Gitterman Wealth Management, LLC - Portfolio overview

Gitterman Wealth Management, LLC has 128 reported holdings in this dataset, with the latest filing dated 2025-11-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VGIT - VANGUARD SCOTTSDALE FDS, 19.27%
2. VOO - VANGUARD INDEX FDS, 13.66%
3. QLTY - 2023 ETF SERIES TRUST II, 13.46%

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

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