Universe · entity
Glassman Wealth Services
Institutional manager (13F) · CIK 1642160
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $722M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $172M | 288,044 |
| 2 | SCHWAB STRATEGIC TR | $130M | 4,671,904 |
| 3 | VANGUARD INTL EQUITY INDEX F | $87M | 1,155,257 |
| 4 | WISDOMTREE TR | $71M | 813,128 |
| 5 | DIMENSIONAL ETF TRUST | $68M | 1,997,755 |
| 6 | DIMENSIONAL ETF TRUST | $61M | 1,576,925 |
| 7 | SNAP ON INC | $37M | 101,044 |
| 8 | ISHARES TR | $15M | 42,852 |
| 9 | VANGUARD INDEX FDS | $14M | 44,146 |
| 10 | STATE STR SPDR S&P 500 ETF T | $9M | 13,235 |
| 11 | SCHWAB STRATEGIC TR | $6M | 207,829 |
| 12 | ISHARES TR | $6M | 9,248 |
| 13 | VANGUARD TAX-MANAGED FDS | $5M | 74,867 |
| 14 | VANGUARD INDEX FDS | $5M | 15,741 |
| 15 | VANGUARD MUN BD FDS | $5M | 91,682 |
| 16 | VANGUARD STAR FDS | $3M | 38,423 |
| 17 | VANGUARD WHITEHALL FDS | $2M | 16,393 |
| 18 | ISHARES TR | $2M | 4,679 |
| 19 | ISHARES TR | $2M | 22,807 |
| 20 | ARK ETF TR | $1M | 21,301 |
| 21 | STATE STR SPDR S&P MIDCAP 40 | $1M | 1,836 |
| 22 | VANGUARD INDEX FDS | $964k | 3,680 |
| 23 | VANGUARD INTL EQUITY INDEX F | $947k | 17,524 |
| 24 | TIDAL TRUST III | $936k | 48,053 |
| 25 | VANGUARD INDEX FDS | $915k | 2,095 |
| 26 | VANGUARD INDEX FDS | $911k | 3,015 |
| 27 | ISHARES TR | $902k | 4,274 |
| 28 | SPDR SERIES TRUST | $876k | 6,003 |
| 29 | VANGUARD INDEX FDS | $820k | 3,776 |
| 30 | ISHARES TR | $816k | 8,397 |
| 31 | FIDELITY COVINGTON TRUST | $765k | 13,850 |
| 32 | ISHARES TR | $760k | 8,398 |
| 33 | ISHARES BITCOIN TRUST ETF | $741k | 19,296 |
| 34 | ISHARES TR | $721k | 3,376 |
| 35 | DIMENSIONAL ETF TRUST | $709k | 19,969 |
| 36 | ISHARES INC | $679k | 9,741 |
| 37 | ISHARES TR | $679k | 74,022 |
| 38 | SPDR INDEX SHS FDS | $616k | 13,491 |
| 39 | VANGUARD SPECIALIZED FUNDS | $614k | 2,857 |
| 40 | ISHARES TR | $574k | 3,397 |
| 41 | DIMENSIONAL ETF TRUST | $570k | 13,884 |
| 42 | SPDR GOLD TR | $558k | 1,297 |
| 43 | DIMENSIONAL ETF TRUST | $532k | 12,547 |
| 44 | VANGUARD INDEX FDS | $527k | 2,688 |
| 45 | SPDR SERIES TRUST | $508k | 6,430 |
| 46 | SELECT SECTOR SPDR TR | $502k | 3,107 |
| 47 | SCHWAB STRATEGIC TR | $502k | 17,241 |
| 48 | VANGUARD SCOTTSDALE FDS | $468k | 1,587 |
| 49 | AMERICAN CENTY ETF TR | $455k | 4,121 |
| 50 | FIRST TR EXCHANGE-TRADED FD | $453k | 1,935 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.