Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GITTERMAN WEALTH MANAGEMENT LLC | 05-08-2024 | 03-31-2024 | 100 | 257,967,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 1 | $102,024,370 | 1,756,921 | 0.04 | 0.04 | 105,079 | 6.36 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 2 | $52,629,635 | 898,888 | 0.02 | 0.03 | -359,181 | -28.55 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 3 | $25,447,335 | 277,207 | 0.01 | 277,207 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 4 | $20,742,181 | 180,971 | 0.01 | 180,971 | +Inf | 03-31-2024 |
