American Investment Services, Inc.

Est. AUM

$448.3M

13F long equity, this entity only

Positions

132

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WORLD GOLD TR	SPDR GLD MINIS	$43.5M	469354	9.70%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$34.6M	79321	7.73%	SOLE
3	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$23.3M	480336	5.19%	SOLE
4	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$20.5M	217344	4.57%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$14.1M	397581	3.15%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$12.8M	179294	2.84%	SOLE
7	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$12.3M	173415	2.74%	SOLE
8	CHEVRON CORPORATION	COM	$11.8M	57149	2.64%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$11.8M	60090	2.63%	SOLE
10	VANGUARD WORLD FD	UTILITIES ETF	$10.6M	53259	2.35%	SOLE
11	VERIZON COMMUNICATIONS INC	COM	$9.5M	189997	2.13%	SOLE
12	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$9.5M	358613	2.13%	SOLE
13	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$9.3M	269564	2.08%	SOLE
14	DIMENSIONAL ETF TRUST	US TARGETED VLU	$8.9M	142654	1.99%	SOLE
15	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$8.9M	116464	1.98%	SOLE
16	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$8.4M	113542	1.87%	SOLE
17	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.1M	126020	1.80%	SOLE
18	ISHARES GOLD TR	ISHARES NEW	$8.0M	91176	1.79%	SOLE
19	MERCK & CO INC	COM	$8.0M	66477	1.78%	SOLE
20	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$7.9M	232367	1.76%	SOLE
21	VANGUARD INDEX FDS	SM CP VAL ETF	$6.7M	30794	1.49%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$6.6M	25368	1.48%	SOLE
23	VANGUARD INDEX FDS	REAL ESTATE ETF	$6.3M	71349	1.41%	SOLE
24	ISHARES TR	TRUST ISHARE 0-1	$5.6M	51075	1.26%	SOLE
25	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$5.4M	154956	1.21%	SOLE
26	JOHNSON & JOHNSON	COM	$5.4M	22137	1.21%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.1M	8609	1.15%	SOLE
28	AMGEN INC	COM	$4.9M	13992	1.10%	SOLE
29	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$4.7M	98018	1.05%	SOLE
30	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$4.6M	130052	1.04%	SOLE
31	SCHWAB STRATEGIC TR	SHT TM US TRES	$4.4M	180905	0.98%	SOLE
32	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.1M	81673	0.91%	SOLE
33	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.8M	70126	0.85%	SOLE
34	SPDR INDEX SHS FDS	STATE STREET SPD	$3.4M	73823	0.75%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$3.3M	58647	0.74%	SOLE
36	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.2M	38520	0.71%	SOLE
37	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.9M	50210	0.66%	SOLE
38	ISHARES TR	1 3 YR TREAS BD	$2.8M	33825	0.62%	SOLE
39	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.8M	71471	0.62%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	5677	0.61%	SOLE
41	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.6M	102885	0.58%	SOLE
42	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.5M	32288	0.56%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	32300	0.55%	SOLE
44	ISHARES TR	CORE US AGGBD ET	$2.3M	22794	0.50%	SOLE
45	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.2M	76343	0.50%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$2.2M	6833	0.49%	SOLE
47	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	85125	0.49%	SOLE
48	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$1.9M	36094	0.43%	SOLE
49	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.9M	35620	0.42%	SOLE
50	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.9M	38867	0.42%	SOLE

1–50 of 132

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.