$455 Million is the total value of American Investment Services, Inc.'s 123 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PFFD | Exit | GLOBAL X FDSus pfd etf | $0 | – | -7,789 | -100.0% | -0.04% | – |
UDR | Exit | UDR INC | $0 | – | -3,530 | -100.0% | -0.05% | – |
SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -1,200 | -100.0% | -0.05% | – |
VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -4,156 | -100.0% | -0.06% | – |
VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -5,952 | -100.0% | -0.12% | – |
GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -1,735,722 | -100.0% | -6.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 42 | Q3 2023 | 10.3% |
VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 11.0% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 6.0% |
VANGUARD WORLD FDS | 42 | Q3 2023 | 2.6% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 2.0% |
VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 2.7% |
VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.0% |
ISHARES TR | 42 | Q3 2023 | 4.6% |
VANGUARD BD INDEX FDS | 42 | Q3 2023 | 1.7% |
ISHARES TR | 42 | Q3 2023 | 1.0% |
View American Investment Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-12 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-08 |
13F-HR | 2021-11-09 |
View American Investment Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.