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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
DFAEDimensional Etf Trust
Recent Activity
Increased 0.65%
1.08%
$3.235M
118,024 shares@ $27.41 avg price
MGVVanguard World Fd
Recent Activity
Increased 9.14%
1.02%
$3.075M
23,969 shares@ $128.29 avg price
IWFIshares Tr
Recent Activity
Increased 2.2%
1.02%
$3.062M
8,157 shares@ $375.41 avg price
DFLVDimensional Etf Trust
Recent Activity
Decreased -5.87%
0.99%
$2.977M
96,619 shares@ $30.82 avg price
IVEIshares Tr
Recent Activity
Increased 0.09%
0.98%
$2.929M
14,855 shares@ $197.17 avg price
VVVanguard Index Fds
Recent Activity
Increased 2.86%
0.96%
$2.891M
10,982 shares@ $263.29 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -1.3%
0.93%
$2.803M
67,227 shares@ $41.69 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.92%
$2.767M
106,024 shares@ $26.11 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 4.15%
0.88%
$2.649M
30,012 shares@ $88.28 avg price
IVVIshares Tr
Recent Activity
Increased 49.32%
0.88%
$2.637M
4,572 shares@ $576.82 avg price