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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001861558

Gitterman Wealth Management, LLC

Edison, NJ · File #028-21229

Latest AUM
$436.5M
Positions
128
Top-10 Concentration
88.7%
Filings
11

Sector Allocation

Financials
7.0%$30.3M
Technology
4.4%$19.1M
Industrials
2.4%$10.7M
Healthcare
0.9%$3.9M
Utilities
0.6%$2.6M
Energy
0.4%$1.8M
Consumer Staples
0.2%$997,887
Real Estate
0.2%$910,057
Materials
0.1%$472,534

Filing History

View all filings →

Top 20 Holdings — Sep 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD SCOTTSDALE FDS92206C7061,401,122$84.1M20.38%
2VANGUARD INDEX FDS92290836397,320$59.6M14.44%
32023 ETF SERIES TRUST II90139K1001,623,342$58.7M14.24%
4SPDR SERIES TRUST78468R663424,957$39.0M9.45%
5FIRST TR EXCHANGE TRADED FD33737A108241,144$36.4M8.83%
6SPDR GOLD TRGLD78,262$27.8M6.74%
7INVESCO EXCHANGE TRADED FD TIVZ368,922$26.6M6.45%
8ISHARES TR46434V803442,646$17.5M4.25%
9APPLE INCAAPL36,222$9.2M2.24%
10MICROSOFT CORPMSFT13,290$6.9M1.67%
11VANGUARD INDEX FDS92290876916,194$5.3M1.29%
12ISHARES TR4642872007,351$4.9M1.19%
13JOHNSON & JOHNSONJNJ13,905$2.6M0.62%
14ALPHABET INCGOOG9,763$2.4M0.58%
15NEXTERA ENERGY INCNEE-PW28,917$2.2M0.53%
16NVIDIA CORPORATIONNVDA8,214$1.5M0.37%
17ALPHABET INCGOOG6,025$1.5M0.36%
18NORTHROP GRUMMAN CORPNOC1,860$1.1M0.27%
19EXXON MOBIL CORPXOM9,855$1.1M0.27%
20AMAZON COM INCAMZN4,921$1.1M0.26%