test

Avraham Levitan

@Glass Jacobson Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$301.597MTotal holdings764
Assets growth rate9.87%Assets growth rate (2-Q avg)6.49%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Glass Jacobson Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 764 positions.

Assets under management

The assets under management (AUM) of Glass Jacobson Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 301.597M in assets, with a quarterly growth rate of 9.87% and a 2-quarter average growth rate of 6.49%. The portfolio is managed by Avraham Levitan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFIVDimensional Etf Trust
Recent Activity
Increased 3.33%
1.36%
$4.084M
107,258 shares@ $38.09 avg price
FLOTIshares Tr
Recent Activity
Increased 3.46%
1.32%
$3.962M
77,630 shares@ $51.04 avg price
IJJIshares Tr
Recent Activity
Decreased -0.67%
1.27%
$3.819M
30,894 shares@ $123.62 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.61%
1.17%
$3.502M
14,763 shares@ $237.22 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 51.62%
1.15%
$3.452M
45,964 shares@ $75.12 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 4.69%
1.13%
$3.387M
42,642 shares@ $79.42 avg price
ITOTIshares Tr
Recent Activity
Decreased -1.26%
1.12%
$3.362M
26,762 shares@ $125.62 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 1.42%
1.12%
$3.349M
51,632 shares@ $64.87 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.42%
1.1%
$3.309M
7,691 shares@ $430.3 avg price
HYSPimco Etf Tr
Recent Activity
Increased 0.26%
1.09%
$3.274M
34,283 shares@ $95.51 avg price