Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2025 · Filed November 10, 2025 · Accession 0001642160-25-000008

Total Value
$711.6M
Positions
186
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (186)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363282,663$173.1M24.32%
2SCHWAB STRATEGIC TR8085247714,666,432$122.7M17.25%
3VANGUARD INTL EQUITY INDEX F9220427751,110,062$79.2M11.13%
4WISDOMTREE TRWT836,036$74.4M10.45%
5DIMENSIONAL ETF TRUST25434V8801,905,325$59.8M8.40%
6DIMENSIONAL ETF TRUST25434V7081,506,028$58.1M8.16%
7SNAP ON INCSNA101,044$35.0M4.92%
8ISHARES TR46428762244,016$16.1M2.26%
9VANGUARD INDEX FDS92290876944,075$14.5M2.03%
10SPDR S&P 500 ETF TRSPY12,992$8.7M1.22%
11ISHARES TR4642872009,879$6.6M0.93%
12SCHWAB STRATEGIC TR808524409205,333$6.0M0.84%
13VANGUARD INDEX FDS92290863716,289$5.0M0.70%
14VANGUARD MUN BD FDS92290774693,734$4.7M0.66%
15VANGUARD TAX-MANAGED FDS92194385874,572$4.5M0.63%
16VANGUARD STAR FDS92190976837,634$2.8M0.39%
17ISHARES TR4642876144,590$2.1M0.30%
18VANGUARD WHITEHALL FDS92194640614,246$2.0M0.28%
19ISHARES TR46428750730,371$2.0M0.28%
20ARK ETF TR00214Q10421,970$1.9M0.27%
21ISHARES BITCOIN TRUST ETFIBIT17,282$1.1M0.16%
22SPDR S&P MIDCAP 400 ETF TRMDY1,808$1.1M0.15%
23VANGUARD INTL EQUITY INDEX F92204285818,426$998,3360.14%
24VANGUARD INDEX FDS9229085953,015$897,3240.13%
25VANGUARD INDEX FDS9229087361,871$897,1960.13%
26ISHARES TR4642874084,274$882,6240.12%
27VANGUARD INDEX FDS9229087513,412$867,6030.12%
28SPDR SERIES TRUST78464A7636,003$840,6660.12%
29ISHARES TR4642874998,397$810,7300.11%
30VANGUARD INDEX FDS9229086113,724$777,2360.11%
31FIDELITY COVINGTON TRUST31609284013,850$771,5840.11%
32ISHARES TR46432F8428,754$764,3280.11%
33ISHARES TR4642873095,697$687,7420.10%
34DIMENSIONAL ETF TRUST25434V79919,969$654,7840.09%
35ISHARES INC46434G1039,878$651,1850.09%
36ISHARES TR4642875983,157$642,7340.09%
37SPDR INDEX SHS FDS78463X88913,210$565,2490.08%
38FIRST TR EXCHANGE-TRADED FD33733E3021,935$541,4900.08%
39SELECT SECTOR SPDR TR81369Y7043,402$524,6900.07%
40SPDR SERIES TRUST78464A8056,430$518,5800.07%
41SCHWAB STRATEGIC TR80852430016,177$516,2200.07%
42FIRST TR EXCHANGE TRADED FD33734X1923,757$505,0160.07%
43VANGUARD SCOTTSDALE FDS92206C7301,655$500,3890.07%
44VANGUARD INDEX FDS9229087442,663$496,6590.07%
45ISHARES TR4642875563,397$490,3920.07%
46DIMENSIONAL ETF TRUST25434V69011,826$484,2820.07%
47DIMENSIONAL ETF TRUST25434V71611,123$472,4240.07%
48SPDR GOLD TRGLD1,297$461,0450.06%
49DIMENSIONAL ETF TRUST25434V1049,860$451,1940.06%
50VANGUARD WORLD FD92204A702593$442,7520.06%
51RBB FD INC74933W6015,990$422,4440.06%
52INVESCO EXCHANGE TRADED FD TIVZ8,898$402,2790.06%
53ETFIS SER TR I26923G8064,652$388,1630.05%
54ISHARES TR4642871682,569$365,0550.05%
55AMERICAN CENTY ETF TR0250728773,600$358,3080.05%
56VANGUARD SPECIALIZED FUNDS9219088441,616$348,7170.05%
57ISHARES TR4642876063,636$348,6560.05%
58VANGUARD SCOTTSDALE FDS92206C8476,050$344,0030.05%
59FIRST TR EXCHANGE-TRADED FD3373441052,188$308,7490.04%
60ISHARES TR46432F3961,202$308,2530.04%
61ISHARES TR4642887374,700$302,5390.04%
62ISHARES TR4642878042,467$293,1710.04%
63VANGUARD INDEX FDS922908629994$291,9100.04%
64DIMENSIONAL ETF TRUST25434V4013,896$282,2260.04%
65SPDR INDEX SHS FDS78463X8487,978$278,5920.04%
66SCHWAB STRATEGIC TR8085247979,996$272,8780.04%
67ISHARES TR4642876551,113$269,3010.04%
68ISHARES TR4642871501,725$251,2460.04%
69ISHARES TR4642874731,797$250,9870.04%
70INVESCO EXCHANGE TRADED FD TIVZ4,635$236,1320.03%
71SCHWAB STRATEGIC TR8085241028,910$229,0750.03%
72SPDR SERIES TRUST78464A5083,833$212,0800.03%
73VANGUARD BD INDEX FDS9219378352,688$199,8960.03%
74INVESCO EXCH TRADED FD TR IIIVZ2,934$188,4800.03%
75VANGUARD INDEX FDS9229085531,991$182,0570.03%
76SPDR SERIES TRUST78464A8542,207$172,9060.02%
77VANGUARD INTL EQUITY INDEX F9220428742,147$171,3310.02%
78INVESCO EXCH TRADED FD TR IIIVZ2,181$160,2600.02%
79SCHWAB STRATEGIC TR8085242016,001$158,0660.02%
80SELECT SECTOR SPDR TR81369Y803542$152,7680.02%
81SPINNAKER ETF SERIES84858T7723,145$147,7210.02%
82VANGUARD INDEX FDS922908652675$141,3050.02%
83ISHARES TR4642882731,786$137,0220.02%
84ISHARES TR4642874651,455$135,8370.02%
85SCHWAB STRATEGIC TR8085248055,581$129,9150.02%
86HARTFORD FDS EXCHANGE TRADED41653L3053,687$126,4270.02%
87FIRST TR EXCHANGE-TRADED FD33733A2013,159$126,1700.02%
88SPDR INDEX SHS FDS78463X5092,673$125,1200.02%
89VANGUARD INTL EQUITY INDEX F922042742889$122,5040.02%
90ISHARES TR46434V6211,769$120,4340.02%
91DIMENSIONAL ETF TRUST25434V6092,054$119,5630.02%
92FIRST TR EXCHANGE-TRADED FD33738D1012,856$109,3560.02%
93ISHARES TR46435U5562,224$101,8150.01%
94GLOBAL X FDS37954Y7152,774$98,2830.01%
95AMPLIFY ETF TR0321085991,675$98,2180.01%
96FIRST TR EXCHANGE-TRADED FD33733E1041,000$93,6400.01%
97SELECT SECTOR SPDR TR81369Y5061,003$89,6080.01%
98VANGUARD INTL EQUITY INDEX F922042866939$82,4820.01%
99INVESCO EXCH TRADED FD TR IIIVZ745$82,4420.01%
100VANECK ETF TRUST92189Y4021,587$79,2520.01%
101SCHWAB STRATEGIC TR8085247551,796$77,1560.01%
102AMPLIFY ETF TR032108664856$74,3010.01%
103ISHARES TR46429B663606$74,2420.01%
104SCHWAB STRATEGIC TR8085247062,148$71,6880.01%
105ISHARES TR464287481494$70,3510.01%
106VANECK ETF TRUST92189F643691$68,5120.01%
107SPROTT FDS TRSII1,010$61,0340.01%
108ISHARES TR464288430635$60,1180.01%
109ISHARES TR464287572446$53,5240.01%
110DIMENSIONAL ETF TRUST25434V3021,690$53,2860.01%
111GOLDMAN SACHS ETF TRNVGLF1,354$52,8200.01%
112AMERICAN CENTY ETF TR025072802521$46,3850.01%
113FIRST TR EXCHANGE-TRADED FD33734H106991$45,8240.01%
114ISHARES TR464287101135$44,9330.01%
115FRANKLIN TEMPLETON ETF TRFGDL656$44,8900.01%
116VANECK ETF TRUST92189F106579$44,2360.01%
117WISDOMTREE TRWT357$40,7970.01%
118SCHWAB STRATEGIC TR8085245081,302$38,5910.01%
119INVESCO EXCHANGE TRADED FD TIVZ510$37,3780.01%
120ISHARES TR46434V290485$36,0600.01%
121ISHARES TR464287846200$32,4960.00%
122ISHARES TR464288760150$31,3890.00%
123VANGUARD WORLD FD921910733260$30,7940.00%
124SPDR SERIES TRUST78464A300330$29,2920.00%
125VANGUARD WORLD FD92204A884150$28,1600.00%
126TIDAL TRUST III45259A209590$28,1340.00%
127SPDR SERIES TRUST78464A201296$27,9160.00%
128ISHARES TR464288612254$27,2890.00%
129J P MORGAN EXCHANGE TRADED F46641Q332400$22,8400.00%
130ISHARES TR46429B689268$22,7340.00%
131SCHWAB STRATEGIC TR808524607808$22,5430.00%
132ARK ETF TR00214Q203200$22,3120.00%
133ISHARES TR46428752381$21,9610.00%
134HOWARD HUGHES HOLDINGS INCHHH262$21,5290.00%
135SPROTT FDS TRSII2,348$21,2020.00%
136ISHARES TR46435U218172$20,1320.00%
137ISHARES TR46428768949$18,4760.00%
138SELECT SECTOR SPDR TR81369Y852150$17,7560.00%
139DIMENSIONAL ETF TRUST25434V831461$17,4120.00%
140DIMENSIONAL ETF TRUST25434V724388$17,3400.00%
141VANGUARD WORLD FD92204A405127$16,6670.00%
142ISHARES TR464287176137$15,2370.00%
143VANGUARD SCOTTSDALE FDS92206C664145$14,2190.00%
144DBX ETF TR23306X308270$13,9380.00%
145SCHWAB STRATEGIC TR808524763410$12,7760.00%
146ISHARES TR464288885109$12,4130.00%
147ISHARES TR46428764833$10,5610.00%
148INVESCO EXCHANGE TRADED FD TIVZ101$10,0370.00%
149INVESTMENT MANAGERS SER TR I46144X131300$8,6070.00%
150SCHWAB STRATEGIC TR808524748193$8,5900.00%
151ISHARES TR464288224526$8,1420.00%
152FIDELITY WISE ORIGIN BITCOINFBTC81$8,0850.00%
153INVESCO EXCH TRADED FD TR IIIVZ150$7,9620.00%
154INVESCO EXCHANGE TRADED FD TIVZ51$7,9310.00%
155DIMENSIONAL ETF TRUST25434V807167$7,7020.00%
156SELECT SECTOR SPDR TR81369Y605141$7,5960.00%
157SELECT SECTOR SPDR TR81369Y40731$7,4290.00%
158ISHARES TR46428772136$7,0510.00%
159FRANKLIN ETHEREUM TREZET190$6,0020.00%
160INVESCO EXCHANGE TRADED FD TIVZ162$4,6790.00%
161VANGUARD WORLD FD92204A60316$4,6780.00%
162ISHARES TR46434V44992$4,4050.00%
163DIMENSIONAL ETF TRUST25434V765144$4,3770.00%
164ISHARES TR46428767120$3,2910.00%
165FIDELITY COVINGTON TRUST316092857115$3,1970.00%
166ISHARES INC46428668130$3,0890.00%
167AMERICAN CENTY ETF TR02507260436$2,7040.00%
168ISHARES TR46435G42517$2,4830.00%
169ISHARES TR46428722623$2,3060.00%
170EXCHANGE TRADED CONCEPTS TRU30150570730$1,9670.00%
171ISHARES TR46435U13522$1,1510.00%
172AMPLIFY ETF TR03210860716$1,0730.00%
173VANGUARD ADMIRAL FDS INC9219327948$9740.00%
174FIRST TR EXCHANGE TRADED FD33734X84612$9290.00%
175ISHARES TR46435U36619$7140.00%
176VANGUARD ADMIRAL FDS INC9219327033$5980.00%
177VANGUARD SCOTTSDALE FDS92206C5657$4880.00%
178VANGUARD ADMIRAL FDS INC9219325051$4350.00%
179ISHARES INC46428631913$3860.00%
180ISHARES TR46435G5162$1860.00%
181ISHARES TR4642877622$1170.00%
182GLOBAL X FDS37960A8595$1150.00%
183VANGUARD WHITEHALL FDS9219468851$670.00%
184SCHWAB STRATEGIC TR8085247222$640.00%
185ISHARES TR46435U6631$450.00%
186ISHARES INC46434G8631$430.00%