The Analysis of Glassman Wealth Services's Holdings

Currently, Glassman Wealth Services holds 195 types of securities in its portfolio with a total value $741.0M. In the most recent quarter, they have increased their positions in VTEB (+51.6K shares, valued at $2.6M), VEU (+33.3K shares, valued at $2.5M), DFAX (+57.6K shares, valued at $1.9M); decreased their positions in IJH (-7.6K shares, valued at $499.2K), IWB (-761 shares, valued at $284.2K), IVV (-382 shares, valued at $261.6K); initiated new positions in N/A (+48.1K shares, valued at $952.2K), GOVZ (+83.8K shares, valued at $774.8K), DBMF (+18.3K shares, valued at $513.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS285.1K shares0.85%2025-12-312026-01-28

FNDX SCHWAB STRATEGIC TR4.7M shares0.00%2025-12-312026-01-28

VEU VANGUARD INTL EQUITY INDEX F1.1M shares3.00%2025-12-312026-01-28

DGRW WISDOMTREE TR841.3K shares0.63%2025-12-312026-01-28

DFAX DIMENSIONAL ETF TRUST2.0M shares3.02%2025-12-312026-01-28

DFAC DIMENSIONAL ETF TRUST1.5M shares1.52%2025-12-312026-01-28

SNA SNAP ON INC101.0K shares0.00%2025-12-312026-01-28

IWB ISHARES TR43.3K shares-1.73%2025-12-312026-01-28

Sponsored

VTI VANGUARD INDEX FDS44.6K shares1.29%2025-12-312026-01-28

SPY SPDR S&P 500 ETF TR12.7K shares-1.95%2025-12-312026-01-28

VTEB VANGUARD MUN BD FDS145.3K shares55.03%2025-12-312026-01-28

IVV ISHARES TR9.5K shares-3.87%2025-12-312026-01-28

SCHV SCHWAB STRATEGIC TR205.3K shares0.00%2025-12-312026-01-28

VV VANGUARD INDEX FDS15.7K shares-3.54%2025-12-312026-01-28

VEA VANGUARD TAX-MANAGED FDS75.5K shares1.20%2025-12-312026-01-28

VXUS VANGUARD STAR FDS38.4K shares2.07%2025-12-312026-01-28

Sponsored

IWF ISHARES TR5.0K shares9.43%2025-12-312026-01-28

VYM VANGUARD WHITEHALL FDS16.5K shares15.69%2025-12-312026-01-28

ARKK ARK ETF TR21.3K shares-3.05%2025-12-312026-01-28

IJH ISHARES TR22.8K shares-24.91%2025-12-312026-01-28

MDY SPDR S&P MIDCAP 400 ETF TR1.7K shares-3.82%2025-12-312026-01-28

VWO VANGUARD INTL EQUITY INDEX F18.4K shares0.08%2025-12-312026-01-28

TIDAL TRUST III TIDAL TRUST III48.1K sharesnew addition2025-12-312026-01-28

VB VANGUARD INDEX FDS3.7K shares7.85%2025-12-312026-01-28

Sponsored

VUG VANGUARD INDEX FDS1.9K shares-0.05%2025-12-312026-01-28

VBK VANGUARD INDEX FDS3.0K shares0.00%2025-12-312026-01-28

IVE ISHARES TR4.3K shares0.00%2025-12-312026-01-28

SDY SPDR SERIES TRUST6.2K shares3.20%2025-12-312026-01-28

IBIT ISHARES BITCOIN TRUST ETF17.3K shares0.00%2025-12-312026-01-28

IWR ISHARES TR8.4K shares0.00%2025-12-312026-01-28

VBR VANGUARD INDEX FDS3.7K shares-0.11%2025-12-312026-01-28

IEFA ISHARES TR8.8K shares0.54%2025-12-312026-01-28

Sponsored

FDVV FIDELITY COVINGTON TRUST13.8K shares0.00%2025-12-312026-01-28

GOVZ ISHARES TR83.8K sharesnew addition2025-12-312026-01-28

AVUV AMERICAN CENTY ETF TR7.4K shares104.64%2025-12-312026-01-28

DFIC DIMENSIONAL ETF TRUST20.0K shares0.00%2025-12-312026-01-28

VIG VANGUARD SPECIALIZED FUNDS3.1K shares92.64%2025-12-312026-01-28

IWD ISHARES TR3.2K shares0.00%2025-12-312026-01-28

IEMG ISHARES INC9.7K shares-2.11%2025-12-312026-01-28

SPDW SPDR INDEX SHS FDS13.4K shares1.76%2025-12-312026-01-28

Sponsored

IBB ISHARES TR3.4K shares0.00%2025-12-312026-01-28

DFSU DIMENSIONAL ETF TRUST12.7K shares14.55%2025-12-312026-01-28

SPTM SPDR SERIES TRUST6.4K shares0.00%2025-12-312026-01-28

SCHG SCHWAB STRATEGIC TR16.2K shares0.04%2025-12-312026-01-28

XLI SELECT SECTOR SPDR TR3.4K shares0.00%2025-12-312026-01-28

FDN FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-12-312026-01-28

GLD SPDR GOLD TR1.3K shares0.00%2025-12-312026-01-28

DBMF LITMAN GREGORY FDS TR18.3K sharesnew addition2025-12-312026-01-28

Sponsored

VTV VANGUARD INDEX FDS2.7K shares0.49%2025-12-312026-01-28

DFSI DIMENSIONAL ETF TRUST11.6K shares-1.93%2025-12-312026-01-28

VONE VANGUARD SCOTTSDALE FDS1.6K shares-4.11%2025-12-312026-01-28

SKYY FIRST TR EXCHANGE TRADED FD3.8K shares0.00%2025-12-312026-01-28

DFAU DIMENSIONAL ETF TRUST9.9K shares0.00%2025-12-312026-01-28

IVW ISHARES TR3.6K shares-36.05%2025-12-312026-01-28

VGT VANGUARD WORLD FD593 shares0.00%2025-12-312026-01-28

TMFC RBB FD INC6.0K shares0.13%2025-12-312026-01-28

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.9K shares0.00%2025-12-312026-01-28

UTES ETFIS SER TR I4.7K shares0.00%2025-12-312026-01-28

DVY ISHARES TR2.6K shares0.00%2025-12-312026-01-28

IJK ISHARES TR3.6K shares0.00%2025-12-312026-01-28

QQEW FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2025-12-312026-01-28

KXI ISHARES TR4.7K shares0.00%2025-12-312026-01-28

MTUM ISHARES TR1.2K shares0.00%2025-12-312026-01-28

IJR ISHARES TR2.5K shares0.00%2025-12-312026-01-28

Sponsored

VO VANGUARD INDEX FDS997 shares0.30%2025-12-312026-01-28

DFUS DIMENSIONAL ETF TRUST3.9K shares0.00%2025-12-312026-01-28

CWI SPDR INDEX SHS FDS8.0K shares0.00%2025-12-312026-01-28

MGK VANGUARD WORLD FD654 sharesnew addition2025-12-312026-01-28

ITOT ISHARES TR1.7K shares0.00%2025-12-312026-01-28

RFG INVESCO EXCHANGE TRADED FD T4.6K shares0.00%2025-12-312026-01-28

SCHB SCHWAB STRATEGIC TR8.9K shares0.00%2025-12-312026-01-28

IWS ISHARES TR1.6K shares-8.46%2025-12-312026-01-28

Sponsored

OEF ISHARES TR658 shares387.41%2025-12-312026-01-28

USFR WISDOMTREE TR4.5K sharesnew addition2025-12-312026-01-28

SPYV SPDR SERIES TRUST3.8K shares0.00%2025-12-312026-01-28

BND VANGUARD BD INDEX FDS2.7K shares1.30%2025-12-312026-01-28

JAAA JANUS DETROIT STR TR3.7K sharesnew addition2025-12-312026-01-28

CGW INVESCO EXCH TRADED FD TR II2.9K shares0.00%2025-12-312026-01-28

GDX VANECK ETF TRUST2.1K shares262.18%2025-12-312026-01-28

VGK VANGUARD INTL EQUITY INDEX F2.1K shares0.00%2025-12-312026-01-28

Sponsored

SPYM SPDR SERIES TRUST2.2K shares-0.09%2025-12-312026-01-28

IWM ISHARES TR673 shares-39.53%2025-12-312026-01-28

XLK SELECT SECTOR SPDR TR1.1K shares100.00%2025-12-312026-01-28

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.2K shares0.00%2025-12-312026-01-28

VXF VANGUARD INDEX FDS675 shares0.00%2025-12-312026-01-28

EFA ISHARES TR1.5K shares0.14%2025-12-312026-01-28

SCZ ISHARES TR1.8K shares0.00%2025-12-312026-01-28

EUAD SPINNAKER ETF SERIES3.1K shares0.00%2025-12-312026-01-28

Sponsored

EDOW FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2025-12-312026-01-28

SPEM SPDR INDEX SHS FDS2.7K shares1.61%2025-12-312026-01-28

HTRB HARTFORD FDS EXCHANGE TRADED3.7K shares0.00%2025-12-312026-01-28

SCHF SCHWAB STRATEGIC TR5.2K shares-7.53%2025-12-312026-01-28

DGRO ISHARES TR1.8K shares0.00%2025-12-312026-01-28

DFAT DIMENSIONAL ETF TRUST2.1K shares0.00%2025-12-312026-01-28

LVHI LEGG MASON ETF INVT3.3K sharesnew addition2025-12-312026-01-28

ARTY ISHARES TR2.2K shares0.00%2025-12-312026-01-28

Sponsored

DTCR GLOBAL X FDS4.9K sharesnew addition2025-12-312026-01-28

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO1.6K sharesnew addition2025-12-312026-01-28

BOTZ GLOBAL X FDS2.8K shares0.00%2025-12-312026-01-28

SCHX SCHWAB STRATEGIC TR3.7K shares-38.31%2025-12-312026-01-28

ITEQ AMPLIFY ETF TR1.7K shares0.00%2025-12-312026-01-28

FTCS FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2025-12-312026-01-28

RWL INVESCO EXCH TRADED FD TR II745 shares0.00%2025-12-312026-01-28

VPL VANGUARD INTL EQUITY INDEX F939 shares0.00%2025-12-312026-01-28

Sponsored

IBOT VANECK ETF TRUST1.6K shares0.00%2025-12-312026-01-28

VNQ VANGUARD INDEX FDS921 shares-53.74%2025-12-312026-01-28

FNDF SCHWAB STRATEGIC TR1.8K shares0.00%2025-12-312026-01-28

TDTF FLEXSHARES TR3.3K sharesnew addition2025-12-312026-01-28

HDV ISHARES TR613 shares1.16%2025-12-312026-01-28

SCHE SCHWAB STRATEGIC TR2.2K shares2.28%2025-12-312026-01-28

MOAT VANECK ETF TRUST692 shares0.14%2025-12-312026-01-28

HACK AMPLIFY ETF TR856 shares0.00%2025-12-312026-01-28

Sponsored

ICOW PACER FDS TR1.8K sharesnew addition2025-12-312026-01-28

IWP ISHARES TR494 shares0.00%2025-12-312026-01-28

SCHD SCHWAB STRATEGIC TR2.4K shares-75.86%2025-12-312026-01-28

AIA ISHARES TR635 shares0.00%2025-12-312026-01-28

XLE SELECT SECTOR SPDR TR1.3K shares33.60%2025-12-312026-01-28

IOO ISHARES TR446 shares0.00%2025-12-312026-01-28

URNM SPROTT FDS TR1.0K shares0.00%2025-12-312026-01-28

DFAE DIMENSIONAL ETF TRUST1.7K shares0.00%2025-12-312026-01-28

Sponsored

GTEK GOLDMAN SACHS ETF TR1.4K shares0.00%2025-12-312026-01-28

VT VANGUARD INTL EQUITY INDEX F365 shares-58.94%2025-12-312026-01-28

AVDV AMERICAN CENTY ETF TR521 shares0.00%2025-12-312026-01-28

PFFV GLOBAL X FDS2.2K sharesnew addition2025-12-312026-01-28

FVD FIRST TR EXCHANGE-TRADED FD991 shares0.00%2025-12-312026-01-28

FLQL FRANKLIN TEMPLETON ETF TR656 shares0.00%2025-12-312026-01-28

FXU FIRST TR EXCHANGE TRADED FD1.0K sharesnew addition2025-12-312026-01-28

QUAL ISHARES TR212 sharesnew addition2025-12-312026-01-28

Sponsored

AGG ISHARES TR421 shares1730.43%2025-12-312026-01-28

AIVL WISDOMTREE TR357 shares0.00%2025-12-312026-01-28

SCHM SCHWAB STRATEGIC TR1.3K shares0.00%2025-12-312026-01-28

SPHQ INVESCO EXCHANGE TRADED FD T510 shares0.00%2025-12-312026-01-28

SMLF ISHARES TR485 shares0.00%2025-12-312026-01-28

IYY ISHARES TR200 shares0.00%2025-12-312026-01-28

ITA ISHARES TR150 shares0.00%2025-12-312026-01-28

ESGV VANGUARD WORLD FD260 shares0.00%2025-12-312026-01-28

Sponsored

IFRA ISHARES TR587 sharesnew addition2025-12-312026-01-28

SLYV SPDR SERIES TRUST333 shares0.91%2025-12-312026-01-28

NACP TIDAL TRUST III590 shares0.00%2025-12-312026-01-28

VOX VANGUARD WORLD FD150 shares0.00%2025-12-312026-01-28

LITP SPROTT FDS TR2.3K shares0.00%2025-12-312026-01-28

SLYG SPDR SERIES TRUST296 shares0.00%2025-12-312026-01-28

GVI ISHARES TR254 shares0.00%2025-12-312026-01-28

SOXX ISHARES TR81 shares0.00%2025-12-312026-01-28

Sponsored

EFAV ISHARES TR268 shares0.00%2025-12-312026-01-28

SCHA SCHWAB STRATEGIC TR808 shares0.00%2025-12-312026-01-28

ARKQ ARK ETF TR200 shares0.00%2025-12-312026-01-28

HHH HOWARD HUGHES HOLDINGS INC262 shares0.00%2025-12-312026-01-28

SUSL ISHARES TR172 shares0.00%2025-12-312026-01-28

IWV ISHARES TR49 shares0.00%2025-12-312026-01-28

DFUV DIMENSIONAL ETF TRUST388 shares0.00%2025-12-312026-01-28

XLC SELECT SECTOR SPDR TR150 shares0.00%2025-12-312026-01-28

Sponsored

DUHP DIMENSIONAL ETF TRUST461 shares0.00%2025-12-312026-01-28

VFH VANGUARD WORLD FD127 shares0.00%2025-12-312026-01-28

TIP ISHARES TR137 shares0.00%2025-12-312026-01-28

VTWO VANGUARD SCOTTSDALE FDS146 shares0.69%2025-12-312026-01-28

SNPG DBX ETF TR270 shares0.00%2025-12-312026-01-28

FNDA SCHWAB STRATEGIC TR410 shares0.00%2025-12-312026-01-28

EFG ISHARES TR109 shares0.00%2025-12-312026-01-28

IWO ISHARES TR33 shares0.00%2025-12-312026-01-28

Sponsored

RPV INVESCO EXCHANGE TRADED FD T101 shares0.00%2025-12-312026-01-28

SARK INVESTMENT MANAGERS SER TR I300 shares0.00%2025-12-312026-01-28

ICLN ISHARES TR526 shares0.00%2025-12-312026-01-28

FNDC SCHWAB STRATEGIC TR193 shares0.00%2025-12-312026-01-28

PSCT INVESCO EXCH TRADED FD TR II150 shares0.00%2025-12-312026-01-28

DFIV DIMENSIONAL ETF TRUST167 shares0.00%2025-12-312026-01-28

PPA INVESCO EXCHANGE TRADED FD T51 shares0.00%2025-12-312026-01-28

XLF SELECT SECTOR SPDR TR141 shares0.00%2025-12-312026-01-28

Sponsored

XLY SELECT SECTOR SPDR TR62 shares100.00%2025-12-312026-01-28

IYW ISHARES TR36 shares0.00%2025-12-312026-01-28

FBTC FIDELITY WISE ORIGIN BITCOIN81 shares0.00%2025-12-312026-01-28

PBW INVESCO EXCHANGE TRADED FD T162 shares0.00%2025-12-312026-01-28

VIS VANGUARD WORLD FD16 shares0.00%2025-12-312026-01-28

DIHP DIMENSIONAL ETF TRUST144 shares0.00%2025-12-312026-01-28

IMTM ISHARES TR92 shares0.00%2025-12-312026-01-28

EZET FRANKLIN ETHEREUM TR190 shares0.00%2025-12-312026-01-28

Sponsored

IUSG ISHARES TR20 shares0.00%2025-12-312026-01-28

EUSA ISHARES INC30 shares0.00%2025-12-312026-01-28

FREL FIDELITY COVINGTON TRUST115 shares0.00%2025-12-312026-01-28

AVEM AMERICAN CENTY ETF TR36 shares0.00%2025-12-312026-01-28

ESGU ISHARES TR17 shares0.00%2025-12-312026-01-28

ROBO EXCHANGE TRADED CONCEPTS TRU30 shares0.00%2025-12-312026-01-28

IHAK ISHARES TR22 shares0.00%2025-12-312026-01-28

VIOG VANGUARD ADMIRAL FDS INC8 shares0.00%2025-12-312026-01-28

Sponsored

CIBR FIRST TR EXCHANGE TRADED FD12 shares0.00%2025-12-312026-01-28

IDRV ISHARES TR20 shares5.26%2025-12-312026-01-28

VOOV VANGUARD ADMIRAL FDS INC3 shares0.00%2025-12-312026-01-28

BNDW VANGUARD SCOTTSDALE FDS7 shares0.00%2025-12-312026-01-28

VOOG VANGUARD ADMIRAL FDS INC1 shares0.00%2025-12-312026-01-28

DVYE ISHARES INC13 shares0.00%2025-12-312026-01-28

ESGD ISHARES TR2 shares0.00%2025-12-312026-01-28

IYH ISHARES TR2 shares0.00%2025-12-312026-01-28

Sponsored

VWOB VANGUARD WHITEHALL FDS1 shares0.00%2025-12-312026-01-28

ESML ISHARES TR1 shares0.00%2025-12-312026-01-28

ESGE ISHARES INC1 shares0.00%2025-12-312026-01-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available