American Investment Services, Inc.
CIK: 0001369913SEC EDGAR →
Portfolio Value
$430.9M
Holdings
129
As of
Q4 2025
New Positions
6
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WORLD GOLD TR | 512,994 | $43.8M | 10.16% |
| 2 | VANGUARD INDEX FDS | 79,205 | $38.6M | 8.97% |
| 3 | DIMENSIONAL ETF TRUST | 485,791 | $22.6M | 5.25% |
| 4 | VANGUARD WHITEHALL FDS | 224,655 | $20.2M | 4.69% |
| 5 | DIMENSIONAL ETF TRUST | 387,317 | $13.3M | 3.10% |
| 6 | DIMENSIONAL ETF TRUST | 181,990 | $12.7M | 2.94% |
| 7 | DIMENSIONAL ETF TRUST | 161,855 | $12.0M | 2.79% |
| 8 | VANGUARD INDEX FDS | 59,640 | $11.4M | 2.64% |
| 9 | VANGUARD WORLD FD | 53,909 | $10.0M | 2.31% |
| 10 | DIMENSIONAL ETF TRUST | 334,634 | $8.8M | 2.05% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $330.3M | 76.7% |
| Technology | 7 | $48.8M | 11.3% |
| Healthcare | 7 | $17.3M | 4.0% |
| Unknown | 7 | $14.1M | 3.3% |
| Energy | 2 | $9.5M | 2.2% |
| Real Estate | 12 | $5.2M | 1.2% |
| Consumer Defensive | 4 | $1.9M | 0.5% |
| Industrials | 3 | $1.5M | 0.4% |
| Basic Materials | 1 | $897K | 0.2% |
| Consumer Cyclical | 1 | $736K | 0.2% |
| Utilities | 1 | $609K | 0.1% |