Gitterman Wealth Management

Gitterman Wealth Management as of March 31, 2021

Portfolio Holdings for Gitterman Wealth Management

Gitterman Wealth Management holds 65 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 29.2 $45M 675k 67.23
Ishares Tr Core S&p500 Etf (IVV) 22.5 $35M 88k 397.82
Ishares Tr Core Msci Eafe (IEFA) 8.5 $13M 183k 72.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.7 $10M 126k 82.50
Vanguard Index Fds Growth Etf (VUG) 3.7 $5.7M 22k 257.03
Vanguard Index Fds Real Estate Etf (VNQ) 3.5 $5.4M 59k 91.87
Apple (AAPL) 3.0 $4.7M 39k 122.16
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 2.8 $4.3M 81k 53.37
Microsoft Corporation (MSFT) 1.8 $2.8M 12k 235.76
Johnson & Johnson (JNJ) 1.7 $2.6M 16k 164.37
Aaon Com Par $0.004 (AAON) 1.2 $1.8M 26k 70.00
International Business Machines (IBM) 0.9 $1.4M 11k 133.25
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.3M 625.00 2062.40
Novo-nordisk A S Adr (NVO) 0.7 $1.2M 17k 67.43
UnitedHealth (UNH) 0.7 $1.0M 2.7k 372.20
Alphabet Cap Stk Cl C (GOOG) 0.6 $956k 462.00 2069.26
Verizon Communications (VZ) 0.5 $812k 14k 58.18
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $771k 2.00 385500.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $769k 6.5k 118.29
Netflix (NFLX) 0.5 $705k 1.4k 521.45
Honeywell International (HON) 0.4 $693k 3.2k 217.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $663k 2.7k 242.95
Amazon (AMZN) 0.4 $650k 210.00 3095.24
At&t (T) 0.4 $594k 20k 30.26
JPMorgan Chase & Co. (JPM) 0.4 $554k 3.6k 152.16
Consolidated Edison (ED) 0.4 $553k 7.4k 74.77
Starbucks Corporation (SBUX) 0.4 $549k 5.0k 109.23
American Express Company (AXP) 0.3 $491k 3.5k 141.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $487k 1.5k 319.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $485k 1.9k 255.26
Horizon Technology Fin (HRZN) 0.3 $472k 33k 14.39
Bio-techne Corporation (TECH) 0.3 $426k 1.1k 382.41
Procter & Gamble Company (PG) 0.2 $375k 2.8k 135.48
Intel Corporation (INTC) 0.2 $375k 5.9k 63.94
Hannon Armstrong (HASI) 0.2 $349k 6.2k 56.14
Tesla Motors (TSLA) 0.2 $346k 518.00 667.95
Boeing Company (BA) 0.2 $337k 1.3k 254.53
Kimberly-Clark Corporation (KMB) 0.2 $333k 2.4k 138.98
Citigroup Com New (C) 0.2 $327k 4.5k 72.78
Texas Instruments Incorporated (TXN) 0.2 $310k 1.6k 188.91
Ishares Tr Select Divid Etf (DVY) 0.2 $305k 2.7k 114.23
Qualcomm (QCOM) 0.2 $304k 2.3k 132.81
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.2 $304k 6.5k 46.85
Kilroy Realty Corporation (KRC) 0.2 $303k 4.6k 65.56
Hudson Pacific Properties (HPP) 0.2 $302k 11k 27.13
Digital Realty Trust (DLR) 0.2 $278k 2.0k 140.97
Walt Disney Company (DIS) 0.2 $275k 1.5k 184.32
Applied Materials (AMAT) 0.2 $268k 2.0k 133.47
Vornado Rlty Tr Sh Ben Int (VNO) 0.2 $265k 5.8k 45.44
American Water Works (AWK) 0.2 $256k 1.7k 149.80
Lam Research Corporation 0.2 $246k 413.00 595.64
Alexandria Real Estate Equities (ARE) 0.2 $240k 1.5k 164.38
Abb Sponsored Adr (ABBNY) 0.1 $227k 7.5k 30.43
Charter Communications Inc N Cl A (CHTR) 0.1 $222k 360.00 616.67
Costco Wholesale Corporation (COST) 0.1 $219k 622.00 352.09
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $219k 964.00 227.18
Crown Castle Intl (CCI) 0.1 $217k 1.3k 171.81
Waters Corporation (WAT) 0.1 $208k 732.00 284.15
Paypal Holdings (PYPL) 0.1 $206k 847.00 243.21
Moody's Corporation (MCO) 0.1 $204k 684.00 298.25
AmerisourceBergen (COR) 0.1 $201k 1.7k 118.03
New York Mtg Tr Com Par $.02 0.1 $152k 34k 4.48
Veon Sponsored Adr 0.1 $109k 62k 1.77
Wipro Spon Adr 1 Sh (WIT) 0.0 $77k 12k 6.32
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $48k 21k 2.29