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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

American Investment Services, Inc.

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001085146-25-004966

Total Value
$391.8M
Positions
133
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (133)

#IssuerTicker / CUSIPSharesValue% of Filing
1WORLD GOLD TRGLDW576,066$37.7M9.63%
2VANGUARD INDEX FDS92290873681,335$35.7M9.10%
3DIMENSIONAL ETF TRUST25434V724497,425$21.0M5.37%
4VANGUARD WHITEHALL FDS921946794241,858$19.4M4.95%
5DIMENSIONAL ETF TRUST25434V500171,913$11.0M2.80%
6DIMENSIONAL ETF TRUST25434V799347,598$10.8M2.76%
7VANGUARD INDEX FDS92290874459,221$10.5M2.67%
8DIMENSIONAL ETF TRUST25434V401155,783$10.4M2.67%
9VANGUARD WORLD FD92204A87653,563$9.5M2.41%
10VERIZON COMMUNICATIONS INCVZ208,648$9.0M2.30%
11VANGUARD TAX-MANAGED FDS921943858151,271$8.6M2.20%
12ISHARES GOLD TRIAU132,434$8.3M2.11%
13DIMENSIONAL ETF TRUST25434V609146,967$7.9M2.02%
14CHEVRON CORP NEWCVX51,679$7.4M1.89%
15DIMENSIONAL ETF TRUST25434V732244,794$7.3M1.85%
16DIMENSIONAL ETF TRUST25434V880242,051$7.1M1.81%
17DIMENSIONAL ETF TRUST25434V617102,722$6.9M1.76%
18DIMENSIONAL ETF TRUST25434V658251,640$6.8M1.72%
19VANGUARD INDEX FDS92290861132,620$6.4M1.62%
20VANGUARD INDEX FDS92290855369,597$6.2M1.58%
21VANGUARD INDEX FDS92290875125,465$6.0M1.54%
22ISHARES TR46428867952,688$5.8M1.49%
23VANGUARD INDEX FDS9229083639,375$5.3M1.36%
24INTERNATIONAL BUSINESS MACHSINTR14,247$4.2M1.07%
25DIMENSIONAL ETF TRUST25434V815136,333$4.0M1.02%
26VANGUARD INTL EQUITY INDEX F92204285872,391$3.6M0.91%
27VANGUARD MUN BD FDS92290774668,774$3.4M0.86%
28SPDR INDEX SHS FDS78463X88981,497$3.3M0.84%
29SCHWAB STRATEGIC TR808524862132,934$3.2M0.83%
30VANGUARD SCOTTSDALE FDS92206C10254,165$3.2M0.81%
31SPDR SERIES TRUST78464A50860,808$3.2M0.81%
32JOHNSON & JOHNSONJNJ20,545$3.1M0.80%
33DIMENSIONAL ETF TRUST25434V666101,010$3.1M0.80%
34DIMENSIONAL ETF TRUST25434V84965,088$3.1M0.79%
35ISHARES TR46428745736,772$3.0M0.78%
363M COMMM18,432$2.8M0.72%
37BERKSHIRE HATHAWAY INC DELBRK-A5,677$2.8M0.70%
38SPDR SERIES TRUST78464A85437,438$2.7M0.69%
39VANGUARD SCOTTSDALE FDS92206C87030,753$2.6M0.65%
40MERCK & CO INCMRK29,685$2.3M0.60%
41DIMENSIONAL ETF TRUST25434V20366,549$2.3M0.59%
42DOW INCDOW86,617$2.3M0.59%
43VANGUARD INDEX FDS9229087697,160$2.2M0.56%
44VANGUARD BD INDEX FDS92193782727,418$2.2M0.55%
45SCHWAB STRATEGIC TR80852420186,011$2.1M0.54%
46ISHARES TR46428730919,068$2.1M0.54%
47SCHWAB STRATEGIC TR80852460779,232$2.0M0.51%
48AMGEN INCAMGN6,670$1.9M0.48%
49EXXON MOBIL CORPXOM16,856$1.8M0.46%
50DIMENSIONAL ETF TRUST25434V86437,340$1.8M0.46%
51INVESCO EXCHANGE TRADED FD TIVZ9,522$1.7M0.44%
52VANGUARD INDEX FDS9229086376,056$1.7M0.44%
53DIMENSIONAL ETF TRUST25434V83146,558$1.7M0.42%
54ISHARES TR46428717615,023$1.7M0.42%
55ISHARES TR4642876143,673$1.6M0.40%
56DIMENSIONAL ETF TRUST25434V80735,997$1.5M0.39%
57ISHARES TR46428722614,886$1.5M0.38%
58DIMENSIONAL ETF TRUST25434V10433,442$1.4M0.36%
59ISHARES TR46428787912,950$1.3M0.33%
60VANGUARD SCOTTSDALE FDS92206C7304,576$1.3M0.33%
61DIMENSIONAL ETF TRUST25434V58323,325$1.3M0.32%
62DIMENSIONAL ETF TRUST25434V30241,177$1.2M0.30%
63SCHWAB STRATEGIC TR80852480553,224$1.2M0.30%
64ELI LILLY & COLLY1,395$1.1M0.28%
65SPDR SERIES TRUST78464A30013,603$1.1M0.28%
66AMERICAN TOWER CORP NEW03027X1004,067$898,8890.23%
67VANGUARD BD INDEX FDS92193783512,155$894,9730.23%
68SCHWAB STRATEGIC TR80852470629,483$888,6120.23%
69DIMENSIONAL ETF TRUST25434V64112,712$876,1050.22%
70SPDR INDEX SHS FDS78463X50919,372$827,9440.21%
71JPMORGAN CHASE & CO.VYLD2,837$822,4750.21%
72SPDR SERIES TRUST78468R85319,244$819,7950.21%
73ISHARES TR4642875984,076$791,6820.20%
74HOME DEPOT INCHD2,140$784,6100.20%
75BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.19%
76PROCTER AND GAMBLE CO7427181094,497$716,4630.18%
77CISCO SYS INCCSCO10,186$706,7050.18%
78PROLOGIS INC.PLDGP6,469$680,0220.17%
79THE CIGNA GROUP1255231002,033$672,0700.17%
80ISHARES TR4642872001,045$648,6700.17%
81EQUINIX INCEQIX814$647,5130.17%
82ISHARES TR4642878045,636$615,9590.16%
83ISHARES TR46428723411,948$576,3720.15%
84DIMENSIONAL ETF TRUST25434V82324,350$571,2510.15%
85SPDR S&P 500 ETF TRSPY898$555,0730.14%
86GE AEROSPACE3696043012,097$539,7470.14%
87ISHARES TR4642876552,477$534,5120.14%
88DIGITAL RLTY TR INC2538681033,030$528,2200.13%
89NEXTERA ENERGY INCNEE-PW7,586$526,6210.13%
90PEPSICO INCPEP3,951$521,6910.13%
91SCHWAB STRATEGIC TR80852440917,298$478,6360.12%
92VANGUARD WORLD FD92204A702720$477,5620.12%
93SIMON PPTY GROUP INC NEW8288061092,943$473,1170.12%
94REALTY INCOME CORPO7,930$456,8480.12%
95VANGUARD MALVERN FDS9220208058,956$450,2050.11%
96WALGREENS BOOTS ALLIANCE INC93142710839,185$449,8440.11%
97COLGATE PALMOLIVE COCL4,800$436,3200.11%
98CROWN CASTLE INCCCI4,217$433,2130.11%
99MICROSOFT CORPMSFT850$422,7990.11%
100APPLE INCAAPL2,029$416,1880.11%
101PUBLIC STORAGE OPER COPSA-PS1,411$414,0160.11%
102ISHARES TR4642875646,384$390,4460.10%
103ISHARES TR4642874654,110$367,3930.09%
104ISHARES TR4642874081,877$366,8040.09%
105VICI PPTYS INC92565210911,092$361,6000.09%
106ISHARES INC46434G7645,690$359,2670.09%
107VANGUARD WORLD FD9219106915,610$355,6740.09%
108VANGUARD CHARLOTTE FDS92203J4076,821$337,7010.09%
109DIMENSIONAL ETF TRUST25434V74011,064$331,8100.08%
110EXTRA SPACE STORAGE INCEXR2,249$331,5930.08%
111JOHNSON CTLS INTL PLCG515021053,130$330,5910.08%
112IRON MTN INC DEL46284V1013,103$318,2750.08%
113VANGUARD SCOTTSDALE FDS92206C5654,454$308,7960.08%
114HARTFORD INSURANCE GROUP INCHIG-PG2,423$307,4070.08%
115AVALONBAY CMNTYS INCAWX1,482$301,5870.08%
116VANGUARD SPECIALIZED FUNDS9219088441,355$277,3280.07%
117AUTOMATIC DATA PROCESSING INADP895$276,0180.07%
118SBA COMMUNICATIONS CORP NEWSBAC1,146$269,1270.07%
119SELECT SECTOR SPDR TR81369Y8031,030$260,8270.07%
120VANGUARD INTL EQUITY INDEX F9220427422,022$259,9230.07%
121ISHARES TR4642883234,925$256,7900.07%
122MEDTRONIC PLCMDT2,868$250,0040.06%
123VANGUARD SCOTTSDALE FDS92206C8474,417$247,8830.06%
124EQUITY RESIDENTIALEQR3,665$247,3510.06%
125SPDR GOLD TRGLD808$246,3030.06%
126VANGUARD STAR FDS9219097683,552$245,4080.06%
127SOLVENTUM CORPSOLV3,203$242,9160.06%
128TE CONNECTIVITY PLCTEL1,391$234,6200.06%
129WALMART INCWMT2,310$225,8720.06%
130GLOBAL X FDS37954Y65711,328$213,3070.05%
131INVITATION HOMES INCINVH6,323$207,3950.05%
132PFIZER INCPFE8,554$207,3590.05%
133VANGUARD WHITEHALL FDS9219464061,508$201,0320.05%