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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 32.02% of American Investment Services's stock portfolio.
Added to shares of these 10 stocks: MRK, CVX, AMGN, DFGR, JNJ, VTEB, DFSV, DFGP, VCIT, DFEM.
Started 4 new stock positions in IWC, VTC, VNQI, CAT.
Reduced shares in these 10 stocks: VYMI, MMM, GLDM, VUG, DOW, DFUV, VEA, DFUS, Walgreen Boots Alliance, VWO.
Sold out of its positions in INVH, SOLV, Walgreen Boots Alliance.
American Investment Services was a net seller of stock by $-3.0M.
American Investment Services has $416M in assets under management (AUM), dropping by 6.24%.
Central Index Key (CIK): 0001369913

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Portfolio Holdings for American Investment Services

American Investment Services holds 134 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
World Gold Tr Spdr Gld Minis (GLDM)	10.3	$43M	-2%	563k	76.45	View chart
Vanguard Index Fds Growth Etf (VUG)	9.2	$38M		80k	479.61	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.2	$22M	-2%	485k	44.69	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.5	$19M	-8%	221k	84.68	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.8	$12M		354k	32.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.8	$12M	-2%	168k	68.46	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$11M		59k	186.49	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.6	$11M	-4%	149k	72.44	View chart
Vanguard World Utilities Etf (VPU)	2.4	$10M		53k	189.41	View chart
Ishares Gold Tr Ishares New (IAU)	2.2	$9.3M	-3%	128k	72.77	View chart
Verizon Communications (VZ)	2.2	$9.0M		205k	43.95	View chart
Chevron Corporation (CVX)	2.1	$8.9M	+11%	57k	155.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$8.5M	-6%	142k	59.92	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.0	$8.5M		145k	58.21	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.0	$8.2M	+3%	255k	32.07	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.8	$7.6M	+11%	280k	27.31	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.8	$7.6M		241k	31.38	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.8	$7.4M		103k	71.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$6.7M		32k	208.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$6.6M		26k	254.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$6.4M		70k	91.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$5.7M		9.3k	612.38	View chart
Ishares Tr Short Treas Bd (SHV)	1.3	$5.6M	-4%	50k	110.49	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$4.7M	+8%	147k	31.84	View chart
Johnson & Johnson (JNJ)	1.0	$4.2M	+10%	23k	185.42	View chart
International Business Machines (IBM)	1.0	$4.0M		14k	282.16	View chart
Merck & Co (MRK)	0.9	$3.8M	+54%	46k	83.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$3.8M	+11%	77k	50.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$3.6M	-8%	66k	54.18	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.9	$3.5M	+6%	108k	32.90	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$3.4M		80k	42.79	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.8	$3.4M	+5%	140k	24.40	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.8	$3.4M		61k	55.33	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.7	$3.1M		64k	47.98	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.0M	-2%	36k	82.96	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$3.0M	-7%	50k	58.85	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$2.9M	+12%	35k	84.11	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.7	$2.9M		37k	78.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.9M		5.7k	502.74	View chart
Amgen (AMGN)	0.7	$2.7M	+45%	9.7k	282.20	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$2.4M		67k	36.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.3M		7.1k	328.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$2.3M		19k	120.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$2.3M		86k	26.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$2.2M	+2%	28k	78.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$2.2M		79k	27.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$2.0M	+6%	6.4k	307.87	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.8M	-2%	16k	112.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.8M		9.5k	189.70	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$1.7M	-4%	45k	37.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.7M	-2%	3.6k	468.41	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.7M		36k	46.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.6M	+9%	16k	100.25	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$1.6M	+25%	29k	55.57	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$1.6M	-5%	14k	111.22	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.5M		34k	45.76	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$1.5M	-16%	31k	48.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$1.4M		13k	110.59	View chart
Dow (DOW)	0.3	$1.4M	-29%	61k	22.93	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$1.3M	-3%	4.4k	302.35	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$1.3M		42k	31.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.2M		53k	23.28	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.3	$1.2M		14k	88.65	View chart
3M Company (MMM)	0.3	$1.1M	-61%	7.2k	155.18	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1M		1.4k	763.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.0M	+12%	14k	74.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$984k		30k	33.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$928k	+2%	20k	46.81	View chart
JPMorgan Chase & Co. (JPM)	0.2	$895k		2.8k	315.43	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$873k	-2%	19k	46.32	View chart
Home Depot (HD)	0.2	$867k		2.1k	405.19	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.2	$864k	-6%	12k	72.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$830k		4.1k	203.59	View chart
Prologis (PLD)	0.2	$810k	+9%	7.1k	114.52	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$754k		1.00	754200.00	View chart
Equinix (EQIX)	0.2	$728k	+14%	929.00	783.24	View chart
American Tower Reit (AMT)	0.2	$692k	-11%	3.6k	192.32	View chart
Procter & Gamble Company (PG)	0.2	$691k		4.5k	153.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$690k		1.0k	669.12	View chart
Cisco Systems (CSCO)	0.2	$689k		10k	68.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$688k	+2%	5.8k	118.83	View chart
Ge Aerospace Com New (GE)	0.2	$631k		2.1k	300.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$626k		12k	53.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$609k	+13%	815.00	746.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$599k		2.5k	241.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$599k		899.00	666.22	View chart
Cigna Corp (CI)	0.1	$586k		2.0k	288.25	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$580k		24k	23.85	View chart
Nextera Energy (NEE)	0.1	$573k		7.6k	75.49	View chart
Pepsi (PEP)	0.1	$555k		4.0k	140.44	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$550k	+21%	11k	50.63	View chart
Digital Realty Trust (DLR)	0.1	$524k		3.0k	172.88	View chart
Apple (AAPL)	0.1	$516k		2.0k	254.57	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$504k		17k	29.11	View chart
Simon Property (SPG)	0.1	$499k	-9%	2.7k	187.67	View chart
Public Storage (PSA)	0.1	$470k	+15%	1.6k	288.85	View chart
Realty Income (O)	0.1	$458k	-5%	7.5k	60.79	View chart
Microsoft Corporation (MSFT)	0.1	$440k		850.00	517.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$436k	+29%	8.8k	49.46	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$415k	+15%	6.5k	64.20	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$393k		6.4k	61.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$388k		1.9k	206.51	View chart
Colgate-Palmolive Company (CL)	0.1	$384k		4.8k	79.94	View chart
Crown Castle Intl (CCI)	0.1	$383k	-5%	4.0k	96.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$382k		4.1k	93.37	View chart
Vici Pptys (VICI)	0.1	$362k		11k	32.61	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$350k		11k	31.89	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$344k		3.1k	109.95	View chart
Hartford Financial Services (HIG)	0.1	$323k		2.4k	133.39	View chart
Extra Space Storage (EXR)	0.1	$317k		2.2k	140.94	View chart
Iron Mountain (IRM)	0.1	$316k		3.1k	101.94	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$310k		4.5k	69.66	View chart
Te Connectivity Ord Shs (TEL)	0.1	$305k		1.4k	219.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$305k	+4%	1.4k	215.79	View chart
AvalonBay Communities (AVB)	0.1	$286k		1.5k	193.17	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$284k		798.00	355.47	View chart
Medtronic SHS (MDT)	0.1	$273k		2.9k	95.24	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$263k		4.9k	53.35	View chart
Automatic Data Processing (ADP)	0.1	$263k		895.00	293.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$260k	-10%	924.00	281.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$258k		3.5k	73.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$255k	-8%	1.8k	137.81	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$251k		4.4k	56.86	View chart
Wal-Mart Stores (WMT)	0.1	$238k		2.3k	103.06	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$237k		3.7k	64.73	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$233k	-39%	3.5k	67.51	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$231k	NEW	2.9k	78.37	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$222k	NEW	1.5k	149.09	View chart
Sba Communications Corp Cl A (SBAC)	0.1	$222k		1.1k	193.35	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$220k		11k	19.43	View chart
Pfizer (PFE)	0.1	$218k		8.5k	25.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$217k	+2%	1.5k	140.95	View chart
Caterpillar (CAT)	0.0	$204k	NEW	428.00	477.15	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$200k	NEW	4.2k	47.74	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 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
American Investment Services 2022 Q1 filed May 10, 2022

View all past filings

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