Sponsored

The Analysis of American Investment Services, Inc.'s Holdings & P&L

Currently, American Investment Services, Inc. holds 132 types of securities in its portfolio with a total value $448.3M. In the most recent quarter, they have increased their positions in VSDM (+112.3K shares, valued at $8.6M), N/A (+10.7K shares, valued at $1.3M), UNH (+3.8K shares, valued at $1.0M); decreased their positions in GLDM (-43.6K shares, valued at $4.0M), IBM (-5.4K shares, valued at $1.3M), DOW (-25.1K shares, valued at $1.0M); initiated new positions in UNH (+3.8K shares, valued at $1.0M), IBKR (+10.0K shares, valued at $670.7K), NKE (+9.8K shares, valued at $515.4K).

1M P&L

+5.8M+1.47%

3M P&L

-181.4M-31.32%

HY P&L

-154.1M-27.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A359.9M

88.9%

2Drug Manufacturers - General10.6M

2.6%

3Oil & Gas Integrated9.5M

2.3%

Top Industries by Stock Count

1N/A83 stocks

69.7%

2REIT - Specialty5 stocks

4.2%

3Drug Manufacturers - General4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLDM WORLD GOLD TR469.4K shares-8.51%2026-03-312026-05-13

VUG VANGUARD INDEX FDS79.3K shares0.15%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST480.3K shares-1.12%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS217.3K shares-3.25%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST397.6K shares2.65%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST179.3K shares-1.48%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST173.4K shares7.14%2026-03-312026-05-13

CVX CHEVRON CORPORATION57.1K shares-0.70%2026-03-312026-05-13

Sponsored

VTV VANGUARD INDEX FDS60.1K shares0.75%2026-03-312026-05-13

VPU VANGUARD WORLD FD53.3K shares-1.21%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC190.0K shares-6.86%2026-03-312026-05-13

DFGR DIMENSIONAL ETF TRUST358.6K shares7.17%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST269.6K shares1.57%2026-03-312026-05-13

DFAT DIMENSIONAL ETF TRUST142.7K shares-1.93%2026-03-312026-05-13

VSDM VANGUARD MUN BD FDS116.5K shares2707.04%2026-03-312026-05-13

DFAW DIMENSIONAL ETF TRUST113.5K shares0.99%2026-03-312026-05-13

Sponsored

VEA VANGUARD TAX-MANAGED FDS126.0K shares-3.13%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR91.2K shares-10.83%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC66.5K shares19.13%2026-03-312026-05-13

DFAX DIMENSIONAL ETF TRUST232.4K shares-2.11%2026-03-312026-05-13

VBR VANGUARD INDEX FDS30.8K shares0.50%2026-03-312026-05-13

VB VANGUARD INDEX FDS25.4K shares1.65%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS71.3K shares0.96%2026-03-312026-05-13

SHV ISHARES TR51.1K shares1.93%2026-03-312026-05-13

Sponsored

DFSV DIMENSIONAL ETF TRUST155.0K shares2.40%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON22.1K shares-5.12%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS8.6K shares4.44%2026-03-312026-05-13

AMGN AMGEN INC14.0K shares13.17%2026-03-312026-05-13

DFNM DIMENSIONAL ETF TRUST98.0K shares24.23%2026-03-312026-05-13

DFLV DIMENSIONAL ETF TRUST130.1K shares16.85%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR180.9K shares10.94%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS81.7K shares-1.29%2026-03-312026-05-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F70.1K shares-0.29%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS73.8K shares-3.08%2026-03-312026-05-13

SPYV SPDR SERIES TRUST58.6K shares-1.02%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS38.5K shares0.21%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS50.2K shares2.11%2026-03-312026-05-13

SHY ISHARES TR33.8K shares-3.95%2026-03-312026-05-13

DFAI DIMENSIONAL ETF TRUST71.5K shares2.25%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.7K shares0.00%2026-03-312026-05-13

Sponsored

SCHB SCHWAB STRATEGIC TR102.9K shares-10.23%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS32.3K shares11.74%2026-03-312026-05-13

SPYM SPDR SERIES TRUST32.3K shares-2.34%2026-03-312026-05-13

AGG ISHARES TR22.8K shares11.70%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR76.3K shares-2.66%2026-03-312026-05-13

VTI VANGUARD INDEX FDS6.8K shares-0.26%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR85.1K shares-0.53%2026-03-312026-05-13

DFGP DIMENSIONAL ETF TRUST36.1K shares5.33%2026-03-312026-05-13

Sponsored

DFIV DIMENSIONAL ETF TRUST35.6K shares0.00%2026-03-312026-05-13

DFSD DIMENSIONAL ETF TRUST38.9K shares8.15%2026-03-312026-05-13

IVW ISHARES TR16.4K shares-2.41%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.5K shares0.00%2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST40.4K shares4.23%2026-03-312026-05-13

VV VANGUARD INDEX FDS5.9K shares1.51%2026-03-312026-05-13

TIP ISHARES TR15.0K shares2.15%2026-03-312026-05-13

IJS ISHARES TR12.4K shares-2.70%2026-03-312026-05-13

Sponsored

IWF ISHARES TR3.4K shares-3.83%2026-03-312026-05-13

DFAE DIMENSIONAL ETF TRUST42.8K shares2.51%2026-03-312026-05-13

DUHP DIMENSIONAL ETF TRUST36.6K shares-2.57%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS17.8K shares16.31%2026-03-312026-05-13

LLY ELI LILLY & CO1.4K shares1.00%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR52.0K shares0.00%2026-03-312026-05-13

SLYV SPDR SERIES TRUST13.6K shares0.00%2026-03-312026-05-13

VONE VANGUARD SCOTTSDALE FDS4.3K shares-3.25%2026-03-312026-05-13

Sponsored

UNH UNITEDHEALTH GROUP INC3.8K sharesnew addition2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS4.2K shares-56.57%2026-03-312026-05-13

SCHE SCHWAB STRATEGIC TR29.5K shares0.00%2026-03-312026-05-13

PLD PROLOGIS INC.7.1K shares0.00%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS19.6K shares-0.38%2026-03-312026-05-13

EQIX EQUINIX INC929 shares0.00%2026-03-312026-05-13

IWD ISHARES TR4.1K shares0.00%2026-03-312026-05-13

VSDB VANGUARD MALVERN FDS10.8K shares-23.90%2026-03-312026-05-13

Sponsored

VTIP VANGUARD MALVERN FDS15.4K shares30.98%2026-03-312026-05-13

XOM EXXON MOBIL CORP4.5K shares-22.36%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-13

NEE NEXTERA ENERGY INC7.6K shares0.00%2026-03-312026-05-13

HD HOME DEPOT INC2.1K shares0.00%2026-03-312026-05-13

DFVX DIMENSIONAL ETF TRUST9.2K shares-21.12%2026-03-312026-05-13

SPSM SPDR SERIES TRUST14.1K shares0.00%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO2.3K shares0.00%2026-03-312026-05-13

Sponsored

IJR ISHARES TR5.4K shares-2.88%2026-03-312026-05-13

IBKR INTERACTIVE BROKERS GROUP IN10.0K sharesnew addition2026-03-312026-05-13

IVV ISHARES TR1.0K shares-0.58%2026-03-312026-05-13

IWM ISHARES TR2.5K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC4.0K shares0.00%2026-03-312026-05-13

EEM ISHARES TR10.8K shares-2.04%2026-03-312026-05-13

VGT VANGUARD WORLD FD849 shares2.17%2026-03-312026-05-13

DFAR DIMENSIONAL ETF TRUST23.7K shares0.04%2026-03-312026-05-13

Sponsored

AMT AMERICAN TOWER CORP3.2K shares-9.75%2026-03-312026-05-13

DOW DOW HLDGS INC13.3K shares-65.36%2026-03-312026-05-13

DLR DIGITAL RLTY TR INC3.0K shares0.00%2026-03-312026-05-13

KO COCA COLA CO7.1K shares-0.21%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP2.0K shares0.00%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T823 shares-5.07%2026-03-312026-05-13

NKE NIKE INC9.8K sharesnew addition2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.8K shares3.32%2026-03-312026-05-13

Sponsored

AAPL APPLE INC2.0K shares-0.89%2026-03-312026-05-13

PG PROCTER & GAMBLE CO3.5K shares0.00%2026-03-312026-05-13

SPG SIMON PPTY GROUP INC NEW2.7K shares0.00%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR15.7K shares0.00%2026-03-312026-05-13

O REALTY INCOME CORP7.5K shares0.00%2026-03-312026-05-13

PSA PUBLIC STORAGE OPER CO1.6K shares0.00%2026-03-312026-05-13

VCEB VANGUARD WORLD FD6.7K shares2.13%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION3.1K shares0.00%2026-03-312026-05-13

Sponsored

CL COLGATE PALMOLIVE CO4.8K shares0.00%2026-03-312026-05-13

ICF ISHARES TR6.4K shares0.00%2026-03-312026-05-13

EFA ISHARES TR3.7K shares0.00%2026-03-312026-05-13

IVE ISHARES TR1.7K shares0.00%2026-03-312026-05-13

IRM IRON MTN INC DEL3.3K shares6.48%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS7.0K shares-8.58%2026-03-312026-05-13

AMZN AMAZON COM INC1.6K sharesnew addition2026-03-312026-05-13

HIG HARTFORD INSURANCE GROUP INC2.4K shares0.00%2026-03-312026-05-13

Sponsored

MSFT MICROSOFT CORP876 shares3.06%2026-03-312026-05-13

DFCF DIMENSIONAL ETF TRUST7.6K shares-68.96%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS1.4K shares3.03%2026-03-312026-05-13

VICI VICI PPTYS INC11.1K shares0.00%2026-03-312026-05-13

DFEV DIMENSIONAL ETF TRUST8.4K shares-6.54%2026-03-312026-05-13

EXR EXTRA SPACE STORAGE INC2.2K shares0.00%2026-03-312026-05-13

CROWN CASTLE INC CROWN CASTLE INC3.6K shares-9.01%2026-03-312026-05-13

HON HONEYWELL INTL INC1.2K sharesnew addition2026-03-312026-05-13

Sponsored

VXUS VANGUARD STAR FDS3.5K shares5.89%2026-03-312026-05-13

BNDW VANGUARD SCOTTSDALE FDS3.7K shares-17.57%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC2.9K shares0.00%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-05-13

AVB AVALONBAY CMNTYS INC1.5K shares0.00%2026-03-312026-05-13

IWC ISHARES TR1.5K shares0.00%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K shares0.00%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F1.7K sharesnew addition2026-03-312026-05-13

Sponsored

AMD ADVANCED MICRO DEVICES INC1.1K shares11.59%2026-03-312026-05-13

VTC VANGUARD SCOTTSDALE FDS3.0K shares0.10%2026-03-312026-05-13

EQR EQUITY RESIDENTIAL3.7K shares0.00%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS2.6K sharesnew addition2026-03-312026-05-13

GLDM

WORLD GOLD TR

-8.51%

Shares469.4K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

0.15%

Shares79.3K

Event2026-03-31

Filed2026-05-13

DFUV

DIMENSIONAL ETF TRUST

-1.12%

Shares480.3K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD WHITEHALL FDS

-3.25%

Shares217.3K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL ETF TRUST

2.65%

Shares397.6K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

-1.48%

Shares179.3K

Event2026-03-31

Filed2026-05-13

DFUS

DIMENSIONAL ETF TRUST

7.14%

Shares173.4K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-0.70%

Shares57.1K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

0.75%

Shares60.1K

Event2026-03-31

Filed2026-05-13

VPU

VANGUARD WORLD FD

-1.21%

Shares53.3K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

-6.86%

Shares190.0K

Event2026-03-31

Filed2026-05-13

DFGR

DIMENSIONAL ETF TRUST

7.17%

Shares358.6K

Event2026-03-31

Filed2026-05-13

DFEM

DIMENSIONAL ETF TRUST

1.57%

Shares269.6K

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL ETF TRUST

-1.93%

Shares142.7K

Event2026-03-31

Filed2026-05-13

VSDM

VANGUARD MUN BD FDS

2707.04%

Shares116.5K

Event2026-03-31

Filed2026-05-13

DFAW

DIMENSIONAL ETF TRUST

0.99%

Shares113.5K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-3.13%

Shares126.0K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

-10.83%

Shares91.2K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

19.13%

Shares66.5K

Event2026-03-31

Filed2026-05-13

DFAX

DIMENSIONAL ETF TRUST

-2.11%

Shares232.4K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

0.50%

Shares30.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

1.65%

Shares25.4K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

0.96%

Shares71.3K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TR

1.93%

Shares51.1K

Event2026-03-31

Filed2026-05-13

DFSV

DIMENSIONAL ETF TRUST

2.40%

Shares155.0K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-5.12%

Shares22.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

4.44%

Shares8.6K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

13.17%

Shares14.0K

Event2026-03-31

Filed2026-05-13

DFNM

DIMENSIONAL ETF TRUST

24.23%

Shares98.0K

Event2026-03-31

Filed2026-05-13

DFLV

DIMENSIONAL ETF TRUST

16.85%

Shares130.1K

Event2026-03-31

Filed2026-05-13

SCHO

SCHWAB STRATEGIC TR

10.94%

Shares180.9K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

-1.29%

Shares81.7K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-0.29%

Shares70.1K

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

-3.08%

Shares73.8K

Event2026-03-31

Filed2026-05-13

SPYV

SPDR SERIES TRUST

-1.02%

Shares58.6K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

0.21%

Shares38.5K

Event2026-03-31

Filed2026-05-13

VGSH

VANGUARD SCOTTSDALE FDS

2.11%

Shares50.2K

Event2026-03-31

Filed2026-05-13

SHY

ISHARES TR

-3.95%

Shares33.8K

Event2026-03-31

Filed2026-05-13

DFAI

DIMENSIONAL ETF TRUST

2.25%

Shares71.5K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB STRATEGIC TR

-10.23%

Shares102.9K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD BD INDEX FDS

11.74%

Shares32.3K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

-2.34%

Shares32.3K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

11.70%

Shares22.8K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

-2.66%

Shares76.3K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-0.26%

Shares6.8K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

-0.53%

Shares85.1K

Event2026-03-31

Filed2026-05-13

DFGP

DIMENSIONAL ETF TRUST

5.33%

Shares36.1K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares35.6K

Event2026-03-31

Filed2026-05-13

DFSD

DIMENSIONAL ETF TRUST

8.15%

Shares38.9K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-2.41%

Shares16.4K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL ETF TRUST

4.23%

Shares40.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

1.51%

Shares5.9K

Event2026-03-31

Filed2026-05-13

TIP

ISHARES TR

2.15%

Shares15.0K

Event2026-03-31

Filed2026-05-13

IJS

ISHARES TR

-2.70%

Shares12.4K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-3.83%

Shares3.4K

Event2026-03-31

Filed2026-05-13

DFAE

DIMENSIONAL ETF TRUST

2.51%

Shares42.8K

Event2026-03-31

Filed2026-05-13

DUHP

DIMENSIONAL ETF TRUST

-2.57%

Shares36.6K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

16.31%

Shares17.8K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

1.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares52.0K

Event2026-03-31

Filed2026-05-13

SLYV

SPDR SERIES TRUST

0.00%

Shares13.6K

Event2026-03-31

Filed2026-05-13

VONE

VANGUARD SCOTTSDALE FDS

-3.25%

Shares4.3K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

-56.57%

Shares4.2K

Event2026-03-31

Filed2026-05-13

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares29.5K

Event2026-03-31

Filed2026-05-13

PLD

PROLOGIS INC.

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-13

SPEM

SPDR INDEX SHS FDS

-0.38%

Shares19.6K

Event2026-03-31

Filed2026-05-13

EQIX

EQUINIX INC

0.00%

Shares929

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-13

VSDB

VANGUARD MALVERN FDS

-23.90%

Shares10.8K

Event2026-03-31

Filed2026-05-13

VTIP

VANGUARD MALVERN FDS

30.98%

Shares15.4K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-22.36%

Shares4.5K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

DFVX

DIMENSIONAL ETF TRUST

-21.12%

Shares9.2K

Event2026-03-31

Filed2026-05-13

SPSM

SPDR SERIES TRUST

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-2.88%

Shares5.4K

Event2026-03-31

Filed2026-05-13

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-0.58%

Shares1.0K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

-2.04%

Shares10.8K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

2.17%

Shares849

Event2026-03-31

Filed2026-05-13

DFAR

DIMENSIONAL ETF TRUST

0.04%

Shares23.7K

Event2026-03-31

Filed2026-05-13

AMT

AMERICAN TOWER CORP

-9.75%

Shares3.2K

Event2026-03-31

Filed2026-05-13

DOW

DOW HLDGS INC

-65.36%

Shares13.3K

Event2026-03-31

Filed2026-05-13

DLR

DIGITAL RLTY TR INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

-0.21%

Shares7.1K

Event2026-03-31

Filed2026-05-13

THE CIGNA GROUP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-5.07%

Shares823

Event2026-03-31

Filed2026-05-13

NKE

NIKE INC

New

Shares9.8K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

3.32%

Shares1.8K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-0.89%

Shares2.0K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-13

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-13

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-13

PSA

PUBLIC STORAGE OPER CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

VCEB

VANGUARD WORLD FD

2.13%

Shares6.7K

Event2026-03-31

Filed2026-05-13

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-13

COLGATE PALMOLIVE CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-13

ICF

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13

IRM

IRON MTN INC DEL

6.48%

Shares3.3K

Event2026-03-31

Filed2026-05-13

BNDX

VANGUARD CHARLOTTE FDS

-8.58%

Shares7.0K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

3.06%

Shares876

Event2026-03-31

Filed2026-05-13

DFCF

DIMENSIONAL ETF TRUST

-68.96%

Shares7.6K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

3.03%

Shares1.4K

Event2026-03-31

Filed2026-05-13

VICI

VICI PPTYS INC

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-13

DFEV

DIMENSIONAL ETF TRUST

-6.54%

Shares8.4K

Event2026-03-31

Filed2026-05-13

EXR

EXTRA SPACE STORAGE INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

CROWN CASTLE INC

-9.01%

Shares3.6K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

5.89%

Shares3.5K

Event2026-03-31

Filed2026-05-13

BNDW

VANGUARD SCOTTSDALE FDS

-17.57%

Shares3.7K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

AVB

AVALONBAY CMNTYS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

IWC

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

TE CONNECTIVITY PLC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INTL EQUITY INDEX F

New

Shares1.7K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

11.59%

Shares1.1K

Event2026-03-31

Filed2026-05-13

VTC

VANGUARD SCOTTSDALE FDS

0.10%

Shares3.0K

Event2026-03-31

Filed2026-05-13

EQR

EQUITY RESIDENTIAL

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available