AI

American Investment Services, Inc.

13F
American Investment Services, Inc.
Last update 2025-05-13 157 Stocks (5 new)
Value $568.00 Mil Turnover 4 %
Countries:
Top Holdings: GLDM(7.32%)DFUS(6.76%)VUG(6.75%)DFUV(6.17%)VYMI(3.20%)
Summary Stock Picks Current Portfolio
American Investment Services, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLDM 		SPDR Gold MiniShares Trust
671,651
41,568.5
-8.17%
7.320
-0.55%
0.300
+15.94%
+27.72%
15,203.1
 
DFUS 		Dimensional U.S. Equity Market ETF
634,673
38,385.0
-0.89%
6.760
-0.06%
0.280
+2.47%
+1.59%
14,697.5
 
VUG 		Vanguard Growth ETF
103,467
38,367.8
-1.90%
6.750
-0.15%
0.030
+6.03%
+2.27%
152,573.2
 
DFUV 		Dimensional US Marketwide Value ETF
850,684
35,056.7
-3.92%
6.170
-0.25%
0.310
-1.92%
+0.55%
11,176.5
 
VYMI 		Vanguard International High Dividend Yield ETF
246,858
18,191.0
-8.96%
3.200
-0.29%
0.210
+9.87%
+18.00%
9,699.9
 
SPY 		SPDR S&P 500 ETF Trust
28,226
15,789.1
-0.02%
2.780
0%
0.000
+2.42%
+2.01%
609,700.0
 
QQQ 		INVESCO QQQ Trust
33,214
15,574.9
-0.09%
2.740
0%
0.010
+6.24%
+3.30%
335,521.0
 
MGC 		Vanguard Mega Cap 300 Index ETF
76,913
15,488.8
-0.26%
2.730
-0.01%
0.260
+2.54%
+1.95%
6,277.1
 
AAPL 		Apple Inc
54,409
12,085.9
+0.10%
2.130
0%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
DFIC 		Dimensional International Core Equity 2 ETF
431,916
11,994.3
+10.30%
2.110
+0.20%
0.140
+10.72%
+18.82%
9,280.9
 

American Investment Services, Inc.'s Historical Top Holdings Breakdowns

American Investment Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+1.12%
●
663000 ($729331) 801950
$746,200.00
2.31%
New holding
8
8
SHV 		iShares Short Treasury Bond ETF2025-03-31Add
+0.58%
●
110.11 ($110.29) 110.51
$110.08
-0.19%
Add 72.58%
71,507
30,074
GLDM 		SPDR Gold MiniShares Trust2025-03-31Reduce
-0.55%
●
52.19 ($56.8) 61.89
$66.40
16.90%
Reduce -8.17%
671,651
-59,752
MMM 		3M Co2025-03-31Reduce
-0.31%
●
129.7 ($146.92) 155.12
$148.13
0.82%
Reduce -28.57%
33,795
-13,516
VYMI 		Vanguard International High Dividend Yield ETF2025-03-31Reduce
-0.29%
●
67.08 ($71.8) 76.14
$79.46
10.67%
Reduce -8.96%
246,858
-24,300
IAU 		iShares Gold Trust2025-03-31Reduce
-0.28%
●
49.74 ($54.09) 58.96
$63.23
16.90%
Reduce -15.86%
168,839
-31,818
DFUV 		Dimensional US Marketwide Value ETF2025-03-31Reduce
-0.25%
●
39.96 ($41.98) 43.23
$40.98
-2.38%
Reduce -3.92%
850,684
-34,738
CVX 		Chevron Corp2025-03-31Add
+0.24%
●
146.71 ($156.54) 167.97
$139.55
-10.85%
Add 22.88%
43,783
8,151
DFIC 		Dimensional International Core Equity 2 ETF2025-03-31Add
+0.20%
●
25.54 ($27.31) 28.8
$30.61
12.08%
Add 10.3%
431,916
40,321
AMGN 		Amgen Inc2025-03-31Add
+0.18%
●
258.59 ($295.3) 327.36
$289.57
-1.94%
Add 170.69%
5,357
3,378

American Investment Services, Inc. Total Holding History ($B)

To

American Investment Services, Inc.'s Asset Allocation

To

American Investment Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

American Investment Services, Inc.'s Hypothetical Growth since 2025-03-31

American Investment Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

American Investment Services, Inc.'s Holdings Heat Map

Size field:

American Investment Services, Inc.'s Holdings Bubble Chart

American Investment Services, Inc. News

  • 1

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