Glass Jacobson Investment Advisors LLC Reduced Holdings in Q3 2025

Glass Jacobson Investment Advisors LLC

  • $277 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
-118
- 3.96%
$152.77 - $188.68 $18K - $22.3K
2.86K $489M
FNDF
Schwab Fundamental Intl Large

ETFs
-363
- 1.77%
$39.84 - $43.15 $14.5K - $15.7K
20.1K $863M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.28K
- 3.43%
$41.91 - $44.87 $95.6K - $102K
64.2K $2.87B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-920
- 3.17%
$122.57 - $132.57 $113K - $122K
28.1K $3.65B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-2.29K
- 3.39%
$35.76 - $37.93 $81.9K - $86.9K
65.2K $2.46B
IVE
Ishares S&P 500 Value ETF

ETFs
-482
- 3.29%
$194.44 - $206.51 $93.7K - $99.5K
14.2K $2.93B
DFAE
Dimensional ETF Tr

ETFs
-5.36K
- 5.81%
$28.84 - $31.84 $155K - $171K
86.9K $2.74B
MSFT
Microsoft Corp

Technology
-16
- 0.38%
$491.09 - $535.64 $7.86K - $8.57K
4.16K $2.15B
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.52K
- 6.33%
$108.08 - $121.73 $164K - $184K
22.4K $2.7B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-193
- 0.86%
$91.28 - $97.59 $17.6K - $18.8K
22.1K $2.12B
DFAT
Dimensional ETF Tr U S Target

ETFs
-855
- 2.35%
$53.36 - $59.69 $45.6K - $51K
35.6K $2.07B
GOOG
Alphabet Inc.

Communication Services
-49
- 2.53%
$175.16 - $255.24 $8.58K - $12.5K
1.89K $460M
IVV
Ishares Core S&P 500 ETF

ETFs
-93
- 2.47%
$620.67 - $670.08 $57.7K - $62.3K
3.67K $2.45B
Dimensional ETF Trust
-672
- 0.74%
N/A
89.6K $2.95B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-332
- 0.39%
$29.97 - $32.38 $9.95K - $10.8K
84.3K $2.69B
VV
Vanguard Large Cap ETF

ETFs
-315
- 2.76%
$285.05 - $309.14 $89.8K - $97.4K
11.1K $3.41B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-411
- 1.54%
$135.0 - $146.02 $55.5K - $60K
26.3K $3.83B
DFAI
Dimensional ETF Tr

ETFs
-2.48K
- 1.17%
$34.05 - $36.55 $84.4K - $90.6K
209K $7.59B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-26
- 0.32%
$420.11 - $472.68 $10.9K - $12.3K
8.05K $3.77B
VUG
Vanguard Growth ETF

ETFs
-177
- 1.66%
$433.97 - $484.08 $76.8K - $85.7K
10.5K $5.04B
GLD
Spdr Gold Trust

ETFs
-192
- 2.27%
$300.96 - $355.47 $57.8K - $68.3K
8.27K $2.94B
NVDA
Nvidia Corp

Technology
-488
- 2.8%
$153.3 - $186.58 $74.8K - $91.1K
16.9K $3.16B
Activity Summary
Buys All Purchases 207 New Holdings 32 Increased Positions 175 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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