Glassman Wealth Services Portfolio Holdings
Glassman Wealth Services
- $494 Million
- Q1 2024
Glassman Wealth Services has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $494 Million distributed in 204 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 $138M, Schwab Fundamental U S Large C with a value of $99.8M, Wisdomtree Tr Us Quality Divid with a value of $51.1M, Vanguard Ftse All World Ex Us with a value of $49.2M, and Dimensional ETF Tr with a value of $36.2M.
Examining the 13F form we can see an decrease of $210M in the current position value, from $703M to 494M.
Below you can find more details about Glassman Wealth Services portfolio as well as his latest detailed transactions.