The Analysis of American Investment Services, Inc.'s Holdings
Currently, American Investment Services, Inc. holds 134 types of securities in its portfolio with a total value $416.2M. In the most recent quarter, they have increased their positions in MRK (+16.1K shares, valued at $1.4M), CVX (+5.7K shares, valued at $883.1K), AMGN (+3.0K shares, valued at $860.4K); decreased their positions in VYMI (-21.2K shares, valued at $1.8M), MMM (-11.3K shares, valued at $1.7M), GLDM (-12.7K shares, valued at $971.8K); initiated new positions in VTC (+2.9K shares, valued at $231.0K), IWC (+1.5K shares, valued at $222.4K), CAT (+428 shares, valued at $204.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLDM WORLD GOLD TR563.4K shares-2.21%2025-09-302025-11-13
VUG VANGUARD INDEX FDS79.8K shares-1.91%2025-09-302025-11-13 DFUV DIMENSIONAL ETF TRUST484.6K shares-2.57%2025-09-302025-11-13 VYMI VANGUARD WHITEHALL FDS220.7K shares-8.77%2025-09-302025-11-13 DFIC DIMENSIONAL ETF TRUST354.1K shares1.88%2025-09-302025-11-13 DFAS DIMENSIONAL ETF TRUST167.9K shares-2.33%2025-09-302025-11-13 VTV VANGUARD INDEX FDS59.0K shares-0.38%2025-09-302025-11-13 DFUS DIMENSIONAL ETF TRUST148.8K shares-4.49%2025-09-302025-11-13 VPU VANGUARD WORLD FD53.4K shares-0.25%2025-09-302025-11-13 IAU ISHARES GOLD TR128.2K shares-3.19%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC205.3K shares-1.61%2025-09-302025-11-13 CVX CHEVRON CORP NEW57.4K shares11.00%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS142.1K shares-6.06%2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST145.4K shares-1.06%2025-09-302025-11-13 DFEM DIMENSIONAL ETF TRUST254.5K shares3.96%2025-09-302025-11-13 DFGR DIMENSIONAL ETF TRUST279.9K shares11.24%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST241.0K shares-0.42%2025-09-302025-11-13 DFAW DIMENSIONAL ETF TRUST102.7K shares0.00%2025-09-302025-11-13 VBR VANGUARD INDEX FDS32.0K shares-1.76%2025-09-302025-11-13 VB VANGUARD INDEX FDS25.8K shares1.32%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS70.4K shares1.17%2025-09-302025-11-13 VOO VANGUARD INDEX FDS9.3K shares-1.19%2025-09-302025-11-13 SHV ISHARES TR50.3K shares-4.56%2025-09-302025-11-13 DFSV DIMENSIONAL ETF TRUST147.3K shares8.04%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON22.7K shares10.47%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS14.4K shares0.73%2025-09-302025-11-13 MRK MERCK & CO INC45.8K shares54.37%2025-09-302025-11-13 VTEB VANGUARD MUN BD FDS76.7K shares11.56%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F66.4K shares-8.31%2025-09-302025-11-13 DFLV DIMENSIONAL ETF TRUST107.8K shares6.76%2025-09-302025-11-13 SPDW SPDR INDEX SHS FDS80.1K shares-1.68%2025-09-302025-11-13 SCHO SCHWAB STRATEGIC TR140.3K shares5.57%2025-09-302025-11-13 SPYV SPDR SERIES TRUST60.8K shares-0.07%2025-09-302025-11-13 DFNM DIMENSIONAL ETF TRUST64.1K shares-1.50%2025-09-302025-11-13 SHY ISHARES TR35.9K shares-2.39%2025-09-302025-11-13 VGSH VANGUARD SCOTTSDALE FDS50.2K shares-7.38%2025-09-302025-11-13 VCIT VANGUARD SCOTTSDALE FDS34.7K shares12.72%2025-09-302025-11-13 SPYM SPDR SERIES TRUST37.0K shares-1.29%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL5.7K shares0.00%2025-09-302025-11-13 AMGN AMGEN INC9.7K shares45.71%2025-09-302025-11-13 DFAI DIMENSIONAL ETF TRUST66.5K shares-0.10%2025-09-302025-11-13 VTI VANGUARD INDEX FDS7.1K shares-1.47%2025-09-302025-11-13 IVW ISHARES TR18.9K shares-0.91%2025-09-302025-11-13 SCHX SCHWAB STRATEGIC TR86.3K shares0.29%2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS28.2K shares2.92%2025-09-302025-11-13 SCHA SCHWAB STRATEGIC TR79.2K shares0.00%2025-09-302025-11-13 VV VANGUARD INDEX FDS6.4K shares6.04%2025-09-302025-11-13 XOM EXXON MOBIL CORP16.4K shares-2.97%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T9.5K shares0.00%2025-09-302025-11-13 DUHP DIMENSIONAL ETF TRUST44.5K shares-4.51%2025-09-302025-11-13 IWF ISHARES TR3.6K shares-2.59%2025-09-302025-11-13 DFIV DIMENSIONAL ETF TRUST36.0K shares0.00%2025-09-302025-11-13 AGG ISHARES TR16.3K shares9.60%2025-09-302025-11-13 DFGP DIMENSIONAL ETF TRUST29.3K shares25.49%2025-09-302025-11-13 TIP ISHARES TR14.2K shares-5.46%2025-09-302025-11-13 DFAU DIMENSIONAL ETF TRUST33.5K shares0.13%2025-09-302025-11-13 DFSD DIMENSIONAL ETF TRUST31.1K shares-16.76%2025-09-302025-11-13 IJS ISHARES TR12.9K shares0.00%2025-09-302025-11-13 DOW DOW INC61.3K shares-29.29%2025-09-302025-11-13 VONE VANGUARD SCOTTSDALE FDS4.4K shares-3.30%2025-09-302025-11-13 DFAE DIMENSIONAL ETF TRUST41.7K shares1.25%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR53.2K shares0.00%2025-09-302025-11-13 SLYV SPDR SERIES TRUST13.6K shares0.00%2025-09-302025-11-13 MMM 3M CO7.2K shares-61.18%2025-09-302025-11-13 LLY ELI LILLY & CO1.4K shares0.00%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS13.7K shares12.68%2025-09-302025-11-13 SCHE SCHWAB STRATEGIC TR29.5K shares0.00%2025-09-302025-11-13 SPEM SPDR INDEX SHS FDS19.8K shares2.35%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.2.8K shares0.00%2025-09-302025-11-13 SPSM SPDR SERIES TRUST18.9K shares-2.03%2025-09-302025-11-13 HD HOME DEPOT INC2.1K shares0.00%2025-09-302025-11-13 DFVX DIMENSIONAL ETF TRUST11.9K shares-6.51%2025-09-302025-11-13 IWD ISHARES TR4.1K shares0.00%2025-09-302025-11-13 PLD PROLOGIS INC.7.1K shares9.29%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-13 EQIX EQUINIX INC929 shares14.13%2025-09-302025-11-13 AMT AMERICAN TOWER CORP NEW3.6K shares-11.51%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO4.5K shares0.00%2025-09-302025-11-13 IVV ISHARES TR1.0K shares-1.34%2025-09-302025-11-13 CSCO CISCO SYS INC10.1K shares-1.08%2025-09-302025-11-13 IJR ISHARES TR5.8K shares2.66%2025-09-302025-11-13 GE GE AEROSPACE2.1K shares0.00%2025-09-302025-11-13 EEM ISHARES TR11.7K shares-1.97%2025-09-302025-11-13 VGT VANGUARD WORLD FD815 shares13.19%2025-09-302025-11-13 IWM ISHARES TR2.5K shares0.00%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR899 shares0.11%2025-09-302025-11-13 CI THE CIGNA GROUP2.0K shares0.00%2025-09-302025-11-13 DFAR DIMENSIONAL ETF TRUST24.3K shares-0.09%2025-09-302025-11-13 NEE NEXTERA ENERGY INC7.6K shares0.00%2025-09-302025-11-13 PEP PEPSICO INC4.0K shares0.00%2025-09-302025-11-13 VTIP VANGUARD MALVERN FDS10.9K shares21.32%2025-09-302025-11-13 DLR DIGITAL RLTY TR INC3.0K shares0.00%2025-09-302025-11-13 AAPL APPLE INC2.0K shares-0.05%2025-09-302025-11-13 SCHV SCHWAB STRATEGIC TR17.3K shares0.00%2025-09-302025-11-13 SPG SIMON PPTY GROUP INC NEW2.7K shares-9.75%2025-09-302025-11-13 PSA PUBLIC STORAGE OPER CO1.6K shares15.24%2025-09-302025-11-13 O REALTY INCOME CORP7.5K shares-5.09%2025-09-302025-11-13 MSFT MICROSOFT CORP850 shares0.00%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS8.8K shares29.15%2025-09-302025-11-13 VCEB VANGUARD WORLD FD6.5K shares15.13%2025-09-302025-11-13 ICF ISHARES TR6.4K shares0.00%2025-09-302025-11-13 IVE ISHARES TR1.9K shares0.00%2025-09-302025-11-13 CL COLGATE PALMOLIVE CO4.8K shares0.00%2025-09-302025-11-13 CCI CROWN CASTLE INC4.0K shares-5.81%2025-09-302025-11-13 EFA ISHARES TR4.1K shares-0.51%2025-09-302025-11-13 VICI VICI PPTYS INC11.1K shares0.00%2025-09-302025-11-13 DFEV DIMENSIONAL ETF TRUST11.0K shares-0.77%2025-09-302025-11-13 JCI JOHNSON CTLS INTL PLC3.1K shares0.00%2025-09-302025-11-13 HIG HARTFORD INSURANCE GROUP INC2.4K shares0.00%2025-09-302025-11-13 EXR EXTRA SPACE STORAGE INC2.2K shares0.00%2025-09-302025-11-13 IRM IRON MTN INC DEL3.1K shares0.00%2025-09-302025-11-13 BNDW VANGUARD SCOTTSDALE FDS4.5K shares0.00%2025-09-302025-11-13 TEL TE CONNECTIVITY PLC1.4K shares0.00%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS1.4K shares4.35%2025-09-302025-11-13 AVB AVALONBAY CMNTYS INC1.5K shares-0.07%2025-09-302025-11-13 GLD SPDR GOLD TR798 shares-1.24%2025-09-302025-11-13 MDT MEDTRONIC PLC2.9K shares0.00%2025-09-302025-11-13 NYF ISHARES TR4.9K shares0.00%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING IN895 shares0.00%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR924 shares-10.29%2025-09-302025-11-13 VXUS VANGUARD STAR FDS3.5K shares-1.10%2025-09-302025-11-13 VT VANGUARD INTL EQUITY INDEX F1.8K shares-8.61%2025-09-302025-11-13 VGLT VANGUARD SCOTTSDALE FDS4.4K shares0.00%2025-09-302025-11-13 WMT WALMART INC2.3K shares0.00%2025-09-302025-11-13 EQR EQUITY RESIDENTIAL3.7K shares0.00%2025-09-302025-11-13 EMXC ISHARES INC3.5K shares-39.26%2025-09-302025-11-13 VTC VANGUARD SCOTTSDALE FDS2.9K sharesnew addition2025-09-302025-11-13 IWC ISHARES TR1.5K sharesnew addition2025-09-302025-11-13 SBAC SBA COMMUNICATIONS CORP NEW1.1K shares0.00%2025-09-302025-11-13 PFFD GLOBAL X FDS11.3K shares0.00%2025-09-302025-11-13 PFE PFIZER INC8.5K shares-0.14%2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS1.5K shares2.25%2025-09-302025-11-13 CAT CATERPILLAR INC428 sharesnew addition2025-09-302025-11-13 VNQI VANGUARD INTL EQUITY INDEX F4.2K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available