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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 30.34% of American Investment Services's stock portfolio.
Added to shares of these 10 stocks: VSDM (+$8.6M), MRK, UNH, DFNM, DFUS, IBKR, DFLV, DFGR, AMGN, NKE.
Started 7 new stock positions in NKE, IBKR, VT, UNH, HON, VCSH, AMZN.
Reduced shares in these 10 stocks: GLDM, IBM, DOW, IAU, , DFCF, VZ, VYMI, CAT, SCHB.
Sold out of its positions in CAT, CSCO, PFE, SBAC.
American Investment Services was a net buyer of stock by $5.4M.
American Investment Services has $448M in assets under management (AUM), dropping by 4.04%.
Central Index Key (CIK): 0001369913

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Portfolio Holdings for American Investment Services

American Investment Services holds 132 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
World Gold Tr Spdr Gld Minis (GLDM)	9.7	$44M	-8%	469k	92.69	View chart
Vanguard Index Fds Growth Etf (VUG)	7.7	$35M		79k	436.79	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.2	$23M		480k	48.46	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.6	$21M	-3%	217k	94.24	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.2	$14M	+2%	398k	35.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.8	$13M		179k	71.13	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.7	$12M	+7%	173k	70.91	View chart
Chevron Corporation (CVX)	2.6	$12M		57k	206.90	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$12M		60k	196.20	View chart
Vanguard World Utilities Etf (VPU)	2.4	$11M		53k	198.14	View chart
Verizon Communications (VZ)	2.1	$9.5M	-6%	190k	50.20	View chart
Dimensional Etf Trust Global Real Est (DFGR)	2.1	$9.5M	+7%	359k	26.58	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.1	$9.3M		270k	34.55	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.0	$8.9M		143k	62.45	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	2.0	$8.9M	+2707%	117k	76.29	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.9	$8.4M		114k	73.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$8.1M	-3%	126k	64.08	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$8.0M	-10%	91k	88.16	View chart
Merck & Co (MRK)	1.8	$8.0M	+19%	67k	120.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.8	$7.9M	-2%	232k	33.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.5	$6.7M		31k	217.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$6.6M		25k	261.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$6.3M		71k	88.70	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.3	$5.6M		51k	110.39	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.2	$5.4M	+2%	155k	35.04	View chart
Johnson & Johnson (JNJ)	1.2	$5.4M	-5%	22k	244.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$5.1M	+4%	8.6k	597.55	View chart
Amgen (AMGN)	1.1	$4.9M	+13%	14k	351.86	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.0	$4.7M	+24%	98k	47.93	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.0	$4.6M	+16%	130k	35.71	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.0	$4.4M	+10%	181k	24.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$4.1M		82k	49.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$3.8M		70k	54.05	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.8	$3.4M	-3%	74k	45.65	View chart
Spdr Series Trust State Street Spd (SPYV)	0.7	$3.3M		59k	56.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$3.2M		39k	82.75	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$2.9M	+2%	50k	58.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.8M	-3%	34k	82.57	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$2.8M	+2%	72k	38.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.7M		5.7k	479.20	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$2.6M	-10%	103k	25.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$2.5M	+11%	32k	78.41	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$2.5M	-2%	32k	76.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.3M	+11%	23k	99.27	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$2.2M	-2%	76k	29.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$2.2M		6.8k	320.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$2.2M		85k	25.64	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$1.9M	+5%	36k	53.99	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$1.9M		36k	52.78	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$1.9M	+8%	39k	47.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.9M	-2%	16k	113.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.8M		9.5k	191.92	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.8M	+4%	40k	45.12	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.8M		5.9k	298.84	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$1.7M	+2%	15k	110.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$1.5M	-2%	12k	118.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.5M	-3%	3.4k	426.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$1.4M	+2%	43k	33.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$1.3M	-2%	37k	36.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.3M	+16%	18k	73.64	View chart
Eli Lilly & Co. (LLY)	0.3	$1.3M		1.4k	919.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.3M		52k	24.75	View chart
Spdr Series Trust State Street Spd (SLYV)	0.3	$1.3M		14k	94.58	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$1.3M	-3%	4.3k	295.12	View chart
UnitedHealth (UNH)	0.2	$1.0M	NEW	3.8k	270.59	View chart
International Business Machines (IBM)	0.2	$1.0M	-56%	4.2k	242.41	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$972k		30k	32.95	View chart
Prologis (PLD)	0.2	$935k		7.1k	132.18	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$920k		20k	46.91	View chart
Equinix (EQIX)	0.2	$911k		929.00	980.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$871k		4.1k	213.67	View chart
Vanguard Malvern Fds Short Duration B (VSDB)	0.2	$826k	-23%	11k	76.25	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$771k	+30%	15k	49.95	View chart
Exxon Mobil Corporation (XOM)	0.2	$770k	-22%	4.5k	169.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$718k		1.00	718140.00	View chart
Nextera Energy (NEE)	0.2	$705k		7.6k	92.88	View chart
Home Depot (HD)	0.2	$704k		2.1k	328.89	View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX)	0.2	$684k	-21%	9.2k	74.30	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$682k		14k	48.32	View chart
JPMorgan Chase & Co. (JPM)	0.2	$677k		2.3k	294.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$676k	-2%	5.4k	124.31	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$671k	NEW	10k	67.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$669k		1.0k	653.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$614k		2.5k	248.00	View chart
Pepsi (PEP)	0.1	$614k		4.0k	155.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$613k	-2%	11k	56.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$592k	+2%	849.00	697.72	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$561k		24k	23.65	View chart
American Tower Reit (AMT)	0.1	$561k	-9%	3.2k	172.58	View chart
Dow (DOW)	0.1	$554k	-65%	13k	41.65	View chart
Digital Realty Trust (DLR)	0.1	$546k		3.0k	180.21	View chart
Coca-Cola Company (KO)	0.1	$543k		7.1k	76.05	View chart
Cigna Corp (CI)	0.1	$542k		2.0k	266.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$536k	-5%	823.00	650.66	View chart
Nike CL B (NKE)	0.1	$515k	NEW	9.8k	52.82	View chart
Ge Aerospace Com New (GE)	0.1	$512k	+3%	1.8k	283.77	View chart
Apple (AAPL)	0.1	$510k		2.0k	253.73	View chart
Procter & Gamble Company (PG)	0.1	$509k		3.5k	144.44	View chart
Simon Property (SPG)	0.1	$495k		2.7k	186.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$478k		16k	30.50	View chart
Realty Income (O)	0.1	$460k		7.5k	61.18	View chart
Public Storage (PSA)	0.1	$441k		1.6k	270.88	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$422k	+2%	6.7k	62.83	View chart
Johnson Controls Internation SHS (JCI)	0.1	$410k		3.1k	130.95	View chart
Colgate-Palmolive Company (CL)	0.1	$409k		4.8k	85.23	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$395k		6.4k	61.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$360k		3.7k	97.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$352k		1.7k	211.15	View chart
Iron Mountain (IRM)	0.1	$338k	+6%	3.3k	102.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$337k	-8%	7.0k	48.05	View chart
Amazon (AMZN)	0.1	$331k	NEW	1.6k	208.27	View chart
Hartford Financial Services (HIG)	0.1	$328k		2.4k	135.23	View chart
Microsoft Corporation (MSFT)	0.1	$324k	+3%	876.00	370.17	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$321k	-68%	7.6k	42.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$307k	+3%	1.4k	215.06	View chart
Vici Pptys (VICI)	0.1	$303k		11k	27.32	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$300k	-6%	8.4k	35.78	View chart
Extra Space Storage (EXR)	0.1	$295k		2.2k	131.13	View chart
Crown Castle Intl (CCI)	0.1	$294k	-9%	3.6k	81.31	View chart
Honeywell International (HON)	0.1	$271k	NEW	1.2k	226.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$269k	+5%	3.5k	77.11	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$253k	-17%	3.7k	68.35	View chart
Medtronic SHS (MDT)	0.1	$249k		2.9k	86.65	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$246k		1.8k	132.90	View chart
AvalonBay Communities (AVB)	0.1	$242k		1.5k	163.35	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$238k		1.5k	159.61	View chart
Te Connectivity Ord Shs (TEL)	0.1	$235k		1.1k	209.02	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$235k	NEW	1.7k	138.35	View chart
Advanced Micro Devices (AMD)	0.1	$231k	+11%	1.1k	203.43	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$231k		3.0k	76.83	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$217k		3.7k	59.15	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$206k	NEW	2.6k	79.27	View chart

Past Filings by American Investment Services

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

American Investment Services 2026 Q1 filed May 13, 2026
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

View all past filings

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