Gitterman Wealth Management, LLC [Rocket]

Holdings

Gitterman Wealth Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
VANGUARD SCOTTSDALE FUNDS	VGSH	Common	1,611,103	1,611,103	93,008,729,000	93,008,729,000	43.37		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VGIT	Common	1,231,944	274,610	72,266,204,000	72,207,659,000	33.69		Hist	06/30/2023
Apple Inc.	AAPL	Common	34,135	-665	6,621,053,000	6,616,293,000	3.09		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	12,335	725	4,200,690,000	4,197,709,000	1.96	0.00	Hist	06/30/2023
iSHARES TRUST	IVV	Common	8,043	-7,505	3,584,353,000	3,578,458,000	1.67		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	18,849	2,599	3,120,191,000	3,117,303,000	1.45		Hist	06/30/2023
NOVO NORDISK A S	NVO	ADR	11,544	-4,065	1,868,165,000	1,866,423,000	0.87		Hist	06/30/2023
AAON, INC.	AAON	Common	18,000	-7,000	1,706,580,000	1,705,211,000	0.80	0.03	Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	11,616	11,046	1,390,440,000	1,389,197,000	0.65		Hist	06/30/2023
Nushares ETF Trust	NUBD	Common	56,889	28,853	1,250,693,000	1,250,052,000	0.58		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	2,593	-462	1,246,300,000	1,244,723,000	0.58	0.00	Hist	06/30/2023
NEXTERA ENERGY INC	FPL	common	15,093	1,779	1,119,879,000	1,118,846,000	0.52		Hist	06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Common	8,301	-2,284	1,110,876,000	1,109,384,000	0.52		Hist	06/30/2023
Alphabet Inc.	GOOG	COM	8,240	7,811	996,795,000	995,857,000	0.46		Hist	06/30/2023
NORTHROP GRUMMAN CORP /DE/	NOC	Common	1,868	8	851,434,000	850,544,000	0.40	0.00	Hist	06/30/2023
HONEYWELL INTERNATIONAL INC	HON	Common	3,212	19	666,469,000	665,914,000	0.31	0.00	Hist	06/30/2023
AMERICAN EXPRESS CO	AXP	Common	3,670	22	639,314,000	638,808,000	0.30		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	1,779	2	606,639,000	606,154,000	0.28		Hist	06/30/2023
Aon plc	AON	Common Stock	1,709	1,709	590,040,000	590,040,000	0.28		Hist	06/30/2023
iSHARES TRUST	IWF	Common	2,002	-638	550,911,000	550,334,000	0.26		Hist	06/30/2023
Mastercard Inc	MA	CL A	1,365	1,365	536,996,000	536,996,000	0.25		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK.A	Common	1	-1	517,810,000	516,992,000	0.24		Hist	06/30/2023
Trane Technologies plc	TT	Common Stock	2,395	2,395	458,024,000	458,024,000	0.21	0.00	Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	3,149	109	457,991,000	457,649,000	0.21		Hist	06/30/2023
VISA INC.	V	CL A	1,880	1,880	446,543,000	446,543,000	0.21		Hist	06/30/2023
PROCTER & GAMBLE Co	PG	Common	2,903	5	440,450,000	440,033,000	0.21	0.00	Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	1,381	95	428,990,000	428,643,000	0.20	0.00	Hist	06/30/2023
STARBUCKS CORP	SBUX	Common	4,195	-703	415,556,000	415,182,000	0.19	0.00	Hist	06/30/2023
DANAHER CORP /DE/	DHR	Common	1,591	740	381,860,000	381,643,000	0.18	0.00	Hist	06/30/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	1,000	-226	369,420,000	369,076,000	0.17		Hist	06/30/2023
Cboe Global Markets, Inc.	CBOE	Common	2,609	2,609	360,349,000	360,349,000	0.17	0.00	Hist	06/30/2023
NASDAQ, INC.	NDAQ	Common	7,187	7,187	358,261,000	358,261,000	0.17	0.00	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	2,687	-113	350,277,000	349,981,000	0.16		Hist	06/30/2023
COSTAR GROUP, INC.	CSGP	Common	3,778	3,778	336,242,000	336,242,000	0.16	0.00	Hist	06/30/2023
DEERE & CO	DE	Common	818	818	331,445,000	331,445,000	0.15	0.00	Hist	06/30/2023
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