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CIK: 0001369913
Total reported value
$473.3M
$473.3M
157 檔
36.2%
During the Q1 2025 filing period, American Investment Services, Inc. (CIK: 0001369913) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $473.3M across 157 reported positions.
American Investment Services, Inc. executed strategic sector rebalancing during Q1 2025, establishing 5 new positions while fully exiting 5 holdings and trimming 65 positions.
In terms of portfolio concentration, the top 5 core holdings (including GLDM, DFUS, VUG) accounted for 36.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $6.4M
Top Position Liquidated / Trimmed
BIL
前期市值: $588.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 7.32% | -1.45% | -8.17% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.76% | +0.41% | -0.89% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 6.75% | +0.49% | -1.90% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.17% | +0.33% | -3.92% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.20% | -0.28% | -8.96% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.78% | — | -0.02% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.74% | — | -0.09% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.73% | — | -0.26% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.01% | +0.10% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 2.11% | +0.03% | +10.30% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.91% | +0.36% | +4.73% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.89% | +0.13% | -4.17% | |
| 13 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.78% | -0.29% | -5.67% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.77% | — | +0.02% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.75% | -0.36% | -15.86% | |
| 16 | VPU | Vanguard Utilities ETF | ETF-Other | 1.70% | -0.07% | -0.30% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.70% | +0.16% | -2.31% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.50% | — | +0.07% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 1.47% | +0.11% | +0.97% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.43% | +0.06% | +1.28% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.39% | -0.34% | +72.58% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.65% | +22.88% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.01% | -0.23% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.18% | +0.05% | +5.86% | |
| 25 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.13% | +0.24% | +3.22% | |
| 26 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.13% | +0.05% | +3.73% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.12% | — | — | |
| 28 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.12% | +0.23% | +3.57% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.11% | +7.33% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.05% | +0.07% | -10.42% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.06% | +0.55% | |
| 32 | MMM | 3m Co | Stock-Industrials | 0.87% | — | -28.57% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.87% | +0.04% | -1.30% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | — | — | |
| 35 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.75% | -0.04% | -3.28% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | — | -0.29% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | -0.11% | -4.76% | |
| 38 | DOW | Dow Inc | Stock-Materials | 0.69% | -0.12% | EXIT | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.66% | +0.07% | +19.37% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.66% | — | +1.06% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.61% | -0.09% | -8.03% | |
| 42 | MLM | Martin Marietta Materials | Stock-Materials | 0.61% | — | — | |
| 43 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.60% | +0.10% | +21.95% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.02% | -6.02% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.57% | -0.05% | +2.07% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | +0.01% | — | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.56% | +0.02% | -8.24% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | -0.03% | -2.32% | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.53% | -0.04% | +4.98% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.01% | +0.34% |
According to official SEC Form 13F filings, American Investment Services, Inc. reported a total U.S. public equity portfolio value of $473.3M across 157 disclosed positions in Q1 2025.
During Q1 2025, American Investment Services, Inc.'s top holdings by market value included GLDM (7.3%)、DFUS (6.8%)、VUG (6.8%). The largest single position, GLDM, represented 7.3% of total portfolio value.
In Q1 2025, American Investment Services, Inc. made 134 total portfolio adjustments, initiating 5 new buys, adding to 59 positions, trimming 65 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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