American Investment Services

American Investment Services as of March 31, 2025

Portfolio Holdings for American Investment Services

American Investment Services holds 157 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
World Gold Tr Spdr Gld Minis (GLDM) 7.3 $42M 672k 61.89
Dimensional Etf Trust Us Equity Market (DFUS) 6.8 $38M 635k 60.48
Vanguard Index Fds Growth Etf (VUG) 6.8 $38M 104k 370.82
Dimensional Etf Trust Us Mktwide Value (DFUV) 6.2 $35M 851k 41.21
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.2 $18M 247k 73.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $16M 28k 559.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $16M 33k 468.93
Vanguard World Mega Cap Index (MGC) 2.7 $16M 77k 201.38
Apple (AAPL) 2.1 $12M 54k 222.13
Dimensional Etf Trust Intl Core Equity (DFIC) 2.1 $12M 432k 27.77
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.9 $11M 181k 59.75
Vanguard Index Fds Value Etf (VTV) 1.9 $11M 62k 172.74
Verizon Communications (VZ) 1.8 $10M 223k 45.36
Alphabet Cap Stk Cl C (GOOG) 1.8 $10M 65k 156.23
Ishares Gold Tr Ishares New (IAU) 1.8 $10M 169k 58.96
Vanguard World Utilities Etf (VPU) 1.7 $9.7M 57k 170.81
Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $9.7M 369k 26.20
Mastercard Incorporated Cl A (MA) 1.5 $8.5M 16k 548.13
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $8.4M 163k 51.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $8.1M 160k 50.83
Ishares Tr Short Treas Bd (SHV) 1.4 $7.9M 72k 110.46
Chevron Corporation (CVX) 1.3 $7.3M 44k 167.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $6.8M 13k 532.58
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $6.7M 74k 90.54
Dimensional Etf Trust Global Real Est (DFGR) 1.1 $6.4M 245k 26.26
Dimensional Etf Trust World Equity Etf (DFAW) 1.1 $6.4M 105k 61.28
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $6.4M 8.00 798441.62
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $6.3M 240k 26.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $6.1M 12k 513.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $5.9M 32k 186.29
Vanguard Index Fds Small Cp Etf (VB) 0.9 $5.1M 23k 221.75
3M Company (MMM) 0.9 $5.0M 34k 146.86
Vanguard Index Fds Large Cap Etf (VV) 0.9 $4.9M 19k 257.04
Alphabet Cap Stk Cl A (GOOGL) 0.8 $4.5M 29k 154.64
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.7 $4.3M 90k 47.57
Visa Com Cl A (V) 0.7 $3.9M 11k 350.47
International Business Machines (IBM) 0.7 $3.9M 16k 248.66
Dow (DOW) 0.7 $3.9M 112k 34.92
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $3.8M 134k 28.15
Philip Morris International (PM) 0.7 $3.7M 23k 158.73
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $3.5M 59k 58.69
Martin Marietta Materials (MLM) 0.6 $3.4M 7.2k 478.13
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.6 $3.4M 112k 30.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $3.4M 75k 45.26
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $3.2M 39k 82.73
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $3.2M 63k 51.07
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $3.2M 88k 36.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $3.1M 62k 49.62
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $3.0M 124k 24.34
JPMorgan Chase & Co. (JPM) 0.5 $2.7M 11k 245.30
Mondelez Intl Cl A (MDLZ) 0.5 $2.7M 40k 67.85
Johnson & Johnson (JNJ) 0.5 $2.6M 16k 165.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $2.6M 31k 81.76
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $2.5M 38k 65.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $2.3M 30k 78.28
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $2.1M 69k 31.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $2.1M 23k 92.83
Exxon Mobil Corporation (XOM) 0.4 $2.0M 17k 118.93
Ishares Tr Tips Bd Etf (TIP) 0.3 $2.0M 18k 111.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.0M 7.2k 274.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $1.9M 87k 22.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.8M 78k 23.43
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $1.8M 38k 47.52
Amgen (AMGN) 0.3 $1.7M 5.4k 311.55
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.7M 9.6k 173.23
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $1.6M 41k 39.36
Dimensional Etf Trust Us High Profitab (DUHP) 0.3 $1.5M 46k 33.14
Dimensional Etf Trust Global Core Plus (DFGP) 0.3 $1.5M 29k 53.43
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.5M 15k 97.48
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $1.4M 56k 25.89
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.4M 15k 98.92
Walt Disney Company (DIS) 0.3 $1.4M 14k 98.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.3M 3.7k 361.09
Merck & Co (MRK) 0.2 $1.3M 15k 89.76
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $1.3M 33k 38.44
McDonald's Corporation (MCD) 0.2 $1.2M 4.0k 312.35
Eli Lilly & Co. (LLY) 0.2 $1.2M 1.4k 825.91
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $1.2M 4.5k 253.86
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $1.1M 14k 78.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.1M 53k 19.78
Walgreen Boots Alliance 0.2 $1.0M 91k 11.17
Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $1.0M 42k 23.77
Procter & Gamble Company (PG) 0.2 $938k 5.5k 170.42
American Tower Reit (AMT) 0.2 $880k 4.0k 217.60
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.1 $832k 14k 61.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $823k 11k 73.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $813k 30k 27.57
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $802k 20k 40.76
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $795k 20k 39.37
Home Depot (HD) 0.1 $784k 2.1k 366.49
Dimensional Etf Trust Us Large Cap Vec (DFVX) 0.1 $783k 12k 64.13
Ishares Tr Core S&p500 Etf (IVV) 0.1 $781k 1.4k 561.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $767k 4.1k 188.16
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $765k 1.8k 419.83
Prologis (PLD) 0.1 $718k 6.4k 111.79
Cigna Corp (CI) 0.1 $669k 2.0k 329.00
Cisco Systems (CSCO) 0.1 $668k 11k 61.71
Equinix (EQIX) 0.1 $664k 814.00 815.35
Ishares Tr Russell 2000 Etf (IWM) 0.1 $648k 3.2k 199.49
Pepsi (PEP) 0.1 $635k 4.2k 149.94
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $583k 5.6k 104.57
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.1 $550k 2.2k 246.71
Nextera Energy (NEE) 0.1 $542k 7.6k 70.89
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $524k 12k 43.70
Solventum Corp Com Shs (SOLV) 0.1 $497k 6.5k 76.04
Simon Property (SPG) 0.1 $489k 2.9k 166.08
Microsoft Corporation (MSFT) 0.1 $479k 1.3k 375.39
Colgate-Palmolive Company (CL) 0.1 $478k 5.1k 93.71
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $460k 17k 26.58
Realty Income (O) 0.1 $455k 7.8k 58.01
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $449k 6.5k 68.81
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $444k 3.8k 115.94
Crown Castle Intl (CCI) 0.1 $434k 4.2k 104.23
Ge Aerospace Com New (GE) 0.1 $433k 2.2k 200.15
Vanguard World Inf Tech Etf (VGT) 0.1 $431k 795.00 542.38
Digital Realty Trust (DLR) 0.1 $429k 3.0k 143.29
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $428k 10k 42.06
Dimensional Etf Trust Dimensional Us (DXUV) 0.1 $421k 8.4k 50.26
Public Storage (PSA) 0.1 $417k 1.4k 299.29
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $405k 8.3k 48.82
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $404k 2.1k 194.04
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $397k 8.0k 49.90
Ishares Tr Cohen Steer Reit (ICF) 0.1 $393k 6.4k 61.53
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $365k 11k 32.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $364k 4.5k 81.73
Pfizer (PFE) 0.1 $361k 14k 25.34
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $358k 1.9k 190.58
Vici Pptys (VICI) 0.1 $357k 11k 32.62
Sap Se Spon Adr (SAP) 0.1 $356k 1.3k 268.44
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $353k 5.6k 62.92
Ishares Tr Select Divid Etf (DVY) 0.1 $340k 2.5k 134.30
Extra Space Storage (EXR) 0.1 $329k 2.2k 148.49
Spdr Gold Tr Gold Shs (GLD) 0.1 $323k 1.1k 288.14
Brown Forman Corp Cl A (BF.A) 0.1 $320k 9.6k 33.47
AvalonBay Communities (AVB) 0.1 $318k 1.5k 214.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $317k 5.2k 60.66
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $316k 12k 27.05
Ishares Msci Emrg Chn (EMXC) 0.1 $314k 5.7k 55.09
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $305k 2.6k 115.60
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $300k 11k 28.41
Hartford Financial Services (HIG) 0.1 $300k 2.4k 123.73
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $299k 1.2k 251.77
Automatic Data Processing (ADP) 0.0 $273k 895.00 305.53
Iron Mountain (IRM) 0.0 $267k 3.1k 86.04
Equity Residential Sh Ben Int (EQR) 0.0 $262k 3.7k 71.58
Ishares Tr New York Mun Etf (NYF) 0.0 $259k 4.9k 52.65
Medtronic SHS (MDT) 0.0 $258k 2.9k 89.86
Sba Communications Corp Cl A (SBAC) 0.0 $252k 1.1k 220.01
Johnson Ctls Intl SHS (JCI) 0.0 $251k 3.1k 80.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $227k 3.7k 62.09
Mid-America Apartment (MAA) 0.0 $222k 1.3k 167.58
Invitation Homes (INVH) 0.0 $220k 6.3k 34.85
Wal-Mart Stores (WMT) 0.0 $219k 2.5k 87.79
Select Sector Spdr Tr Technology (XLK) 0.0 $213k 1.0k 206.48
Essex Property Trust (ESS) 0.0 $212k 692.00 306.57
Advanced Micro Devices (AMD) 0.0 $207k 2.0k 102.74
Global X Fds Us Pfd Etf (PFFD) 0.0 $206k 11k 19.04