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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
26
8
10
1
2
0
18
6
4
AMERICAN INVESTMENT SERVICES INC

Time Period2019-06-30

Total Holdings133

Total Value ($x1000)315,215
Activities
New8

Increased28

Unchanged65

Decreased32

Sold Out3

Top 10 Stock Holdingstotal 55.57%
VUG8.03

VZ7.84

GLDM7.22

IBM6.74

XOM6.68

 
IAU5.47

SHY4.56

CVX4.25

VTV2.64

MGC2.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VUG
8.03%
GROWTH ETF
VZ
7.84%
COM
GLDM
7.22%
SPDR GLD MINIS
IBM
6.74%
COM
XOM
6.68%
COM
IAU
5.47%
ISHARES
SHY
4.56%
1-3 YR TR BD ETF
CVX
4.25%
COM
VTV
2.64%
VALUE ETF
MGC
2.14%
MEGA CAP INDEX
PFE
1.91%
COM
VBR
1.89%
SM CP VAL ETF
AAPL
1.84%
COM
VEA
1.81%
FTSE DEV MKT ETF
VPU
1.6%
UTILITIES ETF
SPY
1.5%
TR UNIT
BSV
1.47%
SHORT TRM BOND
VWO
1.37%
FTSE EMR MKT ETF
QQQ
1.32%
UNIT SER 1
DOW
1.08%
COM
VNQ
1.08%
REIT ETF
BNDX
0.79%
INTL BD IDX ETF
PG
0.74%
COM
BND
0.73%
TOTAL BND MRKT
MDLZ
0.71%
CL A
VB
0.7%
SMALL CP ETF
GOOG
0.69%
CAP STK CL C
GOOGL
0.66%
CAP STK CL A
SCHA
0.65%
US SML CAP ETF
BRK.B
0.53%
CL B NEW
VTI
0.49%
TOTAL STK MKT
ETR
0.43%
COM
IVW
0.43%
S&P 500 GRWT ETF
TWOK
0.42%
SPDR RUSSEL 2000
SCHF
0.42%
INTL EQTY ETF
DUK
0.4%
COM NEW
AMT
0.39%
COM
DIA
0.39%
UT SER 1
SCHV
0.37%
US LCAP VA ETF
FE
0.37%
COM
SCHE
0.36%
EMRG MKTEQ ETF
GWL
0.35%
S&P WRLD EX US
IWF
0.35%
RUS 1000 GRW ETF
AEP
0.35%
COM
PEP
0.34%
COM
NWE
0.34%
COM NEW
SCHX
0.34%
US LRG CAP ETF
ES
0.34%
COM
PLD
0.33%
COM
BKH
0.33%
COM
IWR
0.32%
RUS MID-CAP ETF
SLYV
0.3%
S&P 600 SMCP VAL
IJS
0.3%
SP SMCP600VL ETF
PNW
0.3%
COM
WEC
0.3%
COM
POR
0.29%
COM NEW
XEL
0.29%
COM
GLD
0.28%
GOLD SHS
LNT
0.28%
COM
NI
0.28%
COM
CMS
0.27%
COM
EQIX
0.27%
COM PAR $0.001
TIP
0.27%
TIPS BD ETF
SR
0.27%
COM
ALE
0.27%
COM NEW
AEE
0.26%
COM
AVA
0.26%
COM
NWN
0.26%
COM
PNM
0.25%
COM
PSA
0.24%
COM
OGS
0.24%
COM
VNQI
0.24%
GLB EX US ETF
SPG
0.24%
COM
IDA
0.23%
COM
MCD
0.22%
COM
HD
0.22%
COM
GMM
0.21%
EMERG MKTS ETF
IVE
0.2%
S&P 500 VAL ETF
MA
0.19%
CL A
AVB
0.19%
COM
EQR
0.19%
SH BEN INT
ATO
0.19%
COM
OGE
0.18%
COM
EEM
0.18%
MSCI EMG MKT ETF
IVV
0.18%
CORE S&P500 ETF
AGG
0.17%
CORE TOTUSBD ETF
IWM
0.17%
RUSSELL 2000 ETF
DLR
0.17%
COM
IWC
0.16%
MICRO-CAP ETF
VCIT
0.16%
INT-TERM CORP
IWN
0.16%
RUS 2000 VAL ETF
INTC
0.15%
COM
CL
0.14%
COM
JPM
0.14%
COM
O
0.14%
COM
BXP
0.14%
COM
KHC
0.13%
COM
NEE
0.13%
COM
ESS
0.13%
COM
DEO
0.13%
SPON ADR NEW
SPYV
0.12%
S&P 500 VALUE
NKE
0.12%
CL B
SHV
0.12%
SHRT TRS BD ETF
V
0.11%
COM CL A
ONEK
0.11%
RUSSELL 1000 ETF
ICF
0.11%
COHEN&STEER REIT
IWD
0.1%
RUS 1000 VAL ETF
VO
0.1%
MID CAP ETF
LLY
0.1%
COM
ARE
0.1%
COM
CI
0.1%
COM
BRK.A
0.1%
CL A
DIS
0.09%
COM DISNEY
HST
0.09%
COM
EXR
0.09%
COM
MDT
0.09%
SHS
IJR
0.09%
CORE S&P SCP ETF
T
0.09%
COM
EFA
0.08%
MSCI EAFE ETF
VGIT
0.08%
INT-TERM GOV
TEL
0.08%
REG SHS
UDR
0.08%
COM
DRE
0.08%
COM NEW
REG
0.08%
COM
VNO
0.08%
SH BEN INT
DVY
0.08%
SELECT DIVID ETF
ELS
0.07%
COM
VEU
0.07%
ALLWRLD EX US
BA
0.07%
COM
MSFT
0.07%
COM
FRT
0.06%
SH BEN INT NEW
CSTR
0.05%
COM
GE
0.05%
COM
XLU
0.16%
SBI INT-UTILS
ISRG
0.1%
COM NEW
DWDP
0.07%
COM