Glassman Wealth Services
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationvienna, VA
- CIK0001642160
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
175 | $594.24M | VOO, FNDX, DGRW, VEU | 13F-HR | Feb 5, 2025 | 000164216025000002 | ||
181 | $586.57M | VOO, FNDX, DGRW, VEU | 13F-HR | Nov 12, 2024 | 000164216024000006 | ||
192 | $542.46M | VOO, FNDX, DGRW, VEU | 13F-HR | Aug 6, 2024 | 000164216024000005 | ||
204 | $495.04M | VOO, FNDX, DGRW, VEU | 13F-HR | May 3, 2024 | 000164216024000003 | ||
1,960 | $706.43M | VOO, FNDX, VEU, DGRW | 13F-HR | Feb 12, 2024 | 000164216024000002 | ||
1,988 | $619.20M | VOO, FNDX, VEU, DGRW | 13F-HR | Nov 14, 2023 | 000164216023000005 | ||
1,904 | $620.28M | VOO, FNDX, VEU, NVR | 13F-HR | Aug 8, 2023 | 000164216023000004 | ||
1,891 | $575.65M | VOO, FNDX, VEU, NVR | 13F-HR | May 4, 2023 | 000164216023000003 | ||
1,908 | $542.59M | VOO, FNDX, VEU, DGRW | 13F-HR | Feb 6, 2023 | 000164216023000002 | ||
1,922 | $470.69M | VOO, FNDX, VEU, NVR | 13F-HR | Nov 9, 2022 | 000164216022000006 | ||
1,957 | $485.87M | VOO, FNDX, VEU, DGRW | 13F-HR | Aug 4, 2022 | 000164216022000004 | ||
1,826 | $548.48M | VOO, FNDX, VEU, AAPL | RESTATEMENT | Aug 23, 2022 | 000164216022000005 | ||
1,840 | $544.12M | VOO, FNDX, NVR, VEU | 13F-HR | Feb 14, 2022 | 000164216022000002 | ||
1,836 | $474.88M | VOO, FNDX, NVR, VEU | 13F-HR | Nov 10, 2021 | 000164216021000005 | ||
1,673 | $477.99M | VOO, FNDX, NVR, VEU | 13F-HR | Aug 4, 2021 | 000164216021000004 | ||
1,642 | $468.15M | VOO, FNDX, AAPL, NVR | 13F-HR | May 5, 2021 | 000164216021000003 | ||
1,500 | $433.37M | VOO, FNDX, AAPL, NVR | 13F-HR | Feb 4, 2021 | 000164216021000002 | ||
1,523 | $363.08M | VOO, FNDX, AAPL, NVR | 13F-HR | Nov 9, 2020 | 000164216020000005 | ||
1,435 | $321.68M | VOO, FNDX, AAPL, NVR | 13F-HR | Aug 6, 2020 | 000164216020000004 | ||
1,435 | $259.25M | VOO, FNDX, NVR, AAPL | 13F-HR | May 12, 2020 | 000164216020000003 | ||
1,581 | $263.71M | FNDX, NVR, AAPL, SNA | 13F-HR | Feb 7, 2020 | 000164216020000002 | ||
1,403 | $248.01M | FNDX, NVR, SNA, SCHV | 13F-HR | Nov 1, 2019 | 000164216019000006 | ||
1,455 | $247.62M | FNDX, NVR, SNA, SCHV | 13F-HR | Aug 8, 2019 | 000164216019000005 | ||
1,256 | $229.84M | FNDX, NVR, SNA, SCHV | 13F-HR | May 10, 2019 | 000164216019000004 | ||
965 | $185.88M | FNDX, NVR, SNA, SCHV | 13F-HR | Feb 6, 2019 | 000164216019000003 | ||
1,003 | $217.93M | EMLP, SNA, NVR, AAPL | 13F-HR | Nov 13, 2018 | 000164216018000005 | ||
978 | $201.11M | EMLP, NVR, SNA, IWB | 13F-HR | Aug 9, 2018 | 000164216018000004 | ||
948 | $161.95M | EMLP, SNA, IWB, NVR | 13F-HR | May 1, 2018 | 000133046318000003 | ||
864 | $164.49M | EMLP, SNA, IWB, NVR | 13F-HR | Feb 6, 2018 | 000164216018000003 | ||
624 | $153.78M | EMLP, SNA, IWB, NVR | 13F-HR | Nov 13, 2017 | 000164216017000006 | ||
630 | $151.65M | EMLP, SNA, IWB, NVR | 13F-HR | Aug 9, 2017 | 000164216017000005 | ||
666 | $144.57M | EMLP, SNA, IWB, XOM | 13F-HR | May 11, 2017 | 000164216017000004 | ||
665 | $141.33M | EMLP, SNA, IWB, XOM | 13F-HR | Feb 14, 2017 | 000164216017000003 | ||
563 | $119.83M | EMLP, SNA, IWB, AAPL | 13F-HR | Nov 14, 2016 | 000164216016000019 | ||
445 | $116.75M | EMLP, SNA, IWB, XOM | 13F-HR | Aug 9, 2016 | 000164216016000018 | ||
438 | $109.79M | EMLP, SNA, IWB, AAPL | 13F-HR | May 13, 2016 | 000164216016000017 | ||
432 | $110.54M | EMLP, SNA, IWB, MLPI | 13F-HR | Feb 4, 2016 | 000164216016000014 | ||
425 | $111.20M | EMLP, SNA, MLPI, IWB | 13F-HR | Nov 6, 2015 | 000164216015000013 | ||
437 | $124.01M | EMLP, SNA, IWB, BNDX | RESTATEMENT | Aug 17, 2015 | 000164216015000009 | ||
434 | $124.53M | EMLP, SNA, IWB, MLPI | 13F-HR | May 15, 2015 | 000164216015000007 | ||
487 | $137.90M | EMLP, MLPI, IWB, SNA | 13F-HR | May 15, 2015 | 000164216015000005 |