Glass Jacobson Investment Advisors llc
Q2 2025 13F Holdings
- Locationowings mills, MD
- Num holdings
566
- Value ($000)
$259,548
- Date Filed07/31/2025
- Form type13F-HR
- CIK0001964394
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $7.31 M | 3 % | 211,329 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.62 M | 3 % | 156,255 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $6.39 M | 3 % | 359,087 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.74 M | 2 % | 64,432 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $4.72 M | 2 % | 110,292 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $4.70 M | 2 % | 24,079 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.68 M | 2 % | 10,680 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.25 M | 2 % | 24,053 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $4.07 M | 2 % | 45,518 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.93 M | 2 % | 6,926 |
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