Glass Jacobson Investment Advisors llc - Portfolio overview

Glass Jacobson Investment Advisors llc has 656 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 3.41%
2. DFAI - DIMENSIONAL ETF TRUST, 3.01%
3. BND - VANGUARD BD INDEX FDS, 2.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.