| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 14 | Q2 2024 | 58.3% |
| ISHARES TR | 14 | Q2 2024 | 22.5% |
| APPLE INC | 14 | Q2 2024 | 5.4% |
| MICROSOFT CORP | 14 | Q2 2024 | 3.1% |
| JOHNSON & JOHNSON | 14 | Q2 2024 | 2.7% |
| ISHARES TR | 14 | Q2 2024 | 8.5% |
| NOVO-NORDISK A S | 14 | Q2 2024 | 1.6% |
| AAON INC | 14 | Q2 2024 | 1.5% |
| ALPHABET INC | 14 | Q2 2024 | 1.4% |
| INTERNATIONAL BUSINESS MACHS | 14 | Q2 2024 | 1.4% |
View Gitterman Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-07-24 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-03 |
View Gitterman Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.