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Glass Jacobson Investment Advisors llc Top Holdings
As of  06/30/2023, below is a summary of the Glass Jacobson Investment Advisors llc top holdings by largest position size, as per the latest 13f filing made by Glass Jacobson Investment Advisors llc. In the Glass Jacobson Investment Advisors llc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Glass Jacobson Investment Advisors llc in that top holding, then the share count change between reporting periods, and finally the Glass Jacobson Investment Advisors llc top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAU) 213,395 +213,395 $6,613
     DFAU213,395+213,395$6,613
FIRST TR EXCH TRADED FD III (FPE) 351,959 +351,959 $5,621
     FPE351,959+351,959$5,621
DIMENSIONAL ETF TRUST (DFAI) 145,501 +145,501 $3,975
     DFAI145,501+145,501$3,975
APPLE INC 19,685 +19,685 $3,818
     AAPL19,685+19,685$3,818
VANGUARD INDEX FDS (VUG) 13,298 +13,298 $3,763
     VUG13,298+13,298$3,763
VANGUARD INDEX FDS (VO) 16,459 +16,459 $3,624
     VO16,459+16,459$3,624
INVESCO EXCH TRD SLF IDX FD 139,066 +139,066 $3,269
     BSJN139,066+139,066$3,269
ISHARES TR (IJJ) 30,341 +30,341 $3,250
     IJJ30,341+30,341$3,250
ISHARES TR (EFA) 43,968 +43,968 $3,188
     EFA43,968+43,968$3,188
VANGUARD INDEX FDS (VTV) 21,989 +21,989 $3,125
     VTV21,989+21,989$3,125
ISHARES TR (IJS) 32,847 +32,847 $3,123
     IJS32,847+32,847$3,123
ISHARES TR (FLOT) 61,007 +61,007 $3,100
     FLOT61,007+61,007$3,100
MICROSOFT CORP 9,050 +9,050 $3,082
     MSFT9,050+9,050$3,082
DIMENSIONAL ETF TRUST (DFIV) 91,128 +91,128 $2,994
     DFIV91,128+91,128$2,994
VANGUARD INDEX FDS (VOO) 6,850 +6,850 $2,790
     VOO6,850+6,850$2,790
DIMENSIONAL ETF TRUST (DFAS) 46,561 +46,561 $2,552
     DFAS46,561+46,561$2,552
VANGUARD SCOTTSDALE FDS (VCSH) 32,885 +32,885 $2,488
     VCSH32,885+32,885$2,488
DIMENSIONAL ETF TRUST (DFUV) 71,378 +71,378 $2,463
     DFUV71,378+71,378$2,463
ISHARES TR (ITOT) 24,811 +24,811 $2,428
     ITOT24,811+24,811$2,428
VANGUARD INDEX FDS (VBR) 14,242 +14,242 $2,356
     VBR14,242+14,242$2,356
PIMCO ETF TR (HYS) 25,727 +25,727 $2,346
     HYS25,727+25,727$2,346
VANGUARD INDEX FDS (VB) 11,465 +11,465 $2,280
     VB11,465+11,465$2,280
INVESCO EXCH TRD SLF IDX FD 93,415 +93,415 $2,100
     BSJO93,415+93,415$2,100
ISHARES TR (IVV) 4,505 +4,505 $2,008
     IVV4,505+4,505$2,008
SELECT SECTOR SPDR TR (XLE) 24,646 +24,646 $2,000
     XLE24,646+24,646$2,000
ISHARES TR (TIP) 18,215 +18,215 $1,960
     TIP18,215+18,215$1,960
FIRST TR EXCHANGE TRADED FD (EMLP) 70,759 +70,759 $1,910
     EMLP70,759+70,759$1,910
ISHARES TR (IQLT) 53,554 +53,554 $1,907
     IQLT53,554+53,554$1,907
ISHARES TR (IWF) 6,900 +6,900 $1,899
     IWF6,900+6,900$1,899
ISHARES TR (IVE) 11,569 +11,569 $1,865
     IVE11,569+11,569$1,865
VANGUARD INDEX FDS (VV) 8,833 +8,833 $1,791
     VV8,833+8,833$1,791
DIMENSIONAL ETF TRUST (DFAT) 38,414 +38,414 $1,782
     DFAT38,414+38,414$1,782
DIMENSIONAL ETF TRUST (DFAE) 75,918 +75,918 $1,781
     DFAE75,918+75,918$1,781
ISHARES TR (IWD) 11,083 +11,083 $1,749
     IWD11,083+11,083$1,749
VANGUARD WHITEHALL FDS (VYM) 15,927 +15,927 $1,689
     VYM15,927+15,927$1,689
ISHARES TR (IJH) 6,450 +6,450 $1,687
     IJH6,450+6,450$1,687
SELECT SECTOR SPDR TR (XLV) 12,136 +12,136 $1,611
     XLV12,136+12,136$1,611
ISHARES TR (IJK) 21,168 +21,168 $1,588
     IJK21,168+21,168$1,588
DIMENSIONAL ETF TRUST (DFLV) 61,249 +61,249 $1,556
     DFLV61,249+61,249$1,556
EXXON MOBIL CORP 14,033 +14,033 $1,505
     XOM14,033+14,033$1,505
SELECT SECTOR SPDR TR (XLK) 8,632 +8,632 $1,501
     XLK8,632+8,632$1,501
SPDR GOLD TR (GLD) 8,268 +8,268 $1,474
     GLD8,268+8,268$1,474
VANGUARD WORLD FD (MGV) 13,592 +13,592 $1,410
     MGV13,592+13,592$1,410
DIMENSIONAL ETF TRUST (DISV) 58,130 +58,130 $1,375
     DISV58,130+58,130$1,375
DIMENSIONAL ETF TRUST (DFUS) 27,693 +27,693 $1,334
     DFUS27,693+27,693$1,334
RBB FD INC 26,540 +26,540 $1,330
     TBIL26,540+26,540$1,330
VANGUARD MUN BD FDS (VTEB) 25,279 +25,279 $1,270
     VTEB25,279+25,279$1,270
VANGUARD SCOTTSDALE FDS (VONG) 17,900 +17,900 $1,267
     VONG17,900+17,900$1,267
SCHWAB STRATEGIC TR 17,428 +17,428 $1,266
     SCHD17,428+17,428$1,266
VANGUARD SCOTTSDALE FDS (VGSH) 21,925 +21,925 $1,266
     VGSH21,925+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

Size ($ in 1000's)
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

Glass Jacobson Investment Advisors llc Top Holdings 13F Filings | www.HoldingsChannel.com

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