Glass Jacobson Investment Advisors LLC Purchases in Q3 2024

Glass Jacobson Investment Advisors LLC

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
American Healthcare Reit Inc
106K
New
N/A
106K $2.77B
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.6K
+ 51.61%
$71.45 - $75.64 $1.12M - $1.18M
46K $3.45B
IVV
Ishares Core S&P 500 ETF

ETFs
1.51K
+ 49.31%
$520.18 - $576.82 $785K - $871K
4.57K $2.64B
DFAU
Dimensional ETF Tr

ETFs
6.03K
+ 2.95%
$35.8 - $39.69 $216K - $239K
210K $8.34B
DFAI
Dimensional ETF Tr

ETFs
5.19K
+ 2.79%
$28.69 - $32.06 $149K - $166K
191K $6.07B
VBR
Vanguard Small Cap Value ETF

ETFs
197
+ 0.82%
$179.99 - $201.6 $35.5K - $39.7K
24.1K $4.85B
MGV
Vanguard Mega Cap Value

ETFs
2.01K
+ 9.14%
$118.0 - $128.28 $237K - $257K
24K $3.07B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.49K
+ 35.22%
$77.02 - $85.06 $346K - $382K
17.3K $1.46B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.27K
+ 96.78%
$94.31 - $103.26 $403K - $441K
8.69K $891M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
18.7K
+ 100.71%
$23.08 - $23.52 $432K - $440K
37.3K $875M
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.99K
+ 6.04%
$21.91 - $26.03 $109K - $130K
87.5K $2.24B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.2K
+ 29.29%
$41.34 - $43.55 $339K - $357K
36.2K $1.56B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
7.87K
+ 28.77%
N/A
35.2K $1.76B
VGIT
Vanguard Intermediate Term Tre

ETFs
5.82K
+ 34.49%
$57.8 - $60.8 $337K - $354K
22.7K $1.37B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120
+ 1.07%
$475.2 - $527.7 $57K - $63.3K
11.3K $5.99B
DFIV
Dimensional ETF Tr

ETFs
3.45K
+ 3.32%
$34.66 - $38.38 $120K - $132K
107K $4.08B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.25K
+ 19.16%
$79.29 - $84.02 $257K - $273K
20.2K $1.69B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.19K
+ 4.14%
$80.13 - $88.89 $95.7K - $106K
30K $2.65B
VB
Vanguard Small Cap ETF

ETFs
89
+ 0.61%
$214.77 - $237.72 $19.1K - $21.2K
14.8K $3.5B
DFAS
Dimensional ETF Tr U S Small C

ETFs
722
+ 1.42%
$59.25 - $65.33 $42.8K - $47.2K
51.6K $3.35B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.84K
+ 50.29%
$61.47 - $67.36 $236K - $258K
11.5K $771M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.88K
+ 5.17%
$26.06 - $29.18 $101K - $113K
78.9K $2.29B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.18K
+ 18.77%
$59.93 - $66.52 $191K - $212K
20.1K $1.34B
VTI
Vanguard Total Stock Market Et

ETFs
519
+ 6.88%
$255.18 - $283.2 $132K - $147K
8.06K $2.28B
VPU
Vanguard Utilities ETF

ETFs
301
+ 3.84%
$146.64 - $174.54 $44.1K - $52.5K
8.14K $1.42B
FPE
First Tr Pfd Secs & Income ETF

ETFs
426
+ 0.13%
$17.35 - $18.22 $7.39K - $7.76K
333K $6.03B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.91K
+ 4.69%
$76.94 - $79.54 $147K - $152K
42.6K $3.39B
PLTR
Palantir Technologies Inc.

Technology
5.62K
+ 258.94%
$24.09 - $37.95 $135K - $213K
7.79K $290M
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.49K
+ 9.32%
$25.23 - $27.94 $138K - $153K
64.4K $1.78B
ORCL
Oracle Corp

Technology
968
+ 44.75%
$125.9 - $170.35 $122K - $165K
3.13K $533M
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.09%
$181.06 - $197.17 $2.35K - $2.56K
14.9K $2.93B
VV
Vanguard Large Cap ETF

ETFs
305
+ 2.86%
$236.92 - $263.4 $72.3K - $80.3K
11K $2.89B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.86K
+ 6.6%
$57.32 - $62.65 $107K - $117K
30.1K $1.87B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.9K
+ 11.88%
$48.06 - $49.39 $187K - $193K
36.7K $1.81B
VTWO
Vanguard Russell 2000 ETF

ETFs
2.43K
New
$81.17 - $90.77 $197K - $221K
2.43K $217M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.8K
+ 5.18%
$30.74 - $34.07 $86.1K - $95.4K
56.9K $1.94B
FNDB
Schwab Fundamental U S Broad M

ETFs
2.85K
+ 515.73%
$64.17 - $70.37 $183K - $201K
3.41K $240M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.2K
+ 39.56%
$25.36 - $28.37 $157K - $176K
21.9K $615M
DFAE
Dimensional ETF Tr

ETFs
753
+ 0.64%
$24.46 - $27.82 $18.4K - $20.9K
118K $3.24B
COST
Costco Wholesale Corp

Consumer Defensive
199
+ 69.1%
$801.83 - $917.05 $160K - $182K
487 $432M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.31K
+ 6.48%
$25.73 - $28.81 $111K - $124K
70.8K $2.01B
DXCM
Dexcom Inc

Healthcare
2.78K
New
$64.0 - $116.06 $178K - $322K
2.78K $186M
PGR
Progressive Corp

Financial Services
696
+ 1480.85%
$209.46 - $259.24 $146K - $180K
743 $189M
GS
Goldman Sachs Group Inc

Financial Services
321
+ 76.25%
$459.02 - $510.25 $147K - $164K
742 $367M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.26K
+ 14.14%
$41.9 - $48.26 $94.7K - $109K
18.3K $873M
DFIS
Dimensional ETF Tr Dimensional

ETFs
751
+ 1.09%
$24.06 - $26.97 $18.1K - $20.3K
69.8K $1.87B
EW
Edwards Lifesciences Corp

Healthcare
2.45K
New
$59.7 - $93.78 $146K - $230K
2.45K $162M
FREL
Fidelity Covington Tr Msci Rea

ETFs
98
+ 0.26%
$25.07 - $29.94 $2.46K - $2.93K
37.9K $1.12B
ITB
Ishares Tr

ETFs
343
+ 7.87%
$97.52 - $128.64 $33.4K - $44.1K
4.7K $597M
Activity Summary
Buys All Purchases 250 New Holdings 35 Increased Positions 215 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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