Glassman Wealth Services

Q4 2024 13F Holdings

  • Location
    vienna, VA
  • Num holdings

    175

  • Value ($000)

    $594,235

  • Date Filed
    02/05/2025
  • Form type
    13F-HR
  • CIK
    0001642160
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$156.60M
26 %

290,642

FNDX
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$106.91M
18 %

4,514,762

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$63.72M
11 %

787,372

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$56.53M
10 %

984,704

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$46.34M
8 %

1,339,754

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$42.53M
7 %

1,710,948

SNA
SNA

SNAP ON INC

COM
833034101
$34.30M
6 %

101,044

IWB
IWB

ISHARES TR

RUS 1000 ETF
464287622
$14.90M
3 %

46,235

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.58M
2 %

33,046

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$8.10M
1 %

161,653

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