Glass Jacobson Investment Advisors LLC Incresed Positions in Q2 2025

Glass Jacobson Investment Advisors LLC

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

ETFs
2.41K
+ 88.54%
$23.4 - $29.68 $56.4K - $71.6K
5.13K $152M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
608
+ 4.81%
$47.29 - $53.34 $28.8K - $32.4K
13.2K $697M
PSX
Phillips 66

Energy
637
+ 299.06%
$92.87 - $125.73 $59.2K - $80.1K
850 $101M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.94K
+ 13.02%
$24.21 - $29.47 $95.3K - $116K
34.2K $1.01B
MGC
Vanguard Mega Cap ETF

ETFs
207
+ 10.7%
$179.23 - $224.92 $37.1K - $46.6K
2.14K $482M
FNDX
Schwab Fundamental U S Large C

ETFs
2.31K
+ 18.57%
$20.84 - $24.54 $48.1K - $56.7K
14.7K $362M
HEFA
Ishares Currency Hedged Msci E

ETFs
771
+ 6.78%
$32.11 - $38.21 $24.8K - $29.5K
12.1K $461M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
263
+ 143.72%
$141.37 - $228.57 $37.2K - $60.1K
446 $101M
VDC
Vanguard Consumer Staples ETF

ETFs
229
+ 25.67%
$204.89 - $224.73 $46.9K - $51.5K
1.12K $245M
VB
Vanguard Small Cap ETF

ETFs
434
+ 3.04%
$193.73 - $237.37 $84.1K - $103K
14.7K $3.49B
IWR
Ishares Russell Mid Cap ETF

ETFs
484
+ 205.08%
$74.88 - $91.97 $36.2K - $44.5K
720 $66.3M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
571
+ 8.16%
$29.0 - $35.55 $16.6K - $20.3K
7.57K $269M
VRT
Vertiv Holdings CO

Industrials
86
+ 4.03%
N/A
2.22K $285M
AGZ
Ishares Agency Bond ETF

ETFs
208
+ 2.26%
$108.32 - $109.92 $22.5K - $22.9K
9.4K $1.03B
DFSD
Dimensional ETF Tr Short Durat

ETFs
416
+ 3.23%
$47.09 - $48.01 $19.6K - $20K
13.3K $637M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
111
+ 2.2%
$26.69 - $33.44 $2.96K - $3.71K
5.15K $169M
ELV
Elevance Health, Inc.

Healthcare
80
+ 400.0%
$372.27 - $452.69 $29.8K - $36.2K
100 $38.9M
Dimensional ETF Trust
711
+ 8.58%
N/A
9K $241M
VHT
Vanguard Health Care ETF

ETFs
139
+ 10.32%
$236.71 - $261.92 $32.9K - $36.4K
1.49K $369M
VFH
Vanguard Financial ETF

ETFs
134
+ 15.19%
$104.87 - $127.3 $14.1K - $17.1K
1.02K $129M
FREL
Fidelity Covington Tr Msci Rea

ETFs
902
+ 2.38%
$24.18 - $27.61 $21.8K - $24.9K
38.8K $1.05B
XAR
Spdr S&P Aerospace & Defense E

ETFs
69
+ 30.4%
$144.94 - $210.94 $10K - $14.6K
296 $62.5M
ITA
Ishares Tr

ETFs
74
+ 36.63%
$135.31 - $188.64 $10K - $14K
276 $52.1M
DFIP
Dimensional ETF Tr Inflation P

ETFs
238
+ 2.6%
$41.11 - $42.42 $9.78K - $10.1K
9.41K $393M
Fidelity Covington Trust
58
+ 1.74%
N/A
3.4K $113M
EMGF
Ishares Msci Emerging Markets

ETFs
378
+ 233.33%
$41.37 - $52.07 $15.6K - $19.7K
540 $28.1M
VIG
Vanguard Dividend Appreciation

ETFs
92
+ 1314.29%
N/A
99 $20.3M
VBR
Vanguard Small Cap Value ETF

ETFs
468
+ 1.98%
$162.76 - $195.77 $76.2K - $91.6K
24.1K $4.7B
VEU
Vanguard Ftse All World Ex Us

ETFs
57
+ 4.69%
$54.19 - $67.22 $3.09K - $3.83K
1.27K $85.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
129
+ 4.51%
N/A
2.99K $280M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46
+ 0.46%
$50.09 - $51.09 $2.3K - $2.35K
9.94K $508M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
454
+ 3.76%
$61.03 - $67.59 $27.7K - $30.7K
12.5K $801M
RWL
Invesco Exchange Traded Fd Tr

ETFs
50
+ 4.64%
$89.02 - $104.29 $4.45K - $5.21K
1.13K $118M
FVAL
Fidelity Covington Tr Value Fa

ETFs
33
+ 0.84%
$52.8 - $63.87 $1.74K - $2.11K
3.97K $253M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
299
+ 3.5%
$46.77 - $47.89 $14K - $14.3K
8.84K $419M
FSMD
Fidelity Covington Tr Small Mi

ETFs
248
+ 78.73%
$34.67 - $41.47 $8.6K - $10.3K
563 $23.4M
AIQ
Global X Funds Global X Artifi

ETFs
203
+ 81.85%
$31.5 - $43.69 $6.39K - $8.87K
451 $19.7M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.31%
$113.75 - $148.48 $114 - $148
323 $47.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
18
+ 5.75%
$104.23 - $134.39 $1.88K - $2.42K
331 $44.5M
AB
Alliancebernstein Holding L.P.

Financial Services
53
+ 4.93%
$33.0 - $41.77 $1.75K - $2.21K
1.13K $46.1M
FDIG
Fidelity Covington Tr Crypto I

ETFs
1
+ 0.05%
$21.38 - $35.6 $21.4 - $35.6
1.96K $69.7M
Fidelity Covington Trust
18
+ 0.56%
N/A
3.22K $111M
BLCN
Siren ETF Tr
1.95K
+ 11.33%
N/A
19.1K $446M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6
+ 1.44%
$57.14 - $72.68 $343 - $436
422 $30.7M
Ishares Ethereum Tr
275
+ 1100.0%
N/A
300 $5.72M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
56
+ 11.52%
$88.49 - $92.4 $4.96K - $5.17K
542 $50.1M
DFSI
Dimensional ETF Tr Dimen Intl
8
+ 1.28%
N/A
632 $24.9M
DVY
Ishares Tr

ETFs
19
+ 1.71%
$118.37 - $134.86 $2.25K - $2.56K
1.13K $150M
DFSU
Dimensional ETF Tr Dimen Us Su
12
+ 0.43%
N/A
2.79K $109M
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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