Glassman Wealth Services

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Glassman Wealth Services reported 175 stock positions worth $594.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 26.4% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 18.0%) and Wisdomtree U.S. Quality Divi (DGRW, 10.7%). Compared with Q3 2024, it opened 21 new positions, sold out of 27, added to 37 and reduced 21. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +4%) and the biggest sale an exit from iShares Bitcoin Trust ETF (IBIT).

Most Recent 13F
Q2 2026
Location
VIENNA, VA
CIK
0001642160
Portfolio Value
$594.2M (Q4 2024)
SEC Filing
0001642160-25-000002 ↗ filed Feb 5, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $495.0M Q1 2024 Q2 2024: $542.5M Q2 2024 Q3 2024: $586.6M Q3 2024 Q4 2024: $594.2M $594.2M Q4 2024 Q1 2025: $597.6M Q1 2025 Q2 2025: $652.9M Q2 2025 Q3 2025: $711.6M Q3 2025 Q4 2025: $741.0M Q4 2025 Q1 2026: $735.5M Q1 2026 Q2 2026: $834.6M Q2 2026

Holdings 175 stocks · $594.2M
VOO Vanguard S&P 500 ETF 26.35% 290,642 $156.6M Reduce -0.3%
FNDX Schwab Fndmntl US LRG Co. ETF 17.99% 4,514,762 $106.9M Add +0.3%
DGRW Wisdomtree U.S. Quality Divi 10.72% 787,372 $63.7M Add +2.4%
VEU Vanguard Ftse All-World Ex-U 9.51% 984,704 $56.5M Add +7.5%
DFAC Dimensional US Core Equity 2 7.80% 1,339,754 $46.3M Add +4.1%
DFAX Dimensional World Ex US Core 7.16% 1,710,948 $42.5M Add +7.2%
SNA Snap-on Inc. 5.77% 101,044 $34.3M Reduce -0.1%
IWB iShares Russell 1000 ETF 2.51% 46,235 $14.9M Reduce -0.8%
VTI VG Morningstar TS MKT ETF-US 1.61% 33,046 $9.6M No change
VTEB Vanguard Tax-Exempt Bond ETF 1.36% 161,653 $8.1M Add +7.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.24% 12,598 $7.4M Reduce -0.0%
SCHV Schwab US Large-Cap Value 0.93% 212,822 $5.5M Add +0.6%
IVV iShares Core S&P 500 ETF 0.74% 7,423 $4.4M Add +1.2%
QQQ Invesco QQQ Trust Series 1 0.41% 4,728 $2.4M No change
IJH iShares Core S&P Midcap ETF 0.33% 31,508 $2.0M Reduce -4.1%
IWF iShares Russell 1000 Growth 0.30% 4,491 $1.8M Reduce -2.6%
VYM Vanguard High DVD Yield ETF 0.30% 13,774 $1.8M Reduce -4.0%
VXUS Vanguard Total Intl Stock 0.29% 29,180 $1.7M Add +0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.27% 5,981 $1.6M Reduce -0.9%
ARKK ARK Innovation ETF 0.20% 21,283 $1.2M No change
MDY State Street SPDR S&P Midcap 0.19% 1,955 $1.1M No change
IVE iShares S&P 500 Value ETF 0.14% 4,274 $816K Reduce -4.2%
SDY SS SPDR S&P Dividend ETF 0.13% 6,003 $793K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.13% 3,828 $759K Add +38.8%
VEA Vanguard Ftse Developed ETF 0.13% 15,860 $758K Add +5.7%
IWR iShares Russell Mid-Cap ETF 0.12% 8,397 $742K No change
VB Vanguard Most SM-Cap ETF-Usd 0.12% 3,046 $732K No change
FDVV Fidelity High Dividend ETF 0.12% 13,850 $692K Reduce -15.1%
IVW iShares S&P 500 Growth ETF 0.10% 5,729 $582K Reduce -2.4%
IWD iShares Russell 1000 Value E 0.10% 3,109 $576K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 3,351 $567K Add +6.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 1,180 $484K Add +2.3%
IBB iShares Biotechnology ETF 0.08% 3,598 $476K No change
FDN First Trust DJ Internet Ind 0.08% 1,935 $471K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.08% 13,502 $461K Add +1.5%
XLI SS Industrial Select Sector 0.08% 3,402 $448K No change
SKYY First Trust Cloud Computing 0.08% 3,757 $448K No change
SCHG Schwab US Large-Cap Growth 0.07% 15,918 $444K Add +0.2%
VONE Vanguard Russell 1000 0.07% 1,655 $441K No change
DFIC Dimensional International Co. 0.07% 15,949 $412K Add +9.2%
DFAU Dimensional US Core Equity M 0.07% 9,860 $399K Add +11.9%
VGT Vanguard Info Tech ETF 0.06% 593 $369K No change
IJR iShares Core S&P Small-Cap E 0.06% 3,186 $367K Reduce -4.0%
TMFC Motley Fool 100 Index ETF 0.06% 5,990 $360K Add +0.4%
PRF Invesco Rafi US 1000 ETF 0.06% 8,898 $359K No change
AVUV Avantis US Small Cap Value 0.06% 3,600 $348K No change
DVY iShares Select Dividend ETF 0.06% 2,569 $337K No change
VGLT Vanguard Long-Term Treasury 0.06% 6,050 $335K No change
IJK iShares S&P Mid-Cap 400 Grow 0.06% 3,636 $331K No change
VIG Vanguard Dividend Apprec ETF 0.05% 1,616 $316K No change
GLD SPDR Gold Shares 0.05% 1,297 $314K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.05% 4,396 $314K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 1,179 $311K Reduce -1.4%
DFUS Dimensional US Eq MKT ETF 0.05% 4,627 $295K Add +47.5%
ITOT iShares Core S&P Total U.S. 0.05% 2,228 $287K No change
KXI iShares Global Consumer Stap 0.05% 4,700 $283K No change
QQEW First TR Nasdaq-100 Sel Eq 0.05% 2,188 $273K No change
VWO Vanguard Ftse Emerging Marke 0.04% 5,896 $260K Reduce -25.1%
UTES Virtus Reaves Utilities ETF 0.04% 3,957 $252K Add +44.4%
MTUM iShares MSCI USA Momentum Fa 0.04% 1,169 $242K No change
IWS iShares Russell Mid-Cap Valu 0.04% 1,797 $232K No change
RFG Invesco S&P Midcap 400 Pure 0.04% 4,635 $224K No change
CWI State Street SPDR MSCI Acwi 0.04% 7,911 $221K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 3,092 $217K Add +0.7%
DFSU Dimensional US Sus CORE1 ETF 0.03% 5,440 $206K Add +24.9%
SCHD Schwab US DVD Equity ETF 0.03% 7,466 $204K Add +13.0%
SPYV SS SPDR P S&P 500 Value ETF 0.03% 3,833 $196K No change
BND Vanguard Total Bond Market 0.03% 2,510 $180K Add +1.6%
IWM iShares Russell 2000 ETF 0.03% 787 $174K Reduce -22.1%
SPYM Ste STR SPDR PT S&P 500 ETF 0.03% 2,395 $165K Add +8.5%
CGW Invesco S&P Global Water Ind 0.03% 2,934 $159K No change
DGRO iShares Core Dividend Growth 0.03% 2,533 $155K Reduce -58.9%
SPLV Invesco S&P 500 Low Volatili 0.03% 2,181 $153K No change
VGK Vanguard Ftse Europe ETF 0.02% 2,147 $136K No change
VXF Vanguard Extended Market ETF 0.02% 675 $128K No change
SCHB Schwab US Broad Market ETF 0.02% 5,579 $127K Add +55.5%
XLK SS Technology Select Sector 0.02% 542 $126K No change
HTRB Hartford TTL RTRN BND ETF 0.02% 3,687 $123K No change
VNQ Vanguard Real Estate ETF 0.02% 1,319 $118K Reduce -27.4%
EDOW First Trust Dow 30 Eql WGHT 0.02% 3,159 $115K No change
DFAT Dimensional US Target Value 0.02% 2,054 $114K No change
SCZ iShares MSCI Eafe Small-Cap 0.02% 1,793 $109K Add +0.4%
DFSI Dimensional Int Sus COR1 ETF 0.02% 3,204 $105K Add +7.3%
SCHF Schwab Intl Equity ETF 0.02% 5,581 $103K Add +43.8%
EMLP First Trust North American E 0.02% 2,856 $102K Reduce -35.5%
SPEM State Street SP PTF Em ETF 0.02% 2,614 $100K New
IEMG iShares Core MSCI Emerging 0.02% 1,773 $93K Add +1.1%
EFA iShares MSCI Eafe ETF 0.02% 1,204 $91K Add +697.4%
BOTZ Global X Robotics & Artifici 0.01% 2,774 $89K Reduce -32.5%
FTCS First Trust Capital Strength 0.01% 1,000 $88K No change
XLE SS Energy Select Sector 0.01% 1,004 $86K Reduce -24.3%
SCHX Schwab US Large-Cap ETF 0.01% 3,702 $86K No change
ARTY iShares Future AI & Tech ETF 0.01% 2,224 $82K Reduce -28.6%
SCHE Schwab Emrg Mrkts Eqty ETF 0.01% 2,793 $74K Add +1.8%
RWL Invesco S&P 500 Revenue ETF 0.01% 745 $73K No change
FBND Fidelity Total Bond ETF 0.01% 1,567 $70K New
VPL Vanguard Ftse Pacific ETF 0.01% 939 $67K No change
HDV iShares Core High Dividend E 0.01% 593 $67K Add +1.0%
MOAT Vaneck Morningstar Wide Moat 0.01% 691 $64K Add +9.0%
HACK Amplify Cybersecurity ETF 0.01% 856 $64K No change
IWP iShares Russell Mid-Cap Grow 0.01% 494 $63K No change
IMTM iShares MSCI Intl Momentum F 0.01% 1,627 $61K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.01% 1,796 $60K No change
AVLV Avantis US Large Cap Value 0.01% 833 $56K Add +1.2%
VOX Vanguard Communication Servi 0.01% 300 $46K No change
IOO iShares Global 100 ETF 0.01% 446 $45K No change
FVD First Trust Value Line DVD 0.01% 991 $43K No change
AIA iShares Asia 50 ETF 0.01% 635 $43K No change
OEF iShares S&P 100 ETF 0.01% 135 $39K New
SCHM Schwab US Mid Cap ETF 0.01% 1,395 $39K No change
FLQL Franklin U.S. Large Cap Mult 0.01% 656 $38K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.01% 111 $38K No change
VT Vanguard Tot World STK ETF 0.01% 316 $37K No change
SPHQ Invesco S&P 500 Quality ETF 0.01% 510 $34K No change
ESML iShares ESG Aware MSCI USA S 0.01% 810 $34K Add +80900.0%
DFAE Dimensional Emerging Core Eq 0.01% 1,340 $34K No change
AVDV Avantis Intl S/C Value ETF 0.01% 521 $34K No change
SCHA Schwab US Small-Cap ETF 0.01% 1,300 $34K No change
SMLF iShares US Smallcap Equity F 0.01% 485 $33K No change
GDX Vaneck Gold Miners ETF 0.01% 925 $31K No change
SPSB SS SPDR P St C Corp. ETF 0.01% 1,018 $30K New
IYY iShares Dow Jones U.S. ETF 0.00% 200 $29K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.00% 325 $28K Add +0.6%
SLYG SS SPDR S&P 600 SC GR ETF 0.00% 296 $27K No change
IWO iShares Russell 2000 Growth 0.00% 91 $26K No change
ITA iShares U.S. Aerospace & Def 0.00% 150 $22K No change
GTEK GS Future Tech Leaders Eq 0.00% 593 $19K No change
SUSL iShares ESG MSCI USA Leaders 0.00% 172 $18K New
IWV iShares Russell 3000 ETF 0.00% 49 $16K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 550 $16K No change
LITP Sprott Lithium Miners ETF 0.00% 2,348 $16K No change
ARKQ ARK Autonomous Tech & Robot 0.00% 200 $15K No change
ECF Ellsworth Growth and Income 0.00% 1,541 $15K New
TIP iShares Tips Bond ETF 0.00% 137 $15K No change
XLC SS Comm Select Sector SPDR 0.00% 150 $15K No change
EFG iShares MSCI Eafe Growth ETF 0.00% 128 $12K New
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 410 $12K No change
RPV Invesco S&P 500 Pure Value E 0.00% 101 $9K No change
PSCT Invesco S&P Smallcap Informa 0.00% 150 $7K No change
QUAL iShares MSCI USA Quality Fac 0.00% 40 $7K New
SCHC Schwab Intl Small-Cap Equity 0.00% 204 $7K No change
XLY SS Consumer Disc Select Sect 0.00% 31 $7K No change
IYW iShares Ustechnology ETF 0.00% 42 $7K New
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 193 $7K No change
ICLN iShares Global Clean Energy 0.00% 526 $6K No change
PPA Invesco Aerospace & Defense 0.00% 51 $6K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.00% 35 $6K New
EMXC iShares MSCI Emr MRK Ex Chna 0.00% 93 $5K New
ESGU iShares ESG Aware MSCI USA 0.00% 35 $4K New
VIS Vanguard Industrials ETF 0.00% 16 $4K New
IVLU iShares MSCI International V 0.00% 129 $3K New
FREL Fidelity MSCI RL Est Indx 0.00% 112 $3K New
IUSG iShares Core S&P U.S. Growth 0.00% 20 $3K No change
AGG iShares Core U.S. Aggregate 0.00% 23 $2K No change
EUSA iShares MSCI USA Equal Weigh 0.00% 18 $2K No change
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 30 $2K No change
BETZ Roundhill Sports Bet & Igam 0.00% 64 $1K No change
IHAK iShares Cybersecurity & Tech 0.00% 22 $1K No change
VIOG Vanguard S&P SM Cap 600 GRW 0.00% 8 $930 No change
CIBR First Trust Nasdaq Cybersecu 0.00% 12 $774 No change
MUB iShares National Muni Bond E 0.00% 7 $746 New
FDLO Fidelity Low Volat Fact ETF 0.00% 11 $666 New
QQQM Invesco Nasdaq 100 ETF 0.00% 3 $631 New
IDRV iShares Self-Driving Ev&tech 0.00% 19 $563 No change
VOOV Vanguard S&P 500 Value ETF 0.00% 3 $554 No change
BNDW Vanguard Total World Bond Et 0.00% 7 $477 No change
ESGV Vanguard ESG US Stock ETF 0.00% 4 $420 No change
IFRA iShares US Infrastructure 0.00% 8 $370 New
VOOG Vanguard S&P 500 Growth ETF 0.00% 1 $366 No change
DVYE iShares Emerging Markets Div 0.00% 13 $336 No change
GOVT iShares US Treasury Bond ETF 0.00% 10 $230 New
ESGD iShares Trust iShares ESG Aw 0.00% 2 $152 No change
VWOB Vanguard Emerg MKTS Gov BND 0.00% 1 $63 No change
SCHK Schwab 1000 Index ETF 0.00% 2 $57 No change
ESGE iShares Inc. iShares ESG Awar 0.00% 1 $33 No change

Portfolio Sells Q3 2024 → Q4 2024
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.05
DGRO iShares Core Dividend Growth Reduce -58.9% 0.03% −0.04
FDVV Fidelity High Dividend ETF Reduce -15.1% 0.12% −0.02
VWO Vanguard Ftse Emerging Marke Reduce -25.1% 0.04% −0.02
IJH iShares Core S&P Midcap ETF Reduce -4.1% 0.33% −0.02
VYM Vanguard High DVD Yield ETF Reduce -4.0% 0.30% −0.02
IVE iShares S&P 500 Value ETF Reduce -4.2% 0.14% −0.01
XMHQ Invesco S&P Midcap Qual ETF Sold out 0.00% −0.01
VNQ Vanguard Real Estate ETF Reduce -27.4% 0.02% −0.01
QGRO American Century US Quality Sold out 0.00% −0.01
COWZ Pacer US Cash Cows 100 ETF Sold out 0.00% −0.01
IWM iShares Russell 2000 ETF Reduce -22.1% 0.03% −0.01
EMLP First Trust North American E Reduce -35.5% 0.02% −0.01
SPGP Invesco S&P 500 Garp ETF Sold out 0.00% −0.01
BOTZ Global X Robotics & Artifici Reduce -32.5% 0.01% −0.01
CGDV Cap Group Dividend Value Sold out 0.00% −0.01
XLE SS Energy Select Sector Reduce -24.3% 0.01% −0.01
IJR iShares Core S&P Small-Cap E Reduce -4.0% 0.06% −0.00
ARTY iShares Future AI & Tech ETF Reduce -28.6% 0.01% −0.00
FDL First Trust Morn DVD Lead Inc. Sold out 0.00% −0.00
HHH Howard Hughes Holdings Inc. Sold out 0.00% −0.00
SPYI Neos S&P 500 High Income ETF Sold out 0.00% −0.00
JEPQ JPM Nasdaq Equity Premium Sold out 0.00% −0.00
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.00
GPIX GLDM SA S&P 500 PR in ETF-US Sold out 0.00% −0.00
QQQI Neos Nasdaq-100 High Inc. ETF Sold out 0.00% −0.00
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd Sold out 0.00% −0.00
SUI Sun Communities Inc. Sold out 0.00% −0.00
BINC iShares Flex I A ETF-Usd Inc. Sold out 0.00% −0.00
ISPY Proshares S&P High Incom ETF Sold out 0.00% −0.00
JPIE JPMorgan Income ETF Sold out 0.00% −0.00
IVOL Quadratic Int Rte Vol Infl H Sold out 0.00% −0.00
QDPL Pacer Met US LRG Cap DVD 400 Sold out 0.00% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.4% 0.05% −0.00
VRP Invesco Variable Rate Prefer Sold out 0.00% −0.00
DIVB iShares Core Dividend ETF Sold out 0.00% −0.00
MLPX Global X MLP & Energy Infras Sold out 0.00% −0.00
LVHI Franklin International Low V Sold out 0.00% −0.00
FBTC Fidelity Wise Origin Bitcoin Sold out 0.00% −0.00
EZET Franklin Ethereum ETF Sold out 0.00% −0.00
BLOK Amplify Blockchain Tech ETF Sold out 0.00% −0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.9% 0.27% +0.00
IVW iShares S&P 500 Growth ETF Reduce -2.4% 0.10% +0.00
IWF iShares Russell 1000 Growth Reduce -2.6% 0.30% +0.01
IWB iShares Russell 1000 ETF Reduce -0.8% 2.51% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.0% 1.24% +0.01
VOO Vanguard S&P 500 ETF Reduce -0.3% 26.35% +0.13
SNA Snap-on Inc. Reduce -0.1% 5.77% +0.78

Portfolio Buys Q3 2024 → Q4 2024
DFAC Dimensional US Core Equity 2 Add +4.1% 7.80% +0.28
VTEB Vanguard Tax-Exempt Bond ETF Add +7.5% 1.36% +0.05
VBR Vngrd Mrngst SL-CP Val ETF-U Add +38.8% 0.13% +0.03
SPEM State Street SP PTF Em ETF New 0.02% +0.02
DFUS Dimensional US Eq MKT ETF Add +47.5% 0.05% +0.02
IVV iShares Core S&P 500 ETF Add +1.2% 0.74% +0.01
EFA iShares MSCI Eafe ETF Add +697.4% 0.02% +0.01
UTES Virtus Reaves Utilities ETF Add +44.4% 0.04% +0.01
FBND Fidelity Total Bond ETF New 0.01% +0.01
SCHB Schwab US Broad Market ETF Add +55.5% 0.02% +0.01
DFAU Dimensional US Core Equity M Add +11.9% 0.07% +0.01
DFSU Dimensional US Sus CORE1 ETF Add +24.9% 0.03% +0.01
OEF iShares S&P 100 ETF New 0.01% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +2.3% 0.08% +0.01
ESML iShares ESG Aware MSCI USA S Add +80900.0% 0.01% +0.01
SPSB SS SPDR P St C Corp. ETF New 0.01% +0.01
SCHG Schwab US Large-Cap Growth Add +0.2% 0.07% +0.00
SCHF Schwab Intl Equity ETF Add +43.8% 0.02% +0.00
TMFC Motley Fool 100 Index ETF Add +0.4% 0.06% +0.00
SUSL iShares ESG MSCI USA Leaders New 0.00% +0.00
SCHD Schwab US DVD Equity ETF Add +13.0% 0.03% +0.00
ECF Ellsworth Growth and Income New 0.00% +0.00
SPYM Ste STR SPDR PT S&P 500 ETF Add +8.5% 0.03% +0.00
EFG iShares MSCI Eafe Growth ETF New 0.00% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +6.2% 0.10% +0.00
QUAL iShares MSCI USA Quality Fac New 0.00% +0.00
IYW iShares Ustechnology ETF New 0.00% +0.00
PPA Invesco Aerospace & Defense New 0.00% +0.00
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.00% +0.00
EMXC iShares MSCI Emr MRK Ex Chna New 0.00% +0.00
ESGU iShares ESG Aware MSCI USA New 0.00% +0.00
VIS Vanguard Industrials ETF New 0.00% +0.00
IVLU iShares MSCI International V New 0.00% +0.00
FREL Fidelity MSCI RL Est Indx New 0.00% +0.00
MOAT Vaneck Morningstar Wide Moat Add +9.0% 0.01% +0.00
AVLV Avantis US Large Cap Value Add +1.2% 0.01% +0.00
FDLO Fidelity Low Volat Fact ETF New 0.00% +0.00
QQQM Invesco Nasdaq 100 ETF New 0.00% +0.00
MUB iShares National Muni Bond E New 0.00% +0.00
IFRA iShares US Infrastructure New 0.00% +0.00
GOVT iShares US Treasury Bond ETF New 0.00% 0.00
SLYV SS SPDR S&P 600 SC Val ETF Add +0.6% 0.00% 0.00
DFSI Dimensional Int Sus COR1 ETF Add +7.3% 0.02% −0.00
HDV iShares Core High Dividend E Add +1.0% 0.01% −0.00
DFIC Dimensional International Co. Add +9.2% 0.07% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +1.8% 0.01% −0.00
BND Vanguard Total Bond Market Add +1.6% 0.03% −0.00
IEMG iShares Core MSCI Emerging Add +1.1% 0.02% −0.00
SCZ iShares MSCI Eafe Small-Cap Add +0.4% 0.02% −0.00
IEFA iShares Core MSCI Eafe ETF Add +0.7% 0.04% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 236$834.6MVOO, FNDX, VEU, DGRW, DFAX
Q1 2026 187$735.5MVOO, FNDX, VEU, DGRW, DFAX
Q4 2025 195$741.0MVOO, FNDX, VEU, DGRW, DFAX
Q3 2025 186$711.6MVOO, FNDX, VEU, DGRW, DFAX
Q2 2025 182$652.9MVOO, FNDX, VEU, DGRW, DFAX
Q1 2025 211$597.6MVOO, FNDX, DGRW, VEU, DFAX
Q4 2024 175$594.2MVOO, FNDX, DGRW, VEU, DFAC
Q3 2024 181$586.6MVOO, FNDX, DGRW, VEU, DFAC
Q2 2024 192$542.5MVOO, FNDX, DGRW, VEU, DFAC
Q1 2024 204$495.0MVOO, FNDX, DGRW, VEU, DFAX