Universe · entity
American Investment Services, Inc.
Institutional manager (13F) · CIK 1369913
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $393M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WORLD GOLD TR | $44M | 469,354 |
| 2 | VANGUARD INDEX FDS | $35M | 79,321 |
| 3 | DIMENSIONAL ETF TRUST | $23M | 480,336 |
| 4 | VANGUARD WHITEHALL FDS | $20M | 217,344 |
| 5 | DIMENSIONAL ETF TRUST | $14M | 397,581 |
| 6 | DIMENSIONAL ETF TRUST | $13M | 179,294 |
| 7 | DIMENSIONAL ETF TRUST | $12M | 173,415 |
| 8 | CHEVRON CORPORATION | $12M | 57,149 |
| 9 | VANGUARD INDEX FDS | $12M | 60,090 |
| 10 | VANGUARD WORLD FD | $11M | 53,259 |
| 11 | VERIZON COMMUNICATIONS INC | $10M | 189,997 |
| 12 | DIMENSIONAL ETF TRUST | $10M | 358,613 |
| 13 | DIMENSIONAL ETF TRUST | $9M | 269,564 |
| 14 | DIMENSIONAL ETF TRUST | $9M | 142,654 |
| 15 | VANGUARD MUN BD FDS | $9M | 116,464 |
| 16 | DIMENSIONAL ETF TRUST | $8M | 113,542 |
| 17 | VANGUARD TAX-MANAGED FDS | $8M | 126,020 |
| 18 | ISHARES GOLD TR | $8M | 91,176 |
| 19 | MERCK & CO INC | $8M | 66,477 |
| 20 | DIMENSIONAL ETF TRUST | $8M | 232,367 |
| 21 | VANGUARD INDEX FDS | $7M | 30,794 |
| 22 | VANGUARD INDEX FDS | $7M | 25,368 |
| 23 | VANGUARD INDEX FDS | $6M | 71,349 |
| 24 | ISHARES TR | $6M | 51,075 |
| 25 | DIMENSIONAL ETF TRUST | $5M | 154,956 |
| 26 | JOHNSON & JOHNSON | $5M | 22,137 |
| 27 | VANGUARD INDEX FDS | $5M | 8,609 |
| 28 | AMGEN INC | $5M | 13,992 |
| 29 | DIMENSIONAL ETF TRUST | $5M | 98,018 |
| 30 | DIMENSIONAL ETF TRUST | $5M | 130,052 |
| 31 | SCHWAB STRATEGIC TR | $4M | 180,905 |
| 32 | VANGUARD MUN BD FDS | $4M | 81,673 |
| 33 | VANGUARD INTL EQUITY INDEX F | $4M | 70,126 |
| 34 | SPDR INDEX SHS FDS | $3M | 73,823 |
| 35 | SPDR SERIES TRUST | $3M | 58,647 |
| 36 | VANGUARD SCOTTSDALE FDS | $3M | 38,520 |
| 37 | VANGUARD SCOTTSDALE FDS | $3M | 50,210 |
| 38 | ISHARES TR | $3M | 33,825 |
| 39 | DIMENSIONAL ETF TRUST | $3M | 71,471 |
| 40 | BERKSHIRE HATHAWAY INC DEL | $3M | 5,677 |
| 41 | SCHWAB STRATEGIC TR | $3M | 102,885 |
| 42 | VANGUARD BD INDEX FDS | $3M | 32,288 |
| 43 | SPDR SERIES TRUST | $2M | 32,300 |
| 44 | ISHARES TR | $2M | 22,794 |
| 45 | SCHWAB STRATEGIC TR | $2M | 76,343 |
| 46 | VANGUARD INDEX FDS | $2M | 6,833 |
| 47 | SCHWAB STRATEGIC TR | $2M | 85,125 |
| 48 | DIMENSIONAL ETF TRUST | $2M | 36,094 |
| 49 | DIMENSIONAL ETF TRUST | $2M | 35,620 |
| 50 | DIMENSIONAL ETF TRUST | $2M | 38,867 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.