American Money Management

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

Tip: Access up to 7 years of quarterly data

Positions held by American Money Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for American Money Management

Companies in the American Money Management portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short-Term Corporate Bond ETF Etf (VCSH) 7.4 $26M +33% 320k 82.41
Apple (AAPL) 6.2 $22M +19% 155k 141.50
Microsoft Corporation (MSFT) 4.0 $14M 50k 281.91
Vanguard FTSE Developed Markets Etf (VEA) 4.0 $14M 277k 50.49
Ishares 0-5 Year Tips Etf (STIP) 2.8 $9.8M -2% 93k 105.63
JPMorgan Emerging Markets ETF Etf (JPEM) 2.0 $6.9M 120k 57.60
JPMorgan Chase & Co. (JPM) 1.9 $6.9M 42k 163.69
Alphabet Inc Class A cs (GOOGL) 1.9 $6.9M 2.6k 2673.56
Intuit (INTU) 1.9 $6.8M 13k 539.51
SPDR MSCI USA StrategicFactors ETF Etf (QUS) 1.9 $6.7M -2% 56k 119.29
Visa (V) 1.8 $6.4M +6% 29k 222.76
MasterCard Incorporated (MA) 1.7 $5.9M +5% 17k 347.70
Vanguard Total Stock Mkt Etf (VTI) 1.7 $5.9M +1973% 27k 222.04
Discover Financial Services (DFS) 1.6 $5.8M 47k 122.85

Setup an alert

American Money Management will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Costco Wholesale Corporation (COST) 1.6 $5.7M 13k 449.36
American Tower Reit (AMT) 1.6 $5.7M 21k 265.39
SPDR S&P Dividend Etf (SDY) 1.6 $5.6M 48k 117.55
Home Depot (HD) 1.6 $5.6M +2% 17k 328.26
JPMorgan Ultra-Short Income ETF Etf (JPST) 1.6 $5.6M +18% 110k 50.72
Johnson & Johnson (JNJ) 1.5 $5.4M +8% 34k 161.51
Texas Pacific Land Corp (TPL) 1.5 $5.3M 4.4k 1209.47
BlackRock (BLK) 1.5 $5.1M 6.1k 838.77
Abbvie (ABBV) 1.4 $5.1M +9% 47k 107.88
Aberdeen Swiss Gold Trust Etf (SGOL) 1.4 $5.0M -3% 299k 16.85
Starbucks Corporation (SBUX) 1.4 $5.0M 45k 110.31
Qualcomm (QCOM) 1.4 $5.0M +2% 39k 128.99
McDonald's Corporation (MCD) 1.4 $4.9M +11% 20k 241.12
Paychex (PAYX) 1.4 $4.8M 43k 112.46
Northrop Grumman Corporation (NOC) 1.3 $4.8M 13k 360.14
Yum! Brands (YUM) 1.3 $4.7M 38k 122.32
Essex Property Trust (ESS) 1.3 $4.6M +4% 15k 319.72
Schwab US LargeCap ETF Etf (SCHX) 1.3 $4.5M +25% 43k 104.04
Union Pacific Corporation (UNP) 1.2 $4.2M 22k 196.00
Amazon (AMZN) 1.2 $4.1M +2% 1.3k 3284.92
Lockheed Martin Corporation (LMT) 1.2 $4.1M +2% 12k 345.10
Walt Disney Company (DIS) 1.1 $4.0M 24k 169.17
Philip Morris International (PM) 1.1 $3.8M 41k 94.80
Broadridge Financial Solutions (BR) 1.1 $3.8M 23k 166.66
iShares 0-5 Year Invmt Grade Corp Bd ETF Etf (SLQD) 1.1 $3.7M NEW 72k 51.68
Norfolk Southern (NSC) 1.0 $3.6M 15k 239.24
Pepsi (PEP) 1.0 $3.6M 24k 150.43
Spdr S&P 500 Value Etf Etf (SPYV) 1.0 $3.4M -2% 88k 39.00
Nxp Semiconductors N V (NXPI) 1.0 $3.4M 17k 195.84
Skyworks Solutions (SWKS) 0.9 $3.0M 18k 164.76
Vanguard CRSP US Mid Cap Index Etf (VO) 0.8 $2.9M NEW 12k 236.74
Applied Materials (AMAT) 0.7 $2.6M 20k 128.75
Schwab US Mid-Cap ETF Etf (SCHM) 0.7 $2.6M +38% 33k 76.65
Berkshire Hathaway (BRK.B) 0.7 $2.3M +2% 8.4k 272.92
Vanguard Intermediate Term Bond Etf (BIV) 0.6 $2.2M NEW 25k 89.46
Facebook Inc cl a (FB) 0.6 $2.1M 6.1k 339.41
Domino's Pizza (DPZ) 0.5 $1.9M +19% 4.1k 476.89
Cheniere Energy (LNG) 0.5 $1.9M +3% 19k 97.66
iShares iBonds Dec 2025 Term Corp ETF Etf (IBDQ) 0.5 $1.7M NEW 64k 26.84
Texas Instruments Incorporated (TXN) 0.5 $1.7M 8.8k 192.16
Wells Fargo & Company (WFC) 0.5 $1.6M 35k 46.41
WD-40 Company (WDFC) 0.4 $1.6M NEW 6.8k 231.50
Vanguard Small Cap Etf (VB) 0.4 $1.4M NEW 6.3k 218.72
Lennar Corporation (LEN) 0.4 $1.3M 14k 93.70
iShares iBonds Dec 2023 Term Corp ETF Etf (IBDO) 0.4 $1.3M NEW 50k 26.00
iShares iBonds Dec 2022 Term Corp ETF Etf (IBDN) 0.4 $1.3M NEW 50k 25.31
Vanguard 500 ETF Etf (VOO) 0.3 $1.2M NEW 3.1k 394.40
Palo Alto Networks (PANW) 0.3 $1.2M 2.5k 479.09
Target Corporation (TGT) 0.3 $1.1M +2% 4.9k 228.81
Alphabet Inc Class C cs (GOOG) 0.3 $1.1M 416.00 2665.87
Eli Lilly & Co. (LLY) 0.3 $1.1M 4.6k 231.12
Vanguard Intl US MidCap Value Index Etf (VOE) 0.3 $1.1M NEW 7.5k 139.66
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.3 $1.0M 9.3k 113.02
iShares iBonds Dec 2024 Term Corp ETF Etf (IBDP) 0.3 $999k NEW 38k 26.28
NVIDIA Corporation (NVDA) 0.3 $898k NEW 4.3k 207.15
Vanguard SmCap Value ETF Etf (VBR) 0.2 $845k NEW 5.0k 169.27
1/100 Berkshire Htwy Cla 100 0.2 $823k 200.00 4115.00
Vanguard Large Cap US Prime Market 750 Etf (VV) 0.2 $795k NEW 4.0k 200.86
Vanguard Russell 1000 Growth ETF Etf (VONG) 0.2 $779k NEW 11k 70.43
Energy Select Sector SPDR ETF Etf (XLE) 0.2 $779k -5% 15k 52.11
S&P MidCap 400 SPDRs Etf (MDY) 0.2 $765k NEW 1.6k 481.13
UnitedHealth (UNH) 0.2 $736k 1.9k 390.45
iShares S&P MidCap 400 Idx Etf (IJH) 0.2 $707k NEW 2.7k 262.92
Verizon Communications (VZ) 0.2 $705k +2% 13k 54.01
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $694k 1.9k 360.71
iShares iBonds Dec 2027 Term Corp ETF Etf (IBDS) 0.2 $688k NEW 26k 26.96
Cisco Systems (CSCO) 0.2 $687k +18% 13k 54.45
iShares S&P US Preferred Stock Idx Etf (PFF) 0.2 $678k 18k 38.80
Micron Technology (MU) 0.2 $653k 9.2k 70.96
Technology Select SPDR Etf (XLK) 0.2 $626k NEW 4.2k 149.40
PowerShares QQQ Trust Etf (QQQ) 0.2 $623k NEW 1.7k 357.63
iShares Edge MSCI Intl Quality Fctr ETF Etf (IQLT) 0.2 $619k NEW 16k 37.90
Vanguard Dividend Apprciation Index Etf (VIG) 0.2 $615k NEW 4.0k 153.71
Vanguard MSCI US Prime Mkt Value ETF Etf (VTV) 0.2 $605k NEW 4.5k 135.38
Vanguard Total World Etf (VT) 0.2 $599k NEW 5.9k 101.78
iShares S&P SmallCap 600 Idx Etf (IJR) 0.2 $590k +107% 5.4k 109.20
SPDR Portfolio Large Cap ETF Etf (SPLG) 0.2 $581k 12k 50.46
iShares DJ International Select Div Index Etf (IDV) 0.2 $578k +8% 19k 30.44
Tesla Motors (TSLA) 0.2 $578k +39% 745.00 775.84
Shopify Inc cl a (SHOP) 0.2 $575k 424.00 1356.13
iShares iBonds Dec 2028 Term Corp ETF Etf (IBDT) 0.2 $560k NEW 20k 28.67
Vanguard Health Care Etf (VHT) 0.2 $535k NEW 2.2k 247.23
Pfizer (PFE) 0.2 $534k +26% 12k 42.97
iShares Morningstar Mid-Cap Growth ETF Etf (IMCG) 0.1 $517k NEW 7.5k 68.93
WisdomTree Dynamic Ccy Hdgd Intl Eq ETF Etf (DDWM) 0.1 $505k NEW 17k 29.85
Vanguard Short Term Bond Etf (BSV) 0.1 $505k NEW 6.2k 81.94
Duke Energy (DUK) 0.1 $463k NEW 4.7k 97.68
Vanguard MSCI US SmCap Growth Etf (VBK) 0.1 $460k NEW 1.6k 279.98
iShares Russell Midcap Growth Idx Etf (IWP) 0.1 $447k NEW 4.0k 112.03
Charles Schwab Corporation (SCHW) 0.1 $426k -4% 5.9k 72.81
iShares Russell Midcap Value Idx Etf (IWS) 0.1 $414k NEW 3.7k 113.24
Schwab US LargeCap Growth ETFA Etf (SCHG) 0.1 $410k 2.8k 148.07
SPDR S&P Dep Rcpt Etf (SPY) 0.1 $357k +31% 831.00 429.60
iShares Russell 1000 Growth Idx Etf (IWF) 0.1 $350k +49% 1.3k 273.87
Vanguard REIT Etf (VNQ) 0.1 $349k +50% 3.4k 101.90
Taiwan Semiconductor Adr (TSM) 0.1 $349k NEW 3.1k 111.54
Fiserv (FISV) 0.1 $347k NEW 3.2k 108.44
Caterpillar (CAT) 0.1 $342k 1.8k 191.92
Vanguard Growth ETF Etf (VUG) 0.1 $340k NEW 1.2k 290.10
iShares iBonds Dec 2029 Term Corp ETF Etf (IBDU) 0.1 $337k NEW 13k 26.64
iShares iBonds Dec 2026 Term Corp ETF Etf (IBDR) 0.1 $336k NEW 13k 26.47
Vanguard Consumer Staples ETF Etf (VDC) 0.1 $331k NEW 1.8k 179.02
Schw US Brd Mkt Etf Etf (SCHB) 0.1 $316k NEW 3.0k 103.91
Roku (ROKU) 0.1 $300k NEW 957.00 313.48
Moderna (MRNA) 0.1 $297k NEW 771.00 385.21
Hannon Armstrong (HASI) 0.1 $291k 5.4k 53.43
Paypal Holdings (PYPL) 0.1 $288k 1.1k 260.16
iShares MSCI KLD 400 Social ETF Etf (DSI) 0.1 $285k NEW 3.4k 83.33
Lowe's Companies (LOW) 0.1 $283k 1.4k 202.87
ProShares S&P MidCap 400 Dividend Arst Etf (REGL) 0.1 $280k -6% 4.1k 67.80
SPDR Portfolio Mid Cap ETF Etf (SPMD) 0.1 $270k 5.8k 46.23
Vanguard High Dividend Yield Etf (VYM) 0.1 $264k NEW 2.6k 103.41
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG) 0.1 $263k NEW 3.0k 87.17
iShares MSCI USA Esg Select ETF Etf (SUSA) 0.1 $258k NEW 2.7k 95.84
Bank of America Corporation (BAC) 0.1 $254k +3% 6.0k 42.48
Cirrus Logic (CRUS) 0.1 $247k 3.0k 82.33
Toyota Motor Adr (TM) 0.1 $233k NEW 1.3k 177.86
CVS Caremark Corporation (CVS) 0.1 $232k NEW 2.7k 84.98
PDR S&P Emerging Markets ETF Etf (SPEM) 0.1 $231k NEW 5.4k 42.49
iShares Russell Midcap Idx Etf (IWR) 0.1 $219k NEW 2.8k 78.21
Public Storage (PSA) 0.1 $212k NEW 712.00 297.75
iShares Core Dividend Growth ETF Etf (DGRO) 0.1 $209k NEW 4.2k 50.19
Intel Corporation (INTC) 0.1 $205k NEW 3.8k 53.40
Williams-Sonoma (WSM) 0.1 $196k NEW 1.1k 177.54
Vanguard S&P Small-Cap 600 ETF Etf (VIOO) 0.1 $190k NEW 944.00 201.27
International Gold Resources I cs (IGRU) 0.0 $0 50k 0.00

Past Filings by American Money Management

SEC 13F filings are viewable for American Money Management going back to 2013

View all past filings