Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASS JACOBSON INVESTMENT ADVISORS LLC | 04-26-2024 | 03-31-2024 | 753 | 266,265,004 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. TECH ETF | 351 | $65,360 | 484 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK ETF TRUST | PREFERRED SECURT | 352 | $64,923 | 3,670 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 353 | $64,576 | 1,280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FUNDX INVT TR | FUNDX ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
