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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, VO, VOO, and represent 10.43% of Glass Jacobson Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VIGI, VBR, DCOR, VOO, DFAR, ITOT, IVE, VTI, VGSH, DIHP.
Started 47 new stock positions in ONEV, XFLX, COWZ, ITB, SBRA, XSMO, FELV, FIW, EMMF, FMDE.
Reduced shares in these 10 stocks: Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, IJS, ALL, PRU, FPE, JPM, DFAU, DLS, XLK, BND.
Sold out of its positions in APG, ATS, Activision Blizzard, WMS, Aegon, ARE, ALL, AEE, AIG, AMT.
Glass Jacobson Investment Advisors was a net buyer of stock by $7.5M.
Glass Jacobson Investment Advisors has $245M in assets under management (AUM), dropping by 12.23%.
Central Index Key (CIK): 0001964394

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Portfolio Holdings for Glass Jacobson Investment Advisors

Glass Jacobson Investment Advisors holds 706 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Glass Jacobson Investment Advisors has 706 total positions. Only the first 250 positions are shown.

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Download the Glass Jacobson Investment Advisors December 2023 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	$6.8M	-5%	204k	33.25	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.3	$5.6M	-9%	332k	16.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$4.5M	+4%	158k	28.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$4.3M	+8%	19k	232.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$4.3M	+25%	9.8k	436.79	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$4.0M		13k	310.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$3.9M	+44%	22k	179.97	View chart
Apple (AAPL)	1.6	$3.9M		20k	192.53	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$3.7M	+11%	25k	149.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$3.6M	+7%	48k	75.35	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.5	$3.6M	+8%	70k	50.62	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	1.4	$3.5M	+3%	31k	114.04	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.4	$3.4M	+2%	100k	34.36	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$3.2M	+19%	30k	105.23	View chart
Microsoft Corporation (MSFT)	1.3	$3.2M	-7%	8.5k	376.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$3.0M	+14%	14k	213.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$2.9M	+10%	38k	77.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.2	$2.9M	+4%	49k	59.62	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	1.2	$2.9M	+10%	31k	93.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$2.6M		70k	37.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$2.5M	+24%	14k	173.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$2.5M	-26%	24k	103.07	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$2.4M	+17%	102k	24.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$2.3M	+12%	7.7k	303.17	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.9	$2.3M	+20%	86k	27.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.1M	+3%	4.5k	477.60	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$2.1M		55k	37.56	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$2.0M		9.2k	218.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.8	$2.0M		87k	22.71	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$1.9M	-4%	23k	83.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$1.9M	+5%	17k	111.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$1.9M	+30%	33k	58.33	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$1.9M	-2%	36k	52.33	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.8	$1.9M	-3%	68k	27.69	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$1.9M	+14%	24k	78.02	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$1.9M	+486%	24k	79.34	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.8	$1.9M	+19%	17k	109.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.8M	+4%	6.5k	277.13	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$1.7M	+5%	67k	25.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$1.7M	+18%	21k	82.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$1.7M	+17%	25k	70.10	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$1.7M	-16%	8.9k	192.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.7	$1.7M	-8%	12k	136.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.7M	+38%	7.0k	237.21	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.7	$1.6M	-4%	21k	79.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$1.6M	-10%	9.8k	165.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$1.6M	-14%	22k	73.55	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$1.6M	+15%	23k	66.49	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$1.5M	+19%	64k	24.17	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.6	$1.5M	+94%	67k	22.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.5M		8.0k	191.17	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.6	$1.5M		28k	51.83	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$1.4M	+22%	57k	25.20	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$1.4M	+41%	55k	25.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.4M	+27%	29k	47.49	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$1.4M	+3%	36k	37.60	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.4M	-3%	14k	99.98	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$1.3M	+14%	21k	64.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$1.3M		25k	51.05	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$1.3M	-9%	12k	107.49	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$1.3M	+9%	13k	98.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.2M		12k	104.46	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$1.2M		19k	63.33	View chart
NVIDIA Corporation (NVDA)	0.5	$1.2M	-3%	2.5k	495.14	View chart
Ishares Tr International Sl (ISCF)	0.5	$1.2M	+9%	38k	32.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$1.2M	+24%	15k	81.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.5	$1.2M	+5%	52k	22.73	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$1.2M	+4%	6.6k	178.81	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$1.2M	+2%	16k	72.03	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$1.1M	+18%	39k	28.61	View chart
Amazon (AMZN)	0.5	$1.1M	+4%	7.3k	151.94	View chart
RBB Us Treas 3 Mnth (TBIL)	0.5	$1.1M	-11%	22k	49.86	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$1.1M	+4%	47k	23.04	View chart
Uipath Cl A (PATH)	0.4	$1.1M	-10%	43k	24.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.1M	+22%	22k	47.90	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.4	$1.0M	NEW	20k	53.48	View chart
Vanguard World Fds Utilities Etf (VPU)	0.4	$1.0M	+22%	7.5k	137.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$999k	-4%	26k	39.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$986k	+2%	20k	49.36	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.4	$978k	+15%	37k	26.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$973k	-19%	13k	76.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$956k	-12%	24k	40.21	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$947k	+2%	13k	72.66	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$942k	+38%	3.3k	286.24	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$924k		3.7k	252.25	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$915k	+11%	38k	24.42	View chart
Abbvie (ABBV)	0.4	$900k	-5%	5.8k	154.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$854k	+22%	15k	55.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$853k	-16%	11k	76.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$852k	+28%	21k	41.10	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$825k	-7%	6.6k	125.13	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.3	$821k	-5%	7.6k	108.43	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$818k	+5%	7.2k	113.99	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$818k	+6%	9.6k	85.54	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$796k	-16%	5.5k	145.02	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.3	$770k	-9%	23k	34.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$726k	-6%	3.0k	241.77	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$713k	-17%	8.1k	88.36	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$707k		14k	50.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$670k	+3%	4.8k	140.93	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$661k	+4%	10k	64.69	View chart
Chevron Corporation (CVX)	0.3	$649k	-6%	4.3k	149.16	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$630k	-10%	14k	46.07	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$625k		13k	46.63	View chart
Pfizer (PFE)	0.3	$621k		22k	28.79	View chart
Verizon Communications (VZ)	0.3	$614k		16k	37.70	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$607k	+12%	11k	53.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$601k	+85%	13k	47.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$599k	-6%	5.5k	108.25	View chart
Best Buy (BBY)	0.2	$589k		7.5k	78.28	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$575k		14k	40.06	View chart
Compass Diversified Sh Ben Int (CODI)	0.2	$573k	-8%	26k	22.45	View chart
Lockheed Martin Corporation (LMT)	0.2	$568k	-4%	1.3k	453.24	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$567k	+80%	9.6k	59.32	View chart
Johnson & Johnson (JNJ)	0.2	$565k	-7%	3.6k	156.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$562k	-25%	8.0k	70.35	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$561k	-3%	19k	29.12	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.2	$543k	+6%	24k	23.09	View chart
McDonald's Corporation (MCD)	0.2	$542k		1.8k	296.58	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$518k	+85%	11k	47.01	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$518k		10k	49.80	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$508k		5.2k	97.26	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$499k		7.8k	63.66	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$492k	-3%	14k	35.41	View chart
Walt Disney Company (DIS)	0.2	$484k		5.4k	90.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$478k	-4%	3.7k	130.91	View chart
Kimco Realty Corporation (KIM)	0.2	$468k		22k	21.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$461k	+94%	13k	36.96	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$461k	+9%	11k	40.86	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$461k	+12%	5.5k	83.31	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$454k		5.8k	78.03	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$441k		13k	34.01	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.2	$440k	+74%	18k	24.25	View chart
Pepsi (PEP)	0.2	$429k		2.5k	169.84	View chart
Broadcom (AVGO)	0.2	$420k		376.00	1116.72	View chart
Texas Instruments Incorporated (TXN)	0.2	$418k		2.5k	170.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$418k	-2%	5.4k	77.02	View chart
At&t (T)	0.2	$409k	-3%	24k	16.78	View chart
Procter & Gamble Company (PG)	0.2	$408k	-26%	2.8k	146.54	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.2	$403k		3.0k	136.57	View chart
Prologis (PLD)	0.2	$402k		3.0k	133.30	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$399k	+300%	12k	34.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$396k		7.6k	52.10	View chart
Simon Property (SPG)	0.2	$396k	-3%	2.8k	142.64	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$393k	-7%	28k	13.80	View chart
Southern Company (SO)	0.2	$392k		5.6k	70.12	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$389k	+70%	9.4k	41.28	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$388k	-15%	3.3k	116.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$384k	+7%	2.7k	139.69	View chart
Advanced Micro Devices (AMD)	0.2	$382k	-8%	2.6k	147.41	View chart
Philip Morris International (PM)	0.2	$381k	-4%	4.0k	94.08	View chart
Axonics Modulation Technolog (AXNX)	0.2	$370k	+32%	6.0k	62.23	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$366k		6.2k	58.73	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$362k	+19%	1.4k	250.78	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$360k		18k	19.93	View chart
Visa Com Cl A (V)	0.1	$351k	+13%	1.3k	260.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$350k	-14%	736.00	475.10	View chart
Merck & Co (MRK)	0.1	$345k		3.2k	109.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$344k	+4%	4.6k	75.32	View chart
BP Sponsored Adr (BP)	0.1	$333k		9.4k	35.40	View chart
Novo-nordisk A S Adr (NVO)	0.1	$332k	+7%	3.2k	103.45	View chart
Wal-Mart Stores (WMT)	0.1	$332k		2.1k	157.62	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$330k	+60%	7.8k	42.40	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$325k	-5%	4.0k	82.04	View chart
Fidelity Covington Trust High Yild Etf (FDHY)	0.1	$317k	-38%	6.6k	47.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$309k	+255%	5.5k	56.40	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$307k	+16%	5.7k	53.84	View chart
Kimberly-Clark Corporation (KMB)	0.1	$301k	-7%	2.5k	121.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$300k	-29%	4.0k	75.10	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$296k	+10%	9.5k	31.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$293k	+7%	716.00	409.42	View chart
Ishares Tr High Yld Bd Fctr (HYDB)	0.1	$293k	+35%	6.3k	46.20	View chart
Coca-Cola Company (KO)	0.1	$291k	-3%	4.9k	58.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$289k		5.6k	51.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$278k	+656%	11k	25.53	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$277k	-10%	1.9k	143.66	View chart
Mastercard Incorporated Cl A (MA)	0.1	$266k	+17%	624.00	426.51	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.1	$265k	-35%	6.0k	43.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$261k	+31%	996.00	262.17	View chart
Marathon Petroleum Corp (MPC)	0.1	$255k	+12%	1.7k	148.39	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$255k	-15%	1.6k	155.33	View chart
Norfolk Southern (NSC)	0.1	$241k		1.0k	236.38	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$229k	-22%	5.0k	46.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$229k		4.1k	56.13	View chart
Oracle Corporation (ORCL)	0.1	$228k		2.2k	105.44	View chart
Ishares Tr Robotics Artif (IRBO)	0.1	$227k	+15%	6.6k	34.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$226k		1.3k	170.39	View chart
ConocoPhillips (COP)	0.1	$225k	+5%	1.9k	116.04	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$224k	-30%	3.6k	61.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$222k	+32%	3.8k	57.96	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$222k	NEW	2.2k	101.73	View chart
Dominion Resources (D)	0.1	$221k		4.7k	47.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$220k	+1046%	860.00	255.32	View chart
Kla Corp Com New (KLAC)	0.1	$218k	+9%	375.00	580.55	View chart
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN)	0.1	$215k	+19%	8.8k	24.43	View chart
Adobe Systems Incorporated (ADBE)	0.1	$213k	+410%	357.00	596.60	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$212k	-27%	26k	8.22	View chart
Meta Platforms Cl A (META)	0.1	$207k	-5%	584.00	353.96	View chart
Cadence Design Systems (CDNS)	0.1	$206k		755.00	272.37	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$205k	+111%	1.5k	138.16	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$204k	-28%	4.0k	50.58	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$204k	+689%	4.2k	48.51	View chart
American Express Company (AXP)	0.1	$203k	-8%	1.1k	187.34	View chart
Eli Lilly & Co. (LLY)	0.1	$199k		342.00	582.51	View chart
United Parcel Service CL B (UPS)	0.1	$197k		1.3k	157.23	View chart
Palo Alto Networks (PANW)	0.1	$197k	-15%	669.00	294.88	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$195k		2.7k	72.43	View chart
Viatris (VTRS)	0.1	$193k	-4%	18k	10.83	View chart
Caterpillar (CAT)	0.1	$193k		651.00	295.67	View chart
Costco Wholesale Corporation (COST)	0.1	$190k		288.00	659.39	View chart
Home Depot (HD)	0.1	$189k	-48%	545.00	346.72	View chart
American Electric Power Company (AEP)	0.1	$189k		2.3k	81.22	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$188k	-17%	2.1k	89.04	View chart
Union Pacific Corporation (UNP)	0.1	$187k		763.00	245.62	View chart
Super Micro Computer (SMCI)	0.1	$187k	-4%	659.00	284.26	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$187k	+695%	2.0k	91.39	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$184k		3.5k	53.00	View chart
Diamondback Energy (FANG)	0.1	$178k		1.1k	155.06	View chart
Duke Energy Corp Com New (DUK)	0.1	$178k		1.8k	97.04	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$175k	-22%	465.00	376.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$172k	+56%	859.00	200.71	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$168k	-4%	1.7k	96.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$166k	-20%	2.1k	77.73	View chart
Marriott Intl Cl A (MAR)	0.1	$163k		721.00	225.41	View chart
Goldman Sachs (GS)	0.1	$162k		421.00	385.77	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$161k	+2%	6.2k	25.98	View chart
Qualcomm (QCOM)	0.1	$161k	+6%	1.1k	144.63	View chart
Pioneer Natural Resources (PXD)	0.1	$157k		697.00	224.81	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$156k	-26%	14k	11.47	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.1	$150k	+22%	787.00	190.97	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$150k	-19%	310.00	484.25	View chart
Cisco Systems (CSCO)	0.1	$149k	-21%	3.0k	50.51	View chart
Wp Carey (WPC)	0.1	$148k		2.3k	64.81	View chart
NVR (NVR)	0.1	$147k		21.00	7000.48	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$146k	NEW	6.3k	23.38	View chart
Vanguard Wellington Us Minimum (VFMV)	0.1	$145k	+706%	1.4k	104.67	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$143k		1.7k	86.72	View chart
Boston Properties (BXP)	0.1	$142k		2.0k	70.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$141k		1.2k	117.25	View chart
Procept Biorobotics Corp (PRCT)	0.1	$138k	NEW	3.3k	41.91	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$136k	-54%	4.4k	30.95	View chart
SYSCO Corporation (SYY)	0.1	$135k		1.8k	73.13	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$132k		601.00	219.48	View chart
Realty Income (O)	0.1	$132k		2.3k	57.42	View chart
Ishares Tr Esg Msci Em Ldrs (LDEM)	0.1	$130k	-67%	3.0k	43.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$129k		1.3k	99.25	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$128k	-25%	2.6k	49.20	View chart
Ishares Msci Sweden Etf (EWD)	0.1	$126k		3.2k	39.47	View chart
BlackRock (BLK)	0.1	$125k	-7%	154.00	811.81	View chart
Tesla Motors (TSLA)	0.1	$123k		495.00	248.48	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 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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