American Investment Services, Inc.
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$448.3M
Holdings
132
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GLDM
WORLD GOLD TR
Q1 2026: Exited (was 513.0k shares)
9.7%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 79.2k shares)
7.7%
03
$DFUV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 485.8k shares)
5.2%
04
$VYMI
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 224.7k shares)
4.6%
05
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 387.3k shares)
3.2%
06
$DFAS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 182.0k shares)
2.8%
07
$DFUS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 161.9k shares)
2.7%
08
$CHV
CHEVRON CORPORATION
Q1 2026: Exited (was 57.6k shares)
2.6%
09
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 59.6k shares)
2.6%
10
$VPU
VANGUARD WORLD FD
Q1 2026: Exited (was 53.9k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.