StockDriftsStockDriftsTop 50 Glass Jacobson Investment Advisors llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 3.45% | 221.7K | $10.0M | +14.32%(+27.76K) | $33.75(+50.98%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.05% | 227.2K | $8.9M | +10.86%(+22.27K) | $27.11(+53.58%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.51% | 98.8K | $7.3M | +13.41%(+11.68K) | $73.04(+0.18%) | 2026-03-31 | |
| FPE | FIRST TR EXCH TRADED FD III | 2.47% | 403.2K | $7.2M | +0.19%(+784) | $16.93(+6.94%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.18% | 119.7K | $6.3M | +5.70%(+6.45K) | $31.31(+77.73%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 1.68% | 22.4K | $4.9M | +3.48%(+752) | $162.94(+41.17%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.61% | 23.9K | $4.7M | -0.40%(-96) | $134.48(+54.94%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.46% | 7.1K | $4.2M | +7.62%(+503) | $408.98(+66.86%) | 2026-03-31 | |
| EFA | ISHARES TR | 1.45% | 43.4K | $4.2M | -2.63%(-1.17K) | $62.30(+66.65%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 1.41% | 57.3K | $4.1M | +8.72%(+4.60K) | $52.40(+46.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.68% | +31.94% |
| Top 20 Holdings Unweighted | +9.71% | +32.04% |
Sign up free to track Glass Jacobson Investment Advisors llc, compare funds side by side, and get alerts the moment positions change.