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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Glassman Wealth Services

Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0001642160-24-000003

Total Value
$495.0M
Positions
204
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (204)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363286,351$137.6M27.81%
2SCHWAB STRATEGIC TR8085247711,480,915$99.8M20.16%
3WISDOMTREE TRWT670,611$51.1M10.32%
4VANGUARD INTL EQUITY INDEX F922042775838,185$49.2M9.93%
5DIMENSIONAL ETF TRUST25434V8801,423,560$36.2M7.32%
6DIMENSIONAL ETF TRUST25434V7081,124,312$35.9M7.26%
7ISHARES TR46428762247,552$13.7M2.77%
8VANGUARD INDEX FDS92290876933,648$8.7M1.77%
9VANGUARD MUN BD FDS922907746132,183$6.7M1.35%
10SPDR S&P 500 ETF TRSPY12,661$6.6M1.34%
11SCHWAB STRATEGIC TR80852440970,749$5.4M1.09%
12ISHARES TR4642872009,262$4.9M0.98%
13ISHARES TR46428750744,270$2.7M0.54%
14INVESCO QQQ TRIVZ5,527$2.5M0.50%
15VANGUARD STAR FDS92190976828,954$1.7M0.35%
16VANGUARD WHITEHALL FDS92194640614,343$1.7M0.35%
17ISHARES TR4642876144,768$1.6M0.32%
18VANGUARD INDEX FDS9229086376,036$1.4M0.29%
19SPDR S&P MIDCAP 400 ETF TRMDY2,049$1.1M0.23%
20ARK ETF TR00214Q10422,487$1.1M0.23%
21ISHARES TR4642874084,479$836,7220.17%
22VANGUARD TAX-MANAGED FDS92194385814,982$751,6520.15%
23FIDELITY COVINGTON TRUST31609284016,310$739,0060.15%
24ISHARES TR4642874998,433$709,1310.14%
25SPDR SER TR78464A7635,191$681,3140.14%
26VANGUARD INDEX FDS9229087512,926$668,8540.14%
27SELECT SECTOR SPDR TR81369Y60514,991$631,4040.13%
28ISHARES TR4642875983,159$565,8080.11%
29VANGUARD INDEX FDS9229086112,857$548,2210.11%
30SELECT SECTOR SPDR TR81369Y2093,589$530,2030.11%
31SELECT SECTOR SPDR TR81369Y7044,045$509,5340.10%
32VANGUARD INDEX FDS9229087443,106$505,8260.10%
33ISHARES TR4642873095,871$495,7470.10%
34ISHARES TR4642875563,547$486,6880.10%
35SPDR INDEX SHS FDS78463X88912,684$454,6000.09%
36VANGUARD SCOTTSDALE FDS92206C7301,813$432,0740.09%
37ISHARES TR4642878043,661$404,5680.08%
38FIRST TR EXCHANGE-TRADED FD33733E3021,935$396,8490.08%
39SCHWAB STRATEGIC TR8085243004,026$373,2510.08%
40ISHARES TR46434V6216,425$373,0360.08%
41VANGUARD INDEX FDS9229087361,045$359,6890.07%
42FIRST TR EXCHANGE TRADED FD33734X1923,757$359,1690.07%
43VANGUARD SCOTTSDALE FDS92206C8476,050$358,4020.07%
44ISHARES BITCOIN TRIBIT8,780$355,3270.07%
45VANGUARD INTL EQUITY INDEX F9220428588,503$355,1590.07%
46INVESCO EXCHANGE TRADED FD TIVZ8,898$342,3060.07%
47AMERICAN CENTY ETF TR0250728773,600$337,3560.07%
48RBB FD INC74933W6016,759$335,3320.07%
49ISHARES TR4642876063,636$331,7850.07%
50DIMENSIONAL ETF TRUST25434V1048,810$321,9170.07%
51VANGUARD WORLD FD92204A702611$320,3720.06%
52VANGUARD INDEX FDS9229086291,276$318,9150.06%
53ISHARES TR4642871682,569$316,4490.06%
54ISHARES TR4642876551,442$303,1830.06%
55VANGUARD SPECIALIZED FUNDS9219088441,616$295,0980.06%
56ISHARES TR4642887374,700$286,8410.06%
57SPDR SER TR78464A8054,396$282,0030.06%
58SPDR INDEX SHS FDS78463X8489,619$273,1800.06%
59FIRST TR NAS100 EQ WEIGHTED3373441052,188$271,0930.05%
60ISHARES TR4642871502,228$256,8880.05%
61ISHARES TR464287648907$245,6160.05%
62INVESCO EXCHANGE TRADED FD TIVZ4,635$234,9950.05%
63VANGUARD INDEX FDS9229085532,673$231,1990.05%
64ISHARES TR46432F8423,070$227,8550.05%
65ISHARES TR4642874731,797$225,2180.05%
66ISHARES TR46432F3961,169$219,0120.04%
67SPDR GOLD TRGLD982$202,0170.04%
68SCHWAB STRATEGIC TR8085247972,398$193,3630.04%
69SPDR SER TR78464A5083,833$192,0330.04%
70FIRST TR EXCHANGE-TRADED FD33738D1016,368$188,0470.04%
71DIMENSIONAL ETF TRUST25434V4013,136$178,6890.04%
72VANGUARD BD INDEX FDS9219378352,368$172,0010.03%
73INVESCO EXCH TRADED FD TR IIIVZ2,934$162,9250.03%
74VANGUARD INTL EQUITY INDEX F9220428742,147$144,5790.03%
75INVESCO EXCH TRADED FD TR IIIVZ2,181$143,6620.03%
76SPDR SER TR78464A8542,207$135,8020.03%
77DIMENSIONAL ETF TRUST25434V6903,985$134,1880.03%
78GLOBAL X FDS37954Y7154,107$130,6440.03%
79DIMENSIONAL ETF TRUST25434V7163,778$129,9860.03%
80HARTFORD FDS EXCHANGE TRADED41653L3053,687$124,3990.03%
81SELECT SECTOR SPDR TR81369Y5061,313$124,0020.03%
82SELECT SECTOR SPDR TR81369Y803572$119,1810.02%
83VANGUARD INDEX FDS922908652675$118,3070.02%
84ISHARES TR4642882731,786$113,1070.02%
85DIMENSIONAL ETF TRUST25434V6092,054$111,7990.02%
86FIRST TR EXCHANGE-TRADED FD33733A2013,159$108,7860.02%
87BLACKROCK ETF TRUST IIBLK2,065$108,3300.02%
88ISHARES TR46435U5563,115$107,0000.02%
89FIDELITY COVINGTON TRUST31609A4043,739$106,7480.02%
90PROSHARES TR74348A4671,030$104,4520.02%
91ARK ETF TR00214Q4011,239$103,2220.02%
92ISHARES INC46434G1031,953$100,7750.02%
93ARK ETF TR00214Q2031,797$98,3000.02%
94ARK ETF TR00214Q7083,196$96,9350.02%
95SCHWAB STRATEGIC TR8085248052,240$87,4090.02%
96FIRST TR EXCHANGE-TRADED FD33733E1041,000$85,6500.02%
97SCHWAB STRATEGIC TR8085247063,128$78,9900.02%
98SCHWAB STRATEGIC TR8085242011,255$77,8750.02%
99SCHWAB STRATEGIC TR8085241021,196$73,0160.01%
100VANGUARD INTL EQUITY INDEX F922042866939$71,3920.01%
101INVESCO EXCH TRADED FD TR IIIVZ745$69,8290.01%
102ARK ETF TR00214Q3022,382$68,5190.01%
103SCHWAB STRATEGIC TR808524508803$65,3880.01%
104SCHWAB STRATEGIC TR8085247551,796$63,9560.01%
105ISHARES TR46434V4491,627$63,8270.01%
106ISHARES TR46429B663576$63,4710.01%
107KRANESHARES TRUST5007676782,030$62,4430.01%
108DIREXION SHS ETF TR25460G1381,137$61,9670.01%
109PACER FDS TR69374H8811,010$58,6910.01%
110VANECK ETF TRUST92189F643634$56,9930.01%
111ISHARES TR464287481494$56,3850.01%
112INVESCO EXCHANGE TRADED FD TIVZ510$56,1260.01%
113AMERICAN CENTY ETF TR025072307650$55,2110.01%
114AMPLIFY ETF TR032108664856$54,8780.01%
115AMERICAN CENTY ETF TR025072349823$52,8860.01%
116JANUS DETROIT STR TR47103U8451,000$50,7400.01%
117INVESCO EXCHANGE TRADED FD TIVZ460$48,9850.01%
118VANGUARD WORLD FD921910816159$45,5830.01%
119FIRST TR VALUE LINE DIVID IN33734H106991$41,8500.01%
120JANUS DETROIT STR TR47103U753833$40,7250.01%
121ISHARES TR464287572446$39,8770.01%
122ISHARES TR464288430635$38,5810.01%
123PACER FDS TR69374H857770$37,8530.01%
124GOLDMAN SACHS ETF TRNVGLF653$36,6280.01%
125ISHARES TR464288810603$35,3030.01%
126VANGUARD INTL EQUITY INDEX F922042742316$34,9440.01%
127FRANKLIN TEMPLETON ETF TRFGDL656$34,9320.01%
128FLEXSHARES TRFLEX534$34,3140.01%
129AMERICAN CENTY ETF TR025072802521$34,3130.01%
130DIMENSIONAL ETF TRUST25434V3021,340$33,1250.01%
131ISHARES TR46434V290485$30,8360.01%
132INVESCO EXCHANGE TRADED FD TIVZ510$30,8140.01%
133VANECK ETF TRUST92189F106966$30,5450.01%
134CAPITAL GROUP DIVIDEND VALUE14020W106880$28,6000.01%
135ISHARES TR464287846200$25,6180.01%
136VANGUARD WORLD FD92204A884191$25,0270.01%
137DIMENSIONAL ETF TRUST25434V732844$21,5140.00%
138DIMENSIONAL ETF TRUST25434V799768$20,5440.00%
139FIRST TR MORNINGSTAR DIVID L336917109525$20,2020.00%
140ADVISORSHARES TR00768Y4532,000$20,0200.00%
141ISHARES TR464288760150$19,7900.00%
142HOWARD HUGHES HOLDINGS INCHHH262$19,0260.00%
143SCHWAB STRATEGIC TR808524888504$18,0430.00%
144GOLDMAN SACHS ETF TRNVGLF593$17,4610.00%
145ISHARES TR464287226174$17,0030.00%
146SCHWAB STRATEGIC TR808524730550$15,2680.00%
147ISHARES TR464287176137$14,7150.00%
148ISHARES TR46428768949$14,6310.00%
149J P MORGAN EXCHANGE TRADED F46641Q332220$12,7030.00%
150SCHWAB STRATEGIC TR808524607246$12,1130.00%
151ISHARES TR464287465149$11,9280.00%
152SCHWAB STRATEGIC TR808524763205$11,6910.00%
153SELECT SECTOR SPDR TR81369Y40759$10,8630.00%
154SPDR SER TR78468R606444$10,4220.00%
155VANECK ETF TRUST92189F387451$10,1000.00%
156ETF MANAGERS TR26924G5082,315$9,6770.00%
157SELECT SECTOR SPDR TR81369Y852117$9,5730.00%
158AMPLIFY ETF TR032108607261$9,5110.00%
159KRANESHARES TRUST500767736500$9,4660.00%
160INVESCO EXCHANGE TRADED FD TIVZ101$8,9320.00%
161NEOS ETF TRUST78433H303160$8,0580.00%
162INVESCO EXCH TRADED FD TR IIIVZ500$8,0350.00%
163GOLDMAN SACHS ETF TRNVGLF165$7,6820.00%
164J P MORGAN EXCHANGE TRADED F46654Q203140$7,5940.00%
165GOLDMAN SACHS ETF TRNVGLF160$7,5220.00%
166ISHARES TR464288224526$7,3530.00%
167VANGUARD SCOTTSDALE FDS92206C771157$7,1660.00%
168INVESCO EXCH TRADED FD TR IIIVZ150$6,9600.00%
169ADVISORSHARES TR00768Y4951,692$6,9030.00%
170SCHWAB STRATEGIC TR808524748193$6,8460.00%
171AMPLIFY ETF TR032108409175$6,8040.00%
172ADVISORSHARES TR00768Y3624,500$6,7050.00%
173INVESCO EXCHANGE TRADED FD TIVZ66$6,7040.00%
174SIMPLIFY EXCHANGE TRADED FUN82889N863295$6,6850.00%
175J P MORGAN EXCHANGE TRADED F46641Q159140$6,3780.00%
176INVESCO EXCH TRADED FD TR IIIVZ121$5,3790.00%
177VANGUARD CHARLOTTE FDS92203J407107$5,2830.00%
178CAMBRIA ETF TR132061821704$4,5190.00%
179ISHARES TR46428828148$4,3410.00%
180NEOS ETF TRUST78433H67580$4,0810.00%
181VANECK ETF TRUST92189H74860$3,1740.00%
182VANGUARD INDEX FDS92290859510$2,6110.00%
183VANGUARD WHITEHALL FDS92194681030$2,4590.00%
184VANGUARD INTL EQUITY INDEX F92204271821$2,4540.00%
185ISHARES TR46428767120$2,3440.00%
186EXCHANGE TRADED CONCEPTS TRU30150570730$1,7590.00%
187ISHARES INC46428668118$1,6380.00%
188LISTED FD TR53656F78964$1,1430.00%
189ISHARES TR46435U13522$1,0310.00%
190VANGUARD ADMIRAL FDS INC9219327948$9070.00%
191FIRST TR EXCHANGE TRADED FD33734X84612$6860.00%
192INVESCO EXCHANGE TRADED FD TIVZ18$6330.00%
193ISHARES TR46435U36619$5900.00%
194VANGUARD ADMIRAL FDS INC9219327033$5650.00%
195VANGUARD SCOTTSDALE FDS92206C5657$5000.00%
196ISHARES TR4642877213$4050.00%
197VANGUARD WORLD FD9219107334$3730.00%
198ISHARES INC46428631913$3400.00%
199VANGUARD ADMIRAL FDS INC9219325051$3090.00%
200ISHARES TR46435G5162$1600.00%
201VANGUARD WHITEHALL FDS9219468851$700.00%
202SCHWAB STRATEGIC TR8085247221$510.00%
203ISHARES TR46435U6631$400.00%
204ISHARES INC46434G8631$320.00%