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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 $597,615,928
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 281,958 $144,900,947 24.25%
2.
Schwab Strategic Trust
 FNDF 4,546,703 $107,347,665 17.96%
3.
Wisdomtree Tr
 809,614 $64,655,754 10.82%
4.
Vanguard Intl Equity Index Funds
 VWO 1,053,223 $63,888,530 10.69%
5.
Dimensional Etf Trust
 1,788,635 $46,862,233 7.84%
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)