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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 $741,025,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 285,053 $178,765,434 24.12%
2.
Schwab Strategic Trust
 FNDF 4,666,563 $126,977,181 17.14%
3.
Vanguard Intl Equity Index Funds
 VWO 1,143,369 $84,106,188 11.35%
4.
Wisdomtree Tr
 841,295 $75,236,998 10.15%
5.
Dimensional Etf Trust
 1,962,925 $64,246,521 8.67%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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