Gitterman Wealth Management, LLC
Q1 2025 13F Holdings
- Locationedison, NJ
- Num holdings
131
- Value ($000)
$376,510
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $81.40M | 22 % | 1,370,356 | ||
QLTY 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | $49.36M | 13 % | 1,579,109 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $49.04M | 13 % | 95,426 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $36.97M | 10 % | 403,025 | ||
GRID FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 | $27.61M | 7 % | 244,088 | ||
PHO INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 | $23.45M | 6 % | 363,423 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $22.84M | 6 % | 79,279 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $15.70M | 4 % | 432,513 | ||
AAPL APPLE INC | COM | 037833100 | $7.18M | 2 % | 32,323 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.40M | 1 % | 15,999 |
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