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Portfolio (Quarterly) Guide ↗

Glass Jacobson Investment Advisors llc

· CIK 0001964394
13F Portfolio $321M AUM 618 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 150 Added 111 Reduced 26 Exited
Page 15 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 XLV SELECT SECTOR SPDR TR 500.0 $79K 0.03% $158.66 +9.0%
282 GE GE AEROSPACE Industrials 212.0 $79K 0.03% +66.0 +45.2% $373.80 -11.4%
283 FMDE FIDELITY COVINGTON TRUST 1,874.0 $76K 0.02% +290.0 +18.3% $40.57 +2.9%
284 KO COCA COLA CO Consumer Defensive 932.0 $76K 0.02% -9.0 -1.0% $81.31 +9.1%
285 XAR SPDR SERIES TRUST 267.0 $76K 0.02% -62.0 -18.8% $283.63 -11.7%
286 VFQY VANGUARD WELLINGTON FD 442.0 $75K 0.02% $170.29 +2.8%
287 FTEC FIDELITY COVINGTON TRUST 262.0 $75K 0.02% -133.0 -33.7% $285.13 -0.3%
288 IWR ISHARES TR 669.0 $74K 0.02% $110.34 +0.5%
289 EWG ISHARES INC 1,783.0 $74K 0.02% -242.0 -11.9% $41.37 +5.0%
290 AVSC AMERICAN CENTY ETF TR 990.0 $73K 0.02% NEW $73.34 -0.9%
291 TLT ISHARES TR 826.0 $71K 0.02% +93.0 +12.7% $86.40 -5.3%
292 HD HOME DEPOT INC Consumer Cyclical 201.0 $71K 0.02% $352.68 -9.3%
293 FDIG FIDELITY COVINGTON TRUST 1,654.0 $71K 0.02% -200.0 -10.8% $42.73 -0.9%
294 DFSB DIMENSIONAL ETF TRUST 1,351.0 $70K 0.02% +14.0 +1.1% $52.13 -3.2%
295 VXF VANGUARD INDEX FDS 278.0 $69K 0.02% +51.0 +22.5% $246.53 -3.1%
296 BA BOEING CO Industrials 311.0 $67K 0.02% $216.47 -3.2%
297 AMAT APPLIED MATLS INC Technology 93.0 $67K 0.02% NEW $723.00 -39.4%
298 DON WISDOMTREE TR 1,159.0 $65K 0.02% +231.0 +24.9% $56.50 +2.1%
299 DXIV DIMENSIONAL ETF TRUST 921.0 $64K 0.02% $70.00 +6.2%
300 SLV ISHARES SILVER TR Financial Services 1,194.0 $64K 0.02% $53.47 +9.9%
Page 15 of 31  ·  618 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 39.3%
Financial Services 17.9%
Industrials 13.1%
Real Estate 7.4%
Healthcare 6.8%
Consumer Cyclical 4.9%
Utilities 3.5%
Consumer Defensive 3.0%
Energy 2.1%
Communication Services 1.6%