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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 16 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHX SCHWAB STRATEGIC TR 2,142.0 $63K 0.02% $29.43 +2.4%
302 CVX CHEVRON CORPORATION Energy 375.0 $62K 0.02% -3.0 -0.8% $165.76 +27.9%
303 RTX RTX CORPORATION Industrials 325.0 $62K 0.02% $189.77 +6.0%
304 LQDH ISHARES U S ETF TR 660.0 $62K 0.02% +9.0 +1.4% $93.20 -0.9%
305 TCHP T ROWE PRICE EXCHANGE-TRADED 1,222.0 $61K 0.02% $50.10 +0.5%
306 VCRB VANGUARD MALVERN FDS 792.0 $61K 0.02% +9.0 +1.1% $77.20 -2.3%
307 VIOV VANGUARD ADMIRAL FDS INC 519.0 $61K 0.02% +35.0 +7.2% $117.38 +0.1%
308 IMCB ISHARES TR 628.0 $61K 0.02% -169.0 -21.2% $96.61 +1.5%
309 PAVE GLOBAL X FDS 1,007.0 $59K 0.02% -175.0 -14.8% $58.92 -8.0%
310 ADP AUTOMATIC DATA PROCESSING IN Industrials 264.0 $59K 0.02% $224.25 +25.2%
311 CRWD CROWDSTRIKE HLDGS INC Technology 77.0 $59K 0.02% -75.0 -49.3% $190.79 +6.5%
312 FLTB FIDELITY MERRIMACK STR TR 1,146.0 $57K 0.02% $50.12 -0.7%
313 ES EVERSOURCE ENERGY Utilities 787.0 $57K 0.02% $72.27 -2.3%
314 GLDM WORLD GOLD TR Financial Services 712.0 $57K 0.02% -353.0 -33.1% $79.42 +8.8%
315 EFG ISHARES TR 454.0 $56K 0.02% $124.42 -1.4%
316 DEM WISDOMTREE TR 1,047.0 $56K 0.02% +14.0 +1.4% $53.79 +4.4%
317 RVMD REVOLUTION MEDICINES INC Healthcare 298.0 $56K 0.02% NEW $187.28 +10.8%
318 MOAT VANECK ETF TRUST 534.0 $56K 0.02% $104.04 +8.4%
319 SCHW SCHWAB CHARLES CORP Financial Services 602.0 $56K 0.02% +101.0 +20.2% $92.28 +17.7%
320 WTMF WISDOMTREE TR 1,316.0 $54K 0.02% $40.85 +2.8%
Page 16 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%