account_balance
Investment manager · 13F filer · SEC CIK 1964394
Glass Jacobson Investment Advisors LLC
Reported value$326Mas of Sep 30, 2026
Positions615 29 new, 32 sold out
Top 10 weight21.0%DFAU alone is 3%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
3.4%
DFAIDimensional ETF Trust
2.9%
BNDVanguard Bd Index FDS
2.6%Added +2%
FPEFirst Tr Exch Traded Fd III
2.2%
DFIVDimensional ETF Trust
2.0%
VOOVanguard Index FDS
1.8%Added +15%
VTVVanguard Index FDS
1.6%
VBRVanguard Index FDS
1.5%
VUGVanguard Index FDS
1.4%
DFLVDimensional ETF Trust
1.4%Trimmed −4%
EFAiShares Tr
1.3%
ITOTiShares Tr
1.3%
DFAUDimensional ETF Trust
3.4%
DFAIDimensional ETF Trust
2.9%
BNDVanguard Bd Index FDS
2.6%+2%
FPEFirst Tr Exch Traded Fd III
2.2%
DFIVDimensional ETF Trust
2.0%
VOOVanguard Index FDS
1.8%
VTVVanguard Index FDS
1.6%
VBRVanguard Index FDS
1.5%
VUGVanguard Index FDS
1.4%
DFLV1.4%
EFA1.3%
ITOT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 3.4% Held
DFAI Dimensional ETF Trust 2.9% Held
BND Vanguard Bd Index FDS 2.6% Added +2%
FPE First Tr Exch Traded Fd III 2.2% Held
DFIV Dimensional ETF Trust 2.0% Held
VOO Vanguard Index FDS 1.8% Added +15%
VTV Vanguard Index FDS 1.6% Held
VBR Vanguard Index FDS 1.5% Held
VUG Vanguard Index FDS 1.4% Held
DFLV Dimensional ETF Trust 1.4% Trimmed −4%
EFA iShares Tr 1.3% Held
ITOT iShares Tr 1.3% Held
What changed
Biggest moves since Jun 30, 2026
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