264 is the total number of securities American Investment Services, Inc. has owned. The longest American Investment Services, Inc. has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VUG | VANGUARD INDEX FDS | 42 | 42 | 4.70% | 7.70% | 10.32% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 1.44% | 6.95% | 10.95% | Q2 2013 | Q3 2023 | 42 |
VTV | VANGUARD INDEX FDS | 42 | 42 | 1.97% | 3.23% | 6.02% | Q2 2013 | Q3 2023 | 42 |
VPU | VANGUARD WORLD FDS | 42 | 42 | 1.08% | 1.95% | 2.59% | Q2 2013 | Q3 2023 | 42 |
VNQ | VANGUARD INDEX FDS | 42 | 42 | 0.84% | 1.35% | 2.03% | Q2 2013 | Q3 2023 | 42 |
VEA | VANGUARD TAX-MANAGED I... | 42 | 42 | 0.30% | 1.23% | 2.74% | Q2 2013 | Q3 2023 | 42 |
VWO | VANGUARD INTL EQUITY I... | 42 | 42 | 0.36% | 1.10% | 1.99% | Q2 2013 | Q3 2023 | 42 |
SHY | ISHARES TR | 42 | 42 | 0.13% | 0.93% | 4.56% | Q2 2013 | Q3 2023 | 42 |
BSV | VANGUARD BD INDEX FDS | 42 | 42 | 0.18% | 0.70% | 1.66% | Q2 2013 | Q3 2023 | 42 |
IVW | ISHARES TR | 42 | 42 | 0.22% | 0.54% | 0.96% | Q2 2013 | Q3 2023 | 42 |
IWF | ISHARES TR | 42 | 42 | 0.25% | 0.54% | 0.99% | Q2 2013 | Q3 2023 | 42 |
VTI | VANGUARD INDEX FDS | 42 | 42 | 0.27% | 0.47% | 0.99% | Q2 2013 | Q3 2023 | 42 |
TIP | ISHARES TR | 42 | 42 | 0.24% | 0.43% | 1.40% | Q2 2013 | Q3 2023 | 42 |
GLD | SPDR GOLD TRUST | 42 | 42 | 0.07% | 0.43% | 1.07% | Q2 2013 | Q3 2023 | 42 |
IJS | ISHARES TR | 42 | 42 | 0.23% | 0.36% | 0.63% | Q2 2013 | Q3 2023 | 42 |
SPG | SIMON PPTY GROUP INC NEW | 42 | 42 | 0.07% | 0.33% | 0.72% | Q2 2013 | Q3 2023 | 42 |
IVE | ISHARES TR | 42 | 42 | 0.07% | 0.29% | 0.67% | Q2 2013 | Q3 2023 | 42 |
PLD | PROLOGIS INC. | 42 | 42 | 0.13% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PSA | PUBLIC STORAGE | 42 | 42 | 0.09% | 0.27% | 0.59% | Q2 2013 | Q3 2023 | 42 |
EQR | EQUITY RESIDENTIAL | 42 | 42 | 0.04% | 0.20% | 0.49% | Q2 2013 | Q3 2023 | 42 |
EEM | ISHARES TR | 42 | 42 | 0.11% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
AVB | AVALONBAY CMNTYS INC | 42 | 42 | 0.05% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
ICF | ISHARES TR | 42 | 42 | 0.07% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 42 |
IWD | ISHARES TR | 42 | 42 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
EFA | ISHARES TR | 42 | 42 | 0.06% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
VBR | VANGUARD INDEX FDS | 24 | 17 | 1.25% | 1.79% | 2.74% | Q2 2013 | Q3 2023 | 41 |
VEU | VANGUARD INTL EQUITY I... | 22 | 19 | 0.07% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 41 |
SPY | SPDR S&P 500 ETF TR | 40 | 40 | 0.12% | 1.51% | 2.67% | Q4 2013 | Q3 2023 | 40 |
CVX | CHEVRON CORP NEW | 39 | 39 | 0.16% | 4.66% | 10.03% | Q1 2014 | Q3 2023 | 39 |
MCD | MCDONALDS CORP | 39 | 39 | 0.18% | 1.03% | 5.89% | Q1 2014 | Q3 2023 | 39 |
PFE | PFIZER INC | 28 | 1 | 0.04% | 2.19% | 5.61% | Q2 2013 | Q2 2023 | 38 |
O | REALTY INCOME CORP | 38 | 38 | 0.07% | 0.13% | 0.24% | Q2 2014 | Q3 2023 | 38 |
DLR | DIGITAL RLTY TR INC | 37 | 37 | 0.06% | 0.15% | 0.26% | Q3 2014 | Q3 2023 | 37 |
TEL | TE CONNECTIVITY LTD | 14 | 9 | 0.06% | 0.09% | 0.14% | Q3 2013 | Q3 2023 | 35 |
XOM | EXXON MOBIL CORP | 34 | 34 | 0.41% | 2.80% | 7.08% | Q2 2015 | Q3 2023 | 34 |
INTC | INTEL CORP | 30 | 4 | 0.15% | 2.28% | 11.00% | Q2 2013 | Q3 2023 | 34 |
PEP | PEPSICO INC | 34 | 34 | 0.15% | 0.27% | 0.40% | Q2 2015 | Q3 2023 | 34 |
LLY | LILLY ELI & CO | 34 | 34 | 0.08% | 0.14% | 0.23% | Q2 2015 | Q3 2023 | 34 |
BXP | BOSTON PROPERTIES INC | 32 | 1 | 0.04% | 0.19% | 0.32% | Q2 2013 | Q1 2022 | 33 |
EXR | EXTRA SPACE STORAGE INC | 33 | 33 | 0.04% | 0.09% | 0.18% | Q3 2015 | Q3 2023 | 33 |
IAU | ISHARES GOLD TRUST | 32 | 32 | 3.43% | 11.24% | 15.62% | Q2 2013 | Q1 2021 | 32 |
IBM | INTERNATIONAL BUSINESS... | 32 | 32 | 0.92% | 4.45% | 7.13% | Q4 2015 | Q3 2023 | 32 |
HST | HOST HOTELS & RESORTS INC | 32 | 32 | 0.05% | 0.14% | 0.25% | Q2 2013 | Q1 2021 | 32 |
ESS | ESSEX PPTY TR INC | 32 | 32 | 0.05% | 0.14% | 0.26% | Q2 2014 | Q1 2022 | 32 |
DUK | DUKE ENERGY CORP NEW | 31 | 31 | 0.12% | 0.65% | 1.55% | Q2 2013 | Q4 2020 | 31 |
AEP | AMERICAN ELEC PWR INC | 31 | 31 | 0.09% | 0.56% | 1.51% | Q2 2013 | Q4 2020 | 31 |
DIS | DISNEY WALT CO | 31 | 31 | 0.08% | 0.41% | 0.79% | Q1 2016 | Q3 2023 | 31 |
PNW | PINNACLE WEST CAP CORP | 31 | 31 | 0.10% | 0.41% | 0.63% | Q2 2013 | Q4 2020 | 31 |
LNT | ALLIANT ENERGY CORP | 31 | 31 | 0.07% | 0.39% | 0.57% | Q2 2013 | Q4 2020 | 31 |
ALE | ALLETE INC | 31 | 31 | 0.12% | 0.37% | 0.59% | Q2 2013 | Q4 2020 | 31 |
HD | HOME DEPOT INC | 31 | 31 | 0.09% | 0.21% | 0.30% | Q1 2016 | Q3 2023 | 31 |
VCIT | VANGUARD SCOTTSDALE FDS | 31 | 31 | 0.12% | 0.19% | 0.25% | Q2 2014 | Q4 2021 | 31 |
IVV | ISHARES TR | 31 | 31 | 0.10% | 0.18% | 0.27% | Q1 2016 | Q3 2023 | 31 |
VGIT | VANGUARD SCOTTSDALE FDS | 31 | 31 | 0.06% | 0.10% | 0.14% | Q2 2014 | Q4 2021 | 31 |
MGC | VANGUARD WORLD FD | 30 | 30 | 2.05% | 2.40% | 3.03% | Q2 2016 | Q3 2023 | 30 |
AAPL | APPLE INC | 30 | 30 | 0.97% | 2.05% | 3.02% | Q2 2016 | Q3 2023 | 30 |
GOOG | ALPHABET INC | 30 | 30 | 0.06% | 0.88% | 1.84% | Q2 2016 | Q3 2023 | 30 |
MDLZ | MONDELEZ INTL INC | 30 | 30 | 0.55% | 0.69% | 0.90% | Q2 2016 | Q3 2023 | 30 |
IWC | ISHARES TR | 27 | 3 | 0.07% | 0.26% | 0.58% | Q2 2013 | Q4 2020 | 30 |
GE | GENERAL ELECTRIC CO | 29 | 29 | 0.02% | 0.99% | 4.13% | Q2 2014 | Q2 2021 | 29 |
GOOGL | ALPHABET INC | 22 | 7 | 0.53% | 0.72% | 0.89% | Q2 2016 | Q3 2023 | 29 |
PG | PROCTER & GAMBLE CO | 29 | 29 | 0.13% | 0.29% | 0.79% | Q3 2016 | Q3 2023 | 29 |
NEE | NEXTERA ENERGY INC | 29 | 29 | 0.09% | 0.14% | 0.20% | Q3 2016 | Q3 2023 | 29 |
BRKA | BERKSHIRE HATHAWAY INC... | 29 | 29 | 0.09% | 0.10% | 0.12% | Q2 2016 | Q2 2023 | 29 |
CSTR | CAPSTAR FINL HLDGS INC | 29 | 29 | 0.02% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 29 |
T | AT&T INC | 28 | 28 | 0.08% | 3.98% | 10.19% | Q2 2013 | Q1 2020 | 28 |
ARE | ALEXANDRIA REAL ESTATE... | 28 | 28 | 0.05% | 0.09% | 0.14% | Q2 2016 | Q1 2023 | 28 |
JPM | JPMORGAN CHASE & CO | 26 | 1 | 0.08% | 0.20% | 0.77% | Q4 2016 | Q3 2023 | 27 |
VNO | VORNADO RLTY TR | 27 | 27 | 0.07% | 0.18% | 0.29% | Q2 2013 | Q4 2019 | 27 |
MA | MASTERCARD INCORPORATED | 26 | 26 | 0.11% | 0.34% | 1.35% | Q2 2017 | Q3 2023 | 26 |
NKE | NIKE INC | 26 | 26 | 0.05% | 0.16% | 0.54% | Q2 2017 | Q3 2023 | 26 |
BNDX | VANGUARD CHARLOTTE FDS | 24 | 1 | 0.05% | 0.45% | 0.87% | Q2 2017 | Q3 2023 | 25 |
V | VISA INC | 21 | 4 | 0.05% | 0.18% | 0.56% | Q1 2017 | Q3 2023 | 25 |
IWM | ISHARES TR | 25 | 25 | 0.08% | 0.17% | 0.23% | Q3 2017 | Q3 2023 | 25 |
VB | VANGUARD INDEX FDS | 23 | 23 | 0.17% | 0.98% | 1.62% | Q1 2018 | Q3 2023 | 23 |
SO | SOUTHERN CO | 23 | 23 | 0.33% | 0.75% | 1.54% | Q2 2013 | Q4 2018 | 23 |
BND | VANGUARD BD INDEX FDS | 23 | 23 | 0.12% | 0.55% | 1.04% | Q1 2018 | Q3 2023 | 23 |
PCG | PG&E CORP | 23 | 23 | 0.11% | 0.55% | 1.21% | Q2 2013 | Q4 2018 | 23 |
HE | HAWAIIAN ELEC INDUSTRIES | 23 | 23 | 0.22% | 0.48% | 0.79% | Q2 2013 | Q4 2018 | 23 |
ED | CONSOLIDATED EDISON INC | 22 | 22 | 0.32% | 0.64% | 1.24% | Q2 2013 | Q3 2018 | 22 |
SPYV | SPDR SER TR | 19 | 3 | 0.09% | 0.40% | 0.64% | Q1 2018 | Q3 2023 | 22 |
SCHX | SCHWAB STRATEGIC TR | 22 | 22 | 0.08% | 0.34% | 0.48% | Q2 2018 | Q3 2023 | 22 |
NWN | NORTHWEST NAT GAS CO | 21 | 21 | 0.21% | 0.47% | 0.60% | Q3 2013 | Q3 2018 | 21 |
AVA | AVISTA CORP | 21 | 21 | 0.12% | 0.41% | 0.58% | Q4 2015 | Q4 2020 | 21 |
ES | EVERSOURCE ENERGY | 21 | 21 | 0.11% | 0.37% | 0.47% | Q4 2015 | Q4 2020 | 21 |
WEC | WEC ENERGY GROUP INC | 21 | 21 | 0.07% | 0.35% | 0.48% | Q4 2015 | Q4 2020 | 21 |
PNM | PNM RES INC | 21 | 21 | 0.07% | 0.31% | 0.43% | Q4 2015 | Q4 2020 | 21 |
IDA | IDACORP INC | 21 | 21 | 0.09% | 0.31% | 0.41% | Q4 2015 | Q4 2020 | 21 |
DNP | DNP SELECT INCOME FD | 21 | 21 | 0.04% | 0.21% | 0.52% | Q2 2013 | Q2 2018 | 21 |
SPDW | SPDR INDEX SHS FDS | 20 | 20 | 0.26% | 0.72% | 1.16% | Q4 2018 | Q3 2023 | 20 |
BRKB | BERKSHIRE HATHAWAY INC... | 19 | 1 | 0.46% | 0.59% | 0.93% | Q1 2016 | Q3 2023 | 20 |
SCHA | SCHWAB STRATEGIC TR | 20 | 20 | 0.37% | 0.59% | 0.84% | Q4 2018 | Q3 2023 | 20 |
WR | WESTAR ENERGY INC | 20 | 20 | 0.20% | 0.44% | 0.61% | Q2 2013 | Q1 2018 | 20 |
SPLG | SPDR SER TR | 20 | 20 | 0.09% | 0.40% | 0.59% | Q4 2018 | Q3 2023 | 20 |
AEE | AMEREN CORP | 20 | 20 | 0.07% | 0.38% | 0.53% | Q1 2016 | Q4 2020 | 20 |
SPEM | SPDR INDEX SHS FDS | 20 | 20 | 0.19% | 0.35% | 0.50% | Q4 2018 | Q3 2023 | 20 |
SLYV | SPDR SER TR | 20 | 20 | 0.22% | 0.33% | 0.42% | Q4 2018 | Q3 2023 | 20 |
SCHV | SCHWAB STRATEGIC TR | 20 | 20 | 0.08% | 0.31% | 0.39% | Q4 2018 | Q3 2023 | 20 |
SCHF | SCHWAB STRATEGIC TR | 20 | 20 | 0.04% | 0.31% | 0.43% | Q4 2018 | Q3 2023 | 20 |
SCHE | SCHWAB STRATEGIC TR | 20 | 20 | 0.15% | 0.27% | 0.36% | Q4 2018 | Q3 2023 | 20 |
SPSM | SPDR SER TR | 20 | 20 | 0.14% | 0.26% | 0.46% | Q4 2018 | Q3 2023 | 20 |
AGG | ISHARES TR | 20 | 20 | 0.07% | 0.26% | 0.51% | Q4 2018 | Q3 2023 | 20 |
PM | PHILIP MORRIS INTL INC | 15 | 5 | 0.08% | 0.23% | 0.72% | Q1 2017 | Q3 2023 | 20 |
VNQI | VANGUARD INTL EQUITY I... | 20 | 20 | 0.05% | 0.21% | 0.41% | Q4 2018 | Q3 2023 | 20 |
CI | THE CIGNA GROUP | 20 | 20 | 0.09% | 0.12% | 0.14% | Q4 2018 | Q3 2023 | 20 |
CL | COLGATE PALMOLIVE CO | 19 | 1 | 0.08% | 0.12% | 0.15% | Q3 2016 | Q3 2023 | 20 |
KIM | KIMCO RLTY CORP | 19 | 1 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q3 2018 | 20 |
QQQ | INVESCO QQQ TR | 18 | 1 | 0.99% | 2.03% | 2.65% | Q2 2018 | Q3 2023 | 19 |
IJR | ISHARES TR | 19 | 19 | 0.09% | 0.22% | 0.30% | Q1 2019 | Q3 2023 | 19 |
EQIX | EQUINIX INC | 19 | 19 | 0.13% | 0.22% | 0.40% | Q1 2019 | Q3 2023 | 19 |
MSFT | MICROSOFT CORP | 18 | 1 | 0.05% | 0.14% | 0.48% | Q3 2018 | Q3 2023 | 19 |
FRT | FEDERAL REALTY INVT TR | 16 | 1 | 0.06% | 0.11% | 0.16% | Q2 2014 | Q2 2019 | 19 |
DOW | DOW INC | 18 | 18 | 1.08% | 3.23% | 5.74% | Q2 2019 | Q3 2023 | 18 |
ETR | ENTERGY CORP NEW | 10 | 8 | 0.09% | 0.69% | 1.46% | Q2 2013 | Q4 2020 | 18 |
CMS | CMS ENERGY CORP | 10 | 8 | 0.08% | 0.46% | 0.74% | Q2 2013 | Q4 2020 | 18 |
AMT | AMERICAN TOWER CORP NEW | 18 | 18 | 0.11% | 0.24% | 0.42% | Q2 2019 | Q3 2023 | 18 |
MDT | MEDTRONIC PLC | 18 | 18 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
DRE | DUKE REALTY CORP | 14 | 4 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q2 2022 | 18 |
TSLA | TESLA INC | 16 | 1 | 0.09% | 0.81% | 1.39% | Q1 2017 | Q3 2023 | 17 |
CSCO | CISCO SYS INC | 9 | 1 | 0.08% | 0.66% | 1.23% | Q1 2014 | Q3 2018 | 17 |
VV | VANGUARD INDEX FDS | 17 | 17 | 0.06% | 0.61% | 0.82% | Q3 2019 | Q3 2023 | 17 |
DEO | DIAGEO PLC | 13 | 4 | 0.11% | 0.13% | 0.15% | Q2 2016 | Q3 2020 | 17 |
SBAC | SBA COMMUNICATIONS COR... | 17 | 17 | 0.05% | 0.11% | 0.24% | Q3 2019 | Q3 2023 | 17 |
MRK | MERCK & CO INC NEW | 9 | 2 | 0.08% | 3.60% | 9.70% | Q2 2013 | Q1 2020 | 16 |
IWN | ISHARES TR | 6 | 2 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q1 2023 | 16 |
CAT | CATERPILLAR INC DEL | 15 | 15 | 0.07% | 3.66% | 8.59% | Q2 2015 | Q4 2018 | 15 |
VOO | VANGUARD INDEX FDS | 15 | 15 | 0.14% | 0.58% | 0.80% | Q1 2020 | Q3 2023 | 15 |
XEL | XCEL ENERGY INC | 8 | 1 | 0.08% | 0.43% | 0.71% | Q2 2013 | Q4 2020 | 15 |
KHC | KRAFT HEINZ CO | 15 | 15 | 0.12% | 0.38% | 0.61% | Q2 2016 | Q4 2019 | 15 |
MMM | 3M CO | 7 | 1 | 0.08% | 0.25% | 0.98% | Q2 2015 | Q3 2023 | 15 |
DIA | SPDR DOW JONES INDL AV... | 12 | 3 | 0.10% | 0.20% | 0.40% | Q2 2019 | Q3 2023 | 15 |
GGP | GENERAL GROWTH PPTYS I... | 15 | 15 | 0.13% | 0.19% | 0.26% | Q2 2013 | Q4 2016 | 15 |
SHV | ISHARES TR | 15 | 15 | 0.05% | 0.10% | 0.23% | Q4 2018 | Q2 2022 | 15 |
FIXX | HOMOLOGY MEDICINES INC | 15 | 15 | 0.01% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 15 |
GLDM | WORLD GOLD TR | 14 | 14 | 0.48% | 6.51% | 9.37% | Q3 2018 | Q4 2021 | 14 |
VTEB | VANGUARD MUN BD FDS | 14 | 14 | 0.08% | 0.77% | 1.05% | Q2 2020 | Q3 2023 | 14 |
GXP | GREAT PLAINS ENERGY INC | 10 | 4 | 0.18% | 0.37% | 0.54% | Q2 2013 | Q1 2018 | 14 |
MAC | MACERICH CO | 13 | 1 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q1 2017 | 14 |
REG | REGENCY CTRS CORP | 11 | 3 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q4 2019 | 14 |
INVH | INVITATION HOMES INC | 10 | 2 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 14 |
WBA | WALGREENS BOOTS ALLIAN... | 13 | 13 | 0.29% | 0.91% | 1.36% | Q3 2020 | Q3 2023 | 13 |
CWT | CALIFORNIA WTR SVC GROUP | 13 | 13 | 0.45% | 0.49% | 0.56% | Q4 2015 | Q4 2018 | 13 |
NJR | NEW JERSEY RES | 13 | 13 | 0.34% | 0.39% | 0.46% | Q4 2015 | Q4 2018 | 13 |
EE | EL PASO ELEC CO | 13 | 13 | 0.31% | 0.38% | 0.44% | Q4 2015 | Q4 2018 | 13 |
VIG | VANGUARD SPECIALIZED P... | 8 | 1 | 0.05% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 13 |
VYMI | VANGUARD WHITEHALL FDS | 12 | 12 | 3.62% | 4.29% | 5.54% | Q4 2020 | Q3 2023 | 12 |
BA | BOEING CO | 11 | 1 | 0.07% | 0.85% | 1.88% | Q4 2016 | Q2 2023 | 12 |
DFAI | DIMENSIONAL ETF TRUST | 12 | 12 | 0.08% | 0.42% | 0.76% | Q4 2020 | Q3 2023 | 12 |
VT | VANGUARD INTL EQUITY I... | 11 | 1 | 0.07% | 0.34% | 0.38% | Q2 2016 | Q3 2023 | 12 |
POR | PORTLAND GEN ELEC CO | 8 | 4 | 0.11% | 0.24% | 0.31% | Q2 2013 | Q4 2020 | 12 |
SCHO | SCHWAB STRATEGIC TR | 8 | 4 | 0.07% | 0.22% | 0.45% | Q3 2019 | Q3 2023 | 12 |
IGSB | ISHARES TR | 10 | 2 | 0.09% | 0.12% | 0.14% | Q2 2013 | Q2 2017 | 12 |
SCHB | SCHWAB STRATEGIC TR | 11 | 11 | 2.85% | 3.43% | 3.99% | Q1 2021 | Q3 2023 | 11 |
EDE | EMPIRE DIST ELEC CO | 11 | 11 | 0.52% | 0.66% | 0.82% | Q2 2014 | Q4 2016 | 11 |
RSP | INVESCO EXCHANGE TRADE... | 11 | 11 | 0.34% | 0.37% | 0.42% | Q1 2021 | Q3 2023 | 11 |
DFAE | DIMENSIONAL ETF TRUST | 11 | 11 | 0.21% | 0.33% | 0.46% | Q1 2021 | Q3 2023 | 11 |
BIL | SPDR SER TR | 11 | 11 | 0.06% | 0.12% | 0.27% | Q4 2019 | Q2 2022 | 11 |
DFUS | DIMENSIONAL ETF TRUST | 10 | 10 | 5.65% | 6.28% | 7.09% | Q2 2021 | Q3 2023 | 10 |
IAU | ISHARES GOLD TR | 10 | 10 | 1.89% | 2.44% | 2.83% | Q2 2021 | Q3 2023 | 10 |
DFAT | DIMENSIONAL ETF TRUST | 10 | 10 | 1.69% | 1.83% | 2.10% | Q2 2021 | Q3 2023 | 10 |
DFAS | DIMENSIONAL ETF TRUST | 10 | 10 | 1.72% | 1.82% | 1.94% | Q2 2021 | Q3 2023 | 10 |
NGG | NATIONAL GRID PLC | 10 | 10 | 0.72% | 1.19% | 1.93% | Q2 2013 | Q3 2015 | 10 |
TE | TECO ENERGY INC | 10 | 10 | 0.37% | 0.73% | 0.90% | Q2 2013 | Q3 2015 | 10 |
UIL | UIL HLDG CORP | 10 | 10 | 0.20% | 0.53% | 0.75% | Q2 2013 | Q3 2015 | 10 |
SCG | SCANA CORP NEW | 10 | 10 | 0.30% | 0.50% | 0.66% | Q2 2013 | Q3 2015 | 10 |
VTR | VENTAS INC | 10 | 10 | 0.24% | 0.28% | 0.34% | Q2 2013 | Q3 2015 | 10 |
DFAU | DIMENSIONAL ETF TRUST | 10 | 10 | 0.13% | 0.27% | 0.52% | Q2 2021 | Q3 2023 | 10 |
CCI | CROWN CASTLE INTL CORP... | 10 | 10 | 0.09% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 10 |
JNJ | JOHNSON & JOHNSON | 7 | 3 | 0.05% | 0.07% | 0.10% | Q1 2017 | Q3 2021 | 10 |
DIMENSIONAL ETF TRUST | 9 | 9 | 2.00% | 2.41% | 3.08% | Q3 2021 | Q3 2023 | 9 | |
AET | AETNA INC NEW | 9 | 9 | 0.85% | 0.99% | 1.10% | Q3 2016 | Q3 2018 | 9 |
VVC | VECTREN CORP | 6 | 3 | 0.13% | 0.39% | 0.55% | Q2 2013 | Q3 2015 | 9 |
IWR | ISHARES TR | 9 | 9 | 0.30% | 0.32% | 0.34% | Q1 2018 | Q1 2020 | 9 |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.19% | 0.27% | 0.30% | Q3 2021 | Q3 2023 | 9 | |
CI | CIGNA CORPORATION | 9 | 9 | 0.11% | 0.13% | 0.16% | Q3 2016 | Q3 2018 | 9 |
VO | VANGUARD INDEX FDS | 9 | 9 | 0.10% | 0.13% | 0.15% | Q2 2017 | Q2 2019 | 9 |
ELS | EQUITY LIFESTYLE PPTYS... | 8 | 1 | 0.07% | 0.07% | 0.08% | Q3 2018 | Q4 2020 | 9 |
SUI | SUN CMNTYS INC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q2 2022 | 9 |
EMXC | ISHARES INC | 5 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 9 |
QQQ | POWERSHARES QQQ TRUST | 8 | 8 | 0.74% | 0.88% | 0.95% | Q2 2016 | Q1 2018 | 8 |
FE | FIRSTENERGY CORP | 8 | 8 | 0.15% | 0.34% | 0.42% | Q1 2019 | Q4 2020 | 8 |
NWE | NORTHWESTERN CORP | 8 | 8 | 0.12% | 0.29% | 0.35% | Q1 2019 | Q4 2020 | 8 |
BKH | BLACK HILLS CORP | 8 | 8 | 0.10% | 0.28% | 0.33% | Q1 2019 | Q4 2020 | 8 |
NI | NISOURCE INC | 8 | 8 | 0.09% | 0.24% | 0.29% | Q1 2019 | Q4 2020 | 8 |
SR | SPIRE INC | 8 | 8 | 0.11% | 0.24% | 0.29% | Q1 2019 | Q4 2020 | 8 |
OGS | ONE GAS INC | 8 | 8 | 0.07% | 0.22% | 0.27% | Q1 2019 | Q4 2020 | 8 |
ATO | ATMOS ENERGY CORP | 8 | 8 | 0.07% | 0.18% | 0.21% | Q1 2019 | Q4 2020 | 8 |
OGE | OGE ENERGY CORP | 8 | 8 | 0.12% | 0.16% | 0.19% | Q1 2019 | Q4 2020 | 8 |
IYR | ISHARES TR | 5 | 1 | 0.09% | 0.11% | 0.13% | Q1 2014 | Q2 2017 | 8 |
BUD | ANHEUSER BUSCH INBEV S... | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2016 | Q3 2018 | 8 |
CASA | CASA SYS INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WORLD GOLD TR | 7 | 7 | 6.52% | 6.89% | 7.32% | Q1 2022 | Q3 2023 | 7 | |
VDE | VANGUARD WORLD FDS | 4 | 3 | 0.05% | 0.24% | 1.19% | Q4 2019 | Q3 2021 | 7 |
NWN | NORTHWEST NAT HLDG CO | 7 | 7 | 0.10% | 0.23% | 0.28% | Q2 2019 | Q4 2020 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q3 2017 | Q1 2019 | 7 |
UDR | UDR INC | 5 | 1 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q4 2021 | 7 |
SWK | STANLEY BLACK & DECKER... | 5 | 1 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q4 2021 | 7 |
JCI | JOHNSON CTLS INTL PLC | 4 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 7 |
DIMENSIONAL ETF TRUST | 6 | 6 | 6.73% | 6.95% | 7.10% | Q2 2022 | Q3 2023 | 6 | |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.30% | 0.98% | 1.33% | Q2 2022 | Q3 2023 | 6 | |
PNY | PIEDMONT NAT GAS INC | 6 | 6 | 0.48% | 0.53% | 0.58% | Q2 2014 | Q3 2015 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.11% | 0.46% | 0.64% | Q2 2022 | Q3 2023 | 6 | |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.09% | 0.26% | 0.43% | Q2 2022 | Q3 2023 | 6 | |
VTIP | VANGUARD MALVERN FDS | 6 | 6 | 0.16% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
SLG | SL GREEN RLTY CORP | 4 | 1 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2018 | 6 |
VICI | VICI PPTYS INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
NOW | SERVICENOW INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
ITW | ILLINOIS TOOL WKS INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 6 |
HPQ | HEWLETT PACKARD CO | 5 | 5 | 0.13% | 0.77% | 0.98% | Q2 2013 | Q2 2014 | 5 |
DD | DU PONT E I DE NEMOURS... | 4 | 1 | 0.11% | 0.58% | 0.73% | Q2 2013 | Q3 2016 | 5 |
DTE | DTE ENERGY CO | 4 | 1 | 0.11% | 0.56% | 1.15% | Q2 2013 | Q2 2015 | 5 |
DIMENSIONAL ETF TRUST | 5 | 5 | 0.09% | 0.46% | 0.60% | Q3 2022 | Q3 2023 | 5 | |
DIMENSIONAL ETF TRUST | 5 | 5 | 0.13% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 | |
XLU | SELECT SECTOR SPDR TR | 5 | 5 | 0.16% | 0.17% | 0.18% | Q1 2018 | Q1 2019 | 5 |
F113PS | COVIDIEN PLC | 5 | 5 | 0.12% | 0.14% | 0.17% | Q4 2013 | Q4 2014 | 5 |
ISRG | INTUITIVE SURGICAL INC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q1 2019 | 5 |
DVY | ISHARES TR | 5 | 5 | 0.08% | 0.09% | 0.12% | Q1 2019 | Q1 2020 | 5 |
MLM | MARTIN MARIETTA MATLS INC | 4 | 4 | 0.50% | 0.58% | 0.67% | Q4 2022 | Q3 2023 | 4 |
BFA | BROWN FORMAN CORP | 4 | 4 | 0.33% | 0.35% | 0.36% | Q4 2022 | Q3 2023 | 4 |
UNS | UNS ENERGY CORP | 4 | 4 | 0.19% | 0.21% | 0.24% | Q2 2013 | Q1 2014 | 4 |
DIMENSIONAL ETF TRUST | 4 | 4 | 0.16% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 | |
MO | ALTRIA GROUP INC | 3 | 1 | 0.07% | 0.18% | 0.49% | Q3 2017 | Q1 2021 | 4 |
VONE | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
BFB | BROWN FORMAN CORP | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
DIMENSIONAL ETF TRUST | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 | |
BNDW | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DFAC | DIMENSIONAL ETF TRUST | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
DIMENSIONAL ETF TRUST | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 | |
KYNDRYL HLDGS INC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 4 | |
EVRG | EVERGY INC | 3 | 3 | 0.53% | 0.70% | 0.80% | Q2 2018 | Q4 2018 | 3 |
WFC | WELLS FARGO CO NEW | 3 | 3 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q4 2017 | 3 |
WBK | WESTPAC BKG CORP | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q4 2017 | 3 |
AMZN | AMAZON COM INC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q1 2023 | 3 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.34% | 0.40% | 0.45% | Q2 2023 | Q3 2023 | 2 | |
CNL | CLECO CORP NEW | 2 | 2 | 0.38% | 0.39% | 0.40% | Q4 2015 | Q1 2016 | 2 |
MRNA | MODERNA INC | 2 | 2 | 0.25% | 0.31% | 0.37% | Q1 2020 | Q2 2020 | 2 |
VGSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.16% | 0.22% | 0.28% | Q2 2023 | Q3 2023 | 2 |
CPT | CAMDEN PPTY TR | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q1 2016 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.05% | 0.10% | 0.15% | Q2 2023 | Q3 2023 | 2 | |
ISHARES TR | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q2 2017 | 2 | |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 | |
VYM | VANGUARD WHITEHALL FDS | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
VSS | VANGUARD INTL EQUITY I... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
MAA | MID-AMER APT CMNTYS INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
CEF | SPROTT PHYSICAL GOLD &... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
NEM | NEWMONT MINING CORP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2013 | Q2 2013 | 1 |
GG | GOLDCORP INC NEW | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2013 | Q2 2013 | 1 |
GFI | GOLD FIELDS LTD NEW | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2013 | Q2 2013 | 1 |
GOLD | BARRICK GOLD CORP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2013 | Q2 2013 | 1 |
AU | ANGLOGOLD ASHANTI LTD | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2013 | Q2 2013 | 1 |
AEE | AMEREN CORP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2015 | Q4 2015 | 1 |
CRM | SALESFORCE INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
KO | COCA COLA CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
UDR | UDR INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
SPYD | SPDR SERIES TRUST | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
MUR | MURPHY OIL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2015 | Q2 2015 | 1 |
SLB | SCHLUMBERGER LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
QCOM | QUALCOMM INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
DE | DEERE & CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
ALK | ALASKA AIR GROUP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
SAP | SAP SE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
IBTB | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
SMG | SCOTTS MIRACLE-GRO CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
PFFD | GLOBAL X FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including VANGUARD INDEX FDS, VERIZON COMMUNICATIONS INC, and VANGUARD INDEX FDS, are the highest-conviction holdings of American Investment Services, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by American Investment Services, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that American Investment Services, Inc. owns currently or has owned in the past.