American Money Management, LLC
CIK: 0001600085SEC EDGAR →
Portfolio Value
$545K
Holdings
166
As of
Q4 2025
New Positions
150
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Short-Term Treasury ETF | 673,039 | $40K | 7.25% |
| 2 | Vanguard Short-Term Corporate Bond ETF | 438,852 | $35K | 6.42% |
| 3 | Apple Computer Inc | 122,370 | $33K | 6.10% |
| 4 | Microsoft Corp | 61,050 | $30K | 5.41% |
| 5 | Vanguard Intermediate Term Bond | 274,769 | $21K | 3.92% |
| 6 | Vanguard FTSE Developed Markets | 340,598 | $21K | 3.90% |
| 7 | JPMorgan Core Plus Bond ETF | 445,324 | $21K | 3.87% |
| 8 | Google Inc Class C | 45,254 | $14K | 2.60% |
| 9 | Ishares 0-5 Year Tips | 138,281 | $14K | 2.60% |
| 10 | Visa Inc. | 38,198 | $13K | 2.46% |
Quarterly Changes
New Positions (20)
$910 · 4K shares
$635 · 41 shares
$521 · 22K shares
$426 · 9K shares
$384 · 3K shares
$347 · 14K shares
$342 · 5K shares
$320 · 4K shares
$305 · 12K shares
$272 · 2K shares
$266 · 6K shares
$256 · 1K shares
$219 · 9K shares
$211 · 779 shares
$206 · 637 shares
$206 · 2K shares
$205 · 1K shares
$200 · 2K shares
$38 · 10K shares
$12 · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $304K | 55.7% |
| Technology | 28 | $99K | 18.1% |
| Consumer Cyclical | 14 | $37K | 6.9% |
| Industrials | 12 | $28K | 5.1% |
| Communication Services | 4 | $24K | 4.4% |
| Healthcare | 6 | $20K | 3.7% |
| Unknown | 11 | $14K | 2.6% |
| Energy | 8 | $14K | 2.6% |
| Consumer Defensive | 4 | $5K | 0.9% |
| Utilities | 1 | $215 | 0.0% |