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Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Glass Jacobson Investment Advisors llc 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Glass Jacobson Investment Advisors llc (CIK 1964394) reported $290.0M across 600 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($10.0M, 3.45%), DFAI ($8.9M, 3.05%), BND ($7.3M, 2.51%), FPE ($7.2M, 2.47%), DFIV ($6.3M, 2.18%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFAUDIMENSIONAL ETF TRUST$10.0M3.45%221,686Added
2DFAIDIMENSIONAL ETF TRUST$8.9M3.05%227,236Added
3BNDVANGUARD BD INDEX FDS$7.3M2.51%98,791Added
4FPEFIRST TR EXCH TRADED FD III$7.2M2.47%403,225Added
5DFIVDIMENSIONAL ETF TRUST$6.3M2.18%119,689Added
6VBRVANGUARD INDEX FDS$4.9M1.68%22,363Added
7VTVVANGUARD INDEX FDS$4.7M1.61%23,868Trimmed
8VOOVANGUARD INDEX FDS$4.2M1.46%7,102Added
9EFAISHARES TR$4.2M1.45%43,390Trimmed
10DFASDIMENSIONAL ETF TRUST$4.1M1.41%57,292Added
11VUGVANGUARD INDEX FDS$4.1M1.40%9,309Trimmed
12DFLVDIMENSIONAL ETF TRUST$4.0M1.40%113,320Added
13VBVANGUARD INDEX FDS$3.7M1.29%14,281Added
14IJJISHARES TR$3.7M1.26%27,604Trimmed
15ITOTISHARES TR$3.5M1.20%24,376Trimmed
16MGVVANGUARD WORLD FD$3.5M1.19%23,857Added
17VCSHVANGUARD SCOTTSDALE FDS$3.4M1.16%42,270Trimmed
18IWFISHARES TR$3.3M1.14%7,724Trimmed
19BSJQINVESCO EXCH TRD SLF IDX FD$3.3M1.14%143,152Added
20DFCFDIMENSIONAL ETF TRUST$3.3M1.13%77,512Added
21DFAEDIMENSIONAL ETF TRUST$3.2M1.10%94,409Added
22DFUVDIMENSIONAL ETF TRUST$3.1M1.09%64,955Added
23GLDSPDR GOLD TR$3.0M1.05%7,045Trimmed
24DUHPDIMENSIONAL ETF TRUST$3.0M1.05%82,493Added
25DISVDIMENSIONAL ETF TRUST$3.0M1.04%76,571Added

Source: SEC Form 13F filings · as of 2026-03-31