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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 $834,644,529
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 286,579 $196,825,420 23.58%
2.
Schwab Strategic Trust
 SCHD 4,609,229 $143,347,007 17.17%
3.
Vanguard Intl Equity Index Funds
 VWO 1,165,916 $97,645,456 11.7%
4.
Wisdomtree Tr
 827,493 $79,124,921 9.48%
5.
Dimensional Etf Trust
 DFAC 2,007,568 $73,958,801 8.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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