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $27.82 M | 6 % | 78,262 | ||
PHO INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 | $26.60 M | 6 % | 368,922 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $17.53 M | 4 % | 442,646 | ||
AAPL APPLE INC | COM | 037833100 | $9.22 M | 2 % | 36,222 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.88 M | 2 % | 13,290 |
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