Filed: 5/12/2023ACC: 0001172661-23-002068
📋 What this filing means
GITTERMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $210.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$210.31M
Total AUM (reported)
3.47M
Total Shares
Allocation by class
SHORT TERM TREAS$92.28M43.9%
INTER TERM TREAS$72.38M34.4%
COM$30.06M14.3%
CORE S&P500 ETF$3.69M1.8%
ADR$1.86M0.9%
COM PAR $0.004$1.84M0.9%
NUVEEN ESG US$1.18M0.6%
Portfolio Concentration
Top 3$170.27M81.0%
4–10$15.92M7.6%
11–25$9.99M4.8%
Rest$14.14M6.7%
Top 3 weight
81.0%
Top 10 weight
88.5%
Voting Authority Distribution
Total shares with voting rights: 3.47M
Sole
Full voting authority
3.47M
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)
Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.58M
TypeSH
Market value$92.28M
43.88%
Sole
1.58M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares1.21M
TypeSH
Market value$72.38M
34.42%
Sole
1.21M
Shared
0.00
None
0.00
APPLE INC
SOLEShares33.98K
TypeSH
Market value$5.60M
2.66%
Sole
33.98K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.97K
TypeSH
Market value$3.69M
1.75%
Sole
8.97K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.84K
TypeSH
Market value$3.41M
1.62%
Sole
11.84K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.23K
TypeSH
Market value$2.52M
1.20%
Sole
16.23K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares11.67K
TypeSH
Market value$1.86M
0.88%
Sole
11.67K
Shared
0.00
None
0.00
AAON INC
SOLEShares19K
TypeSH
Market value$1.84M
0.87%
Sole
19K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares3.01K
TypeSH
Market value$1.42M
0.68%
Sole
3.01K
Shared
0.00
None
0.00
NUSHARES ETF TR
SOLEShares52.99K
TypeSH
Market value$1.18M
0.56%
Sole
52.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.24K
TypeSH
Market value$1.17M
0.55%
Sole
11.24K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares8.37K
TypeSH
Market value$1.10M
0.52%
Sole
8.37K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares13.68K
TypeSH
Market value$1.05M
0.50%
Sole
13.68K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares1.87K
TypeSH
Market value$862.5K
0.41%
Sole
1.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.24K
TypeSH
Market value$857.0K
0.41%
Sole
8.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.64K
TypeSH
Market value$645.0K
0.31%
Sole
2.64K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares3.21K
TypeSH
Market value$613.9K
0.29%
Sole
3.21K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares3.67K
TypeSH
Market value$605.4K
0.29%
Sole
3.67K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.07K
TypeSH
Market value$532.2K
0.25%
Sole
1.07K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.00
TypeSH
Market value$465.6K
0.22%
Sole
1.00
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares2.95K
TypeSH
Market value$439.0K
0.21%
Sole
2.95K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares4.20K
TypeSH
Market value$436.8K
0.21%
Sole
4.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.38K
TypeSH
Market value$425.8K
0.20%
Sole
1.38K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares3.15K
TypeSH
Market value$410.3K
0.20%
Sole
3.15K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares1.29K
TypeSH
Market value$380.1K
0.18%
Sole
1.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 1.58M | SH | $92.28M 43.88% | 1.58M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.21M | SH | $72.38M 34.42% | 1.21M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 33.98K | SH | $5.60M 2.66% | 33.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 8.97K | SH | $3.69M 1.75% | 8.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.84K | SH | $3.41M 1.62% | 11.84K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.23K | SH | $2.52M 1.20% | 16.23K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 11.67K | SH | $1.86M 0.88% | 11.67K | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 19K | SH | $1.84M 0.87% | 19K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 3.01K | SH | $1.42M 0.68% | 3.01K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 52.99K | SH | $1.18M 0.56% | 52.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.24K | SH | $1.17M 0.55% | 11.24K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 8.37K | SH | $1.10M 0.52% | 8.37K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 13.68K | SH | $1.05M 0.50% | 13.68K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 1.87K | SH | $862.5K 0.41% | 1.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.24K | SH | $857.0K 0.41% | 8.24K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.64K | SH | $645.0K 0.31% | 2.64K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 3.21K | SH | $613.9K 0.29% | 3.21K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 3.67K | SH | $605.4K 0.29% | 3.67K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.07K | SH | $532.2K 0.25% | 1.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $465.6K 0.22% | 1.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 2.95K | SH | $439.0K 0.21% | 2.95K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 4.20K | SH | $436.8K 0.21% | 4.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.38K | SH | $425.8K 0.20% | 1.38K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 3.15K | SH | $410.3K 0.20% | 3.15K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 1.29K | SH | $380.1K 0.18% | 1.29K | 0.00 | 0.00 |
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