Glass Jacobson Investment Advisors llc
Q4 2024 13F Holdings
- Locationowings mills, MD
- Num holdings
840
- Value ($000)
$304,543
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $8.65M | 3 % | 213,602 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $6.10M | 2 % | 344,840 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $6.03M | 2 % | 11,195 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $5.80M | 2 % | 198,796 | ||
AAPL APPLE INC | COM | 037833100 | $5.36M | 2 % | 21,396 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.23M | 2 % | 12,752 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $4.68M | 2 % | 23,611 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.14M | 1 % | 24,441 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $3.95M | 1 % | 77,626 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $3.81M | 1 % | 107,364 |
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