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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $290M AUM 607 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 155 Added 86 Reduced 16 Exited
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTIP VANGUARD MALVERN FDS 32,450.0 $1.6M 0.56% -2K -5.6% $49.95 +0.6%
22 VYM VANGUARD WHITEHALL FDS 10,427.0 $1.5M 0.53% -1K -9.6% $148.10 +6.8%
23 VTEB VANGUARD MUN BD FDS 29,182.0 $1.5M 0.50% -259.0 -0.9% $49.89 +1.3%
24 AGZ ISHARES TR 11,102.0 $1.2M 0.42% -307.0 -2.7% $109.71 -0.2%
25 EEM ISHARES TR 20,189.0 $1.1M 0.40% -906.0 -4.3% $56.79 +18.4%
26 AVGO BROADCOM INC Technology 3,536.0 $1.1M 0.38% -48.0 -1.3% $309.54 +17.9%
27 TBIL RBB FD INC 20,399.0 $1.0M 0.35% -3K -12.0% $49.86 +0.3%
28 VXUS VANGUARD STAR FDS 12,766.0 $984K 0.34% -95.0 -0.7% $77.11 +9.6%
29 FIDELITY COVINGTON TRUST 10,820.0 $761K 0.26% -330.0 -3.0% $70.36
30 ISVL ISHARES TR 15,291.0 $736K 0.25% -367.0 -2.3% $48.11 +4.7%
31 STIP ISHARES TR 6,938.0 $718K 0.25% -403.0 -5.5% $103.44 -1.3%
32 VBK VANGUARD INDEX FDS 2,216.0 $670K 0.23% -41.0 -1.8% $302.28 +18.3%
33 IJR ISHARES TR 5,175.0 $643K 0.22% -45.0 -0.9% $124.31 +18.6%
34 VWO VANGUARD INTL EQUITY INDEX F 11,787.0 $637K 0.22% -557.0 -4.5% $54.05 +8.4%
35 IAGG ISHARES TR 11,620.0 $581K 0.20% -524.0 -4.3% $50.04 +1.1%
36 IEFA ISHARES TR 5,881.0 $532K 0.18% -64.0 -1.1% $90.54 +5.5%
37 ITB ISHARES TR 5,151.0 $466K 0.16% -201.0 -3.8% $90.54 +15.9%
38 ENFR ALPS ETF TR 10,501.0 $401K 0.14% -2K -17.2% $38.21 +1.6%
39 EME EMCOR GROUP INC Industrials 539.0 $398K 0.14% -29.0 -5.1% $738.51 +8.1%
40 HEFA ISHARES TR 8,952.0 $380K 0.13% -230.0 -2.5% $42.50 +9.3%
Page 2 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 21.3%
Industrials 10.8%
Real Estate 8.1%
Healthcare 6.0%
Consumer Cyclical 5.0%
Communication Services 3.8%
Utilities 3.4%
Consumer Defensive 3.1%
Energy 2.5%