Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
American Investment Services, Inc. (CIK 1369913) reported $448.3M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLDM ($43.5M, 9.70%), VUG ($34.6M, 7.73%), DFUV ($23.3M, 5.19%), VYMI ($20.5M, 4.57%), DFIC ($14.1M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $43.5M | 9.70% | 469,354 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $34.6M | 7.73% | 79,321 | Added |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $23.3M | 5.19% | 480,336 | Trimmed |
| 4 | VYMI | VANGUARD WHITEHALL FDS | $20.5M | 4.57% | 217,344 | Trimmed |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $14.1M | 3.15% | 397,581 | Added |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $12.8M | 2.84% | 179,294 | Trimmed |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $12.3M | 2.74% | 173,415 | Added |
| 8 | CVX | CHEVRON CORPORATION | $11.8M | 2.64% | 57,149 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $11.8M | 2.63% | 60,090 | Added |
| 10 | VPU | VANGUARD WORLD FD | $10.6M | 2.35% | 53,259 | Trimmed |
| 11 | VZ | VERIZON COMMUNICATIONS INC | $9.5M | 2.13% | 189,997 | Trimmed |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $9.5M | 2.13% | 358,613 | Added |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $9.3M | 2.08% | 269,564 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $8.9M | 1.99% | 142,654 | Trimmed |
| 15 | VSDM | VANGUARD MUN BD FDS | $8.9M | 1.98% | 116,464 | Added |
| 16 | DFAW | DIMENSIONAL ETF TRUST | $8.4M | 1.87% | 113,542 | Added |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $8.1M | 1.80% | 126,020 | Trimmed |
| 18 | IAU | ISHARES GOLD TR | $8.0M | 1.79% | 91,176 | Trimmed |
| 19 | MRK | MERCK & CO INC | $8.0M | 1.78% | 66,477 | Added |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $7.9M | 1.76% | 232,367 | Trimmed |
| 21 | VBR | VANGUARD INDEX FDS | $6.7M | 1.49% | 30,794 | Added |
| 22 | VB | VANGUARD INDEX FDS | $6.6M | 1.48% | 25,368 | Added |
| 23 | VNQ | VANGUARD INDEX FDS | $6.3M | 1.41% | 71,349 | Added |
| 24 | SHV | ISHARES TR | $5.6M | 1.26% | 51,075 | Added |
| 25 | DFSV | DIMENSIONAL ETF TRUST | $5.4M | 1.21% | 154,956 | Added |
Source: SEC Form 13F filings · as of 2026-03-31