American Investment Services, Inc.
CIK: 0001369913SEC EDGAR →
Portfolio Value
$421K
Holdings
129
As of
Q4 2025
New Positions
134
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WORLD GOLD TR | 512,994 | $44K | 10.39% |
| 2 | VANGUARD INDEX FDS | 79,205 | $39K | 9.17% |
| 3 | DIMENSIONAL ETF TRUST | 485,791 | $23K | 5.37% |
| 4 | VANGUARD WHITEHALL FDS | 224,655 | $20K | 4.80% |
| 5 | DIMENSIONAL ETF TRUST | 387,317 | $13K | 3.17% |
| 6 | DIMENSIONAL ETF TRUST | 181,990 | $13K | 3.01% |
| 7 | DIMENSIONAL ETF TRUST | 161,855 | $12K | 2.85% |
| 8 | VANGUARD INDEX FDS | 59,640 | $11K | 2.70% |
| 9 | VANGUARD WORLD FD | 53,909 | $10K | 2.37% |
| 10 | DIMENSIONAL ETF TRUST | 334,634 | $9K | 2.10% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $325K | 77.2% |
| Technology | 7 | $49K | 11.6% |
| Healthcare | 7 | $16K | 3.7% |
| Unknown | 7 | $11K | 2.7% |
| Energy | 2 | $9K | 2.2% |
| Real Estate | 12 | $5K | 1.2% |
| Consumer Defensive | 4 | $2K | 0.5% |
| Industrials | 3 | $2K | 0.4% |
| Basic Materials | 1 | $897 | 0.2% |
| Consumer Cyclical | 1 | $736 | 0.2% |
| Utilities | 1 | $609 | 0.1% |