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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, BND, DFIV, and represent 11.97% of Glass Jacobson Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: BND, VGLT, BSJR, FPE, DFAU, VCIT, BSJQ, DFCF, AEM, CLS.
Started 32 new stock positions in RWJ, BLV, CMG, Tidal Trust Iii, ESLT, FMED, NCNA, SGOL, SLB, BXMX.
Reduced shares in these 10 stocks: VGT, FLOT, VOO, VTWO, DISV, AXON, DEHP, TRGP, LLY, TBIL.
Sold out of its positions in AVDV, ELV, AXON, CTVA, WTRG, FELV, IAI, IGRO, Nucana, ONEV. SCI, Walgreen Boots Alliance, NU.
Glass Jacobson Investment Advisors was a net buyer of stock by $2.0M.
Glass Jacobson Investment Advisors has $277M in assets under management (AUM), dropping by 6.54%.
Central Index Key (CIK): 0001964394

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Portfolio Holdings for Glass Jacobson Investment Advisors

Glass Jacobson Investment Advisors holds 585 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Glass Jacobson Investment Advisors has 585 total positions. Only the first 250 positions are shown.

Sign up to view all of the Glass Jacobson Investment Advisors Sept. 30, 2025 positions
Download the Glass Jacobson Investment Advisors September 2025 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	$7.7M	+7%	167k	45.76	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.7	$7.6M		209k	36.35	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.6	$7.1M	+8%	389k	18.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.0	$5.7M	+18%	76k	74.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.8	$5.1M		110k	46.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$5.1M		24k	208.71	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$5.0M		11k	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$4.6M	+2%	25k	186.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$4.3M		46k	93.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$3.9M	-8%	6.4k	612.39	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$3.8M		26k	145.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$3.8M		8.1k	468.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$3.8M		15k	254.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$3.7M	+4%	46k	79.93	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.3	$3.6M	-3%	28k	129.72	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$3.5M		52k	68.46	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.2	$3.4M		25k	137.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$3.4M	-2%	11k	307.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.2	$3.3M	-11%	65k	51.08	View chart
NVIDIA Corporation (NVDA)	1.1	$3.2M	-2%	17k	186.58	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.1	$3.1M		33k	95.68	View chart
Apple (AAPL)	1.1	$3.1M		12k	254.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$2.9M	-5%	10k	293.74	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.1	$2.9M		90k	32.90	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$2.9M	-2%	8.3k	355.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$2.9M	-3%	14k	206.51	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$2.9M	-3%	64k	44.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$2.9M	+20%	34k	84.11	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.0	$2.8M	+14%	122k	23.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.8M	+7%	8.6k	328.15	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$2.7M	-5%	87k	31.53	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$2.7M	-9%	76k	35.69	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.0	$2.7M	-6%	22k	120.50	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.0	$2.7M		84k	31.89	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.0	$2.7M	-2%	30k	89.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$2.6M		44k	58.85	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.9	$2.5M	-2%	108k	23.06	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.9	$2.5M		65k	38.29	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.9	$2.5M	-3%	65k	37.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.5M	-2%	3.7k	669.22	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.8	$2.3M	+5%	98k	23.85	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$2.3M	-4%	52k	44.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$2.2M		20k	110.59	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$2.2M	+14%	52k	42.76	View chart
Microsoft Corporation (MSFT)	0.8	$2.2M		4.2k	517.94	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.8	$2.1M		22k	95.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$2.1M	-2%	36k	58.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$2.0M		28k	72.44	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$2.0M	+4%	34k	60.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$2.0M	+9%	31k	65.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$2.0M	+4%	9.8k	203.58	View chart
Ishares Tr International Sl (ISCF)	0.7	$1.9M	-8%	46k	41.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$1.9M	-3%	37k	50.63	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.6	$1.8M	+47%	79k	22.74	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$1.8M	-7%	57k	31.63	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$1.7M	-6%	20k	84.68	View chart
American Healthcare Reit Com Shs (AHR)	0.6	$1.7M		40k	42.01	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.6M	-3%	12k	140.95	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$1.6M	-4%	16k	104.96	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$1.6M	+2%	22k	73.29	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$1.6M	-2%	53k	30.40	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$1.6M		11k	142.41	View chart
RBB Us Treas 3 Mnth (TBIL)	0.6	$1.6M	-12%	31k	50.00	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.5M		18k	82.58	View chart
Vanguard World Utilities Etf (VPU)	0.5	$1.5M		7.9k	189.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.5M	+14%	30k	50.07	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.5	$1.5M		20k	71.94	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.5	$1.5M	-2%	31k	47.88	View chart
Vanguard Wellington Us Minimum (VFMV)	0.5	$1.3M	+7%	9.9k	131.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$1.2M	+12%	25k	49.46	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$1.2M	+10%	37k	32.79	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$1.2M		49k	24.72	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$1.2M	+10%	38k	31.84	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.2M		6.6k	182.42	View chart
Broadcom (AVGO)	0.4	$1.2M		3.6k	329.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.2M	-2%	20k	59.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.1M		21k	53.40	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$1.1M		3.5k	320.04	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.4	$1.1M	+4%	9.8k	110.37	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$1.1M	-4%	7.6k	141.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.1M	-4%	39k	27.30	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.4	$1.0M	-2%	38k	27.81	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.4	$977k		19k	50.75	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.3	$944k	-3%	16k	58.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$901k	+10%	12k	73.46	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$863k		20k	42.96	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$848k	-8%	11k	76.34	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$834k	+2%	4.8k	174.59	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$813k	-2%	12k	66.87	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$807k	-19%	7.8k	103.36	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$778k	+660%	14k	56.86	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$754k		1.00	754200.00	View chart
Amazon (AMZN)	0.3	$752k		3.4k	219.60	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.3	$735k		13k	56.47	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.3	$728k	+17%	28k	25.74	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.3	$726k	-12%	16k	45.25	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.3	$713k	-4%	13k	55.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$698k		13k	54.18	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$688k	+4%	15k	45.78	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$683k		9.0k	76.01	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$672k		2.3k	297.65	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.2	$629k	-24%	19k	32.41	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$623k	-2%	13k	48.19	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$621k	+7%	13k	46.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$617k	+3%	5.2k	118.82	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.2	$616k	+29%	28k	22.08	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$582k	+8%	13k	43.78	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$571k	+11%	9.9k	57.47	View chart
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN)	0.2	$565k	+6%	20k	27.67	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$556k		5.2k	107.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$551k		6.3k	87.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$537k		5.9k	91.43	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$534k		5.6k	95.14	View chart
Netflix (NFLX)	0.2	$525k	+8%	438.00	1198.92	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$522k	-6%	6.5k	80.17	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.2	$516k	+15%	7.6k	67.91	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$515k		1.8k	281.90	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$512k	-2%	2.1k	244.12	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$509k		9.9k	51.23	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$499k	+6%	4.4k	113.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$489k	-3%	2.9k	170.84	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$478k	+12%	10k	47.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$475k	+5%	20k	23.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$460k	-2%	1.9k	243.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$458k		2.4k	189.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$430k		3.6k	120.72	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$421k	+5%	10k	42.23	View chart
Meta Platforms Cl A (META)	0.2	$417k	+2%	568.00	734.69	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$417k	+2%	3.6k	114.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$393k	-14%	20k	19.71	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$392k		2.8k	139.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$390k	-14%	20k	19.56	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$389k		15k	26.30	View chart
Emcor (EME)	0.1	$369k		568.00	649.11	View chart
Vanguard World Health Car Etf (VHT)	0.1	$366k	-5%	1.4k	259.57	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$365k	-24%	9.2k	39.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$361k	+5%	1.9k	194.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$361k	-55%	483.00	747.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$360k	+21%	540.00	666.79	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$357k	-19%	5.9k	60.26	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$353k		1.7k	203.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$348k	+5%	952.00	365.37	View chart
Strategy Cl A New (MSTR)	0.1	$348k		1.1k	322.21	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$339k	+8%	5.2k	64.99	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$335k		2.2k	150.86	View chart
American Express Company (AXP)	0.1	$332k		1.0k	332.16	View chart
Prologis (PLD)	0.1	$321k		2.8k	114.52	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$315k	-19%	6.9k	45.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$313k		521.00	600.66	View chart
Texas Instruments Incorporated (TXN)	0.1	$312k		1.7k	183.73	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$312k		636.00	490.38	View chart
JPMorgan Chase & Co. (JPM)	0.1	$309k		980.00	315.43	View chart
Constellation Energy (CEG)	0.1	$297k		902.00	329.20	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$294k	+148%	6.9k	42.47	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$293k	+22%	1.4k	213.68	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$289k	-2%	2.9k	99.12	View chart
Ishares Tr Msci Eafe Smcp (HSCZ)	0.1	$285k		7.6k	37.62	View chart
Eaton Corp SHS (ETN)	0.1	$284k		758.00	374.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$283k		5.3k	53.03	View chart
Tesla Motors (TSLA)	0.1	$279k		628.00	444.72	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$279k	+11%	2.5k	111.22	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$274k		1.5k	176.81	View chart
Howmet Aerospace (HWM)	0.1	$273k	+4%	1.4k	196.19	View chart
Ge Vernova (GEV)	0.1	$272k	+169%	442.00	615.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$269k	-3%	3.4k	78.90	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$267k	+16%	2.8k	95.18	View chart
Costco Wholesale Corporation (COST)	0.1	$265k	-39%	286.00	926.23	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$260k		4.8k	53.87	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$245k	+6%	4.2k	58.62	View chart
Agnico (AEM)	0.1	$241k	NEW	1.4k	168.56	View chart
Carpenter Technology Corporation (CRS)	0.1	$239k	+3%	974.00	245.43	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$234k	-4%	8.6k	27.31	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$232k		3.8k	61.62	View chart
American Electric Power Company (AEP)	0.1	$231k		2.0k	112.50	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.1	$224k		5.7k	39.18	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$223k		4.4k	50.63	View chart
Procter & Gamble Company (PG)	0.1	$223k		1.4k	153.65	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$213k	+13%	2.3k	94.30	View chart
Celestica (CLS)	0.1	$206k	NEW	836.00	246.38	View chart
Elbit Sys Ord (ESLT)	0.1	$206k	NEW	403.00	509.80	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$204k		4.1k	50.00	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.1	$203k		4.6k	43.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$203k	+55%	2.0k	100.25	View chart
Hca Holdings (HCA)	0.1	$202k		475.00	426.20	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$197k	+73%	3.1k	63.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$195k	+107%	2.5k	78.10	View chart
Edwards Lifesciences (EW)	0.1	$191k		2.5k	77.77	View chart
Kinross Gold Corp (KGC)	0.1	$190k	NEW	7.7k	24.85	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$188k	-19%	2.1k	89.77	View chart
Dex (DXCM)	0.1	$187k		2.8k	67.29	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$185k	-58%	6.1k	30.54	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$184k		23k	8.20	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$181k		5.1k	35.48	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$180k		14k	13.12	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$180k	-4%	5.7k	31.38	View chart
Abbvie (ABBV)	0.1	$180k		775.00	231.58	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$178k	+2%	1.6k	111.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$175k		2.4k	72.77	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$170k		2.6k	65.93	View chart
Oracle Corporation (ORCL)	0.1	$169k		600.00	281.24	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$168k	+32%	3.6k	46.24	View chart
Caterpillar (CAT)	0.1	$168k		351.00	477.15	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$166k		5.2k	32.07	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$165k		1.1k	148.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$164k		557.00	293.94	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$163k	-40%	2.4k	68.86	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$162k		1.1k	142.10	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.1	$153k	-3%	4.0k	37.89	View chart
Ishares Msci Sweden Etf (EWD)	0.1	$151k		3.2k	47.20	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$148k	+18%	1.3k	110.63	View chart
Cisco Systems (CSCO)	0.1	$144k	+11%	2.1k	68.40	View chart
Spdr Series Trust Russell Yield (ONEY)	0.0	$138k		1.2k	113.19	View chart
McDonald's Corporation (MCD)	0.0	$136k		449.00	303.89	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$133k		2.1k	63.43	View chart
Vanguard World Financials Etf (VFH)	0.0	$131k		1.0k	131.18	View chart
Norfolk Southern (NSC)	0.0	$129k		430.00	300.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$128k		528.00	243.10	View chart
Dimensional Etf Trust International (DFSI)	0.0	$128k	+393%	3.1k	40.95	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$127k		1.2k	106.51	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$125k	+3%	3.3k	37.27	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.0	$122k		1.4k	88.65	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$120k		3.4k	35.27	View chart
Exelon Corporation (EXC)	0.0	$120k		2.7k	45.01	View chart
Phillips 66 (PSX)	0.0	$117k		858.00	135.97	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$115k	-9%	1.7k	65.85	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.0	$115k	+92%	2.4k	48.89	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$115k	NEW	800.00	143.18	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$112k	-13%	3.2k	34.75	View chart
Johnson & Johnson (JNJ)	0.0	$105k	-36%	565.00	185.47	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$104k		2.2k	47.54	View chart
Fundx Invt Tr Conservative Etf (XRLX)	0.0	$99k		2.1k	46.40	View chart
International Business Machines (IBM)	0.0	$98k		347.00	282.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$98k		404.00	241.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$97k	+6%	1.4k	71.34	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.0	$96k		2.0k	49.07	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$96k	+12%	1.2k	79.78	View chart
AeroVironment (AVAV)	0.0	$95k		300.00	314.89	View chart
Marathon Petroleum Corp (MPC)	0.0	$93k		482.00	192.74	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$92k		2.2k	42.37	View chart
Visa Com Cl A (V)	0.0	$92k		270.00	341.38	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$90k		1.9k	47.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$89k	+33%	2.7k	33.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$89k	+20%	1.9k	46.81	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.0	$88k		1.8k	49.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$88k	+26%	913.00	96.56	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$88k	+4%	648.00	135.70	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$87k		1.9k	46.24	View chart
Synopsys (SNPS)	0.0	$86k		175.00	493.39	View chart
Coca-Cola Company (KO)	0.0	$85k	-25%	1.3k	66.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$85k		434.00	195.94	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 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

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