American Investment Services, Inc. Buys Verizon Communications Inc, iShares Core U.S. Aggregate Bond ETF, Vanguard Tax-Exempt Bond ETF, Sells Apple Inc, Vanguard Value ETF, Alphabet Inc

Great Barrington, MA, based Investment company American Investment Services, Inc. (Current Portfolio) buys Verizon Communications Inc, iShares Core U.S. Aggregate Bond ETF, Vanguard Tax-Exempt Bond ETF, SPDR Portfolio Emerging Markets ETF, Dimensional Emerging Core Equity Market ETF, sells Apple Inc, Vanguard Value ETF, Alphabet Inc, Alphabet Inc, Exxon Mobil Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, American Investment Services, Inc.. As of 2021Q4, American Investment Services, Inc. owns 124 stocks with a total value of $457 million. These are the details of the buys and sells.

For the details of American Investment Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/american+investment+services%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of American Investment Services, Inc.
  1. Vanguard Growth ETF (VUG) - 123,705 shares, 8.70% of the total portfolio. Shares reduced by 0.82%
  2. Dimensional U.S. Equity ETF (DFUS) - 626,184 shares, 7.09% of the total portfolio. Shares added by 1.12%
  3. SPDR Gold MiniShares Trust (GLDM) - 1,735,722 shares, 6.91% of the total portfolio. Shares reduced by 4.33%
  4. Vanguard International High Dividend Yield ETF (VYMI) - 300,000 shares, 4.41% of the total portfolio.
  5. Chevron Corp (CVX) - 145,196 shares, 3.73% of the total portfolio. Shares added by 5.52%
New Purchase: Illinois Tool Works Inc (ITW)

American Investment Services, Inc. initiated holding in Illinois Tool Works Inc. The purchase prices were between $208.03 and $247.07, with an estimated average price of $233.02. The stock is now traded at around $224.820000. The impact to a portfolio due to this purchase was 0.05%. The holding were 966 shares as of 2021-12-31.

New Purchase: UDR Inc (UDR)

American Investment Services, Inc. initiated holding in UDR Inc. The purchase prices were between $52.89 and $59.99, with an estimated average price of $56.37. The stock is now traded at around $56.320000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,530 shares as of 2021-12-31.

New Purchase: Global X U.S. Preferred ETF (PFFD)

American Investment Services, Inc. initiated holding in Global X U.S. Preferred ETF. The purchase prices were between $24.92 and $25.66, with an estimated average price of $25.28. The stock is now traded at around $23.930000. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,789 shares as of 2021-12-31.

New Purchase: Casa Systems Inc (CASA)

American Investment Services, Inc. initiated holding in Casa Systems Inc. The purchase prices were between $4.83 and $6.71, with an estimated average price of $5.75. The stock is now traded at around $4.370000. The impact to a portfolio due to this purchase was 0.02%. The holding were 20,000 shares as of 2021-12-31.

Added: Verizon Communications Inc (VZ)

American Investment Services, Inc. added to a holding in Verizon Communications Inc by 33.68%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.000000. The impact to a portfolio due to this purchase was 0.54%. The holding were 188,380 shares as of 2021-12-31.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

American Investment Services, Inc. added to a holding in iShares Core U.S. Aggregate Bond ETF by 119.21%. The purchase prices were between $113.01 and $114.88, with an estimated average price of $113.97. The stock is now traded at around $110.670000. The impact to a portfolio due to this purchase was 0.26%. The holding were 19,225 shares as of 2021-12-31.

Added: Vanguard Tax-Exempt Bond ETF (VTEB)

American Investment Services, Inc. added to a holding in Vanguard Tax-Exempt Bond ETF by 31.20%. The purchase prices were between $54.21 and $54.9, with an estimated average price of $54.59. The stock is now traded at around $53.660000. The impact to a portfolio due to this purchase was 0.22%. The holding were 77,276 shares as of 2021-12-31.

Added: SPDR Portfolio Emerging Markets ETF (SPEM)

American Investment Services, Inc. added to a holding in SPDR Portfolio Emerging Markets ETF by 33.09%. The purchase prices were between $40.07 and $43.49, with an estimated average price of $41.91. The stock is now traded at around $41.540000. The impact to a portfolio due to this purchase was 0.12%. The holding were 54,862 shares as of 2021-12-31.

Added: Dimensional Emerging Core Equity Market ETF (DFAE)

American Investment Services, Inc. added to a holding in Dimensional Emerging Core Equity Market ETF by 30.22%. The purchase prices were between $26.45 and $28.15, with an estimated average price of $27.34. The stock is now traded at around $27.300000. The impact to a portfolio due to this purchase was 0.07%. The holding were 47,960 shares as of 2021-12-31.

Sold Out: Alphabet Inc (GOOGL)

American Investment Services, Inc. sold out a holding in Alphabet Inc. The sale prices were between $2673.19 and $2996.77, with an estimated average price of $2884.33.

Sold Out: Johnson & Johnson (JNJ)

American Investment Services, Inc. sold out a holding in Johnson & Johnson. The sale prices were between $155.93 and $173.01, with an estimated average price of $163.78.

Sold Out: Vanguard Energy ETF (VDE)

American Investment Services, Inc. sold out a holding in Vanguard Energy ETF. The sale prices were between $74.1 and $82.7, with an estimated average price of $78.79.



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