Glassman Wealth Services has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $585 Million distributed in 181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $154M, Schwab Fundamental U S Large C with a value of $108M, Wisdomtree Tr Us Quality Divid with a value of $64M, Vanguard Ftse All World Ex Us with a value of $57.7M, and Dimensional ETF Tr U S Core Eq with a value of $44.1M.
Examining the 13F form we can see an increase of $43.9M in the current position value, from $542M to 585M.
Below you can find more details about Glassman Wealth Services portfolio as well as his latest detailed transactions.
