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 |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 51 | $2,967,593 | 11,398 | 0.00 | 0.00 | -254 | -2.18 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 52 | $2,961,379 | 63,508 | 0.00 | 0.00 | -1,371 | -2.11 | 12-31-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 53 | $2,783,118 | 36,135 | 0.00 | 0.00 | 65 | 0.18 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 54 | $2,513,935 | 44,972 | 0.00 | 0.00 | -1,016 | -2.21 | 12-31-2023 |
