Gitterman Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Edison, NJ
CIK
0001861558
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 89 224,491 VGSH, VGIT, AAPL, MSFT 13F-HR 2/5/2024 000117266124000448
Q3 2023 83 210,859 VGSH, VGIT, AAPL, MSFT 13F-HR 11/2/2023 000117266123003581
Q2 2023 82 214,476 VGSH, VGIT, AAPL, MSFT 13F-HR 8/8/2023 000117266123002811
Q1 2023 85 210,314 VGSH, VGIT, AAPL, IVV 13F-HR 5/12/2023 000117266123002068
Q4 2022 80 199,650 VGSH, VGIT, AAPL, IVV 13F-HR 2/13/2023 000117266123000723
Q3 2022 71 97,012 VGIT, AAPL, IVV, MSFT 13F-HR 10/27/2022 000117266122002243
Q2 2022 73 107,000 VGIT, IVV, AAPL, MSFT 13F-HR 8/3/2022 000117266122001712
Q1 2022 97 124,263 VGIT, IVV, AAPL, MSFT 13F-HR 5/12/2022 000181204622000062
Q4 2021 95 134,816 VGIT, IVV, AAPL, MSFT 13F-HR 2/1/2022 000181204622000016
Q3 2021 76 124,476 VGIT, IVV, AAPL, IEFA 13F-HR 11/9/2021 000181204621000103
Q2 2021 77 123,499 VGIT, IVV, AAPL, IEFA 13F-HR 7/30/2021 000181204621000070
Q1 2021 65 155,118 VGIT, IVV, IEFA, VCSH 13F-HR 5/14/2021 000181204621000058