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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
25
5
9
1
3
0
18
5
3
AMERICAN INVESTMENT SERVICES INC

Time Period2018-06-30

Total Holdings115

Total Value ($x1000)289,424
Activities
New3

Increased32

Unchanged50

Decreased30

Sold Out6

Top 10 Stock Holdingstotal 61%
IAU12.3

VUG9.05

VZ8.66

XOM6.41

CVX6.03

 
IBM5.83

PFE4.61

VTV3.17

VBR2.65

MGC2.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IAU
12.3%
ISHARES
VUG
9.05%
GROWTH ETF
VZ
8.66%
COM
XOM
6.41%
COM
CVX
6.03%
COM
IBM
5.83%
COM
PFE
4.61%
COM
VTV
3.17%
VALUE ETF
VBR
2.65%
SM CP VAL ETF
MGC
2.29%
MEGA CAP INDEX
SPY
2.24%
TR UNIT
VPU
1.91%
UTILITIES ETF
AAPL
1.85%
COM
VWO
1.65%
FTSE EMR MKT ETF
VEA
1.64%
FTSE DEV MKT ETF
BA
1.01%
COM
QQQ
0.99%
UNIT SER 1
AET
0.98%
COM
VNQ
0.91%
REIT ETF
VTI
0.82%
TOTAL STK MKT
EVRG
0.8%
COM
GOOG
0.78%
CAP STK CL C
GOOGL
0.75%
CAP STK CL A
BSV
0.69%
SHORT TRM BOND
PG
0.67%
COM
MDLZ
0.66%
CL A
GE
0.58%
COM
BNDX
0.55%
INTL BD IDX ETF
AVA
0.52%
COM
ALE
0.47%
COM NEW
IWF
0.47%
RUS 1000 GRW ETF
CWT
0.47%
COM
BND
0.46%
TOTAL BND MRKT
AEE
0.45%
COM
IVW
0.45%
S&P 500 GRWT ETF
NWN
0.44%
COM
GLD
0.41%
GOLD SHS
DUK
0.4%
COM NEW
LNT
0.4%
COM
HE
0.4%
COM
SO
0.4%
COM
EE
0.39%
COM NEW
NJR
0.38%
COM
ED
0.38%
COM
PNW
0.37%
COM
KHC
0.37%
COM
ES
0.37%
COM
VT
0.36%
TT WRLD ST ETF
AEP
0.36%
COM
WEC
0.36%
COM
SPG
0.35%
COM
IDA
0.34%
COM
PNM
0.34%
COM
IWR
0.33%
RUS MID-CAP ETF
T
0.33%
COM
PEP
0.32%
COM
PLD
0.31%
COM
IJS
0.28%
SP SMCP600VL ETF
PSA
0.28%
COM
HD
0.28%
COM
TIP
0.25%
TIPS BD ETF
SHY
0.23%
1-3 YR TR BD ETF
IWC
0.23%
MICRO-CAP ETF
IVE
0.22%
S&P 500 VAL ETF
PCG
0.22%
COM
INTC
0.2%
COM
IWM
0.2%
RUSSELL 2000 ETF
AVB
0.2%
COM
EQR
0.19%
SH BEN INT
CAT
0.19%
COM
DLR
0.19%
COM
MCD
0.18%
COM
XLU
0.18%
SBI INT-UTILS
EEM
0.18%
MSCI EMG MKT ETF
VB
0.18%
SMALL CP ETF
BXP
0.16%
COM
VCIT
0.16%
INT-TERM CORP
JPM
0.16%
COM
MA
0.16%
CL A
SPYV
0.15%
S&P 500 VALUE
VO
0.15%
MID CAP ETF
DEO
0.14%
SPON ADR NEW
HST
0.14%
COM
ESS
0.13%
COM
NEE
0.13%
COM
IVV
0.13%
CORE S&P500 ETF
ICF
0.13%
COHEN&STEER REIT
CI
0.13%
COM
V
0.12%
COM CL A
NKE
0.12%
CL B
O
0.12%
COM
EXR
0.12%
COM
IWD
0.11%
RUS 1000 VAL ETF
VNO
0.11%
SH BEN INT
ARE
0.1%
COM
TEL
0.1%
REG SHS
BRK.A
0.1%
CL A
BUD
0.09%
SPONSORED ADR
DWDP
0.09%
COM
ISRG
0.09%
COM NEW
DRE
0.09%
COM NEW
LLY
0.09%
COM
VGIT
0.09%
INT-TERM GOV
SCHX
0.09%
US LRG CAP ETF
SLG
0.08%
COM
EFA
0.08%
MSCI EAFE ETF
DIS
0.08%
COM DISNEY
REG
0.08%
COM
FRT
0.08%
SH BEN INT NEW
MMM
0.07%
COM
VEU
0.07%
ALLWRLD EX US
JNJ
0.07%
COM
CSTR
0.06%
COM
KIM
0.06%
COM
DNP
0.04%
COM
QQQ
0.95%
UNIT SER 1
GXP
0.39%
COM
WR
0.38%
COM
CSCO
0.08%
COM
PM
0.08%
COM
MO
0.07%
COM