Long-term investor
Glass Jacobson Investment Advisors LLC @glassjacobsoninvestmenta
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964394).
Record
- Tracked since 2025-12-31 (257 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.9%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 3.4% · long · since 2025-12-31
- DFAI · 3.0% · long · since 2025-12-31
- BND · 2.7% · long · since 2025-12-31
- FPE · 2.3% · long · since 2025-12-31
- DFIV · 2.0% · long · since 2025-12-31
- VBR · 1.7% · long · since 2025-12-31
- VTV · 1.7% · long · since 2025-12-31
- VOO · 1.6% · long · since 2025-12-31
- DFLV · 1.5% · long · since 2025-12-31
- DFAS · 1.5% · long · since 2025-12-31
- VB · 1.4% · long · since 2025-12-31
- VUG · 1.4% · long · since 2025-12-31