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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
21
5
8
1
1
0
17
4
2
AMERICAN INVESTMENT SERVICES INC

Time Period2018-12-31

Total Holdings114

Total Value ($x1000)280,788
Activities
New13

Increased28

Unchanged14

Decreased59

Sold Out16

Top 10 Stock Holdingstotal 58.02%
IAU10.96

VZ9.44

VUG7.98

XOM6.01

IBM5.34

 
CVX4.79

SHY3.76

VTV3.54

PFE3.5

VBR2.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IAU
10.96%
ISHARES
VZ
9.44%
COM
VUG
7.98%
GROWTH ETF
XOM
6.01%
COM
IBM
5.34%
COM
CVX
4.79%
COM
SHY
3.76%
1-3 YR TR BD ETF
VTV
3.54%
VALUE ETF
PFE
3.5%
COM
VBR
2.7%
SM CP VAL ETF
VEA
2.57%
FTSE DEV MKT ETF
GLDM
2.12%
SPDR GLD MINIS
MGC
2.05%
MEGA CAP INDEX
VWO
1.99%
FTSE EMR MKT ETF
SPY
1.79%
TR UNIT
VPU
1.78%
UTILITIES ETF
AAPL
1.64%
COM
BSV
1.27%
SHORT TRM BOND
VNQ
1.01%
REIT ETF
VTI
0.94%
TOTAL STK MKT
PG
0.77%
COM
GOOG
0.75%
CAP STK CL C
GOOGL
0.72%
CAP STK CL A
SCHA
0.61%
US SML CAP ETF
MDLZ
0.6%
CL A
VB
0.59%
SMALL CP ETF
BND
0.55%
TOTAL BND MRKT
EVRG
0.53%
COM
CWT
0.53%
COM
AEE
0.47%
COM
BNDX
0.46%
INTL BD IDX ETF
DUK
0.44%
COM NEW
ES
0.44%
COM
ALE
0.43%
COM NEW
IWF
0.43%
RUS 1000 GRW ETF
SCHF
0.42%
INTL EQTY ETF
IVW
0.42%
S&P 500 GRWT ETF
AVA
0.41%
COM
HE
0.4%
COM
TWOK
0.39%
SPDR RUSSEL 2000
PNW
0.39%
COM
AEP
0.38%
COM
WEC
0.38%
COM
LNT
0.37%
COM
NJR
0.36%
COM
SCHV
0.36%
US LCAP VA ETF
VT
0.36%
TT WRLD ST ETF
SCHE
0.35%
EMRG MKTEQ ETF
PNM
0.35%
COM
SO
0.35%
COM
GLD
0.35%
GOLD SHS
IDA
0.34%
COM
PEP
0.32%
COM
SCHX
0.31%
US LRG CAP ETF
EE
0.31%
COM NEW
IWR
0.3%
RUS MID-CAP ETF
PLD
0.29%
COM
TIP
0.29%
TIPS BD ETF
SPG
0.28%
COM
SLYV
0.27%
S&P 600 SMCP VAL
IJS
0.27%
SP SMCP600VL ETF
GWL
0.26%
S&P WRLD EX US
PSA
0.23%
COM
SHV
0.23%
SHRT TRS BD ETF
GE
0.22%
COM
KHC
0.21%
COM
IVE
0.21%
S&P 500 VAL ETF
MCD
0.21%
COM
HD
0.2%
COM
IWC
0.2%
MICRO-CAP ETF
GMM
0.19%
EMERG MKTS ETF
VNQI
0.19%
GLB EX US ETF
EQR
0.19%
SH BEN INT
EEM
0.18%
MSCI EMG MKT ETF
AVB
0.18%
COM
IVV
0.17%
CORE S&P500 ETF
DLR
0.17%
COM
INTC
0.17%
COM
VCIT
0.16%
INT-TERM CORP
XLU
0.16%
SBI INT-UTILS
IWM
0.16%
RUSSELL 2000 ETF
AGG
0.16%
CORE TOTUSBD ETF
BA
0.15%
COM
MA
0.15%
CL A
VO
0.15%
MID CAP ETF
CIGNA CO...
0.14%
COM
NEE
0.14%
COM
O
0.14%
COM
JPM
0.14%
COM
BXP
0.13%
COM
ESS
0.12%
COM
LLY
0.12%
COM
DEO
0.12%
SPON ADR NEW
NKE
0.12%
CL B
ICF
0.12%
COHEN&STEER REIT
PCG
0.11%
COM
BRK.A
0.11%
CL A
EXR
0.1%
COM
IWD
0.1%
RUS 1000 VAL ETF
V
0.1%
COM CL A
HST
0.1%
COM
ARE
0.09%
COM
ISRG
0.09%
COM NEW
VGIT
0.09%
INT-TERM GOV
EFA
0.09%
MSCI EAFE ETF
ONEK
0.09%
RUSSELL 1000 ETF
TEL
0.09%
REG SHS
T
0.09%
COM
DIS
0.08%
COM DISNEY
VNO
0.08%
SH BEN INT
REG
0.08%
COM
CAT
0.07%
COM
DWDP
0.07%
COM
CSTR
0.05%
COM
AET
1.05%
COM
NWN
0.45%
COM
ED
0.32%
COM
SPYV
0.16%
S&P 500 VALUE
CI
0.15%
COM
MSFT
0.09%
COM
DRE
0.08%
COM NEW
JNJ
0.08%
COM
SLG
0.08%
COM
MMM
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