Glass Jacobson Investment Advisors LLC Incresed Positions in Q3 2025

Glass Jacobson Investment Advisors LLC

  • $277 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
11.1K
+ 7.08%
$42.42 - $45.96 $469K - $508K
167K $7.66B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.6K
+ 18.05%
$72.57 - $74.72 $844K - $869K
76.1K $5.66B
FPE
First Tr Pfd Secs & Income ETF

ETFs
30.2K
+ 8.42%
$17.81 - $18.39 $539K - $556K
389K $7.1B
VGLT
Vanguard Long Term Treasury Et

ETFs
11.9K
+ 660.64%
$54.21 - $57.41 $644K - $682K
13.7K $778M
AAPL
Apple Inc.

Technology
5
+ 0.04%
$202.38 - $256.87 $1.01K - $1.28K
12K $3.06B
BSJR
Invesco Indx Tr

ETFs
25.6K
+ 47.93%
$22.64 - $22.85 $579K - $585K
79K $1.8B
VCIT
Vanguard Intermediate Term Cor

ETFs
5.87K
+ 20.89%
$81.75 - $84.54 $480K - $496K
34K $2.86B
VTI
Vanguard Total Stock Market Et

ETFs
568
+ 7.03%
$303.93 - $329.86 $173K - $187K
8.64K $2.84B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
15.3K
+ 14.43%
$23.27 - $23.51 $357K - $360K
122K $2.84B
DFIV
Dimensional ETF Tr

ETFs
37
+ 0.03%
$42.66 - $46.53 $1.58K - $1.72K
110K $5.09B
VTV
Vanguard Value ETF

ETFs
502
+ 2.09%
$175.51 - $186.57 $88.1K - $93.7K
24.6K $4.58B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.49K
+ 14.37%
$41.8 - $43.15 $271K - $280K
51.7K $2.21B
DFAS
Dimensional ETF Tr U S Small C

ETFs
853
+ 1.68%
$63.41 - $69.69 $54.1K - $59.4K
51.7K $3.54B
VB
Vanguard Small Cap ETF

ETFs
77
+ 0.52%
$237.58 - $259.17 $18.3K - $20K
14.8K $3.77B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.55K
+ 9.08%
$62.09 - $66.51 $158K - $169K
30.6K $2B
IJS
Ishares S&P Smallcap 600 Value

ETFs
80
+ 0.39%
$98.99 - $112.2 $7.92K - $8.98K
20.3K $2.25B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.8K
+ 14.71%
$48.5 - $50.19 $184K - $191K
29.7K $1.49B
American Healthcare Reit Inc
9
+ 0.02%
N/A
40.1K $1.68B
EFA
Ishares Tr Msci Eafe ETF

ETFs
308
+ 0.68%
$87.29 - $93.61 $26.9K - $28.8K
45.8K $4.28B
AVGO
Broadcom Inc.

Technology
7
+ 0.19%
$264.74 - $369.57 $1.85K - $2.59K
3.63K $1.2B
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.56K
+ 10.43%
$29.2 - $32.74 $104K - $117K
37.7K $1.2B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.1K
+ 4.77%
$78.96 - $80.04 $166K - $168K
46.1K $3.69B
DFSU
Dimensional ETF Tr Dimen Us Su
4.15K
+ 148.9%
N/A
6.93K $294M
Ge Vernova Inc
278
+ 169.51%
N/A
442 $272M
IWD
Ishares Russell 1000 Val ETF

ETFs
445
+ 4.78%
$192.76 - $203.86 $85.8K - $90.7K
9.76K $1.99B
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.42K
+ 10.18%
$30.76 - $33.01 $105K - $113K
37K $1.21B
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.51K
+ 5.98%
$22.9 - $24.1 $126K - $133K
97.6K $2.33B
MGV
Vanguard Mega Cap Value

ETFs
14
+ 0.06%
$129.46 - $137.85 $1.81K - $1.93K
24.9K $3.43B
DFUS
Dimensional ETF Tr U S Equity

ETFs
31
+ 0.11%
$67.01 - $72.84 $2.08K - $2.26K
27.9K $2.02B
FNDB
Schwab Fundamental U S Broad M

ETFs
4.16K
+ 17.24%
$23.83 - $25.77 $99.1K - $107K
28.3K $728M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
6.36K
+ 29.48%
$21.89 - $22.2 $139K - $141K
27.9K $616M
BNDX
Vanguard Total International B

ETFs
2.78K
+ 12.58%
$49.0 - $49.51 $136K - $138K
24.9K $1.23B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.18K
+ 10.6%
$68.24 - $73.73 $80.2K - $86.6K
12.3K $901M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
35
+ 1.02%
$284.45 - $324.95 $9.96K - $11.4K
3.47K $1.11B
BLCN
Siren ETF Tr
1.27K
+ 6.63%
N/A
20.4K $565M
VFMV
Vanguard Wellington Fd

ETFs
659
+ 7.13%
$126.35 - $131.95 $83.3K - $87K
9.9K $1.3B
VPU
Vanguard Utilities ETF

ETFs
66
+ 0.84%
$175.25 - $189.41 $11.6K - $12.5K
7.92K $1.5B
DFSI
Dimensional ETF Tr Dimen Intl
2.48K
+ 393.04%
N/A
3.12K $128M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.3K
+ 107.38%
$76.16 - $78.59 $98.6K - $102K
2.5K $195M
IXUS
Ishares Tr

ETFs
72
+ 0.4%
$76.35 - $82.58 $5.5K - $5.95K
18.3K $1.51B
IRBO
Ishares Robotics & Artificial

ETFs
665
+ 4.63%
N/A
15K $688M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.51K
+ 4.73%
$58.97 - $60.36 $89.3K - $91.4K
33.5K $2.01B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.1K
+ 8.99%
$39.37 - $44.24 $43.2K - $48.5K
13.3K $582M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
1.05K
+ 15.96%
$63.88 - $69.11 $66.8K - $72.3K
7.6K $516M
EEMV
Ishares Msci Emerging Markets

ETFs
1.31K
+ 73.79%
$61.94 - $64.63 $81.3K - $84.8K
3.09K $197M
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 21.35%
$617.65 - $666.84 $58.7K - $63.3K
540 $360M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.02K
+ 11.46%
$55.15 - $58.11 $56.4K - $59.4K
9.94K $571M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
485
+ 2.25%
$70.77 - $73.59 $34.3K - $35.7K
22.1K $1.62B
ITB
Ishares Tr

ETFs
51
+ 0.99%
$94.18 - $117.14 $4.8K - $5.97K
5.18K $556M
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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