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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
DFAUDimensional Etf Trust
Recent Activity
Increased 2.96%
2.77%
$8.341M
210,152 shares@ $39.7 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 2.8%
2.02%
$6.071M
191,043 shares@ $31.78 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 0.13%
2%
$6.029M
333,094 shares@ $18.11 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.07%
1.99%
$5.987M
11,347 shares@ $527.67 avg price
VOVanguard Index Fds
Recent Activity
Decreased -9.12%
1.61%
$4.853M
18,394 shares@ $263.84 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.83%
1.61%
$4.848M
24,143 shares@ $200.79 avg price
AAPLApple Inc
Recent Activity
Decreased -0.82%
1.5%
$4.508M
19,348 shares@ $233.01 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.82%
1.49%
$4.475M
11,657 shares@ $383.92 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.41%
1.41%
$4.24M
24,286 shares@ $174.58 avg price
EFAIshares Tr
Recent Activity
1.36%
$4.089M
48,896 shares@ $83.64 avg price