Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, BND, DFIV, and represent 13.07% of Glass Jacobson Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: Bluerock Pvt Real Estate, DFAU, BND, BSJR, DFCF, NFLX, BSJQ, VCLT, DFLV, BSJS.
Started 38 new stock positions in Angel Studios, Unilever, FDEM, BSJV, REMX, Twenty One Capital, FCPT, GIS, DIVI, BE.
Reduced shares in these 10 stocks: BSJP, VBR, VV, VUG, FLOT, VB, FNDF, TBIL, IMTM, ITOT.
Sold out of its positions in IDOG, CCJ, CARR, CNK, DKNG, ET, EOLS, NUKZ, FDHT, GM.
Glass Jacobson Investment Advisors was a net seller of stock by $-2.2M.
Glass Jacobson Investment Advisors has $278M in assets under management (AUM), dropping by 0.52%.
Central Index Key (CIK): 0001964394

Tip: Access up to 7 years of quarterly data

Positions held by Glass Jacobson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Glass Jacobson Investment Advisors

Glass Jacobson Investment Advisors holds 582 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Glass Jacobson Investment Advisors has 582 total positions. Only the first 250 positions are shown.

Sign up to view all of the Glass Jacobson Investment Advisors Dec. 31, 2025 positions
Download the Glass Jacobson Investment Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.3	$9.1M	+15%	194k	46.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.8	$7.8M		205k	38.11	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.6	$7.3M	+3%	402k	18.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.3	$6.5M	+14%	87k	74.07	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$5.7M	+2%	113k	49.90	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$4.6M	-9%	9.5k	487.84	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$4.6M	-2%	24k	190.99	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$4.6M	-10%	22k	211.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$4.3M	-2%	45k	96.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$4.1M	+3%	6.6k	627.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$3.7M	-3%	7.8k	473.30	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$3.7M		53k	69.67	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.3	$3.6M		28k	131.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$3.6M	-7%	24k	148.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$3.5M	-4%	44k	79.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$3.4M	-11%	13k	257.94	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.2	$3.4M	+10%	99k	34.21	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.2	$3.4M	-4%	24k	141.16	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.1	$3.2M	+12%	137k	23.34	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$3.1M	-5%	7.8k	396.31	View chart
Apple (AAPL)	1.1	$3.1M	-6%	11k	271.86	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.1	$3.0M	-2%	32k	94.82	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$3.0M		64k	46.59	View chart
NVIDIA Corporation (NVDA)	1.1	$3.0M	-5%	16k	186.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$3.0M		14k	212.07	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$3.0M	-14%	9.4k	314.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.9M		8.6k	335.28	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$2.9M		75k	38.00	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.0	$2.9M	-14%	56k	50.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$2.8M		34k	83.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$2.8M		86k	32.57	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.0	$2.8M	-2%	82k	33.74	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$2.7M	+9%	71k	38.03	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$2.7M		29k	91.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$2.7M	-8%	9.2k	290.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.9	$2.6M	+18%	61k	42.56	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.6M	+2%	3.8k	684.90	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.9	$2.5M	-7%	21k	121.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.9	$2.5M	+39%	110k	22.61	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.9	$2.5M	+11%	109k	22.90	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.9	$2.4M		64k	37.87	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$2.4M	-8%	40k	58.73	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$2.2M	-6%	19k	113.72	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$2.2M	-7%	48k	45.45	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.8	$2.1M		22k	96.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.1M		9.8k	210.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$2.0M	-3%	34k	59.54	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$2.0M		34k	59.93	View chart
Microsoft Corporation (MSFT)	0.7	$2.0M		4.2k	483.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$2.0M	-2%	27k	74.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.9M	-3%	29k	66.00	View chart
American Healthcare Reit Com Shs (AHR)	0.7	$1.9M		40k	47.06	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.7	$1.8M		56k	32.94	View chart
Ishares Tr International Sl (ISCF)	0.6	$1.8M	-5%	44k	41.48	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$1.8M	-2%	20k	90.00	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$1.7M	+11%	20k	84.64	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$1.7M	+2%	54k	31.67	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.7M	-7%	34k	49.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.7M		12k	143.52	View chart
Bluerock Pvt Real Estate	0.6	$1.6M	NEW	107k	15.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$1.6M	-4%	21k	75.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$1.5M	-2%	15k	102.42	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.5	$1.5M		20k	73.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.5M		29k	50.29	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.5M	-2%	11k	136.94	View chart
Vanguard World Utilities Etf (VPU)	0.5	$1.4M		7.8k	185.03	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$1.3M	+7%	41k	32.89	View chart
Vanguard Wellington Us Minimum (VFMV)	0.5	$1.3M	+2%	10k	130.37	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$1.3M	+3%	38k	34.46	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.5	$1.3M	+16%	11k	110.25	View chart
Broadcom (AVGO)	0.4	$1.2M		3.6k	346.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$1.2M	-3%	24k	48.32	View chart
RBB Us Treas 3 Mnth (TBIL)	0.4	$1.2M	-25%	23k	49.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.2M	-6%	19k	62.47	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.2M		21k	54.71	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.1M	-2%	6.4k	177.75	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$1.1M	-22%	24k	47.97	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.1M		3.5k	323.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.0M	-3%	38k	27.43	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$1.0M		16k	65.10	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$1.0M	+35%	19k	55.80	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.0M	-4%	7.3k	141.16	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$994k	-18%	40k	24.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$970k	+4%	13k	75.44	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$938k	-7%	35k	26.89	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.3	$908k	+47%	41k	22.00	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$858k	-11%	17k	50.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$855k		4.8k	177.35	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$833k	-3%	11k	77.74	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$828k	-8%	11k	74.28	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.3	$807k	+12%	15k	55.22	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.3	$768k	+2%	29k	26.57	View chart
Amazon (AMZN)	0.3	$760k	-3%	3.3k	230.85	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k		1.00	754800.00	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$752k	-5%	7.3k	102.39	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.3	$745k	-2%	16k	47.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$682k		2.3k	302.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$664k	-4%	12k	53.76	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$660k	+2%	14k	48.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$627k		5.2k	120.19	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$607k	+22%	12k	50.01	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$601k	-17%	13k	48.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$587k		1.9k	313.75	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$586k		13k	44.37	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$574k	-21%	10k	56.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$534k	+8%	22k	24.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$532k	-5%	5.9k	89.47	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$529k	-17%	7.4k	71.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$528k		5.6k	94.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$526k	+100%	3.7k	143.99	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$524k	+4%	4.6k	113.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$520k	-16%	11k	47.95	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$515k	+3%	5.4k	96.30	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$485k	-46%	11k	45.21	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$484k		10k	48.17	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.2	$483k	-5%	7.2k	67.48	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$482k	-19%	8.0k	60.17	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$481k	-10%	5.8k	82.48	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$469k	-11%	1.9k	251.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$465k		2.4k	191.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$455k	+23%	2.3k	198.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$450k	-13%	5.1k	88.49	View chart
Siren Etf Tr Nxgn Economy Etf (BLCN)	0.2	$449k	-8%	19k	23.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$444k		2.9k	154.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$439k		3.6k	123.26	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$434k		3.7k	118.15	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$424k	+2%	10k	41.56	View chart
Netflix (NFLX)	0.1	$408k	+893%	4.4k	93.76	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$399k	-34%	13k	31.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$394k		20k	19.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$390k		20k	19.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$383k	+19%	624.00	614.22	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$380k		9.2k	41.36	View chart
Meta Platforms Cl A (META)	0.1	$377k		571.00	659.62	View chart
Tesla Motors (TSLA)	0.1	$375k	+32%	834.00	449.72	View chart
American Express Company (AXP)	0.1	$370k		1.0k	369.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$369k		541.00	682.27	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$364k	-9%	13k	27.21	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$360k		2.2k	162.00	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$359k	NEW	4.7k	75.85	View chart
Prologis (PLD)	0.1	$357k		2.8k	127.66	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$356k		952.00	373.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$355k	-2%	471.00	754.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$347k	-12%	2.5k	141.06	View chart
Emcor (EME)	0.1	$347k		568.00	611.61	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$346k		1.7k	198.72	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$325k	+12%	1.5k	211.23	View chart
Vanguard World Health Car Etf (VHT)	0.1	$324k	-20%	1.1k	287.81	View chart
Constellation Energy (CEG)	0.1	$319k		903.00	353.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$317k	+17%	4.0k	78.80	View chart
JPMorgan Chase & Co. (JPM)	0.1	$316k		980.00	322.22	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$314k	+4%	7.2k	43.43	View chart
Carpenter Technology Corporation (CRS)	0.1	$307k		974.00	314.90	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$305k		2.9k	103.57	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$298k		636.00	468.76	View chart
Texas Instruments Incorporated (TXN)	0.1	$295k		1.7k	173.49	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.1	$294k		7.6k	38.91	View chart
Howmet Aerospace (HWM)	0.1	$285k		1.4k	204.96	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$281k		1.5k	181.21	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$280k		2.5k	109.90	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$278k	+42%	3.6k	77.88	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$275k	-2%	5.2k	52.88	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$271k	+4%	5.4k	49.65	View chart
Ssga Active Tr State Street Bla (HYBL)	0.1	$261k	NEW	9.2k	28.44	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$258k		4.2k	61.03	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$251k	-20%	5.5k	45.88	View chart
Celestica (CLS)	0.1	$247k		836.00	295.61	View chart
Costco Wholesale Corporation (COST)	0.1	$247k		286.00	863.13	View chart
Eaton Corp SHS (ETN)	0.1	$241k		758.00	318.51	View chart
American Electric Power Company (AEP)	0.1	$236k		2.0k	115.31	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$234k	-35%	3.8k	61.14	View chart
Agnico (AEM)	0.1	$233k	-3%	1.4k	169.53	View chart
Elbit Sys Ord (ESLT)	0.1	$233k		403.00	577.71	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$225k		3.8k	59.67	View chart
Hca Holdings (HCA)	0.1	$222k		475.00	466.86	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$217k	-4%	8.2k	26.42	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$212k		2.3k	94.19	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.1	$210k		4.6k	45.17	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$209k	-22%	2.2k	96.29	View chart
Edwards Lifesciences (EW)	0.1	$209k		2.5k	85.25	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$208k	+17%	1.9k	110.18	View chart
Procter & Gamble Company (PG)	0.1	$208k		1.4k	143.31	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$203k		4.1k	49.84	View chart
Ares Capital Corporation (ARCC)	0.1	$201k	NEW	10k	20.23	View chart
Caterpillar (CAT)	0.1	$201k		351.00	572.87	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$201k		3.1k	64.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$201k		2.0k	99.86	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$198k		5.2k	38.05	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$197k		6.1k	32.25	View chart
Kinross Gold Corp (KGC)	0.1	$194k	-10%	6.9k	28.16	View chart
Micron Technology (MU)	0.1	$192k	+22366%	674.00	285.41	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$192k	-2%	13k	14.35	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$187k	-4%	2.3k	81.17	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$185k		5.6k	32.73	View chart
Dex (DXCM)	0.1	$184k		2.8k	66.37	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$183k		23k	8.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$172k		5.2k	33.08	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$172k		2.4k	72.26	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$168k		3.7k	46.04	View chart
Abbvie (ABBV)	0.1	$166k	-6%	727.00	228.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$165k		528.00	313.00	View chart
Strategy Cl A New (MSTR)	0.1	$164k		1.1k	151.95	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$162k		1.2k	141.13	View chart
Cisco Systems (CSCO)	0.1	$162k		2.1k	77.03	View chart
Ishares Msci Sweden Etf (EWD)	0.1	$158k		3.2k	49.23	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$156k	-8%	1.0k	153.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$156k		558.00	278.91	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.1	$155k	-3%	5.5k	28.06	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$152k	-10%	3.9k	38.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$149k	+79%	4.6k	32.62	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$145k	-16%	2.2k	67.21	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$143k		2.1k	68.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$141k	-7%	1.2k	114.53	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$140k		2.2k	64.42	View chart
Dimensional Etf Trust International (DFSI)	0.1	$140k	+4%	3.3k	42.85	View chart
McDonald's Corporation (MCD)	0.0	$137k		449.00	305.63	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$135k		2.1k	64.38	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$128k		3.3k	38.17	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$126k		3.4k	36.58	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$126k		1.4k	90.98	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$124k	-52%	2.3k	54.76	View chart
Norfolk Southern (NSC)	0.0	$124k		430.00	288.72	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$122k	+2%	3.3k	36.82	View chart
Eli Lilly & Co. (LLY)	0.0	$120k	+286%	112.00	1074.69	View chart
Exelon Corporation (EXC)	0.0	$117k		2.7k	43.58	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.0	$117k		2.4k	49.87	View chart
Oracle Corporation (ORCL)	0.0	$117k		600.00	194.91	View chart
Merck & Co (MRK)	0.0	$116k	+119%	1.1k	105.22	View chart
Johnson & Johnson (JNJ)	0.0	$115k		557.00	206.98	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.0	$112k	-27%	2.9k	38.02	View chart
Phillips 66 (PSX)	0.0	$112k		865.00	129.02	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$107k	NEW	1.8k	60.54	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$105k		1.7k	60.07	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$104k		2.2k	47.35	View chart
International Business Machines (IBM)	0.0	$103k		347.00	296.21	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$101k		1.2k	83.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$100k		1.4k	73.58	View chart
Darden Restaurants (DRI)	0.0	$100k	NEW	541.00	184.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$99k		404.00	246.16	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$99k	NEW	1.4k	69.47	View chart
Ge Vernova (GEV)	0.0	$99k	-65%	151.00	654.78	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$97k	NEW	1.1k	86.89	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$97k	+21%	945.00	102.58	View chart
Visa Com Cl A (V)	0.0	$95k		270.00	350.71	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$91k		1.1k	85.37	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$91k	+124%	1.2k	73.97	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$90k		1.9k	47.53	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.0	$90k		1.8k	49.33	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$88k		2.7k	32.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$88k		916.00	96.31	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 2025 Q4 filed Jan. 22, 2026
Glass Jacobson Investment Advisors 2025 Q3 filed Oct. 29, 2025
Glass Jacobson Investment Advisors 2025 Q2 filed July 31, 2025
Glass Jacobson Investment Advisors 2025 Q1 filed April 1, 2025
Glass Jacobson Investment Advisors 2024 Q4 filed Feb. 13, 2025
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z