StockDriftsStockDriftsTop 50 Glassman Wealth Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.4% | 288.0K | $172.1M | +1.05%(+2.99K) | $289.69(+135.57%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 17.69% | 4.67M | $130.1M | +0.11%(+5.34K) | $13.83(+120.42%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 11.8% | 1.16M | $86.8M | +1.04%(+11.89K) | $55.85(+48.55%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 9.71% | 813.1K | $71.4M | -3.35%(-28.17K) | $66.64(+43.55%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 9.23% | 2.00M | $67.9M | +1.77%(+34.83K) | $23.72(+58.21%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.33% | 1.58M | $61.3M | +3.14%(+47.95K) | $28.16(+53.47%) | 2026-03-31 | |
| SNA | SNAP ON INC | 4.99% | 101.0K | $36.7M | +0.00%(+0) | $137.78(+166.08%) | 2026-03-31 | |
| IWB | ISHARES TR | 2.08% | 42.9K | $15.3M | -0.93%(-403) | $117.39(+244.44%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.93% | 44.1K | $14.2M | -1.11%(-497) | $236.64(+54.12%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.17% | 13.2K | $8.6M | +3.89%(+496) | $366.64(+102.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.27% | +53.17% |
| Top 20 Holdings Unweighted | +14.39% | +49.69% |
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