0001085146-25-004966.txt : 20250813 0001085146-25-004966.hdr.sgml : 20250813 20250813090249 ACCESSION NUMBER: 0001085146-25-004966 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250813 DATE AS OF CHANGE: 20250813 EFFECTIVENESS DATE: 20250813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: American Investment Services, Inc. CENTRAL INDEX KEY: 0001369913 ORGANIZATION NAME: EIN: 042657538 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12178 FILM NUMBER: 251209173 BUSINESS ADDRESS: STREET 1: 250 DIVISION STREET STREET 2: POST OFFICE BOX 1000 CITY: GREAT BARRINGTON STATE: MA ZIP: 01230-1000 BUSINESS PHONE: 413-591-4445 MAIL ADDRESS: STREET 1: 250 DIVISION STREET STREET 2: POST OFFICE BOX 1000 CITY: GREAT BARRINGTON STATE: MA ZIP: 01230-1000 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001369913 XXXXXXXX 06-30-2025 06-30-2025 false American Investment Services, Inc.

250 DIVISION STREET POST OFFICE BOX 1000 GREAT BARRINGTON MA 01230-1000

13F HOLDINGS REPORT 028-12178 000110043 801-14337 N Sandra Potter-Stevenson 413-591-4445 /s/Sandra Potter-Stevenson Great Barrington MA 08-13-2025 0 133 391760842 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 2806088 18432 SH SOLE 16960 0 1472 AMERICAN TOWER CORP NEW COM 03027X100 898889 4067 SH SOLE 3947 0 120 AMGEN INC COM 031162100 1862331 6670 SH SOLE 6361 0 309 APPLE INC COM 037833100 416188 2029 SH SOLE 2019 0 10 AUTOMATIC DATA PROCESSING IN COM 053015103 276018 895 SH SOLE 110 0 785 AVALONBAY CMNTYS INC COM 053484101 301587 1482 SH SOLE 1482 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 728800 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2757717 5677 SH SOLE 1670 0 4007 CHEVRON CORP NEW COM 166764100 7399917 51679 SH SOLE 48889 0 2790 CISCO SYS INC COM 17275R102 706705 10186 SH SOLE 9406 0 780 COLGATE PALMOLIVE CO COM 194162103 436320 4800 SH SOLE 0 0 4800 CROWN CASTLE INC COM 22822V101 433213 4217 SH SOLE 4217 0 0 DIGITAL RLTY TR INC COM 253868103 528220 3030 SH SOLE 3030 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 7265494 244794 SH SOLE 185943 0 58851 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 331810 11064 SH SOLE 7567 0 3497 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1192075 41177 SH SOLE 28612 0 12565 DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 25434V583 1270953 23325 SH SOLE 17316 0 6009 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 6751491 251640 SH SOLE 189860 0 61780 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1541752 35997 SH SOLE 35456 0 541 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2300599 66549 SH SOLE 56515 0 10034 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 10806808 347598 SH SOLE 222506 0 125092 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 3087124 65088 SH SOLE 45259 0 19829 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1792694 37340 SH SOLE 32991 0 4349 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1416604 33442 SH SOLE 30136 0 3306 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 10440553 155783 SH SOLE 128399 0 27384 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 1655603 46558 SH SOLE 29618 0 16940 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 3133330 101010 SH SOLE 31494 0 69516 DIMENSIONAL ETF TRUST US LARGE CAP VEC 25434V641 876105 12712 SH SOLE 1544 0 11168 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 21031116 497425 SH SOLE 407619 0 89806 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 571251 24350 SH SOLE 18750 0 5600 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 10952603 171913 SH SOLE 141916 0 29997 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 4012273 136333 SH SOLE 97151 0 39182 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7930325 146967 SH SOLE 123425 0 23542 DIMENSIONAL ETF TRUST WORLD EQUITY ETF 25434V617 6890583 102722 SH SOLE 94340 0 8382 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 7109043 242051 SH SOLE 178559 0 63492 DOW INC COM 260557103 2293621 86617 SH SOLE 82021 0 4596 ELI LILLY & CO COM 532457108 1087445 1395 SH SOLE 1385 0 10 EQUINIX INC COM 29444U700 647513 814 SH SOLE 814 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 247351 3665 SH SOLE 3665 0 0 EXTRA SPACE STORAGE INC COM 30225T102 331593 2249 SH SOLE 2249 0 0 EXXON MOBIL CORP COM 30231G102 1817077 16856 SH SOLE 15476 0 1380 GE AEROSPACE COM NEW 369604301 539747 2097 SH SOLE 1695 0 402 GLOBAL X FDS US PFD ETF 37954Y657 213307 11328 SH SOLE 11328 0 0 HARTFORD INSURANCE GROUP INC COM 416515104 307407 2423 SH SOLE 2423 0 0 HOME DEPOT INC COM 437076102 784610 2140 SH SOLE 2140 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 4199731 14247 SH SOLE 13162 0 1085 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1730529 9522 SH SOLE 9522 0 0 INVITATION HOMES INC COM 46187W107 207395 6323 SH SOLE 6323 0 0 IRON MTN INC DEL COM 46284V101 318275 3103 SH SOLE 3103 0 0 ISHARES GOLD TR ISHARES NEW 464285204 8258585 132434 SH SOLE 105795 0 26639 ISHARES INC MSCI EMRG CHN 46434G764 359267 5690 SH SOLE 3028 0 2662 ISHARES TR 1 3 YR TREAS BD 464287457 3046943 36772 SH SOLE 29031 0 7741 ISHARES TR CORE S&P SCP ETF 464287804 615959 5636 SH SOLE 5440 0 196 ISHARES TR CORE S&P500 ETF 464287200 648670 1045 SH SOLE 507 0 538 ISHARES TR CORE US AGGBD ET 464287226 1476692 14886 SH SOLE 8146 0 6740 ISHARES TR MSCI EAFE ETF 464287465 367393 4110 SH SOLE 2605 0 1505 ISHARES TR MSCI EMG MKT ETF 464287234 576372 11948 SH SOLE 9537 0 2411 ISHARES TR NEW YORK MUN ETF 464288323 256790 4925 SH SOLE 4925 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1559483 3673 SH SOLE 3305 0 368 ISHARES TR RUS 1000 VAL ETF 464287598 791682 4076 SH SOLE 2530 0 1546 ISHARES TR RUSSELL 2000 ETF 464287655 534512 2477 SH SOLE 2477 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2099387 19068 SH SOLE 12954 0 6114 ISHARES TR S&P 500 VAL ETF 464287408 366804 1877 SH SOLE 1306 0 571 ISHARES TR SELECT US REIT 464287564 390446 6384 SH SOLE 6384 0 0 ISHARES TR SHORT TREAS BD 464288679 5817809 52688 SH SOLE 32553 0 20135 ISHARES TR SP SMCP600VL ETF 464287879 1288396 12950 SH SOLE 8995 0 3955 ISHARES TR TIPS BD ETF 464287176 1653079 15023 SH SOLE 8906 0 6117 JOHNSON & JOHNSON COM 478160104 3138249 20545 SH SOLE 19377 0 1168 JOHNSON CTLS INTL PLC SHS G51502105 330591 3130 SH SOLE 3130 0 0 JPMORGAN CHASE & CO. COM 46625H100 822475 2837 SH SOLE 2302 0 535 MEDTRONIC PLC SHS G5960L103 250004 2868 SH SOLE 2868 0 0 MERCK & CO INC COM 58933Y105 2349865 29685 SH SOLE 28515 0 1170 MICROSOFT CORP COM 594918104 422799 850 SH SOLE 840 0 10 NEXTERA ENERGY INC COM 65339F101 526621 7586 SH SOLE 7586 0 0 PEPSICO INC COM 713448108 521691 3951 SH SOLE 3900 0 51 PFIZER INC COM 717081103 207359 8554 SH SOLE 5404 0 3150 PROCTER AND GAMBLE CO COM 742718109 716463 4497 SH SOLE 3419 0 1078 PROLOGIS INC. COM 74340W103 680022 6469 SH SOLE 6469 0 0 PUBLIC STORAGE OPER CO COM 74460D109 414016 1411 SH SOLE 1411 0 0 REALTY INCOME CORP COM 756109104 456848 7930 SH SOLE 7930 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 269127 1146 SH SOLE 1146 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 888612 29483 SH SOLE 29403 0 80 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1176245 53224 SH SOLE 53182 0 42 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3240931 132934 SH SOLE 132934 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 478636 17298 SH SOLE 17298 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2102109 86011 SH SOLE 85831 0 180 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2004574 79232 SH SOLE 68504 0 10728 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 260827 1030 SH SOLE 1030 0 0 SIMON PPTY GROUP INC NEW COM 828806109 473117 2943 SH SOLE 2943 0 0 SOLVENTUM CORP COM SHS 83444M101 242916 3203 SH SOLE 3067 0 136 SPDR GOLD TR GOLD SHS 78463V107 246303 808 SH SOLE 608 0 200 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3299798 81497 SH SOLE 74347 0 7150 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 827944 19372 SH SOLE 14900 0 4472 SPDR S&P 500 ETF TR TR UNIT 78462F103 555073 898 SH SOLE 384 0 514 SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 2721369 37438 SH SOLE 31693 0 5745 SPDR SERIES TRUST PORTFOLIO S&P600 78468R853 819795 19244 SH SOLE 16330 0 2914 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 3182692 60808 SH SOLE 57294 0 3514 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1084976 13603 SH SOLE 13603 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 234620 1391 SH SOLE 1391 0 0 THE CIGNA GROUP COM 125523100 672070 2033 SH SOLE 2033 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2157797 27418 SH SOLE 19203 0 8215 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 894973 12155 SH SOLE 10890 0 1265 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 337701 6821 SH SOLE 4744 0 2077 VANGUARD INDEX FDS GROWTH ETF 922908736 35657123 81335 SH SOLE 66114 0 15221 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1727777 6056 SH SOLE 2968 0 3088 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6198327 69597 SH SOLE 56854 0 12743 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5325061 9375 SH SOLE 8719 0 656 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6361309 32620 SH SOLE 24694 0 7926 VANGUARD INDEX FDS SMALL CP ETF 922908751 6034745 25465 SH SOLE 17060 0 8405 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2176181 7160 SH SOLE 5716 0 1444 VANGUARD INDEX FDS VALUE ETF 922908744 10466703 59221 SH SOLE 51765 0 7456 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3580481 72391 SH SOLE 60006 0 12385 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 259923 2022 SH SOLE 1233 0 789 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 450205 8956 SH SOLE 3722 0 5234 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3371990 68774 SH SOLE 52634 0 16140 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2550015 30753 SH SOLE 21275 0 9478 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 247883 4417 SH SOLE 2628 0 1789 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 3183819 54165 SH SOLE 28346 0 25819 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 308796 4454 SH SOLE 2482 0 1972 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 1285216 4576 SH SOLE 3212 0 1364 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 277328 1355 SH SOLE 1355 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 245408 3552 SH SOLE 2395 0 1157 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8623965 151271 SH SOLE 126803 0 24468 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 201032 1508 SH SOLE 228 0 1280 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 19375245 241858 SH SOLE 241858 0 0 VANGUARD WORLD FD ESG US CORP BD 921910691 355674 5610 SH SOLE 5610 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 477562 720 SH SOLE 472 0 248 VANGUARD WORLD FD UTILITIES ETF 92204A876 9454493 53563 SH SOLE 52452 0 1111 VERIZON COMMUNICATIONS INC COM 92343V104 9028184 208648 SH SOLE 194030 0 14618 VICI PPTYS INC COM 925652109 361600 11092 SH SOLE 11092 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 449844 39185 SH SOLE 37866 0 1319 WALMART INC COM 931142103 225872 2310 SH SOLE 510 0 1800 WORLD GOLD TR SPDR GLD MINIS 98149E303 37743821 576066 SH SOLE 505710 0 70356