American Investment Services

American Investment Services as of June 30, 2026

Portfolio Holdings for American Investment Services

American Investment Services holds 133 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
World Gold Tr Spdr Gld Minis (GLDM) 8.2 $39M 492k 79.42
Vanguard Index Fds Growth Etf (VUG) 8.2 $39M 452k 86.14
Dimensional Etf Trust Us Mktwide Value (DFUV) 5.5 $26M 475k 55.01
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.3 $20M 207k 98.20
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.2 $15M 184k 82.34
Dimensional Etf Trust Intl Core Equity (DFIC) 3.2 $15M 404k 37.26
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 3.1 $15M 182k 81.94
Vanguard Index Fds Value Etf (VTV) 2.8 $13M 60k 217.93
Dimensional Etf Trust Global Real Est (DFGR) 2.4 $11M 387k 28.97
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.3 $11M 270k 40.64
Vanguard World Utilities Etf (VPU) 2.3 $11M 55k 195.73
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.1 $10M 142k 69.90
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 2.1 $9.9M 129k 76.63
Chevron Corporation (CVX) 2.0 $9.4M 57k 165.76
Merck & Co (MRK) 2.0 $9.3M 72k 128.50
Dimensional Etf Trust World Equity Etf (DFAW) 1.9 $9.1M 110k 82.79
Dimensional Etf Trust World Ex Us Core (DFAX) 1.9 $9.1M 247k 36.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $8.8M 124k 71.25
Verizon Communications (VZ) 1.8 $8.7M 206k 42.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $7.4M 30k 242.99
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $6.9M 72k 96.43
Ishares Gold Tr Ishares New (IAU) 1.4 $6.8M 89k 75.51
Vanguard Index Fds Small Cp Etf (VB) 1.4 $6.7M 22k 303.12
Dimensional Etf Trust Us Small Cap Etf (DFSV) 1.3 $6.0M 156k 38.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $6.0M 8.7k 686.82
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 1.1 $5.4M 137k 39.54
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.0 $4.8M 99k 48.34
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $4.5M 185k 24.14
Amgen (AMGN) 0.9 $4.4M 12k 362.11
Ishares Tr Trust Ishare 0-1 (SHV) 0.9 $4.3M 39k 110.35
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $4.2M 82k 50.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $3.9M 66k 59.69
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.8 $3.6M 72k 50.39
Johnson & Johnson (JNJ) 0.8 $3.6M 14k 253.96
Spdr Series Trust St Str P500val (SPYV) 0.7 $3.5M 58k 60.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $3.2M 39k 82.65
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $3.0M 103k 28.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.8M 5.7k 500.39
Spdr Series Trust St Str P500etf (SPYM) 0.6 $2.8M 32k 87.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $2.7M 75k 36.13
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $2.7M 33k 82.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $2.7M 46k 58.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $2.6M 33k 77.91
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $2.5M 62k 41.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $2.5M 85k 29.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.4M 6.6k 370.06
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.5 $2.3M 48k 47.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $2.2M 16k 137.53
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $2.1M 40k 51.69
Vanguard Index Fds Large Cap Etf (VV) 0.4 $2.0M 6.0k 343.92
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 0.4 $2.0M 37k 54.46
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $2.0M 9.5k 212.77
Nike CL B (NKE) 0.4 $2.0M 48k 41.05
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $1.9M 36k 54.02
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.9M 19k 98.98
UnitedHealth (UNH) 0.4 $1.7M 4.2k 415.63
Eli Lilly & Co. (LLY) 0.4 $1.7M 1.4k 1199.43
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $1.7M 12k 136.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.7M 14k 124.17
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $1.7M 41k 40.21
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.3 $1.5M 36k 41.73
Home Depot (HD) 0.3 $1.5M 4.2k 352.68
Spdr Series Trust ST STR SP600SM C (SLYV) 0.3 $1.5M 14k 109.11
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $1.4M 4.2k 338.72
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.4M 13k 109.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.2M 17k 73.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.1M 40k 27.70
Procter & Gamble Company (PG) 0.2 $1.1M 7.3k 146.64
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $1.1M 30k 36.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $988k 4.1k 242.43
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.2 $985k 19k 51.78
Equinix (EQIX) 0.2 $968k 929.00 1042.39
Prologis (PLD) 0.2 $958k 7.1k 135.47
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $943k 19k 50.23
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB) 0.2 $909k 12k 76.34
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $870k 10k 87.04
Vanguard World Inf Tech Etf (VGT) 0.2 $812k 6.8k 119.52
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $792k 5.3k 148.31
Exxon Mobil Corporation (XOM) 0.2 $773k 5.7k 136.72
JPMorgan Chase & Co. (JPM) 0.2 $754k 2.3k 327.33
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $749k 1.00 748850.00
Ishares Tr Core S&p500 Etf (IVV) 0.2 $746k 997.00 748.68
Ishares Tr Russell 2000 Etf (IWM) 0.2 $744k 2.5k 300.45
Ge Aerospace Com New (GE) 0.1 $674k 1.8k 373.73
Dimensional Etf Trust Us Larg Vect Etf (DFVX) 0.1 $673k 8.2k 82.24
Nextera Energy (NEE) 0.1 $666k 7.6k 87.77
Advanced Micro Devices (AMD) 0.1 $660k 1.1k 580.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $653k 9.5k 68.41
Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.1 $626k 24k 26.16
Simon Property (SPG) 0.1 $594k 2.7k 223.65
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $586k 785.00 746.79
Apple (AAPL) 0.1 $582k 2.0k 289.30
Coca-Cola Company (KO) 0.1 $576k 7.1k 81.27
Cigna Corp (CI) 0.1 $561k 2.0k 275.68
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $545k 16k 34.81
International Business Machines (IBM) 0.1 $545k 1.9k 281.21
Digital Realty Trust (DLR) 0.1 $544k 3.0k 179.58
Pepsi (PEP) 0.1 $535k 4.0k 135.40
American Tower Reit (AMT) 0.1 $531k 3.2k 163.57
Public Storage (PSA) 0.1 $518k 1.6k 318.31
Spdr Series Trust ST STR SP600 SML (SPSM) 0.1 $483k 8.4k 57.67
Realty Income (O) 0.1 $466k 7.5k 61.96
Johnson Controls Internation SHS (JCI) 0.1 $457k 3.1k 146.11
Colgate-Palmolive Company (CL) 0.1 $440k 4.8k 91.68
Ishares Tr Select Us Reit (ICF) 0.1 $432k 6.4k 67.63
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $422k 6.7k 62.76
Iron Mountain (IRM) 0.1 $417k 3.3k 126.31
Ishares Tr Msci Eafe Etf (EFA) 0.1 $380k 3.7k 103.88
Amazon (AMZN) 0.1 $379k 1.6k 238.34
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $378k 1.7k 227.06
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $354k 8.3k 42.67
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $352k 1.8k 190.52
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $345k 7.1k 48.43
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $338k 1.4k 236.62
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.1 $335k 7.9k 42.21
Extra Space Storage (EXR) 0.1 $327k 2.2k 145.30
Microsoft Corporation (MSFT) 0.1 $327k 876.00 373.02
Hartford Financial Services (HIG) 0.1 $321k 2.4k 132.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $297k 3.5k 85.49
Vici Pptys (VICI) 0.1 $295k 11k 26.55
Flex Ord (FLEX) 0.1 $286k 1.8k 162.07
AvalonBay Communities (AVB) 0.1 $280k 1.5k 188.69
Crown Castle Intl (CCI) 0.1 $274k 3.6k 75.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $271k 3.4k 79.03
Ge Vernova (GEV) 0.1 $269k 229.00 1174.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $268k 1.7k 156.93
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $254k 3.7k 68.53
Equity Residential Sh Ben Int (EQR) 0.1 $249k 3.7k 67.93
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $231k 3.0k 76.79
Te Connectivity Ord Shs (TEL) 0.0 $227k 1.1k 201.61
Medtronic SHS (MDT) 0.0 $224k 2.9k 78.23
Sba Communications Corp Cl A (SBAC) 0.0 $202k 1.1k 176.46
Essex Property Trust (ESS) 0.0 $202k 692.00 291.59