Glass Jacobson Investment Advisors llc: 13F holdings
CIK 19643942026Q2
| Positions | 618 |
|---|
| Reported value | $320.9m |
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| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 618 (+11 vs prior quarter) |
|---|
| Reported value | $320.9m (+10.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 213,844 | $11.1m | 3.4% |
| DFAI DIMENSIONAL ETF TRUST | 231,158 | $9.5m | 3.0% |
| BND VANGUARD BD INDEX FDS | 118,010 | $8.7m | 2.7% |
| FPE FIRST TR EXCH TRADED FD III | 407,228 | $7.3m | 2.3% |
| DFIV DIMENSIONAL ETF TRUST | 116,918 | $6.3m | 2.0% |
| VBR VANGUARD INDEX FDS | 21,991 | $5.3m | 1.7% |
| VTV VANGUARD INDEX FDS | 24,497 | $5.3m | 1.7% |
| VOO VANGUARD INDEX FDS | 7,301 | $5.0m | 1.6% |
| WSBC DIMENSIONAL ETF TRUST | 121,175 | $4.8m | 1.5% |
| DIMENSIONAL ETF TRUST | 57,927 | $4.8m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964394")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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