Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN INVESTMENT SERVICES INC | 02-12-2024 | 12-31-2023 | 146 | 530,387,521 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WORLD GOLD TR | SPDR GLD MINIS | 1 | $34,943,569 | 854,157 | 0.01 | 0.01 | 9,809 | 1.16 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 2 | $34,794,978 | 934,846 | 0.01 | 0.01 | -28,219 | -2.93 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 3 | $33,955,727 | 655,137 | 0.01 | 0.01 | 8,702 | 1.35 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $33,037,258 | 106,270 | 0.01 | 0.01 | -5,277 | -4.73 | 12-31-2023 |
