CIK 1964394
Glass Jacobson Investment Advisors llc
Institutional 13F holdings & portfolio
Holdings
582
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 582
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJH | ISHARES TR | 29K | $1M+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 40K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 56K | $1M+ | SH |
| ISCF | ISHARES TR | 44K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 20K | $1M+ | SH |
| IXUS | ISHARES TR | 20K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 54K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 34K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 12K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 107K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 21K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 15K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 20K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 29K | $1M+ | SH |
| IWP | ISHARES TR | 11K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 8K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 41K | $1M+ | SH |
| VFMV | VANGUARD WELLINGTON FD | 10K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| AGZ | ISHARES TR | 11K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 24K | $1M+ | SH |
| TBIL | RBB FD INC | 23K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 18K | $1M+ | SH |
| EEM | ISHARES TR | 21K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $1M+ | SH |
| IMTM | ISHARES TR | 24K | $1M+ | SH |
| IWO | ISHARES TR | 3K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 38K | $1M+ | SH |
| IYH | ISHARES TR | 16K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 19K | $1M+ | SH |
| IJT | ISHARES TR | 7K | $1M+ | SH |
| FENY | FIDELITY COVINGTON TRUST | 40K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 13K | $500K+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 35K | $500K+ | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 41K | $500K+ | SH |
| ICSH | ISHARES TR | 17K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| FNCL | FIDELITY COVINGTON TRUST | 11K | $500K+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 11K | $500K+ | SH |
| FUTY | FIDELITY COVINGTON TRUST | 15K | $500K+ | SH |
| FNDB | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| STIP | ISHARES TR | 7K | $500K+ | SH |
| ISVL | ISHARES TR | 16K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 12K | $500K+ | SH |
| DBEF | DBX ETF TR | 14K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |