Institutional
American Investment Services, Inc.
CIK 0001369913
$448.3M
Reported AUM
132
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · American Investment Services, Inc. · Q1 2026
AI · grounded in 13F
American Investment Services, Inc. significantly increased its stake in VSDM by 2,707.04%. The fund established a new position in UNH valued at $1,028,784 and grew its holding in DFNM by 24.23%. Conversely, the fund exited positions in CSCO and CAT, reducing its exposure by $736,947 and $597,504 respectively.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $80.14 | -1.46% | 22.37% | 125.17% | $43.5M | 9.70% | — | HELD |
| 2 | VUG | VANGUARD INDEX FDS | $85.18 | 1.08% | 14.10% | 69.36% | $34.6M | 7.73% | — | HELD |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $55.59 | 0.22% | 34.35% | 87.90% | $23.3M | 5.19% | — | HELD |
| 4 | VYMI | VANGUARD WHITEHALL FDS | $103.56 | -0.51% | 34.23% | 89.80% | $20.5M | 4.57% | — | HELD |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $38.09 | -0.57% | 27.56% | 83.52% | $14.1M | 3.15% | — | HELD |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $81.03 | -0.17% | 29.25% | 48.05% | $12.8M | 2.84% | — | HELD |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $81.59 | 0.69% | 21.34% | 73.84% | $12.3M | 2.74% | — | HELD |
| 8 | CVX | CHEVRON CORPORATION | $196.85 | 2.36% | 32.36% | 140.77% | $11.8M | 2.64% | — | HELD |
| 9 | VTV | VANGUARD INDEX FDS | $219.92 | -0.28% | 27.97% | 74.91% | $11.8M | 2.63% | — | HELD |
| 10 | VPU | VANGUARD WORLD FD | $191.22 | -0.71% | 6.33% | 49.50% | $10.6M | 2.35% | — | HELD |
| 11 | VZ | VERIZON COMMUNICATIONS INC | $46.82 | 1.54% | 14.85% | 14.98% | $9.5M | 2.13% | — | HELD |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $29.80 | -0.50% | 17.46% | 26.12% | $9.5M | 2.13% | — | HELD |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $37.70 | 0.43% | 28.79% | 63.66% | $9.3M | 2.08% | — | HELD |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $70.73 | -0.16% | 34.83% | 68.29% | $8.9M | 1.99% | — | HELD |
| 15 | VSDM | VANGUARD MUN BD FDS | $76.03 | -0.03% | 2.98% | 6.43% | $8.9M | 1.98% | — | HELD |
| 16 | DFAW | DIMENSIONAL ETF TRUST | $82.94 | 0.22% | 25.42% | 80.49% | $8.4M | 1.87% | — | HELD |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $70.63 | -0.65% | 30.57% | 58.27% | $8.1M | 1.80% | — | HELD |
| 18 | IAU | ISHARES GOLD TR | $76.17 | -1.46% | 22.14% | 123.86% | $8.0M | 1.79% | — | HELD |
| 19 | MRK | MERCK & CO INC | $130.22 | 0.33% | 68.33% | 97.86% | $8.0M | 1.78% | — | HELD |
| 20 | DFAX | DIMENSIONAL ETF TRUST | $36.51 | -0.22% | 27.84% | 60.00% | $7.9M | 1.76% | — | HELD |
| 21 | VBR | VANGUARD INDEX FDS | $244.71 | -0.16% | 27.75% | 56.02% | $6.7M | 1.49% | — | HELD |
| 22 | VB | VANGUARD INDEX FDS | $295.02 | -0.26% | 26.19% | 40.81% | $6.6M | 1.48% | — | HELD |
| 23 | VNQ | VANGUARD INDEX FDS | $98.95 | -0.54% | 16.22% | 11.04% | $6.3M | 1.41% | — | HELD |
| 24 | SHV | ISHARES TR | $110.40 | 0.03% | 3.73% | 18.40% | $5.6M | 1.26% | — | HELD |
| 25 | DFSV | DIMENSIONAL ETF TRUST | $39.66 | 0.00% | 37.95% | 63.40% | $5.4M | 1.21% | — | HELD |
| 26 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | 58.23% | 70.72% | $5.4M | 1.21% | — | HELD |
| 27 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 21.58% | 77.59% | $5.1M | 1.15% | — | HELD |
| 28 | AMGN | AMGEN INC | $385.16 | -0.64% | 34.50% | 99.65% | $4.9M | 1.10% | — | HELD |
| 29 | DFNM | DIMENSIONAL ETF TRUST | $47.65 | -0.04% | 3.50% | 5.41% | $4.7M | 1.05% | — | HELD |
| 30 | DFLV | DIMENSIONAL ETF TRUST | $40.68 | 0.32% | 34.19% | 65.58% | $4.6M | 1.04% | — | HELD |
| 31 | SCHO | SCHWAB STRATEGIC TR | $24.10 | -0.04% | — | — | $4.4M | 0.98% | — | HELD |
| 32 | VTEB | VANGUARD MUN BD FDS | $49.58 | -0.14% | — | — | $4.1M | 0.91% | — | HELD |
| 33 | VWO | VANGUARD INTL EQUITY INDEX F | $58.76 | 0.97% | — | — | $3.8M | 0.85% | — | HELD |
| 34 | SPDW | SPDR INDEX SHS FDS | $50.07 | -0.69% | — | — | $3.4M | 0.75% | — | HELD |
| 35 | SPYV | SPDR SERIES TRUST | $62.03 | -0.20% | — | — | $3.3M | 0.74% | — | HELD |
| 36 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.15% | — | — | $3.2M | 0.71% | — | HELD |
| 37 | VGSH | VANGUARD SCOTTSDALE FDS | $58.10 | -0.05% | — | — | $2.9M | 0.66% | — | HELD |
| 38 | SHY | ISHARES TR | $82.00 | -0.01% | — | — | $2.8M | 0.62% | — | HELD |
| 39 | DFAI | DIMENSIONAL ETF TRUST | $42.10 | -0.64% | — | — | $2.8M | 0.62% | — | HELD |
| 40 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.7M | 0.61% | — | HELD |
| 41 | SCHB | SCHWAB STRATEGIC TR | $28.85 | 0.59% | — | — | $2.6M | 0.58% | — | HELD |
| 42 | BSV | VANGUARD BD INDEX FDS | $77.60 | -0.05% | — | — | $2.5M | 0.56% | — | HELD |
| 43 | SPYM | SPDR SERIES TRUST | $87.91 | 0.69% | — | — | $2.5M | 0.55% | — | HELD |
| 44 | AGG | ISHARES TR | $97.39 | -0.24% | — | — | $2.3M | 0.50% | — | HELD |
| 45 | SCHA | SCHWAB STRATEGIC TR | $33.54 | -0.45% | — | — | $2.2M | 0.50% | — | HELD |
| 46 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | — | — | $2.2M | 0.49% | — | HELD |
| 47 | SCHX | SCHWAB STRATEGIC TR | $29.44 | 0.65% | — | — | $2.2M | 0.49% | — | HELD |
| 48 | DFGP | DIMENSIONAL ETF TRUST | $53.25 | -0.36% | — | — | $1.9M | 0.43% | — | HELD |
| 49 | DFIV | DIMENSIONAL ETF TRUST | $57.27 | -0.47% | — | — | $1.9M | 0.42% | — | HELD |
| 50 | DFSD | DIMENSIONAL ETF TRUST | $47.31 | -0.06% | — | — | $1.9M | 0.42% | — | HELD |
| 51 | IVW | ISHARES TR | $135.21 | 1.41% | — | — | $1.9M | 0.41% | — | HELD |
| 52 | RSP | INVESCO EXCHANGE TRADED FD T | $214.95 | -0.20% | — | — | $1.8M | 0.41% | — | HELD |
| 53 | DFAU | DIMENSIONAL ETF TRUST | $51.78 | 0.54% | — | — | $1.8M | 0.41% | — | HELD |
| 54 | VV | VANGUARD INDEX FDS | $343.58 | 0.68% | — | — | $1.8M | 0.39% | — | HELD |
| 55 | TIP | ISHARES TR | $107.61 | -0.13% | — | — | $1.7M | 0.37% | — | HELD |
| 56 | IJS | ISHARES TR | $135.96 | 0.09% | — | — | $1.5M | 0.33% | — | HELD |
| 57 | IWF | ISHARES TR | $118.35 | 0.78% | — | — | $1.5M | 0.33% | — | HELD |
| 58 | DFAE | DIMENSIONAL ETF TRUST | $37.52 | 0.46% | — | — | $1.4M | 0.32% | — | HELD |
| 59 | DUHP | DIMENSIONAL ETF TRUST | $41.17 | -0.27% | — | — | $1.3M | 0.30% | — | HELD |
| 60 | BND | VANGUARD BD INDEX FDS | $72.23 | -0.26% | — | — | $1.3M | 0.29% | — | HELD |
| 61 | LLY | ELI LILLY & CO | $1148.35 | -0.57% | — | — | $1.3M | 0.29% | — | HELD |
| 62 | SCHF | SCHWAB STRATEGIC TR | $27.43 | -0.58% | — | — | $1.3M | 0.29% | — | HELD |
| 63 | SLYV | SPDR SERIES TRUST | $108.46 | 0.14% | — | — | $1.3M | 0.29% | — | HELD |
| 64 | VONE | VANGUARD SCOTTSDALE FDS | $337.71 | 0.63% | — | — | $1.3M | 0.28% | — | HELD |
| 65 | UNH | UNITEDHEALTH GROUP INC | $414.22 | -1.72% | — | — | $1.0M | 0.23% | — | HELD |
| 66 | IBM | INTERNATIONAL BUSINESS MACHS | $223.79 | 0.92% | — | — | $1.0M | 0.23% | — | HELD |
| 67 | SCHE | SCHWAB STRATEGIC TR | $36.03 | 0.87% | — | — | $972K | 0.22% | — | HELD |
| 68 | PLD | PROLOGIS INC. | $144.65 | -1.05% | — | — | $935K | 0.21% | — | HELD |
| 69 | SPEM | SPDR INDEX SHS FDS | $50.93 | 0.77% | — | — | $920K | 0.21% | — | HELD |
| 70 | EQIX | EQUINIX INC | $1019.28 | -2.70% | — | — | $911K | 0.20% | — | HELD |
| 71 | IWD | ISHARES TR | $251.78 | 0.43% | — | — | $871K | 0.19% | — | HELD |
| 72 | VSDB | VANGUARD MALVERN FDS | $75.96 | -0.02% | — | — | $826K | 0.18% | — | HELD |
| 73 | VTIP | VANGUARD MALVERN FDS | $49.66 | 0.00% | — | — | $771K | 0.17% | — | HELD |
| 74 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | — | — | $770K | 0.17% | — | HELD |
| 75 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $718K | 0.16% | — | HELD |
| 76 | NEE | NEXTERA ENERGY INC | $86.93 | -1.14% | — | — | $705K | 0.16% | — | HELD |
| 77 | HD | HOME DEPOT INC | $331.99 | -0.41% | — | — | $704K | 0.16% | — | HELD |
| 78 | DFVX | DIMENSIONAL ETF TRUST | $83.78 | 1.45% | — | — | $684K | 0.15% | — | HELD |
| 79 | SPSM | SPDR SERIES TRUST | $56.57 | 0.00% | — | — | $682K | 0.15% | — | HELD |
| 80 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | — | — | $677K | 0.15% | — | HELD |
| 81 | IJR | ISHARES TR | $145.46 | -0.03% | — | — | $676K | 0.15% | — | HELD |
| 82 | IBKR | INTERACTIVE BROKERS GROUP IN | $87.99 | -2.75% | — | — | $671K | 0.15% | — | HELD |
| 83 | IVV | ISHARES TR | $750.46 | 0.71% | — | — | $669K | 0.15% | — | HELD |
| 84 | IWM | ISHARES TR | $291.24 | -0.46% | — | — | $614K | 0.14% | — | HELD |
| 85 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $614K | 0.14% | — | HELD |
| 86 | EEM | ISHARES TR | $64.09 | 0.79% | — | — | $613K | 0.14% | — | HELD |
| 87 | VGT | VANGUARD WORLD FD | $113.15 | -0.38% | — | — | $592K | 0.13% | — | HELD |
| 88 | DFAR | DIMENSIONAL ETF TRUST | $26.79 | -0.52% | — | — | $561K | 0.13% | — | HELD |
| 89 | AMT | AMERICAN TOWER CORP | $173.36 | -0.63% | — | — | $561K | 0.13% | — | HELD |
| 90 | DOW | DOW HLDGS INC | $30.29 | 0.66% | — | — | $554K | 0.12% | — | HELD |
| 91 | DLR | DIGITAL RLTY TR INC | $188.52 | -2.42% | — | — | $546K | 0.12% | — | HELD |
| 92 | KO | COCA COLA CO | $87.58 | -1.02% | — | — | $543K | 0.12% | — | HELD |
| 93 | CI | THE CIGNA GROUP | $279.05 | -2.99% | — | — | $542K | 0.12% | — | HELD |
| 94 | SPY | STATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | — | — | $535K | 0.12% | — | HELD |
| 95 | NKE | NIKE INC | $41.72 | -1.36% | — | — | $515K | 0.11% | — | HELD |
| 96 | GE | GE AEROSPACE | $360.33 | 1.49% | — | — | $512K | 0.11% | — | HELD |
| 97 | AAPL | APPLE INC | $310.42 | -6.90% | — | — | $510K | 0.11% | — | HELD |
| 98 | PG | PROCTER & GAMBLE CO | $144.52 | 0.39% | — | — | $509K | 0.11% | — | HELD |
| 99 | SPG | SIMON PPTY GROUP INC NEW | $229.37 | -0.46% | — | — | $495K | 0.11% | — | HELD |
| 100 | SCHV | SCHWAB STRATEGIC TR | $34.07 | -0.26% | — | — | $478K | 0.11% | — | HELD |
| 101 | O | REALTY INCOME CORP | — | — | — | — | $460K | 0.10% | — | HELD |
| 102 | PSA | PUBLIC STORAGE OPER CO | — | — | — | — | $440K | 0.10% | — | HELD |
| 103 | VCEB | VANGUARD WORLD FD | — | — | — | — | $422K | 0.09% | — | HELD |
| 104 | JCI | JOHNSON CONTROLS INTERNATION | — | — | — | — | $410K | 0.09% | — | HELD |
| 105 | CL | COLGATE PALMOLIVE CO | — | — | — | — | $409K | 0.09% | — | HELD |
| 106 | ICF | ISHARES TR | — | — | — | — | $395K | 0.09% | — | HELD |
| 107 | EFA | ISHARES TR | — | — | — | — | $360K | 0.08% | — | HELD |
| 108 | IVE | ISHARES TR | — | — | — | — | $352K | 0.08% | — | HELD |
| 109 | IRM | IRON MTN INC DEL | — | — | — | — | $337K | 0.08% | — | HELD |
| 110 | BNDX | VANGUARD CHARLOTTE FDS | — | — | — | — | $337K | 0.08% | — | HELD |
| 111 | AMZN | AMAZON COM INC | — | — | — | — | $331K | 0.07% | — | HELD |
| 112 | HIG | HARTFORD INSURANCE GROUP INC | — | — | — | — | $328K | 0.07% | — | HELD |
| 113 | MSFT | MICROSOFT CORP | — | — | — | — | $324K | 0.07% | — | HELD |
| 114 | DFCF | DIMENSIONAL ETF TRUST | — | — | — | — | $321K | 0.07% | — | HELD |
| 115 | VIG | VANGUARD SPECIALIZED FUNDS | — | — | — | — | $307K | 0.07% | — | HELD |
| 116 | VICI | VICI PPTYS INC | — | — | — | — | $303K | 0.07% | — | HELD |
| 117 | DFEV | DIMENSIONAL ETF TRUST | — | — | — | — | $300K | 0.07% | — | HELD |
| 118 | EXR | EXTRA SPACE STORAGE INC | — | — | — | — | $295K | 0.07% | — | HELD |
| 119 | CCI | CROWN CASTLE INC | — | — | — | — | $294K | 0.07% | — | HELD |
| 120 | HON | HONEYWELL INTL INC | — | — | — | — | $271K | 0.06% | — | HELD |
| 121 | VXUS | VANGUARD STAR FDS | — | — | — | — | $269K | 0.06% | — | HELD |
| 122 | BNDW | VANGUARD SCOTTSDALE FDS | — | — | — | — | $253K | 0.06% | — | HELD |
| 123 | MDT | MEDTRONIC PLC | — | — | — | — | $249K | 0.06% | — | HELD |
| 124 | XLK | SELECT SECTOR SPDR TR | — | — | — | — | $246K | 0.05% | — | HELD |
| 125 | AVB | AVALONBAY CMNTYS INC | — | — | — | — | $242K | 0.05% | — | HELD |
| 126 | IWC | ISHARES TR | — | — | — | — | $238K | 0.05% | — | HELD |
| 127 | TEL | TE CONNECTIVITY PLC | — | — | — | — | $235K | 0.05% | — | HELD |
| 128 | VT | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $235K | 0.05% | — | HELD |
| 129 | AMD | ADVANCED MICRO DEVICES INC | — | — | — | — | $231K | 0.05% | — | HELD |
| 130 | VTC | VANGUARD SCOTTSDALE FDS | — | — | — | — | $231K | 0.05% | — | HELD |
| 131 | EQR | EQUITY RESIDENTIAL | — | — | — | — | $217K | 0.05% | — | HELD |
| 132 | VCSH | VANGUARD SCOTTSDALE FDS | — | — | — | — | $206K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001369913-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.