Filed: 10/27/2022ACC: 0001172661-22-002243
📋 What this filing means
GITTERMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $97.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$97.0K
Total AUM (reported)
1.81M
Total Shares
Allocation by class
INTER TERM TREAS$56.6K58.3%
COM$23.8K24.5%
CORE S&P500 ETF$3.7K3.8%
ADR$1.5K1.5%
COM PAR $0.004$1.3K1.3%
CAP STK CL A$1.1K1.2%
NUVEEN ESG US$1.1K1.1%
Portfolio Concentration
Top 3$65.1K67.1%
4–10$12.1K12.5%
11–25$9.1K9.4%
Rest$10.7K11.1%
Top 3 weight
67.1%
Top 10 weight
79.5%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Sole
Full voting authority
1.81M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole71
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares970.65K
TypeSH
Market value$56.6K
58.33%
Sole
970.65K
Shared
0.00
None
0.00
APPLE INC
SOLEShares34.56K
TypeSH
Market value$4.8K
4.92%
Sole
34.56K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.30K
TypeSH
Market value$3.7K
3.81%
Sole
10.30K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.93K
TypeSH
Market value$2.8K
2.87%
Sole
11.93K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.31K
TypeSH
Market value$2.7K
2.75%
Sole
16.31K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares2.91K
TypeSH
Market value$1.5K
1.53%
Sole
2.91K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares14.67K
TypeSH
Market value$1.5K
1.51%
Sole
14.67K
Shared
0.00
None
0.00
AAON INC
SOLEShares24K
TypeSH
Market value$1.3K
1.33%
Sole
24K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares10.88K
TypeSH
Market value$1.3K
1.33%
Sole
10.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.78K
TypeSH
Market value$1.1K
1.16%
Sole
11.78K
Shared
0.00
None
0.00
NUSHARES ETF TR
SOLEShares50.92K
TypeSH
Market value$1.1K
1.14%
Sole
50.92K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares13.15K
TypeSH
Market value$1.0K
1.06%
Sole
13.15K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares1.87K
TypeSH
Market value$879.00
0.91%
Sole
1.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.78K
TypeSH
Market value$845.00
0.87%
Sole
8.78K
Shared
0.00
None
0.00
CONSOLIDATED EDISON INC
SOLEShares7.01K
TypeSH
Market value$600.00
0.62%
Sole
7.01K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.95K
TypeSH
Market value$576.00
0.59%
Sole
10.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.64K
TypeSH
Market value$555.00
0.57%
Sole
2.64K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares3.21K
TypeSH
Market value$536.00
0.55%
Sole
3.21K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares3.69K
TypeSH
Market value$498.00
0.51%
Sole
3.69K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares5.46K
TypeSH
Market value$429.00
0.44%
Sole
5.46K
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.61K
TypeSH
Market value$427.00
0.44%
Sole
1.61K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.10K
TypeSH
Market value$423.00
0.44%
Sole
6.10K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$406.00
0.42%
Sole
1.00
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares10.69K
TypeSH
Market value$405.00
0.42%
Sole
10.69K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares2.58K
TypeSH
Market value$402.00
0.41%
Sole
2.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 970.65K | SH | $56.6K 58.33% | 970.65K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.56K | SH | $4.8K 4.92% | 34.56K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 10.30K | SH | $3.7K 3.81% | 10.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.93K | SH | $2.8K 2.87% | 11.93K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.31K | SH | $2.7K 2.75% | 16.31K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 2.91K | SH | $1.5K 1.53% | 2.91K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 14.67K | SH | $1.5K 1.51% | 14.67K | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 24K | SH | $1.3K 1.33% | 24K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 10.88K | SH | $1.3K 1.33% | 10.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.78K | SH | $1.1K 1.16% | 11.78K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 50.92K | SH | $1.1K 1.14% | 50.92K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 13.15K | SH | $1.0K 1.06% | 13.15K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 1.87K | SH | $879.00 0.91% | 1.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.78K | SH | $845.00 0.87% | 8.78K | 0.00 | 0.00 |
CONSOLIDATED EDISON INCSOLE | COM | 7.01K | SH | $600.00 0.62% | 7.01K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 10.95K | SH | $576.00 0.59% | 10.95K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.64K | SH | $555.00 0.57% | 2.64K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 3.21K | SH | $536.00 0.55% | 3.21K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 3.69K | SH | $498.00 0.51% | 3.69K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 5.46K | SH | $429.00 0.44% | 5.46K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.61K | SH | $427.00 0.44% | 1.61K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.10K | SH | $423.00 0.44% | 6.10K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $406.00 0.42% | 1.00 | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 10.69K | SH | $405.00 0.42% | 10.69K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 2.58K | SH | $402.00 0.41% | 2.58K | 0.00 | 0.00 |
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