American Money Management, LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$631.9M
Holdings
166
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VGSH
Vanguard Short-Term Treasury ETF
Q4 2025: Exited (was 629.9k shares)
6.5%
02
$VCSH
Vanguard Short-Term Corporate Bond ETF
Q4 2025: Exited (was 421.5k shares)
5.6%
03
$AAPL
Apple Computer Inc
Q1 2026: Sold 14.4% (48.8k → 41.8k shares)
4.8%
04
$MSFT
Microsoft Corp
Q1 2026: Sold 9.5% (13.9k → 12.6k shares)
3.6%
05
$VEA
Vanguard FTSE Developed Markets
Q4 2025: Exited (was 338.8k shares)
3.5%
06
$BIV
Vanguard Intermediate Term Bond
Q4 2025: Exited (was 264.3k shares)
3.4%
07
$JCPB
JPMorgan Core Plus Bond ETF
Q4 2025: Exited (was 424.9k shares)
3.4%
08
$TPL
Texas Pacific Land Trust
Q4 2025: Exited (was 10.6k shares)
2.5%
09
$STIP
Ishares 0-5 Year Tips
Q4 2025: Exited (was 130.8k shares)
2.3%
10
$GOOG
Google Inc Class C
Q1 2026: Sold 9.0% (3.6k → 3.2k shares)
2.0%
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 13:19 UTC.