American Investment Services

American Investment Services as of March 31, 2026

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