Gross & Hartman Investments LLC - Portfolio overview

Gross & Hartman Investments LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES, 22.06%
2. SUB - ISHARES SHORT-TERM NATIONAL MUNI BOND ETF, 15.32%
3. VCRB - VANGUARD CORE BOND ETF, 10.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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