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Fundx Invt Tr shares owned by Glass Jacobson Investment Advisors

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

Historical chart of Glass Jacobson Investment Advisors investment in Fundx Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Fundx Invt Tr 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 Invt Tr by Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $103k 2.4k 43.52
2024-06-30 $99k 2.4k 42.00
2024-03-31 $116k 2.9k 40.27
2023-12-31 $108k 2.8k 37.84

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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
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Vanguard Index Fds Mid Cap Etf (VO)
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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Glass Jacobson Investment Advisors

Top funds holding Fundx Invt Tr

One Capital Management
Rsm Us Wealth Management
Atria Investments
Creative Planning
Glass Jacobson Investment Advisors

View all funds holding Fundx Invt Tr