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American Investment Services

Latest statistics and disclosures from American Investment Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLDM, VUG, DFUV, VYMI, DFIC, and represent 32.17% of American Investment Services's stock portfolio.
Added to shares of these 10 stocks: SCHB, DFGR, DFIC, VSDB, MRK, DFCF, DFAS, DFUS, AMGN, DFAW.
Started 6 new stock positions in DFCF, AMD, VSDM, SCHB, KO, VSDB.
Reduced shares in these 10 stocks: GLDM, IAU, IBM, XOM, , VEA, VOO, DOW, SPYM, VBR.
Sold out of its positions in ADP, PFFD, NYF, EMXC, GLD, MMM, VYM, VNQI, VT, VGLT. WMT.
American Investment Services was a net buyer of stock by $696k.
American Investment Services has $431M in assets under management (AUM), dropping by 3.53%.
Central Index Key (CIK): 0001369913

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Portfolio Holdings for American Investment Services

American Investment Services holds 129 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
World Gold Tr Spdr Gld Minis (GLDM)	10.2	$44M	-8%	513k	85.37	View chart
Vanguard Index Fds Growth Etf (VUG)	9.0	$39M		79k	487.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.3	$23M		486k	46.59	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.7	$20M		225k	90.00	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.1	$13M	+9%	387k	34.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.9	$13M	+8%	182k	69.67	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.8	$12M	+8%	162k	74.17	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$11M		60k	190.99	View chart
Vanguard World Utilities Etf (VPU)	2.3	$10M		54k	185.04	View chart
Dimensional Etf Trust Global Real Est (DFGR)	2.1	$8.8M	+19%	335k	26.42	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.0	$8.8M	+4%	265k	33.08	View chart
Chevron Corporation (CVX)	2.0	$8.8M		58k	152.41	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.0	$8.7M		146k	59.54	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.9	$8.3M	+9%	112k	73.98	View chart
Verizon Communications (VZ)	1.9	$8.3M		204k	40.73	View chart
Ishares Gold Tr Ishares New (IAU)	1.9	$8.3M	-20%	102k	81.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$8.1M	-8%	130k	62.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.8	$7.8M		237k	32.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.5	$6.5M	-4%	31k	211.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$6.4M	-3%	25k	257.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$6.3M		71k	88.49	View chart
Merck & Co (MRK)	1.4	$5.9M	+21%	56k	105.26	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.3	$5.5M		50k	110.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$5.2M	-11%	8.2k	627.10	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.2	$5.0M	+2%	151k	32.89	View chart
Johnson & Johnson (JNJ)	1.1	$4.8M	+2%	23k	206.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$4.2M	+7%	83k	50.29	View chart
Amgen (AMGN)	0.9	$4.0M	+27%	12k	327.31	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$4.0M	+16%	163k	24.37	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.9	$3.8M	+3%	111k	34.21	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.9	$3.8M	+23%	79k	48.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$3.8M	+5%	70k	53.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$3.4M	-4%	76k	44.41	View chart
Spdr Series Trust State Street Spd (SPYV)	0.8	$3.4M	-2%	59k	56.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$3.2M	+10%	38k	83.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.0M	NEW	115k	26.23	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.9M		35k	82.82	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.9M		49k	58.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.9M		5.7k	502.65	View chart
International Business Machines (IBM)	0.7	$2.9M	-32%	9.6k	296.21	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$2.7M	+5%	70k	38.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$2.7M	-10%	33k	80.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$2.3M		86k	26.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.3M	-2%	6.9k	335.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$2.3M	+2%	29k	78.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$2.2M		78k	28.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.1M	-10%	17k	123.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.0M	+25%	20k	99.88	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$1.9M	+17%	34k	54.07	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.8M	-9%	5.8k	314.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.8M		9.5k	191.56	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.8M	+15%	39k	46.80	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.8M		36k	49.90	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$1.7M	+15%	36k	47.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.7M		3.6k	473.30	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$1.6M	+3%	15k	109.91	View chart
Eli Lilly & Co. (LLY)	0.3	$1.5M		1.4k	1074.68	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$1.5M		13k	113.72	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$1.4M	-15%	38k	38.03	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$1.4M		4.4k	309.04	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$1.4M		42k	32.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.2M	-2%	52k	24.04	View chart
Spdr Series Trust State Street Spd (SLYV)	0.3	$1.2M		14k	90.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.1M	+12%	15k	74.07	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.3	$1.1M	NEW	14k	76.48	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$1.0M	NEW	25k	42.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$966k		30k	32.75	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$921k		20k	46.81	View chart
Prologis (PLD)	0.2	$903k		7.1k	127.66	View chart
Dow (DOW)	0.2	$897k	-37%	38k	23.38	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.2	$868k		12k	74.35	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$857k		4.1k	210.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$755k		1.00	754800.00	View chart
JPMorgan Chase & Co. (JPM)	0.2	$742k	-18%	2.3k	322.22	View chart
Cisco Systems (CSCO)	0.2	$737k	-5%	9.6k	77.03	View chart
Home Depot (HD)	0.2	$736k		2.1k	344.10	View chart
Equinix (EQIX)	0.2	$712k		929.00	766.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$706k		1.0k	684.76	View chart
Exxon Mobil Corporation (XOM)	0.2	$704k	-64%	5.8k	120.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$673k	-3%	5.6k	120.18	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$662k	-25%	14k	46.86	View chart
American Tower Reit (AMT)	0.1	$632k		3.6k	175.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$626k		831.00	753.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$610k		2.5k	246.16	View chart
Nextera Energy (NEE)	0.1	$609k		7.6k	80.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$603k	-5%	11k	54.71	View chart
Caterpillar (CAT)	0.1	$598k	+143%	1.0k	572.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$591k	-3%	867.00	681.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$583k	+8%	12k	49.46	View chart
Pepsi (PEP)	0.1	$567k		4.0k	143.52	View chart
Cigna Corp (CI)	0.1	$560k		2.0k	275.23	View chart
Apple (AAPL)	0.1	$551k		2.0k	271.80	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$543k	-2%	24k	22.90	View chart
Ge Aerospace Com New (GE)	0.1	$538k	-16%	1.7k	308.03	View chart
Procter & Gamble Company (PG)	0.1	$505k	-21%	3.5k	143.31	View chart
Coca-Cola Company (KO)	0.1	$500k	NEW	7.2k	69.91	View chart
Simon Property (SPG)	0.1	$492k		2.7k	185.11	View chart
Digital Realty Trust (DLR)	0.1	$469k		3.0k	154.71	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$464k	-9%	16k	29.61	View chart
Realty Income (O)	0.1	$424k		7.5k	56.37	View chart
Public Storage (PSA)	0.1	$422k		1.6k	259.50	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$419k		6.6k	63.63	View chart
Microsoft Corporation (MSFT)	0.1	$411k		850.00	483.62	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$381k		6.4k	59.67	View chart
Colgate-Palmolive Company (CL)	0.1	$379k		4.8k	79.02	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$375k		3.1k	119.75	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$371k	-12%	7.7k	48.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$356k	-9%	3.7k	96.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$353k	-11%	1.7k	212.07	View chart
Crown Castle Intl (CCI)	0.1	$353k		4.0k	88.87	View chart
Hartford Financial Services (HIG)	0.1	$334k		2.4k	137.80	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$317k	NEW	4.1k	76.45	View chart
Vici Pptys (VICI)	0.1	$312k		11k	28.12	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$309k		4.5k	68.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$304k	-2%	1.4k	219.78	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$302k	-18%	9.0k	33.74	View chart
Extra Space Storage (EXR)	0.1	$293k		2.2k	130.22	View chart
Medtronic SHS (MDT)	0.1	$276k		2.9k	96.06	View chart
AvalonBay Communities (AVB)	0.1	$269k		1.5k	181.31	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$266k	+100%	1.8k	143.97	View chart
Iron Mountain (IRM)	0.1	$257k		3.1k	82.95	View chart
Te Connectivity Ord Shs (TEL)	0.1	$256k	-19%	1.1k	227.51	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$248k	-6%	3.3k	75.44	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$235k		1.5k	157.70	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$233k		3.0k	77.65	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$231k		3.7k	63.04	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$222k		1.1k	193.43	View chart
Advanced Micro Devices (AMD)	0.1	$218k	NEW	1.0k	214.16	View chart
Pfizer (PFE)	0.0	$201k	-5%	8.1k	24.90	View chart

Past Filings by American Investment Services

SEC 13F filings are viewable for American Investment Services going back to 2011

American Investment Services 2025 Q4 filed Feb. 13, 2026
American Investment Services 2025 Q3 filed Nov. 13, 2025
American Investment Services 2025 Q2 filed Aug. 13, 2025
American Investment Services 2025 Q1 filed May 13, 2025
American Investment Services 2024 Q4 restated filed March 3, 2025
American Investment Services 2024 Q4 filed Feb. 14, 2025
American Investment Services 2024 Q3 filed Nov. 14, 2024
American Investment Services 2024 Q2 filed Aug. 14, 2024
American Investment Services 2024 Q1 filed May 13, 2024
American Investment Services 2023 Q4 filed Feb. 12, 2024
American Investment Services 2023 Q3 filed Nov. 13, 2023
American Investment Services 2023 Q2 filed Aug. 8, 2023
American Investment Services 2023 Q1 filed May 12, 2023
American Investment Services 2022 Q4 filed Feb. 6, 2023
American Investment Services 2022 Q3 filed Nov. 9, 2022
American Investment Services 2022 Q2 filed Aug. 2, 2022

View all past filings

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