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Glass Jacobson Investment Advisors llc

Q2 2026 13F filing

Updated 45 days ago

618 disclosed positions worth $320.9M

Portfolio value
$320.9M
Total holdings
618
New positions
37
Closed positions
26
Increased
185
Decreased
118
Turnover
10.2%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

DIMENSIONAL ETF TRUST

-3.5%
Value
$11.1M
Shares
213.8K
% Port
3.44%
C

DIMENSIONAL ETF TRUST

+1.7%
Value
$9.5M
Shares
231.2K
% Port
2.97%
V

VANGUARD BD INDEX FDS

+19.4%
Value
$8.7M
Shares
118.0K
% Port
2.70%
F
4.FPF

FIRST TR EXCH TRADED FD III

+1.0%
Value
$7.3M
Shares
407.2K
% Port
2.27%
?
5.N/A

DIMENSIONAL ETF TRUST

-2.3%
Value
$6.3M
Shares
116.9K
% Port
1.97%
V

VANGUARD INDEX FDS

-1.7%
Value
$5.3M
Shares
22.0K
% Port
1.67%
V

VANGUARD INDEX FDS

+2.6%
Value
$5.3M
Shares
24.5K
% Port
1.66%
V

VANGUARD INDEX FDS

+2.8%
Value
$5M
Shares
7.3K
% Port
1.56%
?
9.N/A

DIMENSIONAL ETF TRUST

+6.9%
Value
$4.8M
Shares
121.2K
% Port
1.49%
?
10.N/A

DIMENSIONAL ETF TRUST

+1.1%
Value
$4.8M
Shares
57.9K
% Port
1.49%
V
11.VGES

VANGUARD INDEX FDS

+4.9%
Value
$4.5M
Shares
15.0K
% Port
1.42%
V
12.VGES

VANGUARD INDEX FDS

+462.6%
Value
$4.5M
Shares
52.4K
% Port
1.41%
E
13.ETHA

ISHARES TR

-3.0%
Value
$4.4M
Shares
42.1K
% Port
1.36%
E
14.ETHA

ISHARES TR

+7.5%
Value
$4.3M
Shares
26.2K
% Port
1.34%
?
15.N/A

DIMENSIONAL ETF TRUST

+14.2%
Value
$3.9M
Shares
94.2K
% Port
1.23%
I

ISHARES TR

-4.5%
Value
$3.9M
Shares
26.4K
% Port
1.21%
E
17.ETHA

ISHARES TR

+302.7%
Value
$3.9M
Shares
31.1K
% Port
1.20%
V
18.VGES

VANGUARD WORLD FD

-1.9%
Value
$3.8M
Shares
23.4K
% Port
1.19%
?
19.N/A

DIMENSIONAL ETF TRUST

+15.8%
Value
$3.8M
Shares
89.8K
% Port
1.18%
?
20.N/A

DIMENSIONAL ETF TRUST

+1.0%
Value
$3.6M
Shares
65.6K
% Port
1.13%
C
21.COST

DIMENSIONAL ETF TRUST

+2.9%
Value
$3.6M
Shares
83.4K
% Port
1.11%
V
22.VGES

VANGUARD SCOTTSDALE FDS

+5.6%
Value
$3.5M
Shares
44.6K
% Port
1.10%
?
23.N/A

DIMENSIONAL ETF TRUST

-7.3%
Value
$3.5M
Shares
87.5K
% Port
1.10%
?
24.N/A

DIMENSIONAL ETF TRUST

+6.0%
Value
$3.5M
Shares
133.4K
% Port
1.09%
V
25.VGES

VANGUARD INDEX FDS

+0.5%
Value
$3.4M
Shares
9.8K
% Port
1.05%
?
26.N/A

INVESCO EXCH TRD SLF IDX FD

+0.7%
Value
$3.3M
Shares
144.1K
% Port
1.03%
V
27.VGES

VANGUARD INDEX FDS

-2.8%
Value
$3.2M
Shares
8.8K
% Port
1.01%
?
28.N/A

INVESCO EXCH TRD SLF IDX FD

+7.7%
Value
$3.2M
Shares
141.2K
% Port
0.98%
A
29.AAPL

APPLE INC

-6.1%
Value
$3M
Shares
10.4K
% Port
0.94%
V
30.VGES

VANGUARD INDEX FDS

+299.5%
Value
$3M
Shares
37.3K
% Port
0.94%
P
31.PDI

PIMCO ETF TR

+4.9%
Value
$3M
Shares
32.0K
% Port
0.93%
E
32.ETHA

ISHARES TR

-6.3%
Value
$2.9M
Shares
12.9K
% Port
0.91%
?
33.N/A

DIMENSIONAL ETF TRUST

-5.9%
Value
$2.9M
Shares
72.1K
% Port
0.90%
V
34.VGES

VANGUARD SCOTTSDALE FDS

+2.2%
Value
$2.9M
Shares
35.0K
% Port
0.90%
N
35.NVDA

NVIDIA CORPORATION

-7.1%
Value
$2.8M
Shares
13.9K
% Port
0.87%
V
36.VGES

VANGUARD SCOTTSDALE FDS

-0.3%
Value
$2.7M
Shares
21.3K
% Port
0.85%
E
37.ETHA

ISHARES TR

+4.2%
Value
$2.7M
Shares
53.2K
% Port
0.85%
F
38.FPF

FIRST TR EXCHANGE-TRADED FD

-0.5%
Value
$2.7M
Shares
61.5K
% Port
0.83%
E
39.ETHA

ISHARES TR

+0.5%
Value
$2.6M
Shares
19.2K
% Port
0.82%
G
40.GLD

SPDR GOLD TR

-0.6%
Value
$2.6M
Shares
7.0K
% Port
0.80%
E
41.ETHA

ISHARES TR

-0.9%
Value
$2.6M
Shares
3.4K
% Port
0.80%
?
42.N/A

DIMENSIONAL ETF TRUST

+1.3%
Value
$2.5M
Shares
36.4K
% Port
0.79%
E
43.ETHA

INVESCO EXCHANGE TRADED FD T

+1.1%
Value
$2.5M
Shares
28.0K
% Port
0.79%
E
44.ETHA

ISHARES TR

-1.4%
Value
$2.5M
Shares
21.3K
% Port
0.78%
V
45.VGES

VANGUARD SCOTTSDALE FDS

+5.7%
Value
$2.5M
Shares
42.4K
% Port
0.77%
E
46.ETHA

ISHARES TR

+2.1%
Value
$2.4M
Shares
9.9K
% Port
0.75%
V
47.VGES

VANGUARD WHITEHALL FDS

-13.0%
Value
$2.4M
Shares
25.6K
% Port
0.75%
E
48.ETHA

ISHARES TR

-3.2%
Value
$2.3M
Shares
45.6K
% Port
0.70%
V
49.VGES

VANGUARD SCOTTSDALE FDS

+5.7%
Value
$2.2M
Shares
38.0K
% Port
0.70%
E
50.ETHA

ISHARES TR

+0.9%
Value
$2.2M
Shares
29.0K
% Port
0.70%