Glassman Wealth Services
Q1 2025 13F Holdings
- Locationvienna, VA
- Num holdings
211
- Value ($000)
$597,616
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001642160
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $144.90M | 24 % | 281,958 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $107.35M | 18 % | 4,546,703 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $64.66M | 11 % | 809,614 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $63.89M | 11 % | 1,053,223 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $46.86M | 8 % | 1,788,635 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $45.65M | 8 % | 1,383,743 | ||
SNA SNAP ON INC | COM | 833034101 | $34.05M | 6 % | 101,044 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $13.65M | 2 % | 44,512 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.09M | 2 % | 36,724 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $7.13M | 1 % | 143,700 |
Rows Per Page
10
- 10
- 50
- 100