American Investment Services, Inc.
133 holdingsFiling period: 2026-03-31Current AUM: $478.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | 469.4K | $43.5M | $37.6M | 7.87% | -43,640 | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 79.3K | $34.6M | $40.5M | 8.48% | +116 | 2026-03-31 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 480.3K | $23.3M | $26.7M | 5.59% | -5,455 | 2026-03-31 |
| 4 | VYMI | VANGUARD WHITEHALL FDS | 217.3K | $20.5M | $22.5M | 4.71% | -7,311 | 2026-03-31 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 397.6K | $14.1M | $15.1M | 3.17% | +10.3K | 2026-03-31 |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 179.3K | $12.8M | $14.5M | 3.04% | -2,696 | 2026-03-31 |
| 7 | DFUS | DIMENSIONAL ETF TRUST | 173.4K | $12.3M | $14.1M | 2.96% | +11.6K | 2026-03-31 |
| 8 | CVX | CHEVRON CORPORATION | 57.1K | $11.8M | $11.2M | 2.35% | -405 | 2026-03-31 |
| 9 | VTV | VANGUARD INDEX FDS | 60.1K | $11.8M | $13.2M | 2.76% | +450 | 2026-03-31 |
| 10 | VPU | VANGUARD WORLD FD | 53.3K | $10.6M | $10.2M | 2.13% | -650 | 2026-03-31 |
| 11 | VZ | VERIZON COMMUNICATIONS INC | 190.0K | $9.5M | $8.9M | 1.86% | -13,994 | 2026-03-31 |
| 12 | DFGR | DIMENSIONAL ETF TRUST | 358.6K | $9.5M | $10.7M | 2.24% | +24.0K | 2026-03-31 |
| 13 | DFEM | DIMENSIONAL ETF TRUST | 269.6K | $9.3M | $10.2M | 2.13% | +4.2K | 2026-03-31 |
| 14 | DFAT | DIMENSIONAL ETF TRUST | 142.7K | $8.9M | $10.1M | 2.11% | -2,813 | 2026-03-31 |
| 15 | VSDM | VANGUARD MUN BD FDS | 116.5K | $8.9M | $8.9M | 1.85% | +112.3K | 2026-03-31 |
| 16 | DFAW | DIMENSIONAL ETF TRUST | 113.5K | $8.4M | $9.4M | 1.97% | +1.1K | 2026-03-31 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | 126.0K | $8.1M | $8.9M | 1.86% | -4,071 | 2026-03-31 |
| 18 | IAU | ISHARES GOLD TR | 91.2K | $8.0M | $6.9M | 1.45% | -11,074 | 2026-03-31 |
| 19 | MRK | MERCK & CO INC | 66.5K | $8.0M | $8.7M | 1.81% | +10.7K | 2026-03-31 |
| 20 | DFAX | DIMENSIONAL ETF TRUST | 232.4K | $7.9M | $8.5M | 1.77% | -5,003 | 2026-03-31 |
| 21 | VBR | VANGUARD INDEX FDS | 30.8K | $6.7M | $7.5M | 1.58% | +152 | 2026-03-31 |
| 22 | VB | VANGUARD INDEX FDS | 25.4K | $6.6M | $7.5M | 1.57% | +411 | 2026-03-31 |
| 23 | VNQ | VANGUARD INDEX FDS | 71.3K | $6.3M | $7.1M | 1.48% | +675 | 2026-03-31 |
| 24 | SHV | ISHARES TR | 51.1K | $5.6M | $5.6M | 1.18% | +966 | 2026-03-31 |
| 25 | DFSV | DIMENSIONAL ETF TRUST | 155.0K | $5.4M | $6.1M | 1.29% | +3.6K | 2026-03-31 |
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