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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 Q2 2025 · Filed August 8, 2025 · Accession 0001642160-25-000007

Total Value
$652.9M
Positions
182
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (182)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363282,133$160.3M24.55%
2SCHWAB STRATEGIC TR8085247714,621,221$113.4M17.37%
3VANGUARD INTL EQUITY INDEX F9220427751,086,820$73.1M11.19%
4WISDOMTREE TRWT832,066$69.7M10.67%
5DIMENSIONAL ETF TRUST25434V8801,865,729$54.8M8.39%
6DIMENSIONAL ETF TRUST25434V7081,465,411$52.5M8.04%
7SNAP ON INCSNA101,044$31.4M4.82%
8ISHARES TR46428762244,321$15.1M2.31%
9VANGUARD INDEX FDS92290876936,854$11.2M1.72%
10SPDR S&P 500 ETF TRSPY13,007$8.0M1.23%
11ISHARES TR4642872009,879$6.1M0.94%
12SCHWAB STRATEGIC TR808524409208,348$5.8M0.88%
13VANGUARD MUN BD FDS922907746101,282$5.0M0.76%
14INVESCO QQQ TRIVZ4,728$2.6M0.40%
15VANGUARD TAX-MANAGED FDS92194385838,540$2.2M0.34%
16VANGUARD STAR FDS92190976829,205$2.0M0.31%
17ISHARES TR4642876144,614$2.0M0.30%
18ISHARES TR46428750730,370$1.9M0.29%
19VANGUARD WHITEHALL FDS92194640613,769$1.8M0.28%
20VANGUARD INDEX FDS9229086376,243$1.8M0.27%
21ARK ETF TR00214Q10421,970$1.5M0.24%
22ISHARES INC46434G10319,200$1.2M0.18%
23SPDR S&P MIDCAP 400 ETF TRMDY1,858$1.1M0.16%
24ISHARES BITCOIN TRUST ETFIBIT14,554$890,8500.14%
25VANGUARD INTL EQUITY INDEX F92204285817,494$865,2550.13%
26ISHARES TR4642874084,274$835,2250.13%
27VANGUARD INDEX FDS9229085953,015$834,9740.13%
28VANGUARD INDEX FDS9229087361,871$820,0500.13%
29SPDR SERIES TRUST78464A7636,003$814,7340.12%
30ISHARES TR4642874998,397$772,2720.12%
31VANGUARD INDEX FDS9229086113,724$726,2170.11%
32VANGUARD INDEX FDS9229087513,046$721,8410.11%
33FIDELITY COVINGTON TRUST31609284013,850$720,4770.11%
34ISHARES TR46432F8428,435$704,1690.11%
35ISHARES TR4642873095,697$627,2400.10%
36ISHARES TR4642875983,157$613,1840.09%
37DIMENSIONAL ETF TRUST25434V79919,493$606,0370.09%
38FIRST TR EXCHANGE-TRADED FD33733E3021,935$521,1540.08%
39SPDR INDEX SHS FDS78463X88912,670$512,9970.08%
40SELECT SECTOR SPDR TR81369Y7043,402$501,8630.08%
41SPDR SERIES TRUST78464A8056,430$481,5430.07%
42SCHWAB STRATEGIC TR80852430015,980$466,7830.07%
43VANGUARD SCOTTSDALE FDS92206C7301,655$464,8230.07%
44VANGUARD INDEX FDS9229087442,627$464,2370.07%
45FIRST TR EXCHANGE TRADED FD33734X1923,757$457,0010.07%
46ISHARES TR4642875563,598$455,1250.07%
47DIMENSIONAL ETF TRUST25434V71611,379$446,6090.07%
48DIMENSIONAL ETF TRUST25434V1049,860$417,6700.06%
49SCHWAB STRATEGIC TR80852410216,846$401,4390.06%
50SPDR GOLD TRGLD1,297$395,3650.06%
51VANGUARD WORLD FD92204A702593$393,3250.06%
52RBB FD INC74933W6015,990$386,3870.06%
53INVESCO EXCHANGE TRADED FD TIVZ8,898$376,1180.06%
54DIMENSIONAL ETF TRUST25434V6909,110$359,0210.05%
55ETFIS SER TR I26923G8064,652$351,6910.05%
56ISHARES TR4642871682,569$341,1890.05%
57VANGUARD SCOTTSDALE FDS92206C8476,050$339,5260.05%
58ISHARES TR4642876063,636$330,8030.05%
59VANGUARD SPECIALIZED FUNDS9219088441,616$330,7470.05%
60AMERICAN CENTY ETF TR0250728773,600$327,9600.05%
61ISHARES TR4642887374,700$307,2860.05%
62FIRST TR EXCHANGE-TRADED FD3373441052,188$298,6400.05%
63ISHARES TR4642878042,635$287,9950.04%
64ISHARES TR46432F3961,169$280,9340.04%
65VANGUARD INDEX FDS922908629992$277,5390.04%
66DIMENSIONAL ETF TRUST25434V4013,896$261,1100.04%
67SPDR INDEX SHS FDS78463X8487,978$260,5610.04%
68ISHARES TR4642876551,141$246,2160.04%
69AMPLIFY ETF TR0321085994,345$245,6300.04%
70ISHARES TR4642874731,797$237,4560.04%
71ISHARES TR4642871501,725$232,9440.04%
72INVESCO EXCHANGE TRADED FD TIVZ4,635$225,9660.03%
73SPDR SERIES TRUST78464A5083,833$200,6190.03%
74SCHWAB STRATEGIC TR8085247977,547$199,9980.03%
75VANGUARD BD INDEX FDS9219378352,558$188,3700.03%
76VANGUARD INDEX FDS9229085532,103$187,3320.03%
77INVESCO EXCH TRADED FD TR IIIVZ2,934$183,3750.03%
78VANGUARD INTL EQUITY INDEX F9220428742,147$166,3930.03%
79SPDR SERIES TRUST78464A8542,207$160,4350.02%
80INVESCO EXCH TRADED FD TR IIIVZ2,181$158,8200.02%
81SELECT SECTOR SPDR TR81369Y803542$137,2510.02%
82ISHARES TR4642874651,469$131,2980.02%
83VANGUARD INDEX FDS922908652675$130,0790.02%
84ISHARES TR4642882731,786$129,8060.02%
85HARTFORD FDS EXCHANGE TRADED41653L3053,687$124,8790.02%
86SCHWAB STRATEGIC TR8085248055,581$123,3300.02%
87FIRST TR EXCHANGE-TRADED FD33733A2013,159$121,0850.02%
88ISHARES TR46434V6211,876$119,9510.02%
89DIMENSIONAL ETF TRUST25434V6092,054$110,8340.02%
90ISHARES TR4642886121,036$110,6340.02%
91SPDR INDEX SHS FDS78463X5092,567$109,6960.02%
92SPINNAKER ETF SERIES84858T7722,494$107,6160.02%
93FIRST TR EXCHANGE-TRADED FD33738D1012,856$107,1290.02%
94ISHARES TR46435U5562,224$91,1840.01%
95FIRST TR EXCHANGE-TRADED FD33733E1041,000$90,8900.01%
96GLOBAL X FDS37954Y7152,774$90,5710.01%
97SCHWAB STRATEGIC TR8085242013,702$90,4770.01%
98SELECT SECTOR SPDR TR81369Y5061,059$89,8140.01%
99INVESCO EXCH TRADED FD TR IIIVZ745$77,6960.01%
100VANGUARD INTL EQUITY INDEX F922042866939$77,1670.01%
101AMPLIFY ETF TR032108664856$73,9330.01%
102SCHWAB STRATEGIC TR8085247551,796$71,8760.01%
103ISHARES TR46429B663602$70,4900.01%
104ISHARES TR464287481494$68,5080.01%
105VANECK ETF TRUST92189F643691$64,8350.01%
106SCHWAB STRATEGIC TR8085247062,148$64,7490.01%
107ISHARES TR464288430635$51,5130.01%
108VANGUARD WORLD FD92204A884300$51,3090.01%
109DIMENSIONAL ETF TRUST25434V3021,690$48,9260.01%
110GOLDMAN SACHS ETF TRNVGLF1,354$48,8520.01%
111VANECK ETF TRUST92189F106925$48,1560.01%
112ISHARES TR464287572446$48,0830.01%
113VANGUARD INTL EQUITY INDEX F922042742365$46,9100.01%
114FIRST TR EXCHANGE-TRADED FD33734H106991$44,2980.01%
115FRANKLIN TEMPLETON ETF TRFGDL656$41,4330.01%
116AMERICAN CENTY ETF TR025072802521$41,3050.01%
117ISHARES TR464287101135$41,0870.01%
118WISDOMTREE TRWT357$40,3630.01%
119SCHWAB STRATEGIC TR8085245081,302$36,5210.01%
120INVESCO EXCHANGE TRADED FD TIVZ510$36,3430.01%
121ISHARES TR46434V290485$32,9560.01%
122SPROTT FDS TRSII678$32,4970.00%
123ISHARES TR464287846200$30,1750.00%
124VANGUARD WORLD FD921910733260$28,5060.00%
125ISHARES TR464288760150$28,2960.00%
126SPDR SERIES TRUST78464A201296$26,2700.00%
127SPDR SERIES TRUST78464A300329$26,2200.00%
128AMERICAN CENTY ETF TR025072703336$24,8670.00%
129ISHARES TR46429B689268$22,5280.00%
130SCHWAB STRATEGIC TR808524607808$20,4420.00%
131ISHARES TR46435U218172$18,6360.00%
132ARK ETF TR00214Q203200$17,8340.00%
133HOWARD HUGHES HOLDINGS INCHHH262$17,6850.00%
134ISHARES TR46428768949$17,1140.00%
135SELECT SECTOR SPDR TR81369Y852150$16,2800.00%
136VANGUARD WORLD FD92204A405127$16,1670.00%
137ISHARES TR464287176137$15,0750.00%
138SPROTT FDS TRSII2,348$13,4780.00%
139VANGUARD SCOTTSDALE FDS92206C664145$12,6330.00%
140AB ACTIVE ETFS INC00039J822296$12,3220.00%
141ISHARES TR464288885109$12,2080.00%
142SCHWAB STRATEGIC TR808524763410$11,7470.00%
143INVESCO EXCHANGE TRADED FD TIVZ572$11,3940.00%
144INVESTMENT MANAGERS SER TR I46144X131300$10,7190.00%
145ISHARES TR464288646202$10,6580.00%
146VANGUARD WORLD FD92191081628$10,2530.00%
147INVESCO EXCHANGE TRADED FD TIVZ101$9,4700.00%
148ISHARES TR46428764833$9,4330.00%
149AMERICAN CENTY ETF TR025072604120$8,2250.00%
150SCHWAB STRATEGIC TR808524748193$8,1160.00%
151FIDELITY WISE ORIGIN BITCOINFBTC81$7,6130.00%
152SELECT SECTOR SPDR TR81369Y605141$7,3840.00%
153INVESCO EXCHANGE TRADED FD TIVZ51$7,2070.00%
154INVESCO EXCH TRADED FD TR IIIVZ150$6,9360.00%
155ISHARES TR464288224526$6,8960.00%
156SELECT SECTOR SPDR TR81369Y40731$6,7370.00%
157ISHARES TR46428772136$6,2380.00%
158ISHARES TR46428722648$4,7620.00%
159VANGUARD WORLD FD92204A60316$4,4110.00%
160FRANKLIN ETHEREUM TREZET190$3,6350.00%
161FIDELITY COVINGTON TRUST316092857114$3,0830.00%
162ISHARES TR46428767120$3,0080.00%
163ISHARES INC46428668130$2,9740.00%
164ISHARES TR46435G42517$2,3010.00%
165ISHARES TR46428863839$2,0780.00%
166EXCHANGE TRADED CONCEPTS TRU30150570730$1,7930.00%
167ISHARES TR46435U13522$1,1710.00%
168FIRST TR EXCHANGE TRADED FD33734X84612$9230.00%
169VANGUARD ADMIRAL FDS INC9219327948$9150.00%
170AMPLIFY ETF TR03210860716$9140.00%
171ISHARES TR46435U36619$5950.00%
172VANGUARD ADMIRAL FDS INC9219327033$5660.00%
173VANGUARD SCOTTSDALE FDS92206C5657$4850.00%
174VANGUARD ADMIRAL FDS INC9219325051$3970.00%
175ISHARES INC46428631913$3720.00%
176ISHARES TR46435G5162$1780.00%
177ISHARES TR4642877622$1130.00%
178GLOBAL X FDS37960A8595$1120.00%
179VANGUARD WHITEHALL FDS9219468851$650.00%
180SCHWAB STRATEGIC TR8085247222$600.00%
181ISHARES TR46435U6631$410.00%
182ISHARES INC46434G8631$390.00%