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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
9
1
3
0
18
5
4
AMERICAN INVESTMENT SERVICES INC

Time Period2018-09-30

Total Holdings117

Total Value ($x1000)296,559
Activities
New4

Increased28

Unchanged59

Decreased26

Sold Out2

Top 10 Stock Holdingstotal 61.77%
IAU11.3

VUG9.28

VZ8.88

IBM7.13

XOM6.91

 
CVX5.29

PFE4.61

VTV3.25

VBR2.7

MGC2.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IAU
11.3%
ISHARES
VUG
9.28%
GROWTH ETF
VZ
8.88%
COM
IBM
7.13%
COM
XOM
6.91%
COM
CVX
5.29%
COM
PFE
4.61%
COM
VTV
3.25%
VALUE ETF
VBR
2.7%
SM CP VAL ETF
MGC
2.42%
MEGA CAP INDEX
AAPL
2.22%
COM
SPY
2.22%
TR UNIT
VEA
1.81%
FTSE DEV MKT ETF
VPU
1.75%
UTILITIES ETF
VWO
1.68%
FTSE EMR MKT ETF
AET
1.05%
COM
VTI
0.87%
TOTAL STK MKT
VNQ
0.84%
REIT ETF
GOOG
0.83%
CAP STK CL C
GOOGL
0.78%
CAP STK CL A
EVRG
0.77%
COM
BSV
0.69%
SHORT TRM BOND
PG
0.69%
COM
MDLZ
0.68%
CL A
BNDX
0.54%
INTL BD IDX ETF
CWT
0.5%
COM
AVA
0.49%
COM
IWF
0.48%
RUS 1000 GRW ETF
GLDM
0.48%
SPDR GLD MINIS
BND
0.47%
TOTAL BND MRKT
IVW
0.47%
S&P 500 GRWT ETF
SHY
0.47%
1-3 YR TR BD ETF
AEE
0.46%
COM
NWN
0.45%
COM
ALE
0.45%
COM NEW
HE
0.41%
COM
DUK
0.4%
COM NEW
LNT
0.39%
COM
NJR
0.39%
COM
ES
0.38%
COM
EE
0.37%
COM NEW
VT
0.37%
TT WRLD ST ETF
WEC
0.36%
COM
SPG
0.36%
COM
AEP
0.36%
COM
IDA
0.36%
COM
PNW
0.36%
COM
IWR
0.34%
RUS MID-CAP ETF
T
0.34%
COM
PNM
0.33%
COM
GE
0.33%
COM
SO
0.33%
COM
ED
0.32%
COM
PEP
0.32%
COM
KHC
0.31%
COM
PLD
0.31%
COM
GLD
0.3%
GOLD SHS
BA
0.3%
COM
HD
0.29%
COM
IJS
0.28%
SP SMCP600VL ETF
TIP
0.25%
TIPS BD ETF
PSA
0.24%
COM
IVE
0.23%
S&P 500 VAL ETF
IWC
0.22%
MICRO-CAP ETF
PCG
0.2%
COM
AVB
0.2%
COM
IWM
0.2%
RUSSELL 2000 ETF
EQR
0.2%
SH BEN INT
MCD
0.2%
COM
INTC
0.19%
COM
VB
0.19%
SMALL CP ETF
DLR
0.19%
COM
XLU
0.18%
SBI INT-UTILS
EEM
0.17%
MSCI EMG MKT ETF
MA
0.17%
CL A
JPM
0.16%
COM
VCIT
0.16%
INT-TERM CORP
SPYV
0.16%
S&P 500 VALUE
BXP
0.15%
COM
VO
0.15%
MID CAP ETF
CI
0.15%
COM
V
0.14%
COM CL A
HST
0.14%
COM
DEO
0.14%
SPON ADR NEW
IVV
0.13%
CORE S&P500 ETF
ESS
0.13%
COM
NKE
0.13%
CL B
NEE
0.13%
COM
O
0.13%
COM
CAT
0.13%
COM
ICF
0.12%
COHEN&STEER REIT
IWD
0.11%
RUS 1000 VAL ETF
BRK.A
0.11%
CL A
LLY
0.1%
COM
VNO
0.1%
SH BEN INT
ISRG
0.1%
COM NEW
EXR
0.1%
COM
ARE
0.1%
COM
TEL
0.1%
REG SHS
DWDP
0.09%
COM
MSFT
0.09%
COM
SCHX
0.09%
US LRG CAP ETF
DIS
0.08%
COM DISNEY
VGIT
0.08%
INT-TERM GOV
DRE
0.08%
COM NEW
JNJ
0.08%
COM
EFA
0.08%
MSCI EAFE ETF
SLG
0.08%
COM
MMM
0.08%
COM
REG
0.08%
COM
CSCO
0.08%
COM
BUD
0.07%
SPONSORED ADR
FRT
0.07%
SH BEN INT NEW
VEU
0.07%
ALLWRLD EX US
ELS
0.07%
COM
KIM
0.06%
COM
CSTR
0.06%
COM
QQQ
0.99%
UNIT SER 1
DNP
0.04%
COM