Glass Jacobson Investment Advisors LLC Purchases in Q2 2025

Glass Jacobson Investment Advisors LLC

  • $260 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
12.5K
+ 6.3%
$28.02 - $34.71 $351K - $435K
211K $7.31B
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.3K
+ 23.65%
$72.02 - $73.82 $888K - $910K
64.4K $4.74B
DFIV
Dimensional ETF Tr

ETFs
2.93K
+ 2.73%
$34.67 - $43.21 $102K - $127K
110K $4.72B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$725400.0 - $809350.0 $725K - $809K
1 $729M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
30.9K
+ 41.0%
$22.66 - $23.41 $700K - $723K
106K $2.48B
BSJR
Invesco Indx Tr

ETFs
30.7K
+ 135.17%
$21.81 - $22.71 $669K - $697K
53.4K $1.21B
GLD
Spdr Gold Trust

ETFs
346
+ 4.26%
$273.71 - $316.29 $94.7K - $109K
8.46K $2.58B
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.3K
+ 93.99%
$24.94 - $31.15 $406K - $507K
33.6K $1.04B
DISV
Dimensional ETF Tr Dimensional

ETFs
1.77K
+ 2.17%
$25.93 - $32.91 $46K - $58.4K
83.5K $2.75B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.69K
+ 11.44%
$23.66 - $29.99 $206K - $261K
84.6K $2.54B
VCIT
Vanguard Intermediate Term Cor

ETFs
5.21K
+ 22.74%
$79.56 - $82.92 $414K - $432K
28.1K $2.33B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.3K
New
$19.49 - $19.66 $455K - $459K
23.3K $458M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.4K
New
$19.44 - $19.56 $454K - $457K
23.4K $456M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.62K
+ 5.62%
$75.29 - $91.16 $122K - $148K
30.5K $2.75B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
4.4K
+ 16.38%
$36.01 - $45.69 $159K - $201K
31.3K $1.43B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.72K
+ 28.0%
$59.24 - $71.39 $280K - $337K
21.6K $1.54B
VGIT
Vanguard Intermediate Term Tre

ETFs
5.06K
+ 18.76%
$58.63 - $59.9 $297K - $303K
32K $1.92B
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
564
+ 1.13%
$30.25 - $38.85 $17.1K - $21.9K
50.3K $1.95B
THC
Tenet Healthcare Corp

Healthcare
1.74K
New
$110.41 - $176.0 $192K - $306K
1.74K $306M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.59K
+ 274.58%
$91.62 - $109.97 $237K - $285K
3.54K $389M
FPE
First Tr Pfd Secs & Income ETF

ETFs
14.2K
+ 4.13%
$16.93 - $17.81 $241K - $254K
359K $6.39B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.47K
+ 13.77%
$41.1 - $42.37 $225K - $232K
45.2K $1.91B
IXUS
Ishares Tr

ETFs
1.01K
+ 5.85%
$62.37 - $77.63 $62.8K - $78.2K
18.2K $1.41B
AXON
Axon Enterprise, Inc.

Industrials
317
New
$497.13 - $827.94 $158K - $262K
317 $262M
ETN
Eaton Corp PLC

Industrials
723
+ 2065.71%
$246.52 - $356.99 $178K - $258K
758 $271M
CRS
Carpenter Technology Corp

Industrials
937
New
$151.3 - $276.38 $142K - $259K
937 $259M
HWM
Howmet Aerospace Inc.

Industrials
1.33K
New
$112.33 - $186.13 $150K - $248K
1.33K $248M
ITOT
Ishares Core S&P Total U.S. St

ETFs
595
+ 2.28%
$108.12 - $135.04 $64.3K - $80.3K
26.7K $3.61B
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
3.48K
+ 113.14%
$50.48 - $64.85 $176K - $226K
6.55K $425M
FNDF
Schwab Fundamental Intl Large

ETFs
3.21K
+ 18.59%
$32.25 - $40.02 $103K - $128K
20.5K $819M
JPM
Jpmorgan Chase & CO

Financial Services
758
+ 341.44%
$210.28 - $289.91 $159K - $220K
980 $284M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
10.2K
+ 89.3%
$20.93 - $22.05 $213K - $224K
21.6K $475M
IWF
Ishares Russell 1000 Gr ETF

ETFs
90
+ 1.13%
$320.42 - $424.58 $28.8K - $38.2K
8.08K $3.43B
VGT
Vanguard Information Technolog

ETFs
261
+ 32.06%
$470.37 - $663.28 $123K - $173K
1.08K $713M
VUSB
Vanguard Bd Index Fds
4.07K
New
N/A
4.07K $203M
NFLX
Netflix Inc

Communication Services
17
+ 4.38%
$855.86 - $1339.13 $14.5K - $22.8K
405 $542M
VFMV
Vanguard Wellington Fd

ETFs
961
+ 11.6%
$114.53 - $128.23 $110K - $123K
9.25K $1.19B
Ishares Bitcoin Trust ETF
2.71K
+ 128.53%
N/A
4.82K $295M
MGV
Vanguard Mega Cap Value

ETFs
149
+ 0.6%
$114.87 - $131.25 $17.1K - $19.6K
24.9K $3.26B
VONG
Vanguard Russell 1000 Growth E

ETFs
179
+ 0.75%
$82.51 - $109.2 $14.8K - $19.5K
23.9K $2.61B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
591
+ 5.63%
$55.54 - $69.09 $32.8K - $40.8K
11.1K $766M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.74K
+ 28.17%
$38.18 - $45.52 $104K - $125K
12.4K $545M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.16K
+ 38.78%
$86.05 - $107.7 $99.5K - $125K
4.14K $446M
FNDB
Schwab Fundamental U S Broad M

ETFs
4.44K
+ 22.54%
$20.36 - $23.98 $90.3K - $106K
24.1K $578M
IRBO
Ishares Robotics & Artificial

ETFs
1.71K
+ 13.47%
N/A
14.4K $589M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
806
+ 2.15%
$49.57 - $50.27 $40K - $40.5K
38.3K $1.93B
META
Meta Platforms, Inc.

Communication Services
42
+ 8.24%
$484.66 - $738.09 $20.4K - $31K
552 $407M
Dimensional ETF Trust
823
+ 4.2%
N/A
20.4K $1.37B
TEQI
T Rowe Price Exchange Traded F

Technology
2.37K
+ 105.75%
$36.8 - $42.54 $87.3K - $101K
4.62K $196M
Activity Summary
Buys All Purchases 174 New Holdings 41 Increased Positions 133 Sells All Sells 237 Reductions 237 Sold out 0 Options Calls 0 Puts 0
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