Glass Jacobson Investment Advisors llc
Q4 2025 13F Holdings
- Locationowings mills, MD
- Num holdings
582
- Value ($000)
$277,968
- Date Filed01/22/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $9.08M | 3 % | 193,922 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $7.81M | 3 % | 204,969 | ||
FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $7.33M | 3 % | 402,441 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.45M | 2 % | 87,112 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $5.65M | 2 % | 113,238 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.61M | 2 % | 9,453 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.58M | 2 % | 23,964 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $4.58M | 2 % | 21,611 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $4.28M | 2 % | 44,564 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.14M | 2 % | 6,599 |
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