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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
JANWAim Etf Products Trust
Recent Activity
Increased 1420.84%
37.93%
$37.305M
1.109M shares@ $33.63 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -60.16%
17.28%
$16.991M
28,991 shares@ $586.09 avg price
NVBWAim Etf Products Trust
Recent Activity
New Position
8.5%
$8.354M
269,760 shares@ $30.97 avg price
DECWAim Etf Products Trust
Recent Activity
New Position
5.97%
$5.862M
192,712 shares@ $30.42 avg price
JULWAim Etf Products Trust
Recent Activity
Decreased -0.15%
5.75%
$5.647M
161,058 shares@ $35.07 avg price
JUNWAim Etf Products Trust
Recent Activity
Decreased -0.14%
5.7%
$5.599M
186,435 shares@ $30.03 avg price
MAYWAim Etf Products Trust
Recent Activity
Decreased -0.15%
4.94%
$4.857M
159,607 shares@ $30.43 avg price
SEPWAim Etf Products Trust
Recent Activity
Decreased -0.11%
4.33%
$4.251M
147,074 shares@ $28.91 avg price
AUGWAim Etf Products Trust
Recent Activity
Decreased -0.16%
3.76%
$3.69M
126,114 shares@ $29.27 avg price
IVVIshares Tr
Recent Activity
Increased 4%
0.94%
$918,341
1,560 shares@ $588.69 avg price