Glass Jacobson Investment Advisors LLC Incresed Positions in Q3 2025

Glass Jacobson Investment Advisors LLC

  • $277 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
930
+ 7.47%
$43.65 - $46.42 $40.6K - $43.2K
13.4K $621M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
720
+ 55.38%
$97.75 - $100.75 $70.4K - $72.5K
2.02K $203M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
539
+ 1.67%
$94.11 - $95.78 $50.7K - $51.6K
32.8K $3.14B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
194
+ 3.88%
$108.46 - $120.63 $21K - $23.4K
5.2K $617M
EME
Emcor Group, Inc.

Industrials
1
+ 0.18%
$530.88 - $655.83 $531 - $656
568 $369M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
76
+ 0.59%
$49.43 - $54.52 $3.76K - $4.14K
12.9K $698M
VOE
Vanguard Mid Cap Value Index F

ETFs
95
+ 2.03%
$164.63 - $174.58 $15.6K - $16.6K
4.77K $833M
TCHP
T Rowe Price Exchange Traded F

Technology
1.13K
+ 92.39%
$44.9 - $49.35 $50.7K - $55.7K
2.35K $115M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.13K
+ 12.73%
$47.18 - $48.17 $53.1K - $54.2K
9.97K $478M
AGZ
Ishares Agency Bond ETF

ETFs
434
+ 4.62%
$108.74 - $110.41 $47.2K - $47.9K
9.83K $1.08B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.51K
+ 145.51%
$28.92 - $32.19 $43.6K - $48.5K
2.54K $81.1M
VRT
Vertiv Holdings CO

Industrials
1
+ 0.05%
N/A
2.22K $335M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.11K
+ 5.77%
$21.69 - $23.34 $24.1K - $26K
20.4K $474M
VDC
Vanguard Consumer Staples ETF

ETFs
251
+ 22.39%
$212.64 - $225.25 $53.4K - $56.5K
1.37K $293M
EMB
Ishares Tr

ETFs
405
+ 16.87%
$91.52 - $95.59 $37.1K - $38.7K
2.81K $267M
Ishares Bitcoin Trust ETF
394
+ 8.17%
N/A
5.22K $339M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
897
+ 32.7%
$45.26 - $46.63 $40.6K - $41.8K
3.64K $168M
IWB
Ishares Tr Russell 1000 ETF

ETFs
51
+ 5.66%
$339.37 - $366.46 $17.3K - $18.7K
952 $348M
VGSH
Vanguard

ETFs
609
+ 1.41%
$58.43 - $58.88 $35.6K - $35.9K
43.9K $2.59B
QUAL
Ishares Msci Usa Quality Facto

ETFs
94
+ 5.33%
$182.33 - $194.5 $17.1K - $18.3K
1.86K $361M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
276
+ 13.9%
$87.69 - $96.0 $24.2K - $26.5K
2.26K $213M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.26%
$184.85 - $231.54 $370 - $463
775 $179M
FDRR
Fidelity Covington Tr Divid Et

ETFs
247
+ 6.28%
$54.44 - $58.63 $13.4K - $14.5K
4.18K $245M
IWN
Ishares Russell2000 Val ETF

ETFs
13
+ 0.85%
$157.1 - $178.94 $2.04K - $2.33K
1.55K $274M
TIP
Ishares Tr Tips Bd ETF

ETFs
250
+ 11.07%
$109.11 - $111.88 $27.3K - $28K
2.51K $279M
RWL
Invesco Exchange Traded Fd Tr

ETFs
208
+ 18.44%
$102.17 - $110.66 $21.3K - $23K
1.34K $148M
DFSB
Dimensional ETF Tr Dimensional
543
+ 82.4%
N/A
1.2K $64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
677
+ 33.82%
$30.13 - $33.37 $20.4K - $22.6K
2.68K $89.4M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
100
+ 2.83%
$108.47 - $114.7 $10.8K - $11.5K
3.64K $417M
DFIP
Dimensional ETF Tr Inflation P

ETFs
564
+ 5.99%
$41.6 - $42.66 $23.5K - $24.1K
9.97K $421M
FNDX
Schwab Fundamental U S Large C

ETFs
51
+ 0.35%
$24.38 - $26.34 $1.24K - $1.34K
14.8K $389M
IAU
Ishares Gold Trust

ETFs
35
+ 1.48%
$61.62 - $72.77 $2.16K - $2.55K
2.4K $175M
HWM
Howmet Aerospace Inc.

Industrials
57
+ 4.28%
$171.0 - $196.23 $9.75K - $11.2K
1.39K $273M
EMGF
Ishares Msci Emerging Markets

ETFs
373
+ 69.07%
$51.93 - $56.75 $19.4K - $21.2K
913 $51.7M
Global X Fds
760
+ 277.37%
N/A
1.03K $30.5M
VNQ
Vanguard Specialized Funds Van

ETFs
98
+ 1.7%
$88.47 - $93.24 $8.67K - $9.14K
5.87K $536M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
250
+ 94.34%
$78.88 - $85.2 $19.7K - $21.3K
515 $42.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
193
+ 26.81%
$92.26 - $97.51 $17.8K - $18.8K
913 $88.2M
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.11%
$132.83 - $140.61 $398 - $422
2.81K $392M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
321
+ 20.36%
$42.67 - $46.91 $13.7K - $15.1K
1.9K $88.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.12%
$181.56 - $190.33 $545 - $571
2.41K $458M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
324
+ 108.72%
$59.29 - $62.87 $19.2K - $20.4K
622 $37.4M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
25
+ 4.01%
$105.16 - $140.03 $2.63K - $3.5K
648 $87.9M
XSMO
Invesco S&P Smallcap Momentum

ETFs
165
+ 18.46%
$67.1 - $74.29 $11.1K - $12.3K
1.06K $77.9M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
8
+ 0.11%
$35.04 - $37.72 $280 - $302
7.57K $285M
NBCT
Neuberger Berman ETF Tr Carbon
469
+ 220.19%
N/A
682 $22.4M
PSX
Phillips 66

Energy
8
+ 0.94%
$118.37 - $139.46 $947 - $1.12K
858 $117M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
28
+ 3.64%
$38.97 - $55.39 $1.09K - $1.55K
798 $44.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
42
+ 0.82%
$29.55 - $32.52 $1.24K - $1.37K
5.18K $166M
Activity Summary
Buys All Purchases 207 New Holdings 32 Increased Positions 175 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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