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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 $652,851,753
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 282,133 $160,259,785 24.55%
2.
Schwab Strategic Trust
 FNDF 4,621,221 $113,404,757 17.37%
3.
Vanguard Intl Equity Index Funds
 VWO 1,086,820 $73,056,043 11.19%
4.
Wisdomtree Tr
 832,066 $69,677,218 10.67%
5.
Dimensional Etf Trust
 1,865,729 $54,796,450 8.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)