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Home > Institutional Investor > Glass Jacobson Investment Advisors Llc > Profile

Instuitional Investor - Glass Jacobson Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Glass Jacobson Investment Advisors Llc
Portfolio Value $320,910,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 213,844 $11,053,572 3.44%
2.
Dimensional Etf Trust
 DFAC 231,158 $9,535,269 2.97%
3.
Vanguard Bond Index Funds
 BND 118,010 $8,663,113 2.7%
4.
First Tr Exch Traded Fd Iii - PFD SECS INC ETF
 407,228 $7,281,232 2.27%
5.
Dimensional Etf Trust
 DFAC 116,918 $6,315,900 1.97%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.