CIK 1642160
Glassman Wealth Services
Institutional 13F holdings & portfolio
Holdings
195
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–195 of 195
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 388 | $15K–$50K | SH |
| XLC | SELECT SECTOR SPDR TR | 150 | $15K–$50K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 461 | $15K–$50K | SH |
| VFH | VANGUARD WORLD FD | 127 | $15K–$50K | SH |
| TIP | ISHARES TR | 137 | $15K–$50K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 146 | $1K–$15K | SH |
| SNPG | DBX ETF TR | 270 | $1K–$15K | SH |
| FNDA | SCHWAB STRATEGIC TR | 410 | $1K–$15K | SH |
| EFG | ISHARES TR | 109 | $1K–$15K | SH |
| IWO | ISHARES TR | 33 | $1K–$15K | SH |
| RPV | INVESCO EXCHANGE TRADED FD T | 101 | $1K–$15K | SH |
| SARK | INVESTMENT MANAGERS SER TR I | 300 | $1K–$15K | SH |
| ICLN | ISHARES TR | 526 | $1K–$15K | SH |
| FNDC | SCHWAB STRATEGIC TR | 193 | $1K–$15K | SH |
| PSCT | INVESCO EXCH TRADED FD TR II | 150 | $1K–$15K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 167 | $1K–$15K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 51 | $1K–$15K | SH |
| XLF | SELECT SECTOR SPDR TR | 141 | $1K–$15K | SH |
| XLY | SELECT SECTOR SPDR TR | 62 | $1K–$15K | SH |
| IYW | ISHARES TR | 36 | $1K–$15K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 81 | $1K–$15K | SH |
| PBW | INVESCO EXCHANGE TRADED FD T | 162 | $1K–$15K | SH |
| VIS | VANGUARD WORLD FD | 16 | $1K–$15K | SH |
| DIHP | DIMENSIONAL ETF TRUST | 144 | $1K–$15K | SH |
| IMTM | ISHARES TR | 92 | $1K–$15K | SH |
| EZET | FRANKLIN ETHEREUM TR | 190 | $1K–$15K | SH |
| IUSG | ISHARES TR | 20 | $1K–$15K | SH |
| EUSA | ISHARES INC | 30 | $1K–$15K | SH |
| FREL | FIDELITY COVINGTON TRUST | 115 | $1K–$15K | SH |
| AVEM | AMERICAN CENTY ETF TR | 36 | $1K–$15K | SH |
| ESGU | ISHARES TR | 17 | $1K–$15K | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 30 | $1K–$15K | SH |
| IHAK | ISHARES TR | 22 | $1K–$15K | SH |
| VIOG | VANGUARD ADMIRAL FDS INC | 8 | <$1K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 12 | <$1K | SH |
| IDRV | ISHARES TR | 20 | <$1K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 3 | <$1K | SH |
| BNDW | VANGUARD SCOTTSDALE FDS | 7 | <$1K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 1 | <$1K | SH |
| DVYE | ISHARES INC | 13 | <$1K | SH |
| ESGD | ISHARES TR | 2 | <$1K | SH |
| IYH | ISHARES TR | 2 | <$1K | SH |
| VWOB | VANGUARD WHITEHALL FDS | 1 | <$1K | SH |
| ESML | ISHARES TR | 1 | <$1K | SH |
| ESGE | ISHARES INC | 1 | <$1K | SH |