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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P500 | 51 | $2,710,464 | 42,351 | 0.00 | 0.00 | -440 | -1.03 | 06-30-2024 |
| MONDELEZ INTL INC | CL A | 52 | $2,654,409 | 40,562 | 0.00 | 0.00 | -3,510 | -7.96 | 06-30-2024 |
| CHEVRON CORP NEW | COM | 53 | $2,549,177 | 16,297 | 0.00 | 0.00 | 9,424 | 137.12 | 06-30-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 54 | $2,514,504 | 52,244 | 0.00 | 0.00 | 6,070 | 13.15 | 06-30-2024 |
