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Profesionally Managed Portfo shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Glass Jacobson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $101k 7.2k 14.11

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Glass Jacobson Investment Advisors

Top funds holding Profesionally Managed Portfo

Belpointe Asset Management
Stifel Financial
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
CWM
NWF Advisory Services
Resources Investment Advisors
Advisor Group Holdings
Investment House
Captrust Financial Advisors
Glass Jacobson Investment Advisors
Hilltop National Bank
Harbor Investment Advisory
Advisory Services Network

View all funds holding Profesionally Managed Portfo