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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 5 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJT ISHARES TR 6,959.0 $1.2M 0.39% -312.0 -4.3% $178.60 -6.1%
82 FENY FIDELITY COVINGTON TRUST 41,964.0 $1.2M 0.39% +467.0 +1.1% $29.56 +21.6%
83 TBIL RBB FD INC 23,627.0 $1.2M 0.37% +3K +15.8% $49.86 +0.0%
84 VCLT VANGUARD SCOTTSDALE FDS 14,808.0 $1.1M 0.35% +2K +18.1% $75.25 -5.2%
85 VXUS VANGUARD STAR FDS 12,773.0 $1.1M 0.34% $85.49 +1.4%
86 FREL FIDELITY COVINGTON TRUST 36,485.0 $1.1M 0.33% +2K +4.6% $29.30 -0.2%
87 IYH ISHARES TR 14,863.0 $996K 0.31% -1K -6.7% $67.01 +8.0%
88 FUTY FIDELITY COVINGTON TRUST 16,495.0 $964K 0.30% +701.0 +4.4% $58.42 -5.9%
89 ARTY ISHARES TR 12,208.0 $930K 0.29% -342.0 -2.7% $76.16 -3.9%
90 VOE VANGUARD INDEX FDS 4,703.0 $929K 0.29% -195.0 -4.0% $197.62 +4.1%
91 FNDB SCHWAB STRATEGIC TR 29,189.0 $889K 0.28% -236.0 -0.8% $30.46 +3.4%
92 FNDF SCHWAB STRATEGIC TR 16,409.0 $866K 0.27% +2K +11.4% $52.76 +4.8%
93 ICSH ISHARES TR 16,971.0 $858K 0.27% $50.58 -0.4%
94 DBEF DBX ETF TR 14,830.0 $810K 0.25% +548.0 +3.8% $54.63 +1.5%
95 VBK VANGUARD INDEX FDS 2,214.0 $810K 0.25% $365.78 -5.8%
96 IJR ISHARES TR 5,441.0 $807K 0.25% +266.0 +5.1% $148.31 -3.6%
97 FIDELITY COVINGTON TRUST 10,354.0 $800K 0.25% -466.0 -4.3% $77.25
98 AMZN AMAZON COM INC Consumer Cyclical 3,319.0 $791K 0.25% +20.0 +0.6% $238.38 +6.9%
99 FNCL FIDELITY COVINGTON TRUST 10,129.0 $775K 0.24% -982.0 -8.8% $76.56 +6.2%
100 CIBR FIRST TR EXCHANGE-TRADED FD 8,627.0 $775K 0.24% -123.0 -1.4% $89.85 +7.1%
Page 5 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%