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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 2025 · Filed May 8, 2025 · Accession 0001642160-25-000003

Total Value
$597.6M
Positions
211
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (211)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363281,958$144.9M24.25%
2SCHWAB STRATEGIC TR8085247714,546,703$107.3M17.96%
3WISDOMTREE TRWT809,614$64.7M10.82%
4VANGUARD INTL EQUITY INDEX F9220427751,053,223$63.9M10.69%
5DIMENSIONAL ETF TRUST25434V8801,788,635$46.9M7.84%
6DIMENSIONAL ETF TRUST25434V7081,383,743$45.6M7.64%
7SNAP ON INCSNA101,044$34.1M5.70%
8ISHARES TR46428762244,512$13.7M2.28%
9VANGUARD INDEX FDS92290876936,724$10.1M1.69%
10VANGUARD MUN BD FDS922907746143,700$7.1M1.19%
11SPDR S&P 500 ETF TRSPY12,593$7.0M1.18%
12ISHARES TR46428720010,025$5.6M0.94%
13SCHWAB STRATEGIC TR808524409210,844$5.6M0.94%
14INVESCO QQQ TRIVZ4,728$2.2M0.37%
15VANGUARD TAX-MANAGED FDS92194385837,654$1.9M0.32%
16VANGUARD STAR FDS92190976829,187$1.8M0.30%
17ISHARES TR46428750730,809$1.8M0.30%
18VANGUARD WHITEHALL FDS92194640613,769$1.8M0.30%
19ISHARES TR4642876144,740$1.7M0.29%
20VANGUARD INDEX FDS9229086376,276$1.6M0.27%
21SPDR S&P MIDCAP 400 ETF TRMDY1,955$1.0M0.17%
22ARK ETF TR00214Q10421,244$1.0M0.17%
23ISHARES INC46434G10318,496$998,2460.17%
24ISHARES TR4642874084,464$850,7490.14%
25SPDR SER TR78464A7636,003$814,4330.14%
26VANGUARD INTL EQUITY INDEX F92204285817,588$796,0140.13%
27VANGUARD INDEX FDS9229087362,122$786,7140.13%
28ISHARES TR4642874998,449$718,7560.12%
29VANGUARD INDEX FDS9229086113,724$693,7440.12%
30FIDELITY COVINGTON TRUST31609284013,850$686,9600.11%
31VANGUARD INDEX FDS9229087513,046$675,4510.11%
32ISHARES BITCOIN TRUST ETFIBIT14,424$675,1870.11%
33ISHARES TR4642875983,157$594,0210.10%
34ISHARES TR46432F8427,852$594,0130.10%
35VANGUARD INDEX FDS9229087443,278$566,1840.09%
36ISHARES TR4642873095,725$531,4520.09%
37SPDR INDEX SHS FDS78463X88912,670$461,3040.08%
38ISHARES TR4642875563,598$460,1250.08%
39SELECT SECTOR SPDR TR81369Y7043,402$445,9000.07%
40FIRST TR EXCHANGE-TRADED FD33733E3021,999$444,0780.07%
41DIMENSIONAL ETF TRUST25434V79915,949$442,9040.07%
42VANGUARD SCOTTSDALE FDS92206C7301,655$420,1380.07%
43SCHWAB STRATEGIC TR80852430015,980$400,1460.07%
44FIRST TR EXCHANGE TRADED FD33734X1923,757$384,0780.06%
45DIMENSIONAL ETF TRUST25434V1049,860$379,0180.06%
46SPDR GOLD TRGLD1,297$373,7180.06%
47INVESCO EXCHANGE TRADED FD TIVZ8,898$359,5680.06%
48VANGUARD SCOTTSDALE FDS92206C8476,050$348,5410.06%
49ISHARES TR4642871682,569$344,9910.06%
50RBB FD INC74933W6015,990$333,1400.06%
51VANGUARD WORLD FD92204A702593$321,6310.05%
52VANGUARD SPECIALIZED FUNDS9219088441,653$320,6650.05%
53AMERICAN CENTY ETF TR0250728773,600$313,8120.05%
54VANGUARD INDEX FDS9229086291,182$305,5720.05%
55ISHARES TR4642876063,636$302,8060.05%
56ISHARES TR4642887374,700$301,0350.05%
57SPDR SER TR78464A8054,396$298,9720.05%
58ISHARES TR4642878042,784$291,1380.05%
59DIMENSIONAL ETF TRUST25434V4014,743$286,8570.05%
60ISHARES TR4642871502,228$271,8380.05%
61FIRST TR NAS100 EQ WEIGHTED3373441052,188$264,5950.04%
62DIMENSIONAL ETF TRUST25434V7167,342$262,9210.04%
63ETFIS SER TR I26923G8063,957$255,6220.04%
64ISHARES TR4642876551,219$243,1130.04%
65ISHARES TR46432F3961,169$236,2900.04%
66SPDR INDEX SHS FDS78463X8487,978$235,9890.04%
67ISHARES TR4642874731,820$229,2650.04%
68AMPLIFY ETF TR0321085994,345$212,1790.04%
69SCHWAB STRATEGIC TR8085247977,547$211,0160.04%
70INVESCO EXCHANGE TRADED FD TIVZ4,635$203,1520.03%
71VANGUARD INDEX FDS9229085532,238$202,6680.03%
72SPDR SER TR78464A5083,833$195,7510.03%
73VANGUARD BD INDEX FDS9219378352,550$187,2950.03%
74INVESCO EXCH TRADED FD TR IIIVZ2,934$163,3940.03%
75INVESCO EXCH TRADED FD TR IIIVZ2,181$162,9640.03%
76VANGUARD INTL EQUITY INDEX F9220428742,147$150,7410.03%
77SPDR SER TR78464A8542,261$148,6900.02%
78DIMENSIONAL ETF TRUST25434V6904,022$140,3290.02%
79DIMENSIONAL ETF TRUST25434V6092,537$130,6300.02%
80HARTFORD FDS EXCHANGE TRADED41653L3053,687$124,8420.02%
81SCHWAB STRATEGIC TR8085241025,579$120,1150.02%
82ISHARES TR4642874651,467$119,8870.02%
83SPDR INDEX SHS FDS78463X5093,031$119,3140.02%
84VANGUARD INDEX FDS922908652675$116,2760.02%
85ISHARES TR4642882731,829$116,1960.02%
86ISHARES TR46434V6211,876$115,8990.02%
87FIRST TR EXCHANGE-TRADED FD33733A2013,159$114,4310.02%
88SELECT SECTOR SPDR TR81369Y803542$111,9120.02%
89SCHWAB STRATEGIC TR8085248055,581$110,3830.02%
90FIRST TR EXCHANGE-TRADED FD33738D1012,856$107,0710.02%
91SELECT SECTOR SPDR TR81369Y5061,003$93,7300.02%
92FIRST TR EXCHANGE-TRADED FD33733E1041,000$89,6400.01%
93SCHWAB STRATEGIC TR8085242013,702$81,7400.01%
94GLOBAL X FDS37954Y7152,774$78,9480.01%
95SCHWAB STRATEGIC TR8085247062,793$77,0100.01%
96INVESCO EXCH TRADED FD TR IIIVZ745$74,0080.01%
97ISHARES TR46429B663597$72,3000.01%
98FIDELITY MERRIMACK STR TR3161883091,567$71,5340.01%
99ISHARES TR46435U5562,224$69,9450.01%
100VANGUARD INTL EQUITY INDEX F922042866939$68,0400.01%
101SCHWAB STRATEGIC TR8085247551,796$64,9070.01%
102ISHARES TR464288430892$64,5720.01%
103AMPLIFY ETF TR032108664856$61,4610.01%
104VANECK ETF TRUST92189F643691$60,8320.01%
105ISHARES TR464287481516$60,6250.01%
106VANGUARD WORLD FD92204A884300$44,5170.01%
107FIRST TR VALUE LINE DIVID IN33734H106991$44,1890.01%
108FIRST TR EXCHANGE TRADED FD33734X846690$43,4830.01%
109ISHARES TR464287572446$42,9450.01%
110VANECK ETF TRUST92189F106925$42,5220.01%
111WISDOMTREE TRWT357$39,1990.01%
112FRANKLIN TEMPLETON ETF TRFGDL656$37,0250.01%
113VANGUARD INTL EQUITY INDEX F922042742316$36,6400.01%
114ISHARES TR464287101135$36,5620.01%
115AMERICAN CENTY ETF TR025072802521$36,3350.01%
116DIMENSIONAL ETF TRUST25434V3021,340$34,6930.01%
117SCHWAB STRATEGIC TR8085245081,302$34,1120.01%
118INVESCO EXCHANGE TRADED FD TIVZ510$33,8330.01%
119ISHARES TR464288794235$32,9260.01%
120VANGUARD INDEX FDS922908512201$32,2690.01%
121SPDR SER TR78464A4741,018$30,6420.01%
122SCHWAB STRATEGIC TR8085246071,300$30,4590.01%
123ISHARES TR46434V290485$30,1480.01%
124ISHARES TR464287846200$27,2200.00%
125FIRST TR EXCHANGE-TRADED FD33733E203158$26,8780.00%
126SPDR SER TR78464A300327$25,6300.00%
127SPDR SER TR78464A201296$24,5680.00%
128FIDELITY COVINGTON TRUST316092204279$23,5780.00%
129ISHARES TR464288760150$22,9650.00%
130ISHARES TR46429B689268$20,8830.00%
131FIRST TR EXCHANGE TRADED FD33734X135388$20,5640.00%
132HOWARD HUGHES HOLDINGS INCHHH262$19,4090.00%
133FIDELITY COVINGTON TRUST316092246798$18,9760.00%
134GOLDMAN SACHS ETF TRNVGLF593$17,5990.00%
135SCHWAB STRATEGIC TR808524730550$16,9400.00%
136ISHARES TR46435U218172$16,4790.00%
137FIRST TR EXCHANGE TRADED FD33738R845518$15,6850.00%
138ISHARES TR46428768949$15,4870.00%
139ISHARES TR464287176137$15,2190.00%
140VANGUARD WORLD FD92204A405127$15,1730.00%
141SELECT SECTOR SPDR TR81369Y852150$14,4680.00%
142SPDR SER TR78464A540144$14,3930.00%
143SPROTT FDS TRSII2,348$13,9710.00%
144ISHARES TR464288885133$13,3000.00%
145ARK ETF TR00214Q203200$13,2520.00%
146AMPLIFY ETF TR032108102220$13,2320.00%
147VANGUARD INDEX FDS92290859552$13,0920.00%
148PACER FDS TR69374H881238$13,0330.00%
149VANGUARD INTL EQUITY INDEX F922042718111$12,8320.00%
150FIRST TR EXCHANGE-TRADED FD33733B100127$12,7900.00%
151FIRST TR EXCHANGE TRADED FD33734X853257$12,1050.00%
152FIRST TR EXCH TRD ALPHDX FD33737J174207$12,0580.00%
153SPDR SER TR78464A63173$11,7300.00%
154SCHWAB STRATEGIC TR808524763410$11,2300.00%
155VANGUARD SCOTTSDALE FDS92206C664125$10,1190.00%
156VANGUARD WORLD FD92191081632$9,8840.00%
157RENAISSANCE CAP GREENWICH FD759937204261$9,8010.00%
158GLOBAL X FDS37954Y673256$9,6590.00%
159SPDR SER TR78464A86248$9,6370.00%
160FIRST TR EXCH TRD ALPHDX FD33737J307255$9,4780.00%
161INVESCO EXCHANGE TRADED FD TIVZ101$9,3270.00%
162FIRST TR EXCHANGE TRADED FD33734X14390$9,3240.00%
163ISHARES TR46428764833$8,4320.00%
164WESTERN ASSET MTG DEFINED OP95790B109683$8,0730.00%
165SCHWAB STRATEGIC TR808524888204$7,3200.00%
166SELECT SECTOR SPDR TR81369Y605141$7,0230.00%
167SCHWAB STRATEGIC TR808524748193$6,9870.00%
168WESTERN ASSET HIGH INCOM FD95766J1021,648$6,8890.00%
169ISHARES TR46434V613149$6,8660.00%
170ABRDN GLOBAL PREMIER PPTYS F00302L1081,596$6,1920.00%
171SELECT SECTOR SPDR TR81369Y40731$6,1210.00%
172INVESCO EXCH TRADED FD TR IIIVZ150$6,0120.00%
173ISHARES TR464288224526$6,0070.00%
174INVESCO EXCHANGE TRADED FD TIVZ51$5,9220.00%
175FIDELITY WISE ORIGIN BITCOINFBTC81$5,8300.00%
176ISHARES TR46428722654$5,3420.00%
177SPDR SER TR78468R853125$5,0950.00%
178ISHARES TR46428772136$5,0560.00%
179INVESCO EXCHANGE TRADED FD TIVZ111$4,3800.00%
180COHEN & STEERS TAX ADVAN PFD19249X108217$4,2180.00%
181VANGUARD WORLD FD92204A60316$3,8890.00%
182FIDELITY COVINGTON TRUST316092857113$3,1020.00%
183ISHARES INC46428668130$2,8080.00%
184FRANKLIN ETHEREUM TREZET190$2,6350.00%
185ISHARES TR46428767120$2,5420.00%
186FIRST TR EXCHANGE-TRADED FD33733E80798$2,4350.00%
187ISHARES TR46435U85361$2,2450.00%
188ISHARES TR46435G42517$2,0680.00%
189EXCHANGE TRADED CONCEPTS TRU30150570730$1,5450.00%
190ISHARES TR46435U13522$1,0340.00%
191VANGUARD ADMIRAL FDS INC9219327948$8550.00%
192ISHARES TR46435G67215$7500.00%
193FIDELITY COVINGTON TRUST31609282411$6670.00%
194AMERICAN CENTY ETF TR02507234910$6520.00%
195AMPLIFY ETF TR03210860716$5900.00%
196INVESCO EXCH TRADED FD TR IIIVZ3$5790.00%
197ISHARES TR46435U36619$5630.00%
198VANGUARD ADMIRAL FDS INC9219327033$5530.00%
199ISHARES TR46432F3393$5130.00%
200VANGUARD SCOTTSDALE FDS92206C5657$4820.00%
201VANGUARD WORLD FD9219107334$3920.00%
202ISHARES INC46428631913$3550.00%
203VANGUARD ADMIRAL FDS INC9219325051$3340.00%
204ISHARES TR46429B26710$2300.00%
205ISHARES TR46435G5162$1630.00%
206ISHARES TR4642877622$1220.00%
207GLOBAL X FDS37960A8595$1120.00%
208VANGUARD WHITEHALL FDS9219468851$640.00%
209SCHWAB STRATEGIC TR8085247222$540.00%
210ISHARES TR46435U6631$380.00%
211ISHARES INC46434G8631$350.00%