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Glass Jacobson Investment Advisors

Latest statistics and disclosures from Glass Jacobson Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, FPE, DFAI, VOO, VO, and represent 10.47% of Glass Jacobson Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH, IYH, BSJP, DFCF, DFAI, OMFL, XMHQ, MGV, VOO, BND.
Started 91 new stock positions in BLDR, EFUT, ALGN, XMHQ, Core Scientific, AMAT, CHRD, GLW, EDEN, Core Scientific.
Reduced shares in these 10 stocks: ABBV, PATH, DFAU, , MSFT, SCHX, KLAC, SCZ, COP, PANW.
Sold out of its positions in AGNC, ASXC, Aurora Cannabis, GOLD, BMRN, CCL, CHPT, STZ, FANG, DOW.
Glass Jacobson Investment Advisors was a net buyer of stock by $8.2M.
Glass Jacobson Investment Advisors has $266M in assets under management (AUM), dropping by 8.68%.
Central Index Key (CIK): 0001964394

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Portfolio Holdings for Glass Jacobson Investment Advisors

Glass Jacobson Investment Advisors holds 753 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Glass Jacobson Investment Advisors has 753 total positions. Only the first 250 positions are shown.

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Download the Glass Jacobson Investment Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.6	$7.0M	-6%	191k	36.54	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.2	$5.8M		333k	17.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$5.2M	+8%	172k	30.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$5.1M	+7%	11k	480.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$4.9M	+4%	20k	249.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$4.5M	+6%	23k	191.88	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$4.2M	-4%	12k	344.19	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$4.0M		25k	162.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$3.8M		48k	79.86	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.4	$3.7M		31k	118.29	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.4	$3.7M	+2%	72k	51.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.4	$3.6M		98k	36.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$3.3M	+3%	15k	228.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$3.3M	-5%	29k	115.30	View chart
Apple (AAPL)	1.2	$3.3M	-4%	19k	171.48	View chart
Microsoft Corporation (MSFT)	1.2	$3.3M	-7%	7.9k	420.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$3.1M		49k	62.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$3.0M	+2%	39k	77.31	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.1	$3.0M	+4%	32k	93.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$2.8M		69k	40.90	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$2.8M	+10%	112k	24.72	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.0	$2.7M	+5%	91k	29.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$2.7M		15k	186.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$2.6M		7.8k	337.03	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$2.6M	+3%	25k	102.76	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.9	$2.4M	+17%	20k	119.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.4M		4.6k	525.68	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$2.4M	+8%	10k	239.76	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$2.3M	+3%	57k	39.66	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$2.1M	+10%	26k	81.53	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$2.1M		25k	86.67	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$2.1M	-3%	22k	94.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$2.1M	+8%	23k	92.72	View chart
NVIDIA Corporation (NVDA)	0.8	$2.1M	-7%	2.3k	903.43	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$2.1M	+9%	27k	75.98	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$2.0M	+7%	35k	58.07	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$2.0M	+2%	37k	54.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$2.0M	-4%	17k	120.99	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$2.0M		67k	29.53	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$2.0M	+7%	73k	27.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.7	$2.0M		86k	22.73	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$1.9M	+20%	26k	72.63	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$1.9M		21k	91.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.9M	+3%	7.2k	259.90	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.7	$1.9M	+55%	81k	22.95	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$1.9M		8.9k	208.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.8M	+369%	30k	60.74	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.7	$1.7M	+8%	69k	25.06	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$1.7M	-3%	12k	147.73	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$1.7M	-2%	9.6k	179.12	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$1.7M	+6%	25k	68.80	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.6	$1.7M	+12%	76k	22.37	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$1.7M	+11%	64k	25.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.6M		8.0k	205.72	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.6	$1.6M		28k	56.98	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.5M	-5%	13k	116.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$1.5M	-2%	35k	42.12	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.5M	+4%	31k	47.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.5M	+6%	13k	114.14	View chart
Ishares Tr International Sl (ISCF)	0.5	$1.4M	+14%	43k	32.98	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$1.4M	-8%	50k	26.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.4M	+5%	27k	50.60	View chart
Amazon (AMZN)	0.5	$1.3M		7.4k	180.38	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.3M	-5%	19k	67.86	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$1.3M	+3%	13k	99.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.3M	+10%	16k	80.51	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.5	$1.3M	+4%	50k	25.87	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$1.2M		39k	31.61	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$1.2M	-4%	19k	65.65	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$1.2M	-6%	11k	107.41	View chart
RBB Us Treas 3 Mnth (TBIL)	0.4	$1.2M	+7%	24k	50.03	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$1.2M	-3%	16k	76.36	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$1.2M	-4%	6.3k	183.89	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.4	$1.1M		20k	58.65	View chart
Vanguard World Utilities Etf (VPU)	0.4	$1.1M	+4%	7.9k	142.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.1M		22k	50.17	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$1.0M	+410%	17k	61.90	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$1.0M	-3%	13k	81.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.0M		13k	80.63	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$1.0M	+3%	21k	49.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.0M	+4%	25k	41.08	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.0M	-5%	24k	42.01	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.0M	+8%	17k	61.05	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.4	$1.0M	+4%	39k	26.09	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$992k		3.7k	270.76	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$973k	+37%	19k	50.56	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$958k	+5%	7.6k	125.97	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$952k	+8%	24k	39.23	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$923k	-3%	36k	25.44	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.3	$908k	+11%	8.4k	108.05	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$905k		9.7k	92.89	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$861k		6.6k	130.74	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$842k		11k	75.40	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$812k	+148%	19k	41.95	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$799k	+2%	3.1k	260.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$791k	-8%	19k	41.77	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$755k	+5%	11k	69.77	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$729k	+30%	13k	58.55	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$707k	+4%	12k	59.40	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$699k	-18%	4.5k	155.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$679k	-2%	7.8k	86.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$677k	-6%	4.4k	152.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$674k	+38%	17k	39.02	View chart
Chevron Corporation (CVX)	0.3	$673k		4.3k	157.74	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$671k		13k	50.10	View chart
Super Micro Computer (SMCI)	0.3	$671k		664.00	1010.03	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$669k	+15%	22k	30.10	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$661k	+5%	13k	49.24	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.2	$660k	+10%	26k	25.43	View chart
Verizon Communications (VZ)	0.2	$644k	-5%	15k	41.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$644k	+28%	18k	36.19	View chart
Walt Disney Company (DIS)	0.2	$628k	-4%	5.1k	122.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$625k	+2%	5.7k	110.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$609k	+2%	8.2k	74.22	View chart
Pfizer (PFE)	0.2	$583k	-2%	21k	27.75	View chart
Best Buy (BBY)	0.2	$582k	-5%	7.1k	82.03	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$571k	+10%	12k	47.04	View chart
Johnson & Johnson (JNJ)	0.2	$555k	-2%	3.5k	158.19	View chart
Compass Diversified Sh Ben Int (CODI)	0.2	$549k	-10%	23k	24.07	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$544k	+17%	15k	35.84	View chart
Lockheed Martin Corporation (LMT)	0.2	$540k	-5%	1.2k	454.87	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$524k	+26%	15k	35.46	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$523k		7.8k	67.13	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$520k	-8%	13k	39.53	View chart
McDonald's Corporation (MCD)	0.2	$515k		1.8k	282.02	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$515k	-18%	11k	46.21	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$512k		10k	49.95	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$490k	-2%	5.1k	96.05	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$487k		12k	42.42	View chart
Broadcom (AVGO)	0.2	$472k	-5%	356.00	1324.88	View chart
Advanced Micro Devices (AMD)	0.2	$472k		2.6k	180.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$462k	-5%	5.5k	83.58	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$460k		5.5k	82.97	View chart
Procter & Gamble Company (PG)	0.2	$457k		2.8k	162.25	View chart
Uipath Cl A (PATH)	0.2	$453k	-53%	20k	22.67	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.2	$452k		18k	24.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$444k	-7%	3.4k	131.35	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$440k	+74%	3.8k	115.76	View chart
Pepsi (PEP)	0.2	$428k	-3%	2.4k	175.01	View chart
Texas Instruments Incorporated (TXN)	0.2	$427k		2.5k	174.18	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$427k	+32%	7.6k	56.39	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$419k	-6%	27k	15.73	View chart
Simon Property (SPG)	0.2	$419k	-3%	2.7k	156.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$416k		5.4k	76.66	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$414k	NEW	7.5k	55.23	View chart
Novo-nordisk A S Adr (NVO)	0.2	$412k		3.2k	128.40	View chart
Axonics Modulation Technolog (AXNX)	0.2	$410k		6.0k	68.97	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$405k	NEW	3.7k	110.05	View chart
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN)	0.2	$405k	+62%	14k	28.23	View chart
Southern Company (SO)	0.2	$401k		5.6k	71.74	View chart
At&t (T)	0.2	$400k	-6%	23k	17.60	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$394k	-5%	3.1k	125.34	View chart
Prologis (PLD)	0.1	$393k		3.0k	130.22	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$392k	-5%	7.2k	54.40	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$390k		9.5k	41.25	View chart
Vanguard World Health Car Etf (VHT)	0.1	$384k		1.4k	270.58	View chart
Wal-Mart Stores (WMT)	0.1	$380k	+199%	6.3k	60.17	View chart
Merck & Co (MRK)	0.1	$378k	-9%	2.9k	131.96	View chart
Visa Com Cl A (V)	0.1	$376k		1.3k	279.08	View chart
Kimco Realty Corporation (KIM)	0.1	$375k	-12%	19k	19.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$372k		4.6k	81.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$369k	-4%	706.00	522.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$357k	-14%	2.4k	150.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$351k	+4%	4.2k	84.44	View chart
Ishares Tr Robotics Artif (IRBO)	0.1	$350k	+54%	10k	34.35	View chart
BP Sponsored Adr (BP)	0.1	$339k	-4%	9.0k	37.68	View chart
Fidelity Covington Trust High Yild Etf (FDHY)	0.1	$339k	+6%	7.1k	48.00	View chart
Marathon Petroleum Corp (MPC)	0.1	$339k	-2%	1.7k	201.55	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$337k	+13%	7.2k	46.72	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$330k	-8%	5.7k	57.70	View chart
Philip Morris International (PM)	0.1	$330k	-11%	3.6k	91.63	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$328k	+62%	6.8k	48.09	View chart
Coca-Cola Company (KO)	0.1	$322k	+6%	5.3k	61.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$315k		709.00	444.25	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$314k	+525%	6.4k	49.16	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$310k	-4%	3.8k	81.78	View chart
Kimberly-Clark Corporation (KMB)	0.1	$307k	-4%	2.4k	129.35	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$307k		9.5k	32.23	View chart
Mastercard Incorporated Cl A (MA)	0.1	$301k		624.00	481.57	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$297k	+2%	11k	26.75	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$297k		1.9k	155.86	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$295k	+1507%	8.3k	35.61	View chart
Meta Platforms Cl A (META)	0.1	$287k		591.00	485.26	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$282k	-3%	18k	16.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$282k		977.00	288.09	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$279k	-3%	5.4k	51.28	View chart
Oracle Corporation (ORCL)	0.1	$274k		2.2k	125.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$261k	-5%	814.00	320.59	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$261k		1.6k	158.81	View chart
Norfolk Southern (NSC)	0.1	$260k		1.0k	254.87	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$258k	NEW	2.4k	106.49	View chart
Eli Lilly & Co. (LLY)	0.1	$257k	-3%	330.00	778.82	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$256k	+102%	4.4k	58.11	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$256k	-8%	5.5k	46.55	View chart
American Express Company (AXP)	0.1	$247k		1.1k	227.69	View chart
Caterpillar (CAT)	0.1	$239k		651.00	366.43	View chart
Cadence Design Systems (CDNS)	0.1	$235k		755.00	311.28	View chart
Chord Energy Corporation Com New (CHRD)	0.1	$235k	NEW	1.3k	178.24	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$231k	+22%	2.6k	89.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$231k		3.8k	60.30	View chart
Home Depot (HD)	0.1	$228k	+9%	595.00	383.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$226k		5.0k	45.31	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$222k		1.5k	147.73	View chart
Dominion Resources (D)	0.1	$217k	-6%	4.4k	49.19	View chart
Costco Wholesale Corporation (COST)	0.1	$211k		288.00	732.05	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$200k	NEW	2.2k	89.90	View chart
American Electric Power Company (AEP)	0.1	$200k		2.3k	86.10	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$199k		3.5k	57.04	View chart
Viatris (VTRS)	0.1	$196k	-8%	16k	11.94	View chart
Constellation Energy (CEG)	0.1	$192k		1.0k	184.85	View chart
Emcor (EME)	0.1	$190k	NEW	542.00	350.20	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$189k	-9%	3.7k	51.60	View chart
Qualcomm (QCOM)	0.1	$188k		1.1k	169.31	View chart
United Parcel Service CL B (UPS)	0.1	$187k		1.3k	148.63	View chart
Duke Energy Corp Com New (DUK)	0.1	$187k	+5%	1.9k	96.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$185k		465.00	397.76	View chart
Marriott Intl Cl A (MAR)	0.1	$182k		721.00	252.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$181k		859.00	210.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$177k	-27%	967.00	182.57	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$176k	-6%	2.5k	70.00	View chart
Goldman Sachs (GS)	0.1	$176k		421.00	417.69	View chart
Builders FirstSource (BLDR)	0.1	$175k	NEW	839.00	208.55	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$175k	NEW	2.1k	81.65	View chart
Capital Southwest Corporation (CSWC)	0.1	$174k	NEW	7.0k	24.96	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$173k	-22%	20k	8.73	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$171k	-4%	1.6k	103.82	View chart
NVR (NVR)	0.1	$170k		21.00	8100.00	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$169k	NEW	2.7k	63.17	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$167k	NEW	7.2k	23.18	View chart
Procept Biorobotics Corp (PRCT)	0.1	$163k		3.3k	49.42	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$162k		793.00	204.17	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$161k		14k	11.88	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$159k		6.2k	25.53	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$154k		1.7k	93.15	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.1	$150k	NEW	4.8k	31.50	View chart
SYSCO Corporation (SYY)	0.1	$150k		1.8k	81.18	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$150k	NEW	3.3k	46.00	View chart
Cisco Systems (CSCO)	0.1	$149k		3.0k	49.92	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$149k	+947%	796.00	186.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$142k		601.00	235.78	View chart
Abbvie (ABBV)	0.1	$139k	-86%	761.00	182.09	View chart
Union Pacific Corporation (UNP)	0.1	$139k	-26%	563.00	245.93	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.1	$138k	NEW	1.3k	108.66	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$134k	+319%	1.1k	127.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$133k	-10%	1.1k	123.14	View chart
Boston Properties (BXP)	0.0	$132k		2.0k	65.31	View chart
General Electric Com New (GE)	0.0	$130k		740.00	175.63	View chart
BlackRock (BLK)	0.0	$128k		154.00	833.70	View chart
Ishares Msci Sweden Etf (EWD)	0.0	$128k		3.2k	39.96	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.0	$128k		2.6k	49.05	View chart

Past Filings by Glass Jacobson Investment Advisors

SEC 13F filings are viewable for Glass Jacobson Investment Advisors going back to 2022

Glass Jacobson Investment Advisors 2024 Q1 filed April 26, 2024
Glass Jacobson Investment Advisors 2023 Q4 filed Jan. 22, 2024
Glass Jacobson Investment Advisors 2023 Q3 filed Nov. 7, 2023
Glass Jacobson Investment Advisors 2023 Q2 filed July 25, 2023
Glass Jacobson Investment Advisors 2022 Q4 filed Feb. 6, 2023

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