Obtenez les faits, trouvez le meilleur et évitez la fraude
Legal Name: AMERICAN INVESTMENT SERVICES INC
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Aug 6, 2019
| Sécurité |
Actions détenues / capital |
Valeur marchande |
Option |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
154,926 |
$25,313k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
432,581 |
$24,713k |
|
|
WORLD GOLD TR (98149E204)
|
1,615,369 |
$22,761k |
|
|
INTL BUSINESS MCHN (459200101)
|
154,035 |
$21,241k |
|
|
Exxon Mobil Corp (30231G102)
|
274,958 |
$21,070k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
1,277,097 |
$17,241k |
|
|
ISHARES TR (464287457)
|
169,713 |
$14,388k |
|
|
Chevron Corp (166764100)
|
107,635 |
$13,394k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
74,890 |
$8,307k |
|
|
Vanguard Mega Cap (921910873)
|
66,723 |
$6,756k |
|
|
PFIZER INC (717081103)
|
139,182 |
$6,029k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
45,686 |
$5,964k |
|
|
Apple Inc (037833100)
|
29,247 |
$5,789k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
136,916 |
$5,711k |
|
|
VANGUARD WORLD FDS (92204A876)
|
37,879 |
$5,035k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
16,170 |
$4,738k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
57,544 |
$4,634k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
101,165 |
$4,303k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
22,210 |
$4,147k |
|
|
Dow Inc (260557103)
|
69,080 |
$3,406k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
38,879 |
$3,398k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
43,546 |
$2,495k |
|
|
PROCTER & GAMBLE CO (742718109)
|
21,292 |
$2,335k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
27,529 |
$2,287k |
|
|
MONDELEZ INTL INC (609207105)
|
41,576 |
$2,241k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
14,108 |
$2,210k |
|
|
Alphabet Inc (02079K107)
|
2,022 |
$2,186k |
|
|
ALPHABET INC (02079K305)
|
1,926 |
$2,085k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
28,480 |
$2,036k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
7,789 |
$1,660k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
10,266 |
$1,541k |
|
|
ENTERGY CORP (29364G103)
|
13,168 |
$1,355k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
7,558 |
$1,355k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
43,301 |
$1,327k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
41,173 |
$1,321k |
|
|
DUKE ENERGY CORP (26441C204)
|
14,343 |
$1,266k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
6,084 |
$1,244k |
|
|
SPDR DOW JONES INDL (78467X109)
|
4,630 |
$1,231k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
20,890 |
$1,173k |
|
|
FIRSTENERGY CORP (337932107)
|
27,318 |
$1,169k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
43,844 |
$1,150k |
|
|
S&P WRLD EX US (78463X889)
|
37,498 |
$1,110k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
7,007 |
$1,102k |
|
|
AEP (025537101)
|
12,373 |
$1,089k |
|
|
PEPSICO INC (713448108)
|
8,185 |
$1,073k |
|
|
NORTHWESTERN CORP (668074305)
|
14,808 |
$1,068k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
15,138 |
$1,063k |
|
|
EVERSOURCE ENERGY (30040W108)
|
13,954 |
$1,057k |
|
|
PROLOGIS INC (74340W103)
|
13,152 |
$1,053k |
|
|
Black Hills Corp. (092113109)
|
13,453 |
$1,052k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
18,196 |
$1,017k |
|
|
SPDR SERIES TRUST (78464A300)
|
15,833 |
$961k |
|
|
ISHARES (464287879)
|
6,443 |
$957k |
|
|
PINNACLE WEST CAP (723484101)
|
10,111 |
$951k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
11,380 |
$949k |
|
|
PORTLAND GEN ELEC CO (736508847)
|
16,737 |
$907k |
|
|
XCEL ENERGY INC (98389B100)
|
15,213 |
$905k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
6,698 |
$892k |
|
|
ALLIANT ENERGY CORP (018802108)
|
17,991 |
$883k |
|
|
NISOURCE INC (65473P105)
|
30,108 |
$867k |
|
|
CMS ENERGY CORP (125896100)
|
14,938 |
$865k |
|
|
EQUINIX INC (29444U700)
|
1,708 |
$861k |
|
|
ISHARES TR (464287176)
|
7,410 |
$856k |
|
|
SPIRE INC COM (84857L101)
|
10,194 |
$855k |
|
|
ALLETE INC (018522300)
|
10,052 |
$836k |
|
|
AMEREN CORPORATION (023608102)
|
11,081 |
$832k |
|
|
AVISTA CORP (05379B107)
|
18,384 |
$820k |
|
|
NORTHWEST NAT HLDG CO COM (66765N105)
|
11,792 |
$820k |
|
|
PNM RES INC (69349H107)
|
15,495 |
$789k |
|
|
PUBLIC STORAGE (74460D109)
|
3,221 |
$767k |
|
|
ONE GAS INC COM (68235P108)
|
8,424 |
$761k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
12,762 |
$753k |
|
|
SIMON PPTY INC (828806109)
|
4,691 |
$749k |
|
|
IDACORP INC (451107106)
|
7,179 |
$721k |
|
|
MCDONALDS CORP (580135101)
|
3,336 |
$693k |
|
|
HOME DEPOT INC (437076102)
|
3,282 |
$683k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
18,231 |
$652k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
5,513 |
$643k |
|
|
MASTERCARD INC (57636Q104)
|
2,295 |
$607k |
|
|
AVALONBAY COMMUNTIES (053484101)
|
2,971 |
$604k |
|
|
EQUITY RESIDENTIAL (29476L107)
|
7,917 |
$601k |
|
|
Atmos Energy Corp (049560105)
|
5,568 |
$588k |
|
|
OGE ENERGY CORP (670837103)
|
13,387 |
$570k |
|
|
ISHARES (464287234)
|
13,102 |
$562k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,897 |
$559k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
4,842 |
$539k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,417 |
$531k |
|
|
DIGITAL RLTY TR INC (253868103)
|
4,430 |
$522k |
|
|
ISHARES (464288869)
|
5,394 |
$503k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
5,568 |
$500k |
|
|
ISHARES (464287630)
|
4,098 |
$494k |
|
|
INTEL CORP (458140100)
|
9,860 |
$472k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
6,195 |
$444k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
3,904 |
$437k |
|
|
REALTY INCOME CORP (756109104)
|
6,237 |
$430k |
|
|
BOSTON PROPERTIES INC (101121101)
|
3,320 |
$428k |
|
|
KRAFT HEINZ CO (500754106)
|
13,692 |
$425k |
|
|
ESSEX PPTY TR INC (297178105)
|
1,419 |
$414k |
|
|
NEXTERA ENERGY INC (65339F101)
|
2,022 |
$414k |
|
|
DIAGEO P L C (25243Q205)
|
2,384 |
$411k |
|
|
SPDR SERIES TRUST (78464A508)
|
12,558 |
$393k |
|
|
NIKE INC (654106103)
|
4,527 |
$380k |
|
|
ISHARES TR (464288679)
|
3,384 |
$374k |
|
|
VISA INC COM CL A (92826C839)
|
2,085 |
$362k |
|
|
SPDR SERIES TRUST (78464A854)
|
10,376 |
$358k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
3,125 |
$352k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,560 |
$326k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,946 |
$325k |
|
|
LILLY ELI & CO (532457108)
|
2,900 |
$321k |
|
|
CIGNA CORP (125523100)
|
2,033 |
$320k |
|
|
ALEXANDRIA REAL ESTATE EQ IN (015271109)
|
2,267 |
$320k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
DISNEY WALT CO (254687106)
|
2,130 |
$297k |
|
|
HOST HOTELS & RESRTS (44107P104)
|
15,953 |
$291k |
|
|
EXTRA SPACE STORAGE (30225T102)
|
2,720 |
$289k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,868 |
$279k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,502 |
$274k |
|
|
AT&T INC (00206R102)
|
8,104 |
$272k |
|
|
ISHARES (464287465)
|
3,977 |
$261k |
|
|
VANGUARD SCOTTSDALE FDS (92206C706)
|
3,947 |
$260k |
|
|
TE CONNECTIVITY (H84989104)
|
2,689 |
$258k |
|
|
UDR INC (902653104)
|
5,757 |
$258k |
|
|
DUKE REALTY CORP (264411505)
|
7,686 |
$243k |
|
|
REGENCY CENTERS CORP (758849103)
|
3,625 |
$242k |
|
|
ISHARES (464287168)
|
2,400 |
$239k |
|
|
VORNADO RLTY TR (929042109)
|
3,723 |
$239k |
|
|
EQUITY LIFESTYLE PPT (29472R108)
|
1,916 |
$232k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
4,350 |
$222k |
|
|
Boeing Co/The (097023105)
|
605 |
$220k |
|
|
MICROSOFT CORP (594918104)
|
1,599 |
$214k |
|
|
FEDERAL RLTY INVT TR (313747206)
|
1,580 |
$203k |
|
|
CAPSTAR FINL HLDGS INC (14070T102)
|
10,000 |
$152k |
|
|
GENERAL ELECTRIC CO (369604103)
|
14,147 |
$149k |
|
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