Glassman Wealth Services ETFs

Glassman Wealth Services

$596 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHC Schwab Strategic Tr Intl Small	$0	$7,000 0.0% of portfolio	204	Q2 2024 Reduced 59.52%
XLF Financial Sector Spdr	$0	$7,000 0.0% of portfolio	141	Q1 2025 New
XLY Select Sector Spdr Consumer Di	$0	$6,000 0.0% of portfolio	31	Q2 2024 Reduced 47.46%
PSCT Invesco S&P Smallcap Informati	$0	$6,000 0.0% of portfolio	150	Q3 2023 Added 200.0%
IUSB Ishares Core Total Usd Bond Ma	$0	$6,000 0.0% of portfolio	149	Q1 2025 New
ICLN Ishares	$0	$6,000 0.0% of portfolio	526	Q1 2021 New
FNDC Schwab Fundamental Intl Small	$0	$6,000 0.0% of portfolio	193	Q1 2023 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$5,000 0.0% of portfolio	125	Q1 2025 New
IYW Ishares Dj Us Tech ETF	$0	$5,000 0.0% of portfolio	36	Q1 2025 Reduced 14.29%
AGG Ishares Core U.S. Aggregate Bo	$0	$5,000 0.0% of portfolio	54	Q1 2025 Added 134.78%
PPA Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	51	Q4 2024 New
PTH Invesco Exchange Traded Fd Tr	$0	$4,000 0.0% of portfolio	111	Q1 2025 New
FREL Fidelity Covington Tr Msci Rea	$0	$3,000 0.0% of portfolio	113	Q1 2025 Added 0.89%
VIS Vanguard Industrial ETF	$0	$3,000 0.0% of portfolio	16	Q4 2024 New
EUSA Ishares Msci Usa Equal Weighte	$0	$2,000 0.0% of portfolio	30	Q1 2025 Added 66.67%
FCG First Tr Exchange Traded Fd	$0	$2,000 0.0% of portfolio	98	Q1 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$2,000 0.0% of portfolio	20	Q1 2023 New
USHY Ishares Tr Broad Usd High Yiel	$0	$2,000 0.0% of portfolio	61	Q1 2025 New
ESGU Ishares Trust Ishares Esg Awar	$0	$2,000 0.0% of portfolio	17	Q1 2025 Reduced 51.43%
IHAK Ishares Tr Cybersecurity & Tec	$0	$1,000 0.0% of portfolio	22	Q4 2020 Added 29.41%
ROBO Robo Global Robotics And Autom	$0	$1,000 0.0% of portfolio	30	Q4 2017 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$0 0.0% of portfolio	4	Q1 2024 Reduced 89.47%
BNDW Vanguard Scottsdale Fds Vangua	$0	$0 0.0% of portfolio	7	Q1 2022 New
FDLO Fidelity Covington Tr Low Vola	$0	$0 0.0% of portfolio	11	Q4 2024 New
ESGD Ishares Trust Ishares Esg Awar	$0	$0 0.0% of portfolio	2	Q3 2023 Reduced 90.91%
GOVT Ishares U.S. Treasury Bond ETF	$0	$0 0.0% of portfolio	10	Q4 2024 New
SCHK Schwab Strategic Tr 1000 Index	$0	$0 0.0% of portfolio	2	Q4 2024 Added 100.0%
ESML Ishares Esg Aware Msci Usa Sma	$0	$0 0.0% of portfolio	1	Q1 2025 Reduced 99.88%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$0 0.0% of portfolio	1	Q3 2023 Reduced 96.77%
DVYE Ishares Emerging Markets Divid	$0	$0 0.0% of portfolio	13	Q2 2021 New
QUAL Ishares Msci Usa Quality Facto	$0	$0 0.0% of portfolio	3	Q1 2025 Reduced 92.5%
VWOB Vanguard Emerging Mkts Govt Bd	$0	$0 0.0% of portfolio	1	Q1 2022 New
IAGG Ishares Tr Core Intl Aggregate	$0	$0 0.0% of portfolio	15	Q1 2025 New
IDRV Ishares Tr Self Driving Ev & T	$0	$0 0.0% of portfolio	19	Q2 2023 Added 5.56%
IYH Ishares Tr	$0	$0 0.0% of portfolio	2	Q1 2025 New
VOOG Vanguard S&P 500 Growth ETF	$0	$0 0.0% of portfolio	1	Q3 2024 Reduced 87.5%
VOOV Vanguard S&P 500 Value ETF	$0	$0 0.0% of portfolio	3	Q1 2022 New
VIOG Vanguard S&P Small Cap 600 Gro	$0	$0 0.0% of portfolio	8	Q1 2023 Added 100.0%
QQQM Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	3	Q4 2024 New
DJIA Global X Fds Dow 30 Covered Ca	$0	$0 0.0% of portfolio	5	Q1 2025 New
BLOK Amplify ETF Tr Trnsformational	$0	$0 0.0% of portfolio	16	Q1 2025 New

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