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Home > Institutional Investor > Glassman Wealth Services > Profile

Instuitional Investor - Glassman Wealth Services

Fund Profile
Filing Period:
Fund Name: Glassman Wealth Services
Portfolio Value $706,429,742
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 286,370 $125,086,313 17.7%
2.
Schwab Strategic Trust
 FNDF 1,461,170 $90,504,882 12.81%
3.
Vanguard Intl Equity Index Funds
 VWO 823,329 $46,221,704 6.54%
4.
Wisdomtree Tr
 640,007 $44,979,692 6.36%
5.
Nvr Inc
 NVR 5,164 $36,152,116 5.11%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)