Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 05-03-2024 | 03-31-2024 | 204 | 495,036,886 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $137,648,726 | 286,351 | 0.03 | 0.02 | 1,098 | 0.38 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 2 | $99,798,859 | 1,480,915 | 0.02 | 0.01 | 48,919 | 3.42 | 03-31-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 3 | $51,093,864 | 670,611 | 0.01 | 0.01 | 161,362 | 31.69 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 4 | $49,159,553 | 838,185 | 0.01 | 0.01 | 81,819 | 10.82 | 03-31-2024 |
