Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN INVESTMENT SERVICES INC | 08-14-2024 | 06-30-2024 | 156 | 564,658,569 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $38,535,338 | 103,033 | 0.01 | 0.01 | -1,852 | -1.77 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 2 | $38,287,864 | 650,601 | 0.01 | 0.01 | -2,575 | -0.39 | 06-30-2024 |
| WORLD GOLD TR | SPDR GLD MINIS | 3 | $36,596,297 | 794,018 | 0.01 | 0.01 | -68,214 | -7.91 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 4 | $35,650,036 | 907,819 | 0.01 | 0.01 | -15,392 | -1.67 | 06-30-2024 |
