Glassman Wealth Services has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $542 Million distributed in 192 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 $144M, Schwab Fundamental U S Large C with a value of $99.8M, Wisdomtree Tr Us Quality Divid with a value of $57.5M, Vanguard Ftse All World Ex Us with a value of $51.5M, and Dimensional ETF Tr U S Core Eq with a value of $39.8M.
Examining the 13F form we can see an increase of $47.7M in the current position value, from $494M to 542M.
Below you can find more details about Glassman Wealth Services portfolio as well as his latest detailed transactions.
