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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
27
5
11
1
3
0
19
5
3
AMERICAN INVESTMENT SERVICES INC

Time Period2018-03-31

Total Holdings118

Total Value ($x1000)282,724
Activities
New6

Increased43

Unchanged37

Decreased32

Sold Out3

Top 10 Stock Holdingstotal 60.5%
IAU13.07

VUG8.84

VZ8.16

CVX7

IBM5.87

 
PFE4.94

XOM4.64

VTV3.13

VBR2.58

MGC2.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IAU
13.07%
ISHARES
VUG
8.84%
GROWTH ETF
VZ
8.16%
COM
CVX
7%
COM
IBM
5.87%
COM
PFE
4.94%
COM
XOM
4.64%
COM
VTV
3.13%
VALUE ETF
VBR
2.58%
SM CP VAL ETF
MGC
2.27%
MEGA CAP INDEX
SPY
2.23%
TR UNIT
VPU
1.93%
UTILITIES ETF
VWO
1.82%
FTSE EMR MKT ETF
BA
1.8%
COM
AAPL
1.72%
COM
VEA
1.65%
FTSE DEV MKT ETF
AET
0.98%
COM
QQQ
0.95%
UNIT SER 1
VNQ
0.87%
REIT ETF
GOOG
0.74%
CAP STK CL C
GOOGL
0.71%
CAP STK CL A
VTI
0.7%
TOTAL STK MKT
MDLZ
0.69%
CL A
BSV
0.68%
SHORT TRM BOND
GE
0.6%
COM
BNDX
0.53%
INTL BD IDX ETF
AVA
0.52%
COM
IWF
0.5%
RUS 1000 GRW ETF
IVW
0.48%
S&P 500 GRWT ETF
CWT
0.45%
COM
GLD
0.45%
GOLD SHS
ALE
0.44%
COM NEW
T
0.43%
COM
AEE
0.42%
COM
CAT
0.42%
COM
BND
0.41%
TOTAL BND MRKT
HE
0.41%
COM
DUK
0.41%
COM NEW
NWN
0.4%
COM
LNT
0.4%
COM
GXP
0.39%
COM
SO
0.39%
COM
ED
0.39%
COM
WR
0.38%
COM
PNW
0.38%
COM
SPYV
0.37%
S&P 500 VALUE
KHC
0.37%
COM
VT
0.37%
TT WRLD ST ETF
ES
0.37%
COM
AEP
0.36%
COM
WEC
0.35%
COM
NJR
0.35%
COM
PNM
0.34%
COM
EE
0.34%
COM NEW
IDA
0.33%
COM
IWR
0.33%
RUS MID-CAP ETF
SPG
0.33%
COM
PEP
0.33%
COM
PLD
0.3%
COM
IJS
0.27%
SP SMCP600VL ETF
HD
0.26%
COM
PSA
0.26%
COM
TIP
0.25%
TIPS BD ETF
IVE
0.24%
S&P 500 VAL ETF
PCG
0.23%
COM
IWC
0.22%
MICRO-CAP ETF
INTC
0.22%
COM
EEM
0.21%
MSCI EMG MKT ETF
MCD
0.2%
COM
AVB
0.19%
COM
EQR
0.19%
SH BEN INT
IWM
0.19%
RUSSELL 2000 ETF
DLR
0.18%
COM
XLU
0.17%
SBI INT-UTILS
VB
0.17%
SMALL CP ETF
JPM
0.17%
COM
VCIT
0.17%
INT-TERM CORP
BXP
0.16%
COM
IVV
0.15%
CORE S&P500 ETF
PG
0.14%
COM
NEE
0.14%
COM
MA
0.14%
CL A
ICF
0.14%
COHEN&STEER REIT
DEO
0.14%
SPON ADR NEW
ESS
0.14%
COM
VO
0.13%
MID CAP ETF
SHY
0.13%
1-3 YR TR BD ETF
HST
0.13%
COM
CI
0.13%
COM
O
0.12%
COM
V
0.11%
COM CL A
TEL
0.11%
REG SHS
IWD
0.11%
RUS 1000 VAL ETF
NKE
0.11%
CL B
EXR
0.11%
COM
BRK.A
0.11%
CL A
ARE
0.11%
COM
VNO
0.1%
SH BEN INT
BUD
0.1%
SPONSORED ADR
VGIT
0.09%
INT-TERM GOV
DWDP
0.09%
COM
MMM
0.09%
COM
VEU
0.08%
ALLWRLD EX US
SLG
0.08%
COM
DRE
0.08%
COM NEW
LLY
0.08%
COM
EFA
0.08%
MSCI EAFE ETF
DIS
0.08%
COM DISNEY
CSCO
0.08%
COM
ISRG
0.08%
COM NEW
PM
0.08%
COM
JNJ
0.07%
COM
REG
0.07%
COM
FRT
0.07%
SH BEN INT NEW
MO
0.07%
COM
CSTR
0.07%
COM
KIM
0.06%
COM
DNP
0.05%
COM
WFC
0.09%
COM
SWK
0.07%
COM
WBK
0.07%
SPONSORED ADR