The Analysis of Glassman Wealth Services's Holdings

Currently, Glassman Wealth Services holds 186 types of securities in its portfolio with a total value $711.6M. In the most recent quarter, they have increased their positions in VV (+10.0K shares, valued at $3.1M), VTI (+7.2K shares, valued at $2.4M), VEA (+36.0K shares, valued at $2.2M); decreased their positions in IEMG (-9.3K shares, valued at $614.5K), VTEB (-7.5K shares, valued at $377.9K), SCHB (-7.9K shares, valued at $204.0K); initiated new positions in IBOT (+1.6K shares, valued at $79.3K), NACP (+590 shares, valued at $28.1K), JEPI (+400 shares, valued at $22.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS282.7K shares0.19%2025-09-302025-11-10

FNDX SCHWAB STRATEGIC TR4.7M shares0.98%2025-09-302025-11-10

VEU VANGUARD INTL EQUITY INDEX F1.1M shares2.14%2025-09-302025-11-10

DGRW WISDOMTREE TR836.0K shares0.48%2025-09-302025-11-10

DFAX DIMENSIONAL ETF TRUST1.9M shares2.12%2025-09-302025-11-10

DFAC DIMENSIONAL ETF TRUST1.5M shares2.77%2025-09-302025-11-10

SNA SNAP ON INC101.0K shares0.00%2025-09-302025-11-10

IWB ISHARES TR44.0K shares-0.69%2025-09-302025-11-10

Sponsored

VTI VANGUARD INDEX FDS44.1K shares19.59%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR13.0K shares-0.12%2025-09-302025-11-10

IVV ISHARES TR9.9K shares0.00%2025-09-302025-11-10

SCHV SCHWAB STRATEGIC TR205.3K shares-1.45%2025-09-302025-11-10

VV VANGUARD INDEX FDS16.3K shares160.92%2025-09-302025-11-10

VTEB VANGUARD MUN BD FDS93.7K shares-7.45%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS74.6K shares93.49%2025-09-302025-11-10

VXUS VANGUARD STAR FDS37.6K shares28.86%2025-09-302025-11-10

Sponsored

IWF ISHARES TR4.6K shares-0.52%2025-09-302025-11-10

VYM VANGUARD WHITEHALL FDS14.2K shares3.46%2025-09-302025-11-10

IJH ISHARES TR30.4K shares0.00%2025-09-302025-11-10

ARKK ARK ETF TR22.0K shares0.00%2025-09-302025-11-10

IBIT ISHARES BITCOIN TRUST ETF17.3K shares18.74%2025-09-302025-11-10

MDY SPDR S&P MIDCAP 400 ETF TR1.8K shares-2.69%2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F18.4K shares5.33%2025-09-302025-11-10

VBK VANGUARD INDEX FDS3.0K shares0.00%2025-09-302025-11-10

Sponsored

VUG VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-11-10

IVE ISHARES TR4.3K shares0.00%2025-09-302025-11-10

VB VANGUARD INDEX FDS3.4K shares12.02%2025-09-302025-11-10

SDY SPDR SERIES TRUST6.0K shares0.00%2025-09-302025-11-10

IWR ISHARES TR8.4K shares0.00%2025-09-302025-11-10

VBR VANGUARD INDEX FDS3.7K shares0.00%2025-09-302025-11-10

FDVV FIDELITY COVINGTON TRUST13.8K shares0.00%2025-09-302025-11-10

IEFA ISHARES TR8.8K shares3.78%2025-09-302025-11-10

Sponsored

IVW ISHARES TR5.7K shares0.00%2025-09-302025-11-10

DFIC DIMENSIONAL ETF TRUST20.0K shares2.44%2025-09-302025-11-10

IEMG ISHARES INC9.9K shares-48.55%2025-09-302025-11-10

IWD ISHARES TR3.2K shares0.00%2025-09-302025-11-10

SPDW SPDR INDEX SHS FDS13.2K shares4.26%2025-09-302025-11-10

FDN FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-09-302025-11-10

XLI SELECT SECTOR SPDR TR3.4K shares0.00%2025-09-302025-11-10

SPTM SPDR SERIES TRUST6.4K shares0.00%2025-09-302025-11-10

Sponsored

SCHG SCHWAB STRATEGIC TR16.2K shares1.23%2025-09-302025-11-10

SKYY FIRST TR EXCHANGE TRADED FD3.8K shares0.00%2025-09-302025-11-10

VONE VANGUARD SCOTTSDALE FDS1.7K shares0.00%2025-09-302025-11-10

VTV VANGUARD INDEX FDS2.7K shares1.37%2025-09-302025-11-10

IBB ISHARES TR3.4K shares-5.59%2025-09-302025-11-10

DFSI DIMENSIONAL ETF TRUST11.8K shares29.81%2025-09-302025-11-10

DFSU DIMENSIONAL ETF TRUST11.1K shares-2.25%2025-09-302025-11-10

GLD SPDR GOLD TR1.3K shares0.00%2025-09-302025-11-10

Sponsored

DFAU DIMENSIONAL ETF TRUST9.9K shares0.00%2025-09-302025-11-10

VGT VANGUARD WORLD FD593 shares0.00%2025-09-302025-11-10

TMFC RBB FD INC6.0K shares0.00%2025-09-302025-11-10

PRF INVESCO EXCHANGE TRADED FD T8.9K shares0.00%2025-09-302025-11-10

UTES ETFIS SER TR I4.7K shares0.00%2025-09-302025-11-10

DVY ISHARES TR2.6K shares0.00%2025-09-302025-11-10

AVUV AMERICAN CENTY ETF TR3.6K shares0.00%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.00%2025-09-302025-11-10

Sponsored

IJK ISHARES TR3.6K shares0.00%2025-09-302025-11-10

VGLT VANGUARD SCOTTSDALE FDS6.0K shares0.00%2025-09-302025-11-10

QQEW FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2025-09-302025-11-10

MTUM ISHARES TR1.2K shares2.82%2025-09-302025-11-10

KXI ISHARES TR4.7K shares0.00%2025-09-302025-11-10

IJR ISHARES TR2.5K shares-6.38%2025-09-302025-11-10

VO VANGUARD INDEX FDS994 shares0.20%2025-09-302025-11-10

DFUS DIMENSIONAL ETF TRUST3.9K shares0.00%2025-09-302025-11-10

Sponsored

CWI SPDR INDEX SHS FDS8.0K shares0.00%2025-09-302025-11-10

SCHD SCHWAB STRATEGIC TR10.0K shares32.45%2025-09-302025-11-10

IWM ISHARES TR1.1K shares-2.45%2025-09-302025-11-10

ITOT ISHARES TR1.7K shares0.00%2025-09-302025-11-10

IWS ISHARES TR1.8K shares0.00%2025-09-302025-11-10

RFG INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2025-09-302025-11-10

SCHB SCHWAB STRATEGIC TR8.9K shares-47.11%2025-09-302025-11-10

SPYV SPDR SERIES TRUST3.8K shares0.00%2025-09-302025-11-10

Sponsored

BND VANGUARD BD INDEX FDS2.7K shares5.08%2025-09-302025-11-10

CGW INVESCO EXCH TRADED FD TR II2.9K shares0.00%2025-09-302025-11-10

VNQ VANGUARD INDEX FDS2.0K shares-5.33%2025-09-302025-11-10

SPYM SPDR SERIES TRUST2.2K shares0.00%2025-09-302025-11-10

VGK VANGUARD INTL EQUITY INDEX F2.1K shares0.00%2025-09-302025-11-10

SPLV INVESCO EXCH TRADED FD TR II2.2K shares0.00%2025-09-302025-11-10

SCHX SCHWAB STRATEGIC TR6.0K shares62.10%2025-09-302025-11-10

XLK SELECT SECTOR SPDR TR542 shares0.00%2025-09-302025-11-10

Sponsored

EUAD SPINNAKER ETF SERIES3.1K shares26.10%2025-09-302025-11-10

VXF VANGUARD INDEX FDS675 shares0.00%2025-09-302025-11-10

SCZ ISHARES TR1.8K shares0.00%2025-09-302025-11-10

EFA ISHARES TR1.5K shares-0.95%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR5.6K shares0.00%2025-09-302025-11-10

HTRB HARTFORD FDS EXCHANGE TRADED3.7K shares0.00%2025-09-302025-11-10

EDOW FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2025-09-302025-11-10

SPEM SPDR INDEX SHS FDS2.7K shares4.13%2025-09-302025-11-10

Sponsored

VT VANGUARD INTL EQUITY INDEX F889 shares143.56%2025-09-302025-11-10

DGRO ISHARES TR1.8K shares-5.70%2025-09-302025-11-10

DFAT DIMENSIONAL ETF TRUST2.1K shares0.00%2025-09-302025-11-10

EMLP FIRST TR EXCHANGE-TRADED FD2.9K shares0.00%2025-09-302025-11-10

ARTY ISHARES TR2.2K shares0.00%2025-09-302025-11-10

BOTZ GLOBAL X FDS2.8K shares0.00%2025-09-302025-11-10

ITEQ AMPLIFY ETF TR1.7K shares-61.45%2025-09-302025-11-10

FTCS FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2025-09-302025-11-10

Sponsored

XLE SELECT SECTOR SPDR TR1.0K shares-5.29%2025-09-302025-11-10

VPL VANGUARD INTL EQUITY INDEX F939 shares0.00%2025-09-302025-11-10

RWL INVESCO EXCH TRADED FD TR II745 shares0.00%2025-09-302025-11-10

IBOT VANECK ETF TRUST1.6K sharesnew addition2025-09-302025-11-10

FNDF SCHWAB STRATEGIC TR1.8K shares0.00%2025-09-302025-11-10

HACK AMPLIFY ETF TR856 shares0.00%2025-09-302025-11-10

HDV ISHARES TR606 shares0.66%2025-09-302025-11-10

SCHE SCHWAB STRATEGIC TR2.1K shares0.00%2025-09-302025-11-10

Sponsored

IWP ISHARES TR494 shares0.00%2025-09-302025-11-10

MOAT VANECK ETF TRUST691 shares0.00%2025-09-302025-11-10

URNM SPROTT FDS TR1.0K shares48.97%2025-09-302025-11-10

AIA ISHARES TR635 shares0.00%2025-09-302025-11-10

IOO ISHARES TR446 shares0.00%2025-09-302025-11-10

DFAE DIMENSIONAL ETF TRUST1.7K shares0.00%2025-09-302025-11-10

GTEK GOLDMAN SACHS ETF TR1.4K shares0.00%2025-09-302025-11-10

AVDV AMERICAN CENTY ETF TR521 shares0.00%2025-09-302025-11-10

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD991 shares0.00%2025-09-302025-11-10

OEF ISHARES TR135 shares0.00%2025-09-302025-11-10

FLQL FRANKLIN TEMPLETON ETF TR656 shares0.00%2025-09-302025-11-10

GDX VANECK ETF TRUST579 shares-37.41%2025-09-302025-11-10

AIVL WISDOMTREE TR357 shares0.00%2025-09-302025-11-10

SCHM SCHWAB STRATEGIC TR1.3K shares0.00%2025-09-302025-11-10

SPHQ INVESCO EXCHANGE TRADED FD T510 shares0.00%2025-09-302025-11-10

SMLF ISHARES TR485 shares0.00%2025-09-302025-11-10

Sponsored

IYY ISHARES TR200 shares0.00%2025-09-302025-11-10

ITA ISHARES TR150 shares0.00%2025-09-302025-11-10

ESGV VANGUARD WORLD FD260 shares0.00%2025-09-302025-11-10

SLYV SPDR SERIES TRUST330 shares0.30%2025-09-302025-11-10

VOX VANGUARD WORLD FD150 shares-50.00%2025-09-302025-11-10

NACP TIDAL TRUST III590 sharesnew addition2025-09-302025-11-10

SLYG SPDR SERIES TRUST296 shares0.00%2025-09-302025-11-10

GVI ISHARES TR254 shares-75.48%2025-09-302025-11-10

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F400 sharesnew addition2025-09-302025-11-10

EFAV ISHARES TR268 shares0.00%2025-09-302025-11-10

SCHA SCHWAB STRATEGIC TR808 shares0.00%2025-09-302025-11-10

ARKQ ARK ETF TR200 shares0.00%2025-09-302025-11-10

SOXX ISHARES TR81 sharesnew addition2025-09-302025-11-10

HHH HOWARD HUGHES HOLDINGS INC262 shares0.00%2025-09-302025-11-10

LITP SPROTT FDS TR2.3K shares0.00%2025-09-302025-11-10

SUSL ISHARES TR172 shares0.00%2025-09-302025-11-10

Sponsored

IWV ISHARES TR49 shares0.00%2025-09-302025-11-10

XLC SELECT SECTOR SPDR TR150 shares0.00%2025-09-302025-11-10

DUHP DIMENSIONAL ETF TRUST461 sharesnew addition2025-09-302025-11-10

DFUV DIMENSIONAL ETF TRUST388 sharesnew addition2025-09-302025-11-10

VFH VANGUARD WORLD FD127 shares0.00%2025-09-302025-11-10

TIP ISHARES TR137 shares0.00%2025-09-302025-11-10

VTWO VANGUARD SCOTTSDALE FDS145 shares0.00%2025-09-302025-11-10

SNPG DBX ETF TR270 sharesnew addition2025-09-302025-11-10

Sponsored

FNDA SCHWAB STRATEGIC TR410 shares0.00%2025-09-302025-11-10

EFG ISHARES TR109 shares0.00%2025-09-302025-11-10

IWO ISHARES TR33 shares0.00%2025-09-302025-11-10

RPV INVESCO EXCHANGE TRADED FD T101 shares0.00%2025-09-302025-11-10

SARK INVESTMENT MANAGERS SER TR I300 shares0.00%2025-09-302025-11-10

FNDC SCHWAB STRATEGIC TR193 shares0.00%2025-09-302025-11-10

ICLN ISHARES TR526 shares0.00%2025-09-302025-11-10

FBTC FIDELITY WISE ORIGIN BITCOIN81 shares0.00%2025-09-302025-11-10

Sponsored

PSCT INVESCO EXCH TRADED FD TR II150 shares0.00%2025-09-302025-11-10

PPA INVESCO EXCHANGE TRADED FD T51 shares0.00%2025-09-302025-11-10

DFIV DIMENSIONAL ETF TRUST167 sharesnew addition2025-09-302025-11-10

XLF SELECT SECTOR SPDR TR141 shares0.00%2025-09-302025-11-10

XLY SELECT SECTOR SPDR TR31 shares0.00%2025-09-302025-11-10

IYW ISHARES TR36 shares0.00%2025-09-302025-11-10

EZET FRANKLIN ETHEREUM TR190 shares0.00%2025-09-302025-11-10

PBW INVESCO EXCHANGE TRADED FD T162 shares-71.68%2025-09-302025-11-10

Sponsored

VIS VANGUARD WORLD FD16 shares0.00%2025-09-302025-11-10

IMTM ISHARES TR92 sharesnew addition2025-09-302025-11-10

DIHP DIMENSIONAL ETF TRUST144 sharesnew addition2025-09-302025-11-10

IUSG ISHARES TR20 shares0.00%2025-09-302025-11-10

FREL FIDELITY COVINGTON TRUST115 shares0.88%2025-09-302025-11-10

EUSA ISHARES INC30 shares0.00%2025-09-302025-11-10

AVEM AMERICAN CENTY ETF TR36 shares-70.00%2025-09-302025-11-10

ESGU ISHARES TR17 shares0.00%2025-09-302025-11-10

Sponsored

AGG ISHARES TR23 shares-52.08%2025-09-302025-11-10

ROBO EXCHANGE TRADED CONCEPTS TRU30 shares0.00%2025-09-302025-11-10

IHAK ISHARES TR22 shares0.00%2025-09-302025-11-10

BLOK AMPLIFY ETF TR16 shares0.00%2025-09-302025-11-10

VIOG VANGUARD ADMIRAL FDS INC8 shares0.00%2025-09-302025-11-10

CIBR FIRST TR EXCHANGE TRADED FD12 shares0.00%2025-09-302025-11-10

IDRV ISHARES TR19 shares0.00%2025-09-302025-11-10

VOOV VANGUARD ADMIRAL FDS INC3 shares0.00%2025-09-302025-11-10

Sponsored

BNDW VANGUARD SCOTTSDALE FDS7 shares0.00%2025-09-302025-11-10

VOOG VANGUARD ADMIRAL FDS INC1 shares0.00%2025-09-302025-11-10

DVYE ISHARES INC13 shares0.00%2025-09-302025-11-10

ESGD ISHARES TR2 shares0.00%2025-09-302025-11-10

IYH ISHARES TR2 shares0.00%2025-09-302025-11-10

DJIA GLOBAL X FDS5 shares0.00%2025-09-302025-11-10

VWOB VANGUARD WHITEHALL FDS1 shares0.00%2025-09-302025-11-10

SCHK SCHWAB STRATEGIC TR2 shares0.00%2025-09-302025-11-10

Sponsored

ESML ISHARES TR1 shares0.00%2025-09-302025-11-10

ESGE ISHARES INC1 shares0.00%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available