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

Currently, American Investment Services, Inc. holds 129 types of securities in its portfolio with a total value $430.9M. In the most recent quarter, they have increased their positions in SCHB (+114.6K shares, valued at $3.0M), DFGR (+54.7K shares, valued at $1.4M), DFIC (+33.2K shares, valued at $1.1M); decreased their positions in GLDM (-50.4K shares, valued at $4.3M), N/A (-26.0K shares, valued at $2.1M), IBM (-4.7K shares, valued at $1.4M); initiated new positions in SCHB (+114.6K shares, valued at $3.0M), VSDB (+14.2K shares, valued at $1.1M), DFCF (+24.5K shares, valued at $1.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLDM WORLD GOLD TR513.0K shares-8.94%2025-12-312026-02-13

VUG VANGUARD INDEX FDS79.2K shares-0.72%2025-12-312026-02-13

DFUV DIMENSIONAL ETF TRUST485.8K shares0.24%2025-12-312026-02-13

VYMI VANGUARD WHITEHALL FDS224.7K shares1.81%2025-12-312026-02-13

DFIC DIMENSIONAL ETF TRUST387.3K shares9.37%2025-12-312026-02-13

DFAS DIMENSIONAL ETF TRUST182.0K shares8.38%2025-12-312026-02-13

DFUS DIMENSIONAL ETF TRUST161.9K shares8.78%2025-12-312026-02-13

VTV VANGUARD INDEX FDS59.6K shares1.09%2025-12-312026-02-13

Sponsored

VPU VANGUARD WORLD FD53.9K shares0.90%2025-12-312026-02-13

DFGR DIMENSIONAL ETF TRUST334.6K shares19.55%2025-12-312026-02-13

DFEM DIMENSIONAL ETF TRUST265.4K shares4.28%2025-12-312026-02-13

CVX CHEVRON CORP NEW57.6K shares0.33%2025-12-312026-02-13

DFAT DIMENSIONAL ETF TRUST145.5K shares0.04%2025-12-312026-02-13

DFAW DIMENSIONAL ETF TRUST112.4K shares9.44%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC204.0K shares-0.63%2025-12-312026-02-13

ISHARES GOLD TR ISHARES GOLD TR102.3K shares-20.25%2025-12-312026-02-13

Sponsored

VEA VANGUARD TAX-MANAGED FDS130.1K shares-8.45%2025-12-312026-02-13

DFAX DIMENSIONAL ETF TRUST237.4K shares-1.53%2025-12-312026-02-13

VBR VANGUARD INDEX FDS30.6K shares-4.38%2025-12-312026-02-13

VB VANGUARD INDEX FDS25.0K shares-3.27%2025-12-312026-02-13

VNQ VANGUARD INDEX FDS70.7K shares0.37%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC55.8K shares21.77%2025-12-312026-02-13

SHV ISHARES TR50.1K shares-0.35%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS8.2K shares-11.01%2025-12-312026-02-13

Sponsored

DFSV DIMENSIONAL ETF TRUST151.3K shares2.74%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON23.3K shares2.80%2025-12-312026-02-13

VTEB VANGUARD MUN BD FDS82.7K shares7.85%2025-12-312026-02-13

AMGN AMGEN INC12.4K shares27.21%2025-12-312026-02-13

SCHO SCHWAB STRATEGIC TR163.1K shares16.19%2025-12-312026-02-13

DFLV DIMENSIONAL ETF TRUST111.3K shares3.21%2025-12-312026-02-13

DFNM DIMENSIONAL ETF TRUST78.9K shares23.07%2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F70.3K shares5.96%2025-12-312026-02-13

Sponsored

SPDW SPDR INDEX SHS FDS76.2K shares-4.94%2025-12-312026-02-13

SPYV SPDR SERIES TRUST59.3K shares-2.49%2025-12-312026-02-13

VCIT VANGUARD SCOTTSDALE FDS38.4K shares10.88%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR114.6K sharesnew addition2025-12-312026-02-13

SHY ISHARES TR35.2K shares-1.89%2025-12-312026-02-13

VGSH VANGUARD SCOTTSDALE FDS49.2K shares-1.99%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.7K shares0.00%2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS9.6K shares-32.95%2025-12-312026-02-13

Sponsored

DFAI DIMENSIONAL ETF TRUST69.9K shares5.15%2025-12-312026-02-13

SPYM SPDR SERIES TRUST33.1K shares-10.50%2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR85.6K shares-0.79%2025-12-312026-02-13

VTI VANGUARD INDEX FDS6.9K shares-2.89%2025-12-312026-02-13

BSV VANGUARD BD INDEX FDS28.9K shares2.40%2025-12-312026-02-13

SCHA SCHWAB STRATEGIC TR78.4K shares-1.01%2025-12-312026-02-13

IVW ISHARES TR16.8K shares-11.00%2025-12-312026-02-13

AGG ISHARES TR20.4K shares25.08%2025-12-312026-02-13

Sponsored

DFGP DIMENSIONAL ETF TRUST34.3K shares17.07%2025-12-312026-02-13

VV VANGUARD INDEX FDS5.8K shares-9.31%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.5K shares0.00%2025-12-312026-02-13

DFAU DIMENSIONAL ETF TRUST38.8K shares15.89%2025-12-312026-02-13

DFIV DIMENSIONAL ETF TRUST35.6K shares-1.05%2025-12-312026-02-13

DFSD DIMENSIONAL ETF TRUST35.9K shares15.63%2025-12-312026-02-13

IWF ISHARES TR3.6K shares-0.14%2025-12-312026-02-13

TIP ISHARES TR14.7K shares3.25%2025-12-312026-02-13

Sponsored

LLY ELI LILLY & CO1.4K shares0.00%2025-12-312026-02-13

IJS ISHARES TR12.8K shares-1.47%2025-12-312026-02-13

DUHP DIMENSIONAL ETF TRUST37.6K shares-15.43%2025-12-312026-02-13

VONE VANGUARD SCOTTSDALE FDS4.4K shares0.00%2025-12-312026-02-13

DFAE DIMENSIONAL ETF TRUST41.8K shares0.15%2025-12-312026-02-13

SCHF SCHWAB STRATEGIC TR52.0K shares-2.39%2025-12-312026-02-13

SLYV SPDR SERIES TRUST13.6K shares-0.16%2025-12-312026-02-13

BND VANGUARD BD INDEX FDS15.3K shares12.01%2025-12-312026-02-13

Sponsored

VSDB VANGUARD MALVERN FDS14.2K sharesnew addition2025-12-312026-02-13

DFCF DIMENSIONAL ETF TRUST24.5K sharesnew addition2025-12-312026-02-13

SCHE SCHWAB STRATEGIC TR29.5K shares0.01%2025-12-312026-02-13

SPEM SPDR INDEX SHS FDS19.7K shares-0.73%2025-12-312026-02-13

PLD PROLOGIS INC.7.1K shares0.00%2025-12-312026-02-13

DOW DOW INC38.4K shares-37.36%2025-12-312026-02-13

DFVX DIMENSIONAL ETF TRUST11.7K shares-1.75%2025-12-312026-02-13

IWD ISHARES TR4.1K shares0.00%2025-12-312026-02-13

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.2.3K shares-18.86%2025-12-312026-02-13

CSCO CISCO SYS INC9.6K shares-5.05%2025-12-312026-02-13

HD HOME DEPOT INC2.1K shares0.00%2025-12-312026-02-13

EQIX EQUINIX INC929 shares0.00%2025-12-312026-02-13

IVV ISHARES TR1.0K shares0.00%2025-12-312026-02-13

XOM EXXON MOBIL CORP5.8K shares-64.26%2025-12-312026-02-13

IJR ISHARES TR5.6K shares-3.25%2025-12-312026-02-13

Sponsored

SPSM SPDR SERIES TRUST14.1K shares-25.11%2025-12-312026-02-13

AMT AMERICAN TOWER CORP NEW3.6K shares0.00%2025-12-312026-02-13

VGT VANGUARD WORLD FD831 shares1.96%2025-12-312026-02-13

IWM ISHARES TR2.5K shares0.00%2025-12-312026-02-13

NEE NEXTERA ENERGY INC7.6K shares0.00%2025-12-312026-02-13

EEM ISHARES TR11.0K shares-5.93%2025-12-312026-02-13

CAT CATERPILLAR INC1.0K shares143.69%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR867 shares-3.56%2025-12-312026-02-13

Sponsored

VTIP VANGUARD MALVERN FDS11.8K shares8.39%2025-12-312026-02-13

PEP PEPSICO INC4.0K shares0.00%2025-12-312026-02-13

THE CIGNA GROUP THE CIGNA GROUP2.0K shares0.00%2025-12-312026-02-13

AAPL APPLE INC2.0K shares0.00%2025-12-312026-02-13

DFAR DIMENSIONAL ETF TRUST23.7K shares-2.62%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE1.7K shares-16.79%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO3.5K shares-21.68%2025-12-312026-02-13

KO COCA COLA CO7.2K sharesnew addition2025-12-312026-02-13

Sponsored

SPG SIMON PPTY GROUP INC NEW2.7K shares0.00%2025-12-312026-02-13

DLR DIGITAL RLTY TR INC3.0K shares0.00%2025-12-312026-02-13

SCHV SCHWAB STRATEGIC TR15.7K shares-9.45%2025-12-312026-02-13

O REALTY INCOME CORP7.5K shares0.00%2025-12-312026-02-13

PSA PUBLIC STORAGE OPER CO1.6K shares0.00%2025-12-312026-02-13

VCEB VANGUARD WORLD FD6.6K shares1.84%2025-12-312026-02-13

MSFT MICROSOFT CORP850 shares0.00%2025-12-312026-02-13

ICF ISHARES TR6.4K shares0.00%2025-12-312026-02-13

Sponsored

CL COLGATE PALMOLIVE CO4.8K shares0.00%2025-12-312026-02-13

JCI JOHNSON CTLS INTL PLC3.1K shares0.00%2025-12-312026-02-13

BNDX VANGUARD CHARLOTTE FDS7.7K shares-12.83%2025-12-312026-02-13

EFA ISHARES TR3.7K shares-9.42%2025-12-312026-02-13

IVE ISHARES TR1.7K shares-11.24%2025-12-312026-02-13

CROWN CASTLE INC CROWN CASTLE INC4.0K shares0.00%2025-12-312026-02-13

HIG HARTFORD INSURANCE GROUP INC2.4K shares0.00%2025-12-312026-02-13

VSDM VANGUARD MUN BD FDS4.1K sharesnew addition2025-12-312026-02-13

Sponsored

VICI VICI PPTYS INC11.1K shares0.00%2025-12-312026-02-13

BNDW VANGUARD SCOTTSDALE FDS4.5K shares0.97%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS1.4K shares-2.05%2025-12-312026-02-13

DFEV DIMENSIONAL ETF TRUST9.0K shares-18.37%2025-12-312026-02-13

EXR EXTRA SPACE STORAGE INC2.2K shares0.00%2025-12-312026-02-13

MEDTRONIC PLC MEDTRONIC PLC2.9K shares0.00%2025-12-312026-02-13

AVB AVALONBAY CMNTYS INC1.5K shares0.00%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR1.8K shares100.00%2025-12-312026-02-13

Sponsored

IRM IRON MTN INC DEL3.1K shares0.00%2025-12-312026-02-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K shares-19.19%2025-12-312026-02-13

VXUS VANGUARD STAR FDS3.3K shares-6.32%2025-12-312026-02-13

IWC ISHARES TR1.5K shares0.00%2025-12-312026-02-13

VTC VANGUARD SCOTTSDALE FDS3.0K shares1.90%2025-12-312026-02-13

EQR EQUITY RESIDENTIAL3.7K shares0.00%2025-12-312026-02-13

SBAC SBA COMMUNICATIONS CORP NEW1.1K shares0.00%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2025-12-312026-02-13

Sponsored

PFE PFIZER INC8.1K shares-5.39%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available