American Investment Services, Inc. Reduced Holdings in Q2 2025

American Investment Services, Inc.

  • $372 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-479K
- 75.45%
$53.65 - $67.02 $25.7M - $32.1M
156K $10.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-27.3K
- 96.82%
$496.48 - $617.85 $13.6M - $16.9M
898 $554K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-353K
- 41.53%
$36.25 - $42.28 $12.8M - $14.9M
497K $21M
AAPL
Apple Inc.

Technology
-52.4K
- 96.27%
$172.42 - $223.89 $9.03M - $11.7M
2.03K $416K
BRK-A
Berkshire Hathaway Inc

Financial Services
-7
- 87.5%
$725400.0 - $809350.0 $5.08M - $5.67M
1 $728K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.07K
- 55.45%
$483.48 - $539.8 $3.42M - $3.81M
5.68K $2.76M
GLDM
World Gold Trust

ETFs
-95.6K
- 14.23%
$58.96 - $67.97 $5.64M - $6.5M
576K $37.7M
VV
Vanguard Large Cap ETF

ETFs
-13.2K
- 68.53%
$228.25 - $285.3 $3.01M - $3.76M
6.06K $1.73M
VUG
Vanguard Growth ETF

ETFs
-22.1K
- 21.39%
$329.49 - $438.4 $7.29M - $9.7M
81.3K $35.7M
DFAX
Dimensional ETF Tr
-127K
- 34.34%
$23.37 - $29.39 $2.96M - $3.72M
242K $7.11M
SHV
Ishares Tr

ETFs
-18.8K
- 26.32%
$110.06 - $110.46 $2.07M - $2.08M
52.7K $5.82M
JPM
Jpmorgan Chase & CO

Financial Services
-8.08K
- 74.02%
$210.28 - $289.91 $1.7M - $2.34M
2.84K $822K
IAU
Ishares Gold Trust

ETFs
-36.4K
- 21.56%
$56.1 - $64.74 $2.04M - $2.36M
132K $8.26M
DOW
Dow Inc.

Basic Materials
-25.3K
- 22.63%
$25.81 - $34.89 $654K - $884K
86.6K $2.29M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-84.3K
- 19.52%
$24.94 - $31.15 $2.1M - $2.63M
348K $10.8M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-24.5K
- 27.31%
$46.77 - $47.89 $1.14M - $1.17M
65.1K $3.09M
VZ
Verizon Communications Inc

Communication Services
-14.4K
- 6.44%
$41.67 - $45.62 $598K - $655K
209K $9.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.54K
- 21.34%
$456.74 - $568.03 $1.16M - $1.44M
9.38K $5.33M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-52K
- 57.01%
$10.59 - $11.48 $550K - $597K
39.2K $449K
VNQ
Vanguard Specialized Funds Van

ETFs
-4.72K
- 6.34%
$79.79 - $91.42 $376K - $431K
69.6K $6.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
-15.6K
- 9.62%
$44.8 - $53.97 $701K - $844K
147K $7.93M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-18K
- 42.53%
$20.99 - $23.93 $378K - $431K
24.4K $571K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.8K
- 15.71%
$107.93 - $110.97 $302K - $311K
15K $1.65M
VGSH
Vanguard

ETFs
-4.88K
- 8.26%
$58.32 - $58.95 $284K - $287K
54.2K $3.18M
VTV
Vanguard Value ETF

ETFs
-2.84K
- 4.58%
$153.67 - $176.74 $437K - $502K
59.2K $10.5M
DFAE
Dimensional ETF Tr

ETFs
-14.4K
- 25.86%
$22.87 - $28.95 $328K - $416K
41.2K $1.19M
VPU
Vanguard Utilities ETF

ETFs
-3.13K
- 5.52%
$158.36 - $178.82 $495K - $559K
53.6K $9.45M
PG
Procter & Gamble CO

Consumer Defensive
-1.01K
- 18.28%
$157.66 - $172.39 $159K - $173K
4.5K $716K
XOM
Exxon Mobil Corp

Energy
-95
- 0.56%
$99.93 - $119.04 $9.49K - $11.3K
16.9K $1.82M
VT
Vanguard Total World Stk Index

ETFs
-1.8K
- 47.14%
$103.16 - $128.52 $186K - $232K
2.02K $259K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.26K
- 5.79%
$82.21 - $83.12 $186K - $188K
36.8K $3.05M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.98K
- 13.26%
$83.54 - $100.04 $165K - $198K
13K $1.29M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.17K
- 7.33%
$77.74 - $78.78 $169K - $171K
27.4K $2.16M
PFE
Pfizer Inc

Healthcare
-5.71K
- 40.03%
$21.59 - $24.84 $123K - $142K
8.55K $207K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-2.08K
- 31.79%
$68.11 - $69.33 $141K - $144K
4.45K $308K
IVV
Ishares Core S&P 500 ETF

ETFs
-346
- 24.87%
$498.8 - $620.9 $173K - $215K
1.05K $648K
VIG
Vanguard Dividend Appreciation

ETFs
-725
- 34.86%
N/A
1.36K $246K
PEP
Pepsico Inc

Consumer Defensive
-287
- 6.77%
$128.02 - $151.37 $36.7K - $43.4K
3.95K $521K
IWM
Ishares Russell 2000 ETF

ETFs
-772
- 23.76%
$174.82 - $215.79 $135K - $167K
2.48K $534K
LLY
Eli Lilly & CO

Healthcare
-23
- 1.62%
$713.71 - $898.95 $16.4K - $20.7K
1.4K $1.09M
GLD
Spdr Gold Trust

ETFs
-313
- 27.92%
$273.71 - $316.29 $85.7K - $99K
808 $246K
DFIV
Dimensional ETF Tr

ETFs
-5.14K
- 12.49%
$34.67 - $43.21 $178K - $222K
36K $1.54M
BNDX
Vanguard Total International B

ETFs
-1.48K
- 17.81%
$48.77 - $49.55 $72.1K - $73.2K
6.82K $337K
MSFT
Microsoft Corp

Technology
-425
- 33.33%
$354.56 - $497.45 $151K - $211K
850 $422K
CL
Colgate Palmolive CO

Consumer Defensive
-301
- 5.9%
$87.57 - $96.0 $26.4K - $28.9K
4.8K $436K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-890
- 2.33%
$47.09 - $48.01 $41.9K - $42.7K
37.3K $1.79M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.93K
- 3.08%
$45.11 - $52.34 $87.2K - $101K
60.8K $3.18M
NEE
Nextera Energy Inc

Utilities
-52
- 0.68%
$64.11 - $75.0 $3.33K - $3.9K
7.59K $526K
VCIT
Vanguard Intermediate Term Cor

ETFs
-561
- 1.79%
$79.56 - $82.92 $44.6K - $46.5K
30.8K $2.55M
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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