Glass Jacobson Investment Advisors llc
Q3 2025 13F Holdings
- Locationowings mills, MD
- Num holdings
585
- Value ($000)
$276,520
- Date Filed10/29/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $7.66 M | 3 % | 167,316 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $7.59 M | 3 % | 208,850 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $7.10 M | 3 % | 389,324 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $5.66 M | 2 % | 76,059 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $5.09 M | 2 % | 110,329 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $5.06 M | 2 % | 24,244 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.04 M | 2 % | 10,503 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.58 M | 2 % | 24,555 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $4.28 M | 2 % | 45,826 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.89 M | 1 % | 6,360 |
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