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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 $711,632,394
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 282,663 $173,096,966 24.32%
2.
Schwab Strategic Trust
 FNDF 4,666,432 $122,727,169 17.25%
3.
Vanguard Intl Equity Index Funds
 VWO 1,110,062 $79,225,108 11.13%
4.
Wisdomtree Tr
 836,036 $74,373,756 10.45%
5.
Dimensional Etf Trust
 1,905,325 $59,789,089 8.4%
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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