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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, DFAI, FPE, VOO, VO, and represent 10.37% of Glass Jacobson Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: AHR, BND, IVV, AVGO, BSJQ, XMHQ, EWJ, TBIL, SCHD, DFCF.
Started 35 new stock positions in GLDM, SPMO, SRVR, IUSG, IGLB, VTWO, EVLV, ETHE, Sirius XM Holdings, VAW.
Reduced shares in these 10 stocks: LMT, VO, NVDA, VGT, FTEC, PRCT, TSM, CSWC, DFLV, VIG.
Sold out of its positions in OUSM, A, AMT, ADI, ADSK, CNO, CSWC, TACK, CRI, GLW.
Glass Jacobson Investment Advisors was a net buyer of stock by $11M.
Glass Jacobson Investment Advisors has $302M in assets under management (AUM), dropping by 9.87%.
Central Index Key (CIK): 0001964394

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Portfolio Holdings for Glass Jacobson Investment Advisors

Glass Jacobson Investment Advisors holds 764 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Glass Jacobson Investment Advisors has 764 total positions. Only the first 250 positions are shown.

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Download the Glass Jacobson Investment Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.8	$8.3M	+2%	210k	39.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$6.1M	+2%	191k	31.78	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.0	$6.0M		333k	18.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$6.0M		11k	527.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$4.9M	-9%	18k	263.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$4.8M		24k	200.78	View chart
Apple (AAPL)	1.5	$4.5M		19k	233.00	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$4.5M	-2%	12k	383.92	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$4.2M		24k	174.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$4.1M		49k	83.63	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.4	$4.1M	+3%	107k	38.08	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.3	$4.0M	+3%	78k	51.04	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.3	$3.8M		31k	123.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$3.5M		15k	237.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$3.5M	+51%	46k	75.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$3.4M	+4%	43k	79.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$3.4M		27k	125.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$3.3M		52k	64.86	View chart
Microsoft Corporation (MSFT)	1.1	$3.3M		7.7k	430.29	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.1	$3.3M		34k	95.50	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$3.2M		118k	27.41	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.0	$3.1M	+9%	24k	128.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$3.1M	+2%	8.2k	375.40	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.0	$3.0M	-5%	97k	30.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$2.9M		15k	197.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$2.9M	+2%	11k	263.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.9	$2.8M		67k	41.69	View chart
American Healthcare Reit Com Shs (AHR)	0.9	$2.8M	NEW	106k	26.10	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.9	$2.6M	+4%	30k	88.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.6M	+49%	4.6k	576.82	View chart
NVIDIA Corporation (NVDA)	0.9	$2.6M	-9%	22k	121.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$2.6M		25k	104.18	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$2.6M	-2%	24k	107.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.8	$2.4M	+4%	104k	23.12	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$2.4M		58k	41.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$2.3M		29k	80.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$2.3M	+4%	40k	59.02	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$2.3M		24k	96.52	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$2.3M	+5%	79k	29.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$2.3M	+6%	8.1k	283.15	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.7	$2.2M	+6%	88k	25.64	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$2.2M	-2%	66k	33.60	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$2.1M		23k	91.93	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$2.1M	-2%	37k	55.63	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.7	$2.0M	+6%	71k	28.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$2.0M	-2%	16k	128.20	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$1.9M	+5%	57k	34.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.9M		8.0k	243.06	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$1.9M	-2%	8.5k	225.76	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$1.9M		26k	73.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.9M	+6%	30k	62.32	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$1.9M		70k	26.83	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.8M	+11%	37k	49.31	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$1.8M	+2%	29k	62.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.6	$1.8M	-6%	79k	22.72	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$1.8M	+9%	64k	27.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$1.8M		12k	154.02	View chart
RBB Us Treas 3 Mnth (TBIL)	0.6	$1.8M	+28%	35k	50.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.7M	+19%	20k	83.75	View chart
Ishares Tr International Sl (ISCF)	0.6	$1.7M		47k	35.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.6M	-5%	8.7k	189.80	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$1.6M	-2%	35k	45.32	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$1.6M	+29%	36k	43.19	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.5M		13k	117.29	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.5M		13k	117.22	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$1.5M	-2%	18k	80.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.5M	+35%	17k	84.53	View chart
Vanguard World Utilities Etf (VPU)	0.5	$1.4M	+3%	8.1k	174.04	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$1.4M	-2%	16k	87.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$1.4M	+34%	23k	60.42	View chart
Amazon (AMZN)	0.4	$1.3M		7.2k	186.33	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$1.3M	+18%	20k	66.52	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$1.3M		13k	101.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.3M	-6%	25k	51.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.3M		26k	49.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$1.3M		17k	72.63	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.4	$1.2M		20k	63.34	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$1.2M	-3%	15k	83.00	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$1.2M		11k	110.47	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$1.2M	-2%	6.0k	200.37	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$1.2M		49k	24.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.1M		22k	52.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$1.1M	+5%	22k	50.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.1M		25k	45.86	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$1.1M	-4%	12k	90.40	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.4	$1.1M		38k	29.48	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$1.1M		17k	65.00	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.1M		3.7k	283.99	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$1.0M		7.5k	139.49	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$1.0M		26k	40.38	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$1.0M	-2%	7.6k	135.45	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$995k		37k	27.01	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$976k		19k	50.74	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.3	$930k	+5%	8.4k	110.39	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$905k	-6%	9.4k	96.38	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$891k	+96%	8.7k	102.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$875k		9.0k	97.42	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$875k	+100%	37k	23.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$873k	+14%	18k	47.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$870k		11k	78.37	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$868k	+12%	28k	30.80	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$861k	+2%	12k	72.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$820k		3.1k	267.39	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.3	$817k		29k	28.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$803k	+4%	4.8k	167.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$799k	+3%	16k	51.50	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$790k	+2%	12k	63.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$786k	+5%	19k	41.12	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$777k		19k	41.28	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$771k	+50%	12k	67.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$749k		4.5k	167.19	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$709k		13k	52.86	View chart
Best Buy (BBY)	0.2	$696k	-4%	6.7k	103.30	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$685k	+11%	18k	37.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$672k		5.7k	116.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$667k		8.5k	78.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$655k	+8%	17k	37.56	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$640k		13k	47.74	View chart
Chevron Corporation (CVX)	0.2	$629k		4.3k	147.27	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$629k	+4%	12k	51.82	View chart
Broadcom (AVGO)	0.2	$620k	+904%	3.6k	172.48	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$615k	+39%	22k	28.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$614k		1.1k	573.65	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$606k	+22%	13k	46.52	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$601k	-2%	14k	44.67	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$597k	+7%	4.7k	127.11	View chart
Verizon Communications (VZ)	0.2	$580k	-4%	13k	44.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$580k	+21%	16k	37.37	View chart
Pfizer (PFE)	0.2	$574k	-2%	20k	28.94	View chart
Johnson & Johnson (JNJ)	0.2	$571k		3.5k	162.04	View chart
McDonald's Corporation (MCD)	0.2	$556k		1.8k	304.59	View chart
Oracle Corporation (ORCL)	0.2	$534k	+44%	3.1k	170.39	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$522k		3.4k	153.11	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$516k		10k	51.82	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$514k		11k	45.89	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$513k	-7%	7.2k	70.83	View chart
Walt Disney Company (DIS)	0.2	$510k	+2%	5.3k	96.19	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$510k	+5%	9.6k	52.99	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$509k	+3%	8.6k	59.23	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.2	$508k	-7%	19k	26.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$504k		5.5k	91.31	View chart
Southern Company (SO)	0.2	$504k		5.6k	90.18	View chart
Compass Diversified Sh Ben Int (CODI)	0.2	$492k		22k	22.13	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$492k	+556%	6.9k	71.54	View chart
Procter & Gamble Company (PG)	0.2	$488k		2.8k	173.20	View chart
Wal-Mart Stores (WMT)	0.2	$484k	-4%	6.0k	80.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$482k		5.8k	83.10	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$480k		5.5k	86.83	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$461k	-4%	4.6k	99.45	View chart
Kimco Realty Corporation (KIM)	0.1	$444k		19k	23.22	View chart
Simon Property (SPG)	0.1	$440k	-2%	2.6k	169.02	View chart
Costco Wholesale Corporation (COST)	0.1	$432k	+69%	487.00	886.38	View chart
Philip Morris International (PM)	0.1	$431k		3.5k	121.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$421k	+18%	7.3k	57.83	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$420k	-4%	7.3k	57.53	View chart
Pepsi (PEP)	0.1	$416k		2.4k	170.05	View chart
At&t (T)	0.1	$415k		19k	22.00	View chart
Axonics Modulation Technolog (AXNX)	0.1	$414k		6.0k	69.60	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$410k		3.1k	132.26	View chart
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN)	0.1	$410k	+4%	16k	25.02	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$409k	+6%	12k	34.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$408k	-11%	836.00	488.22	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$392k	-2%	24k	16.05	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$387k	+7%	8.0k	48.54	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$385k	-10%	4.9k	78.69	View chart
Prologis (PLD)	0.1	$381k		3.0k	126.28	View chart
Novo-nordisk A S Adr (NVO)	0.1	$380k	+20%	3.2k	119.07	View chart
Texas Instruments Incorporated (TXN)	0.1	$379k		1.8k	206.59	View chart
Coca-Cola Company (KO)	0.1	$378k		5.3k	71.86	View chart
Vanguard World Health Car Etf (VHT)	0.1	$376k	-7%	1.3k	282.16	View chart
Visa Com Cl A (V)	0.1	$370k		1.3k	274.95	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$368k	+4%	7.7k	48.06	View chart
Goldman Sachs (GS)	0.1	$367k	+76%	742.00	495.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$367k	-6%	3.8k	95.74	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$361k	-11%	8.5k	42.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$349k		2.1k	165.85	View chart
Merck & Co (MRK)	0.1	$325k		2.9k	113.57	View chart
Kimberly-Clark Corporation (KMB)	0.1	$324k	-4%	2.3k	142.28	View chart
Meta Platforms Cl A (META)	0.1	$324k	-4%	566.00	572.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$317k	-44%	540.00	586.66	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$316k	+8%	3.0k	104.69	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$315k		3.8k	83.15	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$313k	+32%	1.5k	206.69	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$313k	+45%	7.4k	42.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$312k		991.00	314.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$309k	+23%	4.8k	64.74	View chart
Mastercard Incorporated Cl A (MA)	0.1	$308k		624.00	493.80	View chart
Fidelity Covington Trust High Yild Etf (FDHY)	0.1	$306k	-2%	6.2k	49.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$304k	+4%	9.1k	33.23	View chart
Eli Lilly & Co. (LLY)	0.1	$302k	-4%	340.00	887.03	View chart
Netflix (NFLX)	0.1	$301k	-3%	425.00	709.27	View chart
American Express Company (AXP)	0.1	$294k		1.1k	271.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$290k	+258%	7.8k	37.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$287k		5.5k	52.66	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$286k		5.5k	51.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$274k	+4%	2.8k	96.96	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$274k		1.6k	166.82	View chart
Constellation Energy (CEG)	0.1	$270k		1.0k	260.02	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$269k	+36%	635.00	423.12	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$266k		4.0k	65.91	View chart
BP Sponsored Adr (BP)	0.1	$263k	-4%	8.4k	31.39	View chart
Uipath Cl A (PATH)	0.1	$256k		20k	12.80	View chart
Super Micro Computer (SMCI)	0.1	$255k	-10%	612.00	416.40	View chart
Caterpillar (CAT)	0.1	$255k		651.00	391.12	View chart
Norfolk Southern (NSC)	0.1	$253k		1.0k	248.50	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$251k	+32%	4.4k	57.41	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$248k	-2%	884.00	280.47	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$245k		2.6k	93.60	View chart
Emcor (EME)	0.1	$244k	-10%	566.00	430.83	View chart
Home Depot (HD)	0.1	$241k		595.00	405.38	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$240k	+515%	3.4k	70.38	View chart
American Electric Power Company (AEP)	0.1	$238k		2.3k	102.60	View chart
Targa Res Corp (TRGP)	0.1	$237k	-5%	1.6k	147.98	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$235k	-4%	2.4k	99.48	View chart
Dominion Resources (D)	0.1	$234k	-3%	4.1k	57.79	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$234k		17k	13.63	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$233k		1.5k	150.16	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$229k		7.9k	28.86	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$217k	NEW	2.4k	89.36	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$213k		3.5k	60.60	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$212k	+49%	3.0k	71.76	View chart
NVR (NVR)	0.1	$206k		21.00	9811.81	View chart
Vanguard Wellington Us Minimum (VFMV)	0.1	$201k	+12%	1.6k	121.59	View chart
Duke Energy Corp Com New (DUK)	0.1	$192k		1.7k	115.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$190k		859.00	220.89	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$190k	+5%	867.00	218.59	View chart
Progressive Corporation (PGR)	0.1	$189k	+1480%	743.00	253.76	View chart
Dex (DXCM)	0.1	$186k	NEW	2.8k	67.04	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$185k		2.5k	73.67	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.1	$184k		5.6k	32.67	View chart
Viatris (VTRS)	0.1	$184k	-2%	16k	11.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$181k		3.9k	46.74	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$175k		1.6k	107.62	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$172k	+857%	4.9k	35.42	View chart
United Parcel Service CL B (UPS)	0.1	$171k		1.3k	136.34	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$167k	-5%	19k	8.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$164k	+796%	914.00	179.21	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$164k	+51%	5.6k	29.18	View chart
Edwards Lifesciences (EW)	0.1	$162k	NEW	2.5k	65.99	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$158k	+20%	1.7k	93.09	View chart
Nextera Energy (NEE)	0.1	$157k		1.9k	84.53	View chart
Qualcomm (QCOM)	0.1	$157k		920.00	170.10	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$154k		3.3k	47.52	View chart
Abbvie (ABBV)	0.1	$151k		766.00	197.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$148k		1.1k	135.01	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$146k		601.00	243.63	View chart
BlackRock (BLK)	0.0	$146k		154.00	949.51	View chart
SYSCO Corporation (SYY)	0.0	$144k		1.8k	78.06	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$143k		1.3k	112.13	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$141k	+61%	2.3k	62.71	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 Q3 filed Nov. 15, 2024
Glass Jacobson Investment Advisors 2024 Q2 filed Aug. 12, 2024
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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