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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 6 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VWO VANGUARD INTL EQUITY INDEX F 12,848.0 $767K 0.24% +1K +9.0% $59.69 +1.7%
102 ISVL ISHARES TR 14,930.0 $752K 0.23% -361.0 -2.4% $50.35 +8.1%
103 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.23% $748850.00
104 VRT VERTIV HOLDINGS CO Industrials 2,221.0 $744K 0.23% $334.79 -23.5%
105 STIP ISHARES TR 7,114.0 $727K 0.23% +176.0 +2.5% $102.16 -1.4%
106 EEMS ISHARES INC 9,487.0 $720K 0.22% +337.0 +3.7% $75.89 -0.2%
107 IAGG ISHARES TR 13,996.0 $708K 0.22% +2K +20.4% $50.60 -2.0%
108 XLK SELECT SECTOR SPDR TR 3,702.0 $705K 0.22% $190.52 -3.6%
109 MU MICRON TECHNOLOGY INC Technology 607.0 $701K 0.22% -67.0 -9.9% $1155.16 -19.2%
110 SCHF SCHWAB STRATEGIC TR 24,064.0 $667K 0.21% $27.70 +0.9%
111 GOOG ALPHABET INC 1,872.0 $661K 0.21% $353.24
112 MGC VANGUARD WORLD FD 2,382.0 $652K 0.20% +51.0 +2.2% $273.63 +2.2%
113 SPYV SPDR SERIES TRUST 9,974.0 $606K 0.19% -122.0 -1.2% $60.79 +3.8%
114 EQWL INVESCO EXCHANGE TRADED FD T 4,635.0 $598K 0.19% -99.0 -2.1% $129.03 +3.6%
115 DFNM DIMENSIONAL ETF TRUST 12,278.0 $593K 0.18% +88.0 +0.7% $48.34 -2.0%
116 SPGP INVESCO EXCHANGE TRADED FD T 4,807.0 $588K 0.18% $122.30 +1.6%
117 CRS CARPENTER TECHNOLOGY CORP Industrials 928.0 $572K 0.18% $616.87 -23.3%
118 IEFA ISHARES TR 5,887.0 $569K 0.18% $96.59 +2.9%
119 RSP INVESCO EXCHANGE TRADED FD T 2,609.0 $555K 0.17% +165.0 +6.8% $212.79 +2.3%
120 PLTR PALANTIR TECHNOLOGIES INC Technology 4,682.0 $546K 0.17% -2K -27.8% $116.67 +54.2%
Page 6 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%