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Fundx shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of Fundx (XCOR) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors investment in Fundx

Tip: Access up to 7 years of quarterly data

All positions including Fundx 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 Fundx by Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $64k 1.2k 55.34
2023-09-30 $57k 1.2k 49.33
2023-06-30 $60k 1.2k 51.52
2022-12-31 $57k 1.2k 48.86

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)

View all positions for Glass Jacobson Investment Advisors

Top funds holding Fundx

One Capital Management
Gts Securities
Creative Planning
First American Trust

View all funds holding Fundx