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Institutional Investment Manager
Glassman Wealth Services
Glassman Wealth Services (CIK: 0001642160) incorporated in Virginia, located at 8000 Towers Crescent Drive #1450, Vienna, VA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 665 holdings with a total value of $141,326,000.
#
Name
Shares
Value ($)
%
Options
Notes
651 MICROSOFT CORP 18,726 1,164,000 0.82%
652 COLGATE PALMOLIVE CO 18,390 1,203,000 0.85%
653 VANGUARD INDEX FDS 14,684 1,212,000 0.86%
654 VANGUARD CHARLOTTE FDS 25,363 1,377,000 0.97%
655 GCP APPLIED TECHNOLOGIES INC 55,641 1,488,000 1.05%
656 GENERAL ELECTRIC CO 48,699 1,539,000 1.09%
657 EAGLE BANCORP INC MD 27,289 1,663,000 1.18%
658 BERKSHIRE HATHAWAY INC DEL 12,005 1,957,000 1.38%
659 ROYAL BK CDA MONTREAL QUE 34,498 2,336,000 1.65%
660 APPLE INC 28,094 3,254,000 2.30%
661 WR GRACE & CO 65,192 4,410,000 3.12%
662 EXXON MOBIL CORP 59,671 5,386,000 3.81%
663 ISHARES RUSSELL 1000 ETF 93,727 11,665,000 8.25%
664 SNAP ON INC 101,044 17,306,000 12.25%
665 FIRST TR EXCHANGE TRADED FD 1,760,060 44,424,000 31.43%
Page 14 of 14

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001642160-17-000003, filed 2017.02.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.