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| Name: |
Glassman Wealth Services |
| City: |
MCLEAN |
| State: |
VA |
| Zip: |
22102 |
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data |
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Filing Period: |
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| Holdings
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22 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FDVV |
Fidelity High Dividend Etf |
23 |
New |
$0.00 |
$739,000 |
16,310 |
0.15% |
739,000 |
16,310 |
0.084 |
N/A |
|
|
IBIT |
iShares Bitcoin Trust |
45 |
New |
$34.58 |
$355,000 |
8,780 |
0.07% |
355,000 |
8,780 |
0 |
N/A |
|
|
HTRB |
Hartford Total Return Bond Etf |
81 |
New |
$0.00 |
$124,000 |
3,687 |
0.03% |
124,000 |
3,687 |
0 |
N/A |
|
|
RWL |
Oppenheimer Large Cap Rev ETF |
101 |
New |
$51.28 |
$70,000 |
745 |
0.01% |
70,000 |
745 |
0.004 |
N/A |
|
|
IMTM |
Ishares Edge Msci Intl Mome... |
105 |
New |
$25.80 |
$64,000 |
1,627 |
0.01% |
64,000 |
1,627 |
0 |
N/A |
|
|
COWZ |
Pacer Us Cash Cows 100 Etf |
109 |
New |
$0.00 |
$59,000 |
1,010 |
0.01% |
59,000 |
1,010 |
0 |
N/A |
|
|
EQWM |
Invesco Russell Midcap Equa... |
112 |
New |
$107.31 |
$56,000 |
510 |
0.01% |
56,000 |
510 |
0 |
N/A |
|
|
QGRO |
American Century Stoxx Us Q... |
113 |
New |
$84.94 |
$55,000 |
650 |
0.01% |
55,000 |
650 |
0.003 |
N/A |
|
|
AVLV |
Avantis Us Large Cap Value Etf |
115 |
New |
$0.00 |
$53,000 |
823 |
0.01% |
53,000 |
823 |
0.001 |
N/A |
|
|
CALF |
Pacer Us Small Cap Cash Cow... |
123 |
New |
$0.00 |
$38,000 |
770 |
0.01% |
38,000 |
770 |
0.001 |
N/A |
|
|
CGDV |
Capital Group Dividend Valu... |
134 |
New |
$0.00 |
$29,000 |
880 |
0.01% |
29,000 |
880 |
0 |
N/A |
|
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FDL |
First Trust Morningstar Div... |
139 |
New |
$38.46 |
$20,000 |
525 |
0% |
20,000 |
525 |
0.002 |
Closed - End Fund - Debt |
|
|
MSOS |
Advisorshares Pure Us Canna... |
141 |
New |
$0.00 |
$20,000 |
2,000 |
0% |
20,000 |
2,000 |
0 |
N/A |
|
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SPYI |
Neos S&p 500 High Income Etf |
165 |
New |
$0.00 |
$8,000 |
160 |
0% |
8,000 |
160 |
0 |
N/A |
|
|
GPIQ |
Goldman Sachs Nasdaq-100 Co... |
162 |
New |
$0.00 |
$8,000 |
165 |
0% |
8,000 |
165 |
0 |
N/A |
|
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JEPQ |
Jpmorgan Nasdaq Equity Prem... |
161 |
New |
$0.00 |
$8,000 |
140 |
0% |
8,000 |
140 |
0.008 |
N/A |
|
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GPIX |
Goldman Sachs S&p 500 Core ... |
163 |
New |
$0.00 |
$8,000 |
160 |
0% |
8,000 |
160 |
0 |
N/A |
|
|
DIVO |
Amplify Yieldshares Cwp Div... |
171 |
New |
$0.00 |
$7,000 |
175 |
0% |
7,000 |
175 |
0 |
N/A |
|
|
SVOL |
Simplify Volatility Premium... |
167 |
New |
$0.00 |
$7,000 |
295 |
0% |
7,000 |
295 |
0 |
N/A |
|
|
JPIE |
Jpmorgan Income Etf |
175 |
New |
$0.00 |
$6,000 |
140 |
0% |
6,000 |
140 |
0.001 |
N/A |
|
|
VIGI |
Vanguard International Divi... |
182 |
New |
$80.57 |
$2,000 |
30 |
0% |
2,000 |
30 |
0 |
N/A |
|
|
VSS |
Vanguard FTSE All-Wld ex-US... |
186 |
New |
$118.23 |
$2,000 |
21 |
0% |
2,000 |
21 |
0 |
Closed - End Fund - Debt |
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