AMERICAN INVESTMENT SERVICES INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| GLDM | SPDR GOLD MINISHARES TRUST | 671,651 | -59,752 | -8.17% | $29.51 | 7.32% | 0.31% | 41,568,459 | 2025-03-31 | ||||||
| DFUS | DIMENSIONAL US EQUITY ETF | 634,673 | -5,676 | -0.89% | $46.49 | 6.76% | 0.00% | 38,385,008 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 103,467 | -2,001 | -1.90% | $107.77 | 6.76% | 0.03% | 38,367,757 | 2025-03-31 | ||||||
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 850,684 | -34,738 | -3.92% | $32.65 | 6.18% | 0.00% | 35,056,679 | 2025-03-31 | ||||||
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | 246,858 | -24,300 | -8.96% | $56.99 | 3.20% | 0.22% | 18,190,967 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 28,226 | -5 | -0.02% | $277.85 | 2.78% | 0.00% | 15,789,138 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 33,214 | -30 | -0.09% | $208.46 | 2.74% | 0.01% | 15,574,939 | 2025-03-31 | ||||||
| MGC | VANGUARD MEGA CAP INDEX FUND | 76,913 | -203 | -0.26% | $77.61 | 2.73% | 0.26% | 15,488,831 | 2025-03-31 | ||||||
| AAPL | APPLE | 54,409 | +54 | +0.10% | $114.00 | 2.13% | 0.00% | 12,085,863 | 2025-03-31 | ||||||
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 431,916 | +40,321 | +10.30% | $23.22 | 2.11% | 0.00% | 11,994,297 | 2025-03-31 | ||||||
| DFAS | DIMENSIONAL US SMALL CAP ETF | 181,199 | +8,180 | +4.73% | $57.46 | 1.91% | 0.00% | 10,826,647 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 62,064 | -2,702 | -4.17% | $107.43 | 1.89% | 0.01% | 10,720,918 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 223,001 | -13,407 | -5.67% | $50.38 | 1.78% | 0.01% | 10,115,308 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 64,485 | +10 | +0.02% | $121.81 | 1.77% | 0.00% | 10,074,423 | 2025-03-31 | ||||||
| IAU | ISHARES GOLD TRUST | 168,839 | -31,818 | -15.86% | $24.34 | 1.75% | 0.02% | 9,954,748 | 2025-03-31 | ||||||
| VPU | VANGUARD UTILITIES INDEX FUND | 56,690 | -170 | -0.30% | $125.39 | 1.71% | 0.15% | 9,683,181 | 2025-03-31 | ||||||
| DFAX | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | 368,639 | -8,728 | -2.31% | $26.41 | 1.70% | 0.00% | 9,658,345 | 2025-03-31 | ||||||
| MA | MASTERCARD | 15,501 | +11 | +0.07% | $326.02 | 1.50% | 0.00% | 8,496,547 | 2025-03-31 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 162,606 | +1,557 | +0.97% | $45.03 | 1.47% | 0.00% | 8,372,579 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 160,160 | +2,023 | +1.28% | $41.74 | 1.43% | 0.01% | 8,140,909 | 2025-03-31 | ||||||
| SHV | ISHARES SHORT TREASURY BOND ETF | 71,507 | +30,074 | +72.58% | $110.28 | 1.39% | 0.04% | 7,898,610 | 2025-03-31 | ||||||
| CVX | CHEVRON | 43,783 | +8,151 | +22.88% | $148.96 | 1.29% | 0.00% | 7,324,459 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 12,744 | -30 | -0.23% | $0.00 | 1.20% | 0.00% | 6,787,200 | 2025-03-31 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 74,312 | +4,113 | +5.86% | $78.05 | 1.19% | 0.02% | 6,728,226 | 2025-03-31 | ||||||
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 244,960 | +7,631 | +3.22% | $24.57 | 1.13% | 0.00% | 6,432,645 | 2025-03-31 | ||||||
| DFAW | DIMENSIONAL WORLD EQUITY ETF | 104,496 | +3,761 | +3.73% | $63.65 | 1.13% | 0.00% | 6,403,499 | 2025-03-31 | ||||||
| BRK.A | BERKSHIRE HATHAWAY | 8 | +8 | Open | $734,810.30 | 1.13% | 0.00% | 6,387,533 | 2025-03-31 | ||||||
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 239,599 | +8,266 | +3.57% | $23.29 | 1.12% | 0.00% | 6,339,782 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 11,918 | +814 | +7.33% | $370.37 | 1.08% | 0.00% | 6,124,588 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 31,882 | -3,707 | -10.42% | $131.22 | 1.05% | 0.02% | 5,939,374 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 23,154 | +127 | +0.55% | $155.32 | 0.90% | 0.01% | 5,134,396 | 2025-03-31 | ||||||
| MMM | 3M | 33,795 | -13,516 | -28.57% | $80.42 | 0.87% | 0.01% | 4,963,134 | 2025-03-31 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 19,244 | -254 | -1.30% | $148.69 | 0.87% | 0.01% | 4,946,403 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 29,130 | 0 | 0.00% | $135.23 | 0.79% | 0.00% | 4,504,595 | 2025-03-31 | ||||||
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 89,542 | -3,032 | -3.28% | $46.72 | 0.75% | 0.00% | 4,259,513 | 2025-03-31 | ||||||
| V | VISA | 11,195 | -33 | -0.29% | $194.75 | 0.69% | 0.00% | 3,923,525 | 2025-03-31 | ||||||
| IBM | IBM | 15,737 | -787 | -4.76% | $146.80 | 0.69% | 0.00% | 3,913,163 | 2025-03-31 | ||||||
| DOW | DOW | 111,951 | -23,655 | -17.44% | $43.88 | 0.69% | 0.02% | 3,909,337 | 2025-03-31 | ||||||
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 133,812 | +21,713 | +19.37% | $25.91 | 0.66% | 0.00% | 3,766,805 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 23,445 | +247 | +1.06% | $91.02 | 0.66% | 0.00% | 3,721,420 | 2025-03-31 | ||||||
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 59,041 | -5,152 | -8.03% | $57.94 | 0.61% | 0.02% | 3,465,117 | 2025-03-31 | ||||||
| MLM | MARTIN MARIETTA MATERIALS | 7,209 | 0 | 0.00% | $342.06 | 0.61% | 0.01% | 3,446,856 | 2025-03-31 | ||||||
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 112,161 | +20,189 | +21.95% | $26.83 | 0.60% | 0.00% | 3,428,760 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 75,418 | -4,831 | -6.02% | $42.55 | 0.60% | 0.00% | 3,413,423 | 2025-03-31 | ||||||
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 39,032 | +793 | +2.07% | $82.92 | 0.57% | 0.01% | 3,229,149 | 2025-03-31 | ||||||
| SPYV | SPDR(R) PORTFOLIO S&P 500 VALUE ETF | 62,740 | 0 | 0.00% | $34.66 | 0.56% | 0.01% | 3,204,133 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 87,501 | -7,857 | -8.24% | $29.95 | 0.56% | 0.01% | 3,185,909 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 62,391 | -1,484 | -2.32% | $53.12 | 0.55% | 0.01% | 3,095,842 | 2025-03-31 | ||||||
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 124,108 | +5,885 | +4.98% | $22.84 | 0.53% | 0.00% | 3,020,789 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 10,921 | +37 | +0.34% | $119.75 | 0.47% | 0.00% | 2,678,886 | 2025-03-31 | ||||||