| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCH TRADED FD III | 3 | Q3 2023 | 2.9% |
| DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 3.0% |
| DIMENSIONAL ETF TRUST | 3 | Q3 2023 | 1.8% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 1.7% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 1.7% |
| APPLE INC | 3 | Q3 2023 | 1.8% |
| INVESCO EXCH TRD SLF IDX FD | 3 | Q3 2023 | 1.7% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 1.5% |
| ISHARES TR | 3 | Q3 2023 | 1.5% |
| ISHARES TR | 3 | Q3 2023 | 1.5% |
View Glass Jacobson Investment Advisors llc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-02-06 |
View Glass Jacobson Investment Advisors llc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.