Glassman Wealth Services

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Vienna, VA
CIK
0001642160
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1,960 706,429 VOO, FNDX, VEU, DGRW 13F-HR 2/12/2024 000164216024000002
Q3 2023 1,988 619,198 VOO, FNDX, VEU, DGRW 13F-HR 11/13/2023 000164216023000005
Q2 2023 1,904 620,275 VOO, FNDX, VEU, NVR 13F-HR 8/8/2023 000164216023000004
Q1 2023 1,891 575,648 VOO, FNDX, VEU, NVR 13F-HR 5/4/2023 000164216023000003
Q4 2022 1,908 542,592 VOO, FNDX, VEU, DGRW 13F-HR 2/6/2023 000164216023000002
Q3 2022 1,922 470,691 VOO, FNDX, VEU, NVR 13F-HR 11/9/2022 000164216022000006
Q2 2022 1,957 485,865 VOO, FNDX, VEU, DGRW 13F-HR 8/4/2022 000164216022000004
Q1 2022 1,826 548,476 VOO, FNDX, VEU, AAPL RESTATEMENT 8/23/2022 000164216022000005
Q4 2021 1,840 544,118 VOO, FNDX, NVR, VEU 13F-HR 2/14/2022 000164216022000002
Q3 2021 1,836 474,885 VOO, FNDX, NVR, VEU 13F-HR 11/9/2021 000164216021000005
Q2 2021 1,673 477,988 VOO, FNDX, NVR, VEU 13F-HR 8/4/2021 000164216021000004
Q1 2021 1,642 468,146 VOO, FNDX, AAPL, NVR 13F-HR 5/5/2021 000164216021000003
Q4 2020 1,500 433,366 VOO, FNDX, AAPL, NVR 13F-HR 2/4/2021 000164216021000002
Q3 2020 1,523 363,081 VOO, FNDX, AAPL, NVR 13F-HR 11/9/2020 000164216020000005
Q2 2020 1,435 321,684 VOO, FNDX, AAPL, NVR 13F-HR 8/6/2020 000164216020000004
Q1 2020 1,435 259,248 VOO, FNDX, NVR, AAPL 13F-HR 5/12/2020 000164216020000003
Q4 2019 1,581 263,708 FNDX, NVR, AAPL, SNA 13F-HR 2/7/2020 000164216020000002
Q3 2019 1,403 248,011 FNDX, NVR, SNA, SCHV 13F-HR 11/1/2019 000164216019000006
Q2 2019 1,455 247,619 FNDX, NVR, SNA, SCHV 13F-HR 8/8/2019 000164216019000005
Q1 2019 1,256 229,837 FNDX, NVR, SNA, SCHV 13F-HR 5/10/2019 000164216019000004
Q4 2018 965 185,882 FNDX, NVR, SNA, SCHV 13F-HR 2/6/2019 000164216019000003
Q3 2018 1,003 217,927 EMLP, SNA, NVR, AAPL 13F-HR 11/13/2018 000164216018000005
Q2 2018 978 201,108 EMLP, NVR, SNA, IWB 13F-HR 8/9/2018 000164216018000004
Q1 2018 948 161,953 EMLP, SNA, IWB, NVR 13F-HR 5/1/2018 000133046318000003
Q4 2017 864 164,491 EMLP, SNA, IWB, NVR 13F-HR 2/6/2018 000164216018000003
Q3 2017 624 153,782 EMLP, SNA, IWB, NVR 13F-HR 11/13/2017 000164216017000006
Q2 2017 630 151,650 EMLP, SNA, IWB, NVR 13F-HR 8/9/2017 000164216017000005
Q1 2017 666 144,575 EMLP, SNA, IWB, XOM 13F-HR 5/11/2017 000164216017000004
Q4 2016 665 141,326 EMLP, SNA, IWB, XOM 13F-HR 2/14/2017 000164216017000003
Q3 2016 563 119,828 EMLP, SNA, IWB, AAPL 13F-HR 11/14/2016 000164216016000019
Q2 2016 445 116,753 EMLP, SNA, IWB, XOM 13F-HR 8/9/2016 000164216016000018
Q1 2016 438 109,790 EMLP, SNA, IWB, AAPL 13F-HR 5/13/2016 000164216016000017
Q4 2015 432 110,543 EMLP, SNA, IWB, MLPI 13F-HR 2/4/2016 000164216016000014
Q3 2015 425 111,201 EMLP, SNA, MLPI, IWB 13F-HR 11/6/2015 000164216015000013
Q2 2015 437 124,014 EMLP, SNA, IWB, BNDX RESTATEMENT 8/17/2015 000164216015000009
Q1 2015 434 124,526 EMLP, SNA, IWB, MLPI 13F-HR 5/15/2015 000164216015000007
Q4 2014 487 137,902 EMLP, MLPI, IWB, SNA 13F-HR 5/15/2015 000164216015000005
Additional filings from Glassman Wealth Services that have since been restated