GITTERMAN WEALTH MANAGEMENT, LLC Holdings

GITTERMAN WEALTH MANAGEMENT, LLC is an investment fund managing more than 97.01M US dollars. The largest holdings include Vanguard Intermediate-Term Treasury Index Fund, Apple and iShares Core S&P 500 ETF. In Q3 2022 the fund bought assets of total value of 1.49M US dollars and sold assets of total value of 10.87M US dollars.

$97.01M

portfolio value

-32.44%

quarter

-65.49%

1 year

GITTERMAN WEALTH MANAGEMENT, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q2 2021	16304000	48989000
Q3 2021	8020000	7021000
Q4 2021	16348000	7169000
Q1 2022	7634000	18180000
Q2 2022	2260000	17870000
Q3 2022	1492000	10869000

GITTERMAN WEALTH MANAGEMENT, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Vanguard Intermediate-Term Treasury Index Fund Portfolio share: 58.33% Portfolio value: 56.58M Avg. open price: $66.47 Current price: $59.52 P/L: -10.45% Bought +1.39% shares Q3 2022	share	58.33%	56.58M	$66.47	$59.52	-10.45%	Bought +1.39% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 4.92% Portfolio value: 4.77M Avg. open price: $172.58 Current price: $147.4 P/L: -14.59% Sold -0.68% shares Q3 2022	share	4.92%	4.77M	$172.58	$147.4	-14.59%	Sold -0.68% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 3.81% Portfolio value: 3.69M Avg. open price: N/A Current price: $408.71 P/L: N/A Sold -33.73% shares Q3 2022	share	3.81%	3.69M	N/A	$408.71	N/A	Sold -33.73% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 2.87% Portfolio value: 2.78M Avg. open price: $298.09 Current price: $253.22 P/L: -15.05% Bought +2.75% shares Q3 2022	share	2.87%	2.78M	$298.09	$253.22	-15.05%	Bought +2.75% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 2.75% Portfolio value: 2.66M Avg. open price: $173.09 Current price: $178.88 P/L: +3.35% Bought +0.35% shares Q3 2022	share	2.75%	2.66M	$173.09	$178.88	+3.35%	Bought +0.35% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 1.53% Portfolio value: 1.48M Avg. open price: $393.04 Current price: $536.16 P/L: +36.41% Sold -4.68% shares Q3 2022	share	1.53%	1.48M	$393.04	$536.16	+36.41%	Sold -4.68% shares Q3 2022
Biotechnology Novo Nordisk A/S Portfolio share: 1.51% Portfolio value: 1.46M Avg. open price: $69.22 Current price: $126.9 P/L: +83.33% Sold -6.03% shares Q3 2022	share	1.51%	1.46M	$69.22	$126.9	+83.33%	Sold -6.03% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 1.33% Portfolio value: 1.29M Avg. open price: $139.13 Current price: $148.67 P/L: +6.86% Bought +2.76% shares Q3 2022	share	1.33%	1.29M	$139.13	$148.67	+6.86%	Bought +2.76% shares Q3 2022
Building Products & Equipment AAON, Inc. Portfolio share: 1.33% Portfolio value: 1.29M Avg. open price: $73.27 Current price: $80.44 P/L: +9.79% Sold -4.00% shares Q3 2022	share	1.33%	1.29M	$73.27	$80.44	+9.79%	Sold -4.00% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 1.16% Portfolio value: 1.12M Avg. open price: $2,189.45 Current price: $99.4 P/L: -95.46% Bought +3.33% shares Q3 2022	share	1.16%	1.12M	$2,189.45	$99.4	-95.46%	Bought +3.33% shares Q3 2022
Nuveen ESG U.S. Aggregate Bond ETF Portfolio share: 1.14% Portfolio value: 1.10M Avg. open price: $23.73 Current price: $22.3 P/L: -6.06% Bought +81.63% shares Q3 2022	share	1.14%	1.10M	$23.73	$22.3	-6.06%	Bought +81.63% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 1.06% Portfolio value: 1.02M Avg. open price: $92.01 Current price: $85.2 P/L: -7.41% Sold -1.25% shares Q3 2022	share	1.06%	1.02M	$92.01	$85.2	-7.41%	Sold -1.25% shares Q3 2022
Aerospace & Defense Northrop Grumman Corporation Portfolio share: 0.91% Portfolio value: 879K Avg. open price: $478.57 Current price: $545.6 P/L: +14.01% Bought +0.43% shares Q3 2022	share	0.91%	879K	$478.57	$545.6	+14.01%	Bought +0.43% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.87% Portfolio value: 845K Avg. open price: $2,187.45 Current price: $99.71 P/L: -95.44% Bought +2.33% shares Q3 2022	share	0.87%	845K	$2,187.45	$99.71	-95.44%	Bought +2.33% shares Q3 2022
Utilities—Regulated Electric Consolidated Edison, Inc. Portfolio share: 0.62% Portfolio value: 600K Avg. open price: $72.1 Current price: $97.35 P/L: +35.03% Bought +0.23% shares Q3 2022	share	0.62%	600K	$72.1	$97.35	+35.03%	Bought +0.23% shares Q3 2022
ISHARES TR Portfolio share: 0.59% Portfolio value: 576K Avg. open price: N/A Current price: N/A P/L: N/A Sold -62.28% shares Q3 2022	share	0.59%	576K	N/A	N/A	N/A	Sold -62.28% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.57% Portfolio value: 555K Avg. open price: $277.63 Current price: $232.34 P/L: -16.31% Bought +6.15% shares Q2 2022	share	0.57%	555K	$277.63	$232.34	-16.31%	Bought +6.15% shares Q2 2022
Conglomerates Honeywell International Inc. Portfolio share: 0.55% Portfolio value: 536K Avg. open price: $205.31 Current price: $218.34 P/L: +6.34% Bought +0.60% shares Q3 2022	share	0.55%	536K	$205.31	$218.34	+6.34%	Bought +0.60% shares Q3 2022
Credit Services American Express Company Portfolio share: 0.51% Portfolio value: 498K Avg. open price: $159.01 Current price: $156.75 P/L: -1.42% Bought +1.21% shares Q3 2022	share	0.51%	498K	$159.01	$156.75	-1.42%	Bought +1.21% shares Q3 2022
Vanguard Total World Stock Index Fund Portfolio share: 0.44% Portfolio value: 429K Avg. open price: $95.64 Current price: $91.02 P/L: -4.83% Bought +24.87% shares Q3 2022	share	0.44%	429K	$95.64	$91.02	-4.83%	Bought +24.87% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.44% Portfolio value: 427K Avg. open price: $673.42 Current price: $189.49 P/L: -71.86% Bought +7.20% shares Q3 2022	share	0.44%	427K	$673.42	$189.49	-71.86%	Bought +7.20% shares Q3 2022
Semiconductors Taiwan Semiconductor Manufacturing Company Limited Portfolio share: 0.44% Portfolio value: 423K Avg. open price: $114.49 Current price: $81.67 P/L: -28.67% Bought +2.38% shares Q3 2022	share	0.44%	423K	$114.49	$81.67	-28.67%	Bought +2.38% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.42% Portfolio value: 406K Avg. open price: N/A Current price: N/A P/L: N/A Sold -50.00% shares Q3 2022	share	0.42%	406K	N/A	N/A	N/A	Sold -50.00% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.42% Portfolio value: 405K Avg. open price: $53.38 Current price: $37.84 P/L: -29.11% Sold -1.05% shares Q3 2022	share	0.42%	405K	$53.38	$37.84	-29.11%	Sold -1.05% shares Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.41% Portfolio value: 402K Avg. open price: N/A Current price: $177.66 P/L: N/A N/A Q3 2022	share	0.41%	402K	N/A	$177.66	N/A	N/A Q3 2022
Asset Management Horizon Technology Finance Corporation Portfolio share: 0.40% Portfolio value: 390K Avg. open price: $14.48 Current price: $13.14 P/L: -9.23% Bought +17.12% shares Q3 2022	share	0.40%	390K	$14.48	$13.14	-9.23%	Bought +17.12% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 0.39% Portfolio value: 375K Avg. open price: N/A Current price: $233.17 P/L: N/A Sold -50.83% shares Q3 2022	share	0.39%	375K	N/A	$233.17	N/A	Sold -50.83% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.39% Portfolio value: 374K Avg. open price: $157.68 Current price: $149.88 P/L: -4.95% Bought +1.90% shares Q3 2022	share	0.39%	374K	$157.68	$149.88	-4.95%	Bought +1.90% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.38% Portfolio value: 370K Avg. open price: $274.27 Current price: $327.99 P/L: +19.59% Bought +5.21% shares Q3 2022	share	0.38%	370K	$274.27	$327.99	+19.59%	Bought +5.21% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.38% Portfolio value: 369K Avg. open price: N/A Current price: N/A P/L: N/A Sold -22.40% shares Q3 2022	share	0.38%	369K	N/A	N/A	N/A	Sold -22.40% shares Q3 2022
Restaurants Starbucks Corporation Portfolio share: 0.37% Portfolio value: 355K Avg. open price: $105.73 Current price: $105.05 P/L: -0.64% Sold -13.50% shares Q3 2022	share	0.37%	355K	$105.73	$105.05	-0.64%	Sold -13.50% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.36% Portfolio value: 352K Avg. open price: $548.65 Current price: $494.53 P/L: -9.86% Bought +3.05% shares Q3 2022	share	0.36%	352K	$548.65	$494.53	-9.86%	Bought +3.05% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.36% Portfolio value: 350K Avg. open price: $313.3 Current price: $93.62 P/L: -70.12% Bought +10.25% shares Q3 2022	share	0.36%	350K	$313.3	$93.62	-70.12%	Bought +10.25% shares Q3 2022
Utilities—Renewable Brookfield Renewable Corporation Portfolio share: 0.34% Portfolio value: 334K Avg. open price: $39.77 Current price: $32.7 P/L: -17.77% Bought +13.48% shares Q3 2022	share	0.34%	334K	$39.77	$32.7	-17.77%	Bought +13.48% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.34% Portfolio value: 332K Avg. open price: $149.16 Current price: $133.81 P/L: -10.29% Bought +4.54% shares Q3 2022	share	0.34%	332K	$149.16	$133.81	-10.29%	Bought +4.54% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.34% Portfolio value: 328K Avg. open price: $357.96 Current price: $290.59 P/L: -18.82% Sold -14.21% shares Q1 2022	share	0.34%	328K	$357.96	$290.59	-18.82%	Sold -14.21% shares Q1 2022
Vanguard Real Estate Index Fund Portfolio share: 0.32% Portfolio value: 314K Avg. open price: N/A Current price: $87.63 P/L: N/A Sold -51.42% shares Q3 2022	share	0.32%	314K	N/A	$87.63	N/A	Sold -51.42% shares Q3 2022
iShares Select Dividend ETF Portfolio share: 0.30% Portfolio value: 287K Avg. open price: $114.72 Current price: $125.19 P/L: +9.13% Sold -7.39% shares Q1 2022	share	0.30%	287K	$114.72	$125.19	+9.13%	Sold -7.39% shares Q1 2022
REIT—Specialty Hannon Armstrong Sustainable Infrastructure Capital, Inc. Portfolio share: 0.29% Portfolio value: 281K Avg. open price: $47.93 Current price: $31.79 P/L: -33.67% Bought +16.73% shares Q3 2022	share	0.29%	281K	$47.93	$31.79	-33.67%	Bought +16.73% shares Q3 2022
Biotechnology Regeneron Pharmaceuticals, Inc. Portfolio share: 0.27% Portfolio value: 265K Avg. open price: N/A Current price: $766.39 P/L: N/A N/A Q3 2022	share	0.27%	265K	N/A	$766.39	N/A	N/A Q3 2022
Consulting Services Nielsen Holdings plc Portfolio share: 0.27% Portfolio value: 264K Avg. open price: $23.22 Current price: $27.98 P/L: +20.50% Bought +10.44% shares Q3 2022	share	0.27%	264K	$23.22	$27.98	+20.50%	Bought +10.44% shares Q3 2022
Specialty Industrial Machinery Illinois Tool Works Inc. Portfolio share: 0.27% Portfolio value: 262K Avg. open price: N/A Current price: $228.29 P/L: N/A N/A Q3 2022	share	0.27%	262K	N/A	$228.29	N/A	N/A Q3 2022
Credit Services Mastercard Incorporated Portfolio share: 0.26% Portfolio value: 257K Avg. open price: N/A Current price: $360.06 P/L: N/A N/A Q3 2022	share	0.26%	257K	N/A	$360.06	N/A	N/A Q3 2022
REIT—Office Vornado Realty Trust Portfolio share: 0.26% Portfolio value: 252K Avg. open price: $43.21 Current price: $24.34 P/L: -43.67% N/A Q3 2022	share	0.26%	252K	$43.21	$24.34	-43.67%	N/A Q3 2022
Packaged Foods The J. M. Smucker Company Portfolio share: 0.26% Portfolio value: 252K Avg. open price: $128.01 Current price: $154.45 P/L: +20.65% Bought +0.22% shares Q3 2022	share	0.26%	252K	$128.01	$154.45	+20.65%	Bought +0.22% shares Q3 2022
Scientific & Technical Instruments Fortive Corporation Portfolio share: 0.25% Portfolio value: 242K Avg. open price: N/A Current price: $68.24 P/L: N/A N/A Q3 2022	share	0.25%	242K	N/A	$68.24	N/A	N/A Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.24% Portfolio value: 234K Avg. open price: N/A Current price: $213.04 P/L: N/A N/A Q3 2022	share	0.24%	234K	N/A	$213.04	N/A	N/A Q3 2022
Financial Data & Stock Exchanges Nasdaq, Inc. Portfolio share: 0.23% Portfolio value: 226K Avg. open price: N/A Current price: $68.98 P/L: N/A N/A Q3 2022	share	0.23%	226K	N/A	$68.98	N/A	N/A Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 0.23% Portfolio value: 225K Avg. open price: N/A Current price: $108.09 P/L: N/A N/A Q3 2022	share	0.23%	225K	N/A	$108.09	N/A	N/A Q3 2022
REIT—Office Hudson Pacific Properties, Inc. Portfolio share: 0.23% Portfolio value: 223K Avg. open price: $26.84 Current price: $11.32 P/L: -57.82% N/A Q3 2022	share	0.23%	223K	$26.84	$11.32	-57.82%	N/A Q3 2022
Drug Manufacturers—General GSK plc Portfolio share: 0.23% Portfolio value: 222K Avg. open price: $44.12 Current price: $34.99 P/L: -20.69% N/A Q3 2022	share	0.23%	222K	$44.12	$34.99	-20.69%	N/A Q3 2022
Advertising Agencies Omnicom Group Inc. Portfolio share: 0.23% Portfolio value: 222K Avg. open price: N/A Current price: $78.65 P/L: N/A N/A Q3 2022	share	0.23%	222K	N/A	$78.65	N/A	N/A Q3 2022
Biotechnology Vertex Pharmaceuticals Incorporated Portfolio share: 0.23% Portfolio value: 221K Avg. open price: N/A Current price: $321.37 P/L: N/A Sold -12.03% shares Q3 2022	share	0.23%	221K	N/A	$321.37	N/A	Sold -12.03% shares Q3 2022
Confectioners The Hershey Company Portfolio share: 0.23% Portfolio value: 221K Avg. open price: N/A Current price: $234.73 P/L: N/A N/A Q3 2022	share	0.23%	221K	N/A	$234.73	N/A	N/A Q3 2022
REIT—Specialty Iron Mountain Incorporated Portfolio share: 0.23% Portfolio value: 219K Avg. open price: $50.93 Current price: $55.06 P/L: +8.11% Bought +7.99% shares Q3 2022	share	0.23%	219K	$50.93	$55.06	+8.11%	Bought +7.99% shares Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 0.22% Portfolio value: 215K Avg. open price: $130.23 Current price: $125.66 P/L: -3.51% Bought +9.41% shares Q3 2022	share	0.22%	215K	$130.23	$125.66	-3.51%	Bought +9.41% shares Q3 2022
Utilities—Independent Power Producers NRG Energy, Inc. Portfolio share: 0.22% Portfolio value: 209K Avg. open price: N/A Current price: $41.25 P/L: N/A N/A Q3 2022	share	0.22%	209K	N/A	$41.25	N/A	N/A Q3 2022
Banks—Diversified UBS Group AG Portfolio share: 0.20% Portfolio value: 197K Avg. open price: $15.99 Current price: $18.46 P/L: +15.42% Bought +13.20% shares Q3 2022	share	0.20%	197K	$15.99	$18.46	+15.42%	Bought +13.20% shares Q3 2022
Utilities—Diversified Companhia Energética de Minas Gerais Portfolio share: 0.20% Portfolio value: 197K Avg. open price: $2.23 Current price: $2.16 P/L: -3.34% Bought +13.87% shares Q3 2022	share	0.20%	197K	$2.23	$2.16	-3.34%	Bought +13.87% shares Q3 2022
Telecom Services Lumen Technologies, Inc. Portfolio share: 0.19% Portfolio value: 183K Avg. open price: $11.27 Current price: $5.51 P/L: -51.11% Sold -3.61% shares Q3 2022	share	0.19%	183K	$11.27	$5.51	-51.11%	Sold -3.61% shares Q3 2022
Communication Equipment Hewlett Packard Enterprise Company Portfolio share: 0.16% Portfolio value: 158K Avg. open price: N/A Current price: $16.69 P/L: N/A N/A Q3 2022	share	0.16%	158K	N/A	$16.69	N/A	N/A Q3 2022
Information Technology Services Wipro Limited Portfolio share: 0.15% Portfolio value: 150K Avg. open price: $6.68 Current price: $5.11 P/L: -23.49% Bought +14.29% shares Q3 2022	share	0.15%	150K	$6.68	$5.11	-23.49%	Bought +14.29% shares Q3 2022
Business Equipment & Supplies Steelcase Inc. Portfolio share: 0.14% Portfolio value: 131K Avg. open price: $11.66 Current price: $7.52 P/L: -35.48% Bought +12.67% shares Q3 2022	share	0.14%	131K	$11.66	$7.52	-35.48%	Bought +12.67% shares Q3 2022
Banks—Regional Lloyds Banking Group plc Portfolio share: 0.13% Portfolio value: 125K Avg. open price: N/A Current price: $2.27 P/L: N/A N/A Q3 2022	share	0.13%	125K	N/A	$2.27	N/A	N/A Q3 2022
Telecom Services Telefónica, S.A. Portfolio share: 0.12% Portfolio value: 114K Avg. open price: $4.71 Current price: $3.72 P/L: -20.95% Bought +13.55% shares Q3 2022	share	0.12%	114K	$4.71	$3.72	-20.95%	Bought +13.55% shares Q3 2022
Engineering & Construction Great Lakes Dredge & Dock Corporation Portfolio share: 0.11% Portfolio value: 106K Avg. open price: $14.02 Current price: $7.23 P/L: -48.42% Bought +11.51% shares Q3 2022	share	0.11%	106K	$14.02	$7.23	-48.42%	Bought +11.51% shares Q3 2022
Shell Companies Portage Fintech Acquisition Corporation Portfolio share: 0.10% Portfolio value: 98K Avg. open price: N/A Current price: $9.97 P/L: N/A N/A Q3 2021	share	0.10%	98K	N/A	$9.97	N/A	N/A Q3 2021
Oil & Gas Equipment & Services Select Energy Services, Inc. Portfolio share: 0.10% Portfolio value: 93K Avg. open price: $5.19 Current price: $8.19 P/L: +57.80% N/A Q3 2022	share	0.10%	93K	$5.19	$8.19	+57.80%	N/A Q3 2022
REIT—Mortgage New York Mortgage Trust, Inc. Portfolio share: 0.08% Portfolio value: 79K Avg. open price: N/A Current price: $2.9 P/L: N/A N/A Q1 2021	share	0.08%	79K	N/A	$2.9	N/A	N/A Q1 2021
Waste Management Li-Cycle Holdings Corp. Portfolio share: 0.06% Portfolio value: 55K Avg. open price: N/A Current price: $6.2 P/L: N/A N/A Q3 2022	share	0.06%	55K	N/A	$6.2	N/A	N/A Q3 2022
Computer Hardware AgEagle Aerial Systems, Inc. Portfolio share: 0.01% Portfolio value: 8K Avg. open price: N/A Current price: $0.43 P/L: N/A N/A Q2 2022	share	0.01%	8K	N/A	$0.43	N/A	N/A Q2 2022
Drug Manufacturers—General GSK plc Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $44.12 Current price: $34.99 P/L: -20.69% Sold -100.00% shares Q3 2022	share	0.00%	0	$44.12	$34.99	-20.69%	Sold -100.00% shares Q3 2022
Healthcare Plans Humana Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $546.78 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$546.78	N/A	Sold -100.00% shares Q3 2022
Utilities—Regulated Electric Exelon Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $41.45 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$41.45	N/A	Sold -100.00% shares Q3 2022
KraneShares Global Carbon ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $46.96 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$46.96	N/A	Sold -100.00% shares Q3 2022
Diagnostics & Research Danaher Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $274.23 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$274.23	N/A	Sold -100.00% shares Q3 2022
REIT—Specialty Crown Castle Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $140.17 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$140.17	N/A	Sold -100.00% shares Q3 2022
Industrial Distribution Core & Main, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $20.61 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$20.61	N/A	Sold -100.00% shares Q3 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $112.2 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$112.2	N/A	Sold -100.00% shares Q3 2022
Vanguard Short-Term Corporate Bond Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $75.65 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$75.65	N/A	Sold -100.00% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $55.51 Current price: $49.7 P/L: -10.47% Sold -100.00% shares Q3 2022	share	0.00%	0	$55.51	$49.7	-10.47%	Sold -100.00% shares Q3 2022
Vanguard Mortgage-Backed Securities Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $46.46 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$46.46	N/A	Sold -100.00% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $102.58 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$102.58	N/A	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $81.13 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$81.13	N/A	Sold -100.00% shares Q3 2022
Specialty Retail AutoZone, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $2,571.59 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$2,571.59	N/A	Sold -100.00% shares Q3 2022
Specialty Industrial Machinery IDEX Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $241.84 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$241.84	N/A	Sold -100.00% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $52.91 Current price: $29.24 P/L: -44.74% Sold -100.00% shares Q3 2022	share	0.00%	0	$52.91	$29.24	-44.74%	Sold -100.00% shares Q3 2022
Household & Personal Products Kimberly-Clark Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $137.93 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$137.93	N/A	Sold -100.00% shares Q3 2022
Paper & Paper Products Resolute Forest Products Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $12.22 Current price: $21.06 P/L: +72.38% Sold -100.00% shares Q3 2022	share	0.00%	0	$12.22	$21.06	+72.38%	Sold -100.00% shares Q3 2022
Engineering & Construction Stantec Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $44.37 Current price: $50.25 P/L: +13.25% Sold -100.00% shares Q3 2022	share	0.00%	0	$44.37	$50.25	+13.25%	Sold -100.00% shares Q3 2022
Computer Hardware HP Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $29.64 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$29.64	N/A	Sold -100.00% shares Q3 2022

Showing TOP 91 GITTERMAN WEALTH MANAGEMENT's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of GITTERMAN WEALTH MANAGEMENT, LLC?

The biggest position of the GITTERMAN WEALTH MANAGEMENT, LLC is Vanguard Intermediate-Term Treasury Index Fund (VGIT) with 58.33% portfolio share worth of 56.59M US dollars.

Top 5 GITTERMAN WEALTH MANAGEMENT's holdings represent 72.67% of the portfolio:

Vanguard Intermediate-Term Treasury Index Fund (VGIT) – 58.33%
Apple Inc. (AAPL) – 4.92%
iShares Core S&P 500 ETF (IVV) – 3.81%
Microsoft Corporation (MSFT) – 2.87%
Johnson & Johnson (JNJ) – 2.75%

Who is the portfolio manager of GITTERMAN WEALTH MANAGEMENT, LLC?

The portfolio manager of the GITTERMAN WEALTH MANAGEMENT, LLC is .

What is the total asset value of the GITTERMAN WEALTH MANAGEMENT, LLC portfolio?

GITTERMAN WEALTH MANAGEMENT, LLC total asset value (portfolio value) is 97.01M US dollars.

Who is ?

is the portfolio manager of the GITTERMAN WEALTH MANAGEMENT, LLC.

What is (GITTERMAN WEALTH MANAGEMENT, LLC) fund performance?

GITTERMAN WEALTH MANAGEMENT's quarterly performance is -32.44%, annualy -65.49%.

What is the GITTERMAN WEALTH MANAGEMENT, LLC CIK?

GITTERMAN WEALTH MANAGEMENT's Central Index Key is 0001861558 .