StockDrifts LogoStockDrifts

American Investment Services, Inc.

Portfolio Manager
American Investment Services, Inc.
Performance
+3.93% (2025 Q4)
AUM (13F)
$448.31M
# of Holdings
132
Performance Rank
Allocation (Top 20)
62.85%

American Investment Services, Inc. Holdings Map

Top 50 American Investment Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLDM
WORLD GOLD TR
9.7%469.4K$43.5M
-8.51%(-43.64K)
2025-Q1: 671.7K shares2025-Q2: 576.1K shares2025-Q3: 563.4K shares2025-Q4: 513.0K shares2026-Q1: 469.4K shares
$29.88(+208.22%)
2026-03-31
VUG
VANGUARD INDEX FDS
7.73%79.3K$34.6M
+0.15%(+116)
2025-Q1: 103.5K shares2025-Q2: 81.3K shares2025-Q3: 79.8K shares2025-Q4: 79.2K shares2026-Q1: 79.3K shares
$17.00(+420.47%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
5.19%480.3K$23.3M
-1.12%(-5.46K)
2025-Q1: 850.7K shares2025-Q2: 497.4K shares2025-Q3: 484.6K shares2025-Q4: 485.8K shares2026-Q1: 480.3K shares
$31.59(+67.15%)
2026-03-31
VYMI
VANGUARD WHITEHALL FDS
4.57%217.3K$20.5M
-3.25%(-7.31K)
2025-Q1: 246.9K shares2025-Q2: 241.9K shares2025-Q3: 220.7K shares2025-Q4: 224.7K shares2026-Q1: 217.3K shares
$57.32(+73.70%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
3.15%397.6K$14.1M
+2.65%(+10.26K)
2025-Q1: 431.9K shares2025-Q2: 347.6K shares2025-Q3: 354.1K shares2025-Q4: 387.3K shares2026-Q1: 397.6K shares
$24.60(+54.52%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
2.84%179.3K$12.8M
-1.48%(-2.70K)
2025-Q1: 181.2K shares2025-Q2: 171.9K shares2025-Q3: 167.9K shares2025-Q4: 182.0K shares2026-Q1: 179.3K shares
$58.66(+31.10%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
2.74%173.4K$12.3M
+7.14%(+11.56K)
2025-Q1: 634.7K shares2025-Q2: 155.8K shares2025-Q3: 148.8K shares2025-Q4: 161.9K shares2026-Q1: 173.4K shares
$50.53(+61.00%)
2026-03-31
CVX
CHEVRON CORPORATION
2.64%57.1K$11.8M
-0.70%(-405)
2025-Q1: 43.8K shares2025-Q2: 51.7K shares2025-Q3: 57.4K shares2025-Q4: 57.6K shares2026-Q1: 57.1K shares
$148.98(+25.28%)
2026-03-31
VTV
VANGUARD INDEX FDS
2.63%60.1K$11.8M
+0.75%(+450)
2025-Q1: 62.1K shares2025-Q2: 59.2K shares2025-Q3: 59.0K shares2025-Q4: 59.6K shares2026-Q1: 60.1K shares
$88.27(+136.79%)
2026-03-31
VPU
VANGUARD WORLD FD
2.35%53.3K$10.6M
-1.21%(-650)
2025-Q1: 56.7K shares2025-Q2: 53.6K shares2025-Q3: 53.4K shares2025-Q4: 53.9K shares2026-Q1: 53.3K shares
$133.48(+45.76%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track American Investment Services, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all