$117 Million is the total value of AMERICAN ASSET MANAGEMENT INC.'s 8 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $33,304,000 | +99.2% | 89,076 | +78.4% | 28.36% | -18.8% |
| GLD | Buy | SPDR GOLD TR | $30,746,000 | +99.1% | 172,379 | +97.8% | 26.19% | -18.9% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $30,196,000 | +123.5% | 191,442 | +131.3% | 25.72% | -8.9% |
| SHV | New | ISHARES TRshort treas bd | $20,264,000 | – | 183,334 | +100.0% | 17.26% | – |
| AAPL | APPLE INC | $1,246,000 | +14.6% | 9,388 | 0.0% | 1.06% | -53.3% | |
| AMZN | Buy | AMAZON COM INC | $896,000 | +7.4% | 275 | +3.8% | 0.76% | -56.2% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $465,000 | – | 2,006 | +100.0% | 0.40% | – |
| GOOGL | ALPHABET INCcap stk cl a | $298,000 | +19.7% | 170 | 0.0% | 0.25% | -51.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 41 | Q3 2023 | 75.4% |
| APPLE INC | 41 | Q3 2023 | 53.4% |
| SPDR SP 500 ETF TR | 40 | Q3 2023 | 78.2% |
| SPDR GOLD TRUST | 39 | Q2 2023 | 47.8% |
| AMAZON COM INC | 26 | Q3 2022 | 1.7% |
| VANGUARD INDEX FDS | 25 | Q4 2019 | 31.6% |
| ISHARES TR | 24 | Q4 2021 | 17.5% |
| MASTERCARD INCORPORATED | 23 | Q2 2023 | 0.4% |
| META PLATFORMS INC | 22 | Q2 2023 | 16.7% |
| COSTCO WHSL CORP NEW | 19 | Q2 2023 | 0.4% |
View AMERICAN ASSET MANAGEMENT INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-20 |
View AMERICAN ASSET MANAGEMENT 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.