
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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213,395 | +213,395 | $6,613 |
DFAU | 213,395 | +213,395 | $6,613 |
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351,959 | +351,959 | $5,621 |
FPE | 351,959 | +351,959 | $5,621 |
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145,501 | +145,501 | $3,975 |
DFAI | 145,501 | +145,501 | $3,975 |
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19,685 | +19,685 | $3,818 |
AAPL | 19,685 | +19,685 | $3,818 |
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13,298 | +13,298 | $3,763 |
VUG | 13,298 | +13,298 | $3,763 |
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16,459 | +16,459 | $3,624 |
VO | 16,459 | +16,459 | $3,624 |
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139,066 | +139,066 | $3,269 |
BSJN | 139,066 | +139,066 | $3,269 |
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30,341 | +30,341 | $3,250 |
IJJ | 30,341 | +30,341 | $3,250 |
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43,968 | +43,968 | $3,188 |
EFA | 43,968 | +43,968 | $3,188 |
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21,989 | +21,989 | $3,125 |
VTV | 21,989 | +21,989 | $3,125 |
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32,847 | +32,847 | $3,123 |
IJS | 32,847 | +32,847 | $3,123 |
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61,007 | +61,007 | $3,100 |
FLOT | 61,007 | +61,007 | $3,100 |
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9,050 | +9,050 | $3,082 |
MSFT | 9,050 | +9,050 | $3,082 |
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91,128 | +91,128 | $2,994 |
DFIV | 91,128 | +91,128 | $2,994 |
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6,850 | +6,850 | $2,790 |
VOO | 6,850 | +6,850 | $2,790 |
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46,561 | +46,561 | $2,552 |
DFAS | 46,561 | +46,561 | $2,552 |
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32,885 | +32,885 | $2,488 |
VCSH | 32,885 | +32,885 | $2,488 |
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71,378 | +71,378 | $2,463 |
DFUV | 71,378 | +71,378 | $2,463 |
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24,811 | +24,811 | $2,428 |
ITOT | 24,811 | +24,811 | $2,428 |
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14,242 | +14,242 | $2,356 |
VBR | 14,242 | +14,242 | $2,356 |
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25,727 | +25,727 | $2,346 |
HYS | 25,727 | +25,727 | $2,346 |
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11,465 | +11,465 | $2,280 |
VB | 11,465 | +11,465 | $2,280 |
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93,415 | +93,415 | $2,100 |
BSJO | 93,415 | +93,415 | $2,100 |
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4,505 | +4,505 | $2,008 |
IVV | 4,505 | +4,505 | $2,008 |
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24,646 | +24,646 | $2,000 |
XLE | 24,646 | +24,646 | $2,000 |
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18,215 | +18,215 | $1,960 |
TIP | 18,215 | +18,215 | $1,960 |
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70,759 | +70,759 | $1,910 |
EMLP | 70,759 | +70,759 | $1,910 |
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53,554 | +53,554 | $1,907 |
IQLT | 53,554 | +53,554 | $1,907 |
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6,900 | +6,900 | $1,899 |
IWF | 6,900 | +6,900 | $1,899 |
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11,569 | +11,569 | $1,865 |
IVE | 11,569 | +11,569 | $1,865 |
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8,833 | +8,833 | $1,791 |
VV | 8,833 | +8,833 | $1,791 |
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38,414 | +38,414 | $1,782 |
DFAT | 38,414 | +38,414 | $1,782 |
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75,918 | +75,918 | $1,781 |
DFAE | 75,918 | +75,918 | $1,781 |
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11,083 | +11,083 | $1,749 |
IWD | 11,083 | +11,083 | $1,749 |
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15,927 | +15,927 | $1,689 |
VYM | 15,927 | +15,927 | $1,689 |
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6,450 | +6,450 | $1,687 |
IJH | 6,450 | +6,450 | $1,687 |
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12,136 | +12,136 | $1,611 |
XLV | 12,136 | +12,136 | $1,611 |
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21,168 | +21,168 | $1,588 |
IJK | 21,168 | +21,168 | $1,588 |
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61,249 | +61,249 | $1,556 |
DFLV | 61,249 | +61,249 | $1,556 |
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14,033 | +14,033 | $1,505 |
XOM | 14,033 | +14,033 | $1,505 |
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8,632 | +8,632 | $1,501 |
XLK | 8,632 | +8,632 | $1,501 |
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8,268 | +8,268 | $1,474 |
GLD | 8,268 | +8,268 | $1,474 |
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13,592 | +13,592 | $1,410 |
MGV | 13,592 | +13,592 | $1,410 |
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58,130 | +58,130 | $1,375 |
DISV | 58,130 | +58,130 | $1,375 |
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27,693 | +27,693 | $1,334 |
DFUS | 27,693 | +27,693 | $1,334 |
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26,540 | +26,540 | $1,330 |
TBIL | 26,540 | +26,540 | $1,330 |
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25,279 | +25,279 | $1,270 |
VTEB | 25,279 | +25,279 | $1,270 |
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17,900 | +17,900 | $1,267 |
VONG | 17,900 | +17,900 | $1,267 |
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17,428 | +17,428 | $1,266 |
SCHD | 17,428 | +17,428 | $1,266 |
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21,925 | +21,925 | $1,266 |
VGSH | 21,925 | +21,925 | $1,266 |
See Full List: All Stocks Held By Glass Jacobson Investment Advisors llc
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Glass Jacobson Investment Advisors llc
![]() At 06/30/2023: $218,174 At 03/31/2023: $0 Glass Jacobson Investment Advisors llc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Glass Jacobson Investment Advisors llc 13F filings. Link to 13F filings: SEC filings |