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Home > Institutional Investor > Gitterman Wealth Management, Llc > Profile

Instuitional Investor - Gitterman Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Gitterman Wealth Management, Llc
Portfolio Value $239,389,969
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 1,793,213 $104,006,189 43.44%
2.
First Tr Exchange Traded Fd
 228,460 $27,264,572 11.38%
3.
Spdr Ser Tr
 271,965 $24,865,550 10.38%
4.
Ishares Trust
 IEF 61,811 $9,861,047 4.11%
5.
Apple Inc.
 AAPL 34,505 $8,641,103 3.6%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)