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Julian Rubinstein

@American Asset Management Inc.

Latest period2024 - Q4ReportedManaged Assets$98.357MTotal holdings22
Assets growth rate6.25%Assets growth rate (2-Q avg)8.05%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in American Asset Management Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of American Asset Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 98.357M in assets, with a quarterly growth rate of 6.25% and a 2-quarter average growth rate of 8.05%. The portfolio is managed by Julian Rubinstein, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
0.75%
$728,722
2,910 shares@ $250.42 avg price
VGTVanguard World Fd
Recent Activity
New Position
0.7%
$683,980
1,100 shares@ $621.8 avg price
MSTRMicrostrategy Inc
Recent Activity
0.59%
$579,240
2,000 shares@ $289.62 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 2.72%
0.56%
$541,403
2,236 shares@ $242.14 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.29%
0.48%
$464,612
1,025 shares@ $453.28 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.47%
$452,683
1,562 shares@ $289.81 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.35%
$342,640
4,000 shares@ $85.66 avg price
POCTInnovator Etfs Trust
Recent Activity
0.28%
$275,382
6,960 shares@ $39.57 avg price
MAGSListed Fd Tr
Recent Activity
New Position
0.25%
$239,448
4,400 shares@ $54.42 avg price
TLTIshares Tr
Recent Activity
Decreased -98.85%
0.21%
$206,448
2,364 shares@ $87.33 avg price