Gitterman Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    edison, NJ
  • CIK
    0001861558
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

131

$376.51 M
VANGUARD SCOTTSDALE FDS, QLTY, VOO, KRE
13F-HR
May 14, 2025
000117266125001806

128

$239.39 M
VANGUARD SCOTTSDALE FDS, GRID, KRE, IYW
13F-HR
Feb 10, 2025
000117266125000607

127

$239.86 M
VANGUARD SCOTTSDALE FDS, GRID, KRE, IYW
13F-HR
Nov 13, 2024
000117266124004642

109

$259.45 M
VGSH, VANGUARD SCOTTSDALE FDS, KRE, GRID
13F-HR
Aug 12, 2024
000117266124003220

100

$257.97 M
VGSH, VANGUARD SCOTTSDALE FDS, KRE, GRID
13F-HR
May 8, 2024
000117266124002066

89

$224.49 M
VGSH, VANGUARD SCOTTSDALE FDS, AAPL, MSFT
13F-HR
Feb 5, 2024
000117266124000448

83

$210.86 M
VGSH, VANGUARD SCOTTSDALE FDS, AAPL, MSFT
13F-HR
Nov 2, 2023
000117266123003581

82

$214.48 M
VGSH, VANGUARD SCOTTSDALE FDS, AAPL, MSFT
13F-HR
Aug 8, 2023
000117266123002811

85

$210.31 M
VGSH, VANGUARD SCOTTSDALE FDS, AAPL, IVV
13F-HR
May 12, 2023
000117266123002068

80

$199.65 M
VGSH, VANGUARD SCOTTSDALE FDS, AAPL, IVV
13F-HR
Feb 13, 2023
000117266123000723

71

$97.01 M
VANGUARD SCOTTSDALE FDS, AAPL, IVV, MSFT
13F-HR
Oct 27, 2022
000117266122002243

73

$107.00 M
VANGUARD SCOTTSDALE FDS, IVV, AAPL, MSFT
13F-HR
Aug 3, 2022
000117266122001712

97

$124.26 M
VANGUARD SCOTTSDALE FDS, IVV, AAPL, MSFT
13F-HR
May 12, 2022
000181204622000062

95

$134.82 M
VANGUARD SCOTTSDALE FDS, IVV, AAPL, MSFT
13F-HR
Feb 1, 2022
000181204622000016

76

$124.48 M
VANGUARD SCOTTSDALE FDS, IVV, AAPL, IEFA
13F-HR
Nov 9, 2021
000181204621000103

77

$123.50 M
VANGUARD SCOTTSDALE FDS, IVV, AAPL, IEFA
13F-HR
Jul 30, 2021
000181204621000070

65

$155.12 M
VANGUARD SCOTTSDALE FDS, IVV, IEFA, VCSH
13F-HR
May 14, 2021
000181204621000058