American Investment Services

American Investment Services as of June 30, 2025

Portfolio Holdings for American Investment Services

American Investment Services holds 133 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
World Gold Tr Spdr Gld Minis (GLDM) 9.6 $38M 576k 65.52
Vanguard Index Fds Growth Etf (VUG) 9.1 $36M 81k 438.40
Dimensional Etf Trust Us Mktwide Value (DFUV) 5.4 $21M 497k 42.28
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.9 $19M 242k 80.11
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.8 $11M 172k 63.71
Dimensional Etf Trust Intl Core Equity (DFIC) 2.8 $11M 348k 31.09
Vanguard Index Fds Value Etf (VTV) 2.7 $11M 59k 176.74
Dimensional Etf Trust Us Equity Market (DFUS) 2.7 $10M 156k 67.02
Vanguard World Utilities Etf (VPU) 2.4 $9.5M 54k 176.51
Verizon Communications (VZ) 2.3 $9.0M 209k 43.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $8.6M 151k 57.01
Ishares Gold Tr Ishares New (IAU) 2.1 $8.3M 132k 62.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.0 $7.9M 147k 53.96
Chevron Corporation (CVX) 1.9 $7.4M 52k 143.19
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.9 $7.3M 245k 29.68
Dimensional Etf Trust World Ex Us Core (DFAX) 1.8 $7.1M 242k 29.37
Dimensional Etf Trust World Equity Etf (DFAW) 1.8 $6.9M 103k 67.08
Dimensional Etf Trust Global Real Est (DFGR) 1.7 $6.8M 252k 26.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $6.4M 33k 195.01
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $6.2M 70k 89.06
Vanguard Index Fds Small Cp Etf (VB) 1.5 $6.0M 26k 236.98
Ishares Tr Short Treas Bd (SHV) 1.5 $5.8M 53k 110.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $5.3M 9.4k 568.01
International Business Machines (IBM) 1.1 $4.2M 14k 294.78
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.0 $4.0M 136k 29.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $3.6M 72k 49.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $3.4M 69k 49.03
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $3.3M 82k 40.49
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $3.2M 133k 24.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $3.2M 54k 58.78
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.8 $3.2M 61k 52.34
Johnson & Johnson (JNJ) 0.8 $3.1M 21k 152.75
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.8 $3.1M 101k 31.02
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.8 $3.1M 65k 47.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $3.0M 37k 82.86
3M Company (MMM) 0.7 $2.8M 18k 152.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.8M 5.7k 485.77
Spdr Series Trust Portfolio S&p500 (SPLG) 0.7 $2.7M 37k 72.69
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $2.6M 31k 82.92
Merck & Co (MRK) 0.6 $2.3M 30k 79.16
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $2.3M 67k 34.57
Dow (DOW) 0.6 $2.3M 87k 26.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.2M 7.2k 303.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $2.2M 27k 78.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $2.1M 86k 24.44
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $2.1M 19k 110.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $2.0M 79k 25.30
Amgen (AMGN) 0.5 $1.9M 6.7k 279.21
Exxon Mobil Corporation (XOM) 0.5 $1.8M 17k 107.80
Dimensional Etf Trust Short Duration F (DFSD) 0.5 $1.8M 37k 48.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.7M 9.5k 181.74
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.7M 6.1k 285.30
Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $1.7M 47k 35.56
Ishares Tr Tips Bd Etf (TIP) 0.4 $1.7M 15k 110.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.6M 3.7k 424.58
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $1.5M 36k 42.83
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.5M 15k 99.20
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $1.4M 33k 42.36
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.3M 13k 99.49
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $1.3M 4.6k 280.86
Dimensional Etf Trust Global Core Plus (DFGP) 0.3 $1.3M 23k 54.49
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $1.2M 41k 28.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.2M 53k 22.10
Eli Lilly & Co. (LLY) 0.3 $1.1M 1.4k 779.53
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.3 $1.1M 14k 79.76
American Tower Reit (AMT) 0.2 $899k 4.1k 221.02
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $895k 12k 73.63
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $889k 30k 30.14
Dimensional Etf Trust Us Large Cap Vec (DFVX) 0.2 $876k 13k 68.92
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $828k 19k 42.74
JPMorgan Chase & Co. (JPM) 0.2 $823k 2.8k 289.91
Spdr Series Trust Portfolio S&p600 (SPSM) 0.2 $820k 19k 42.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $792k 4.1k 194.23
Home Depot (HD) 0.2 $785k 2.1k 366.64
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $729k 1.00 728800.00
Procter & Gamble Company (PG) 0.2 $717k 4.5k 159.32
Cisco Systems (CSCO) 0.2 $707k 10k 69.38
Prologis (PLD) 0.2 $680k 6.5k 105.12
Cigna Corp (CI) 0.2 $672k 2.0k 330.58
Ishares Tr Core S&p500 Etf (IVV) 0.2 $649k 1.0k 620.74
Equinix (EQIX) 0.2 $648k 814.00 795.47
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $616k 5.6k 109.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $576k 12k 48.24
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $571k 24k 23.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $555k 898.00 618.12
Ge Aerospace Com New (GE) 0.1 $540k 2.1k 257.39
Ishares Tr Russell 2000 Etf (IWM) 0.1 $535k 2.5k 215.79
Digital Realty Trust (DLR) 0.1 $528k 3.0k 174.33
Nextera Energy (NEE) 0.1 $527k 7.6k 69.42
Pepsi (PEP) 0.1 $522k 4.0k 132.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $479k 17k 27.67
Vanguard World Inf Tech Etf (VGT) 0.1 $478k 720.00 663.28
Simon Property (SPG) 0.1 $473k 2.9k 160.76
Realty Income (O) 0.1 $457k 7.9k 57.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $450k 9.0k 50.27
Walgreen Boots Alliance 0.1 $450k 39k 11.48
Colgate-Palmolive Company (CL) 0.1 $436k 4.8k 90.90
Crown Castle Intl (CCI) 0.1 $433k 4.2k 102.73
Microsoft Corporation (MSFT) 0.1 $423k 850.00 497.41
Apple (AAPL) 0.1 $416k 2.0k 205.12
Public Storage (PSA) 0.1 $414k 1.4k 293.42
Ishares Tr Select Us Reit (ICF) 0.1 $390k 6.4k 61.16
Ishares Tr Msci Eafe Etf (EFA) 0.1 $367k 4.1k 89.39
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $367k 1.9k 195.42
Vici Pptys (VICI) 0.1 $362k 11k 32.60
Ishares Msci Emrg Chn (EMXC) 0.1 $359k 5.7k 63.14
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $356k 5.6k 63.40
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $338k 6.8k 49.51
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $332k 11k 29.99
Extra Space Storage (EXR) 0.1 $332k 2.2k 147.44
Johnson Ctls Intl SHS (JCI) 0.1 $331k 3.1k 105.62
Iron Mountain (IRM) 0.1 $318k 3.1k 102.57
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $309k 4.5k 69.33
Hartford Financial Services (HIG) 0.1 $307k 2.4k 126.87
AvalonBay Communities (AVB) 0.1 $302k 1.5k 203.50
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $277k 1.4k 204.67
Automatic Data Processing (ADP) 0.1 $276k 895.00 308.40
Sba Communications Corp Cl A (SBAC) 0.1 $269k 1.1k 234.84
Select Sector Spdr Tr Technology (XLK) 0.1 $261k 1.0k 253.23
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $260k 2.0k 128.55
Ishares Tr New York Mun Etf (NYF) 0.1 $257k 4.9k 52.14
Medtronic SHS (MDT) 0.1 $250k 2.9k 87.17
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $248k 4.4k 56.12
Equity Residential Sh Ben Int (EQR) 0.1 $247k 3.7k 67.49
Spdr Gold Tr Gold Shs (GLD) 0.1 $246k 808.00 304.83
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $245k 3.6k 69.09
Solventum Corp Com Shs (SOLV) 0.1 $243k 3.2k 75.84
Te Connectivity Ord Shs (TEL) 0.1 $235k 1.4k 168.67
Wal-Mart Stores (WMT) 0.1 $226k 2.3k 97.78
Global X Fds Us Pfd Etf (PFFD) 0.1 $213k 11k 18.83
Invitation Homes (INVH) 0.1 $207k 6.3k 32.80
Pfizer (PFE) 0.1 $207k 8.6k 24.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $201k 1.5k 133.31