0001162044-24-000458.txt : 20240509 0001162044-24-000458.hdr.sgml : 20240509 20240509121717 ACCESSION NUMBER: 0001162044-24-000458 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: American Money Management, LLC CENTRAL INDEX KEY: 0001600085 ORGANIZATION NAME: IRS NUMBER: 330838332 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15963 FILM NUMBER: 24929475 BUSINESS ADDRESS: STREET 1: PO BOX 675203 CITY: RANCHO SANTA FE STATE: CA ZIP: 92067 BUSINESS PHONE: 858-755-0909 MAIL ADDRESS: STREET 1: PO BOX 675203 CITY: RANCHO SANTA FE STATE: CA ZIP: 92067 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001600085 XXXXXXXX 03-31-2024 03-31-2024 false American Money Management, LLC

Po Box 675203 Rancho Santa Fe CA 92067

13F HOLDINGS REPORT 028-15963 000115357 N Michael Moore 858-755-0909 Michael Moore Rancho Santa Fe CA 05-07-2024 0 138 479451254 INFORMATION TABLE 2 infotable.xml 1/100 Berkshire Htwy Cla COM 084990175 634440 100 SH SOLE 0 0 0 A S M L Holding Nv ADR N07059210 6970886 7183 SH SOLE 0 0 0 AbbVie Inc Com COM 00287Y109 7510153 41242 SH SOLE 0 0 0 Aberdeen Swiss Gold Trust ETF 00326A104 352754 16608 SH SOLE 0 0 0 Amazon.com Inc. COM 023135106 5808117 32199 SH SOLE 0 0 0 American Tower Corp COM 03027X100 4548206 23018 SH SOLE 0 0 0 Apple Computer Inc COM 037833100 24707747 144085 SH SOLE 0 0 0 Applied Materials Inc COM 038222105 4086654 19816 SH SOLE 0 0 0 ARK Innovation ETF ETF 00214Q104 580077 11583 SH SOLE 0 0 0 Bank Of America Corp COM 060505104 244472 6447 SH SOLE 0 0 0 Berkshire Hathaway Inc B COM 084670702 4884760 11616 SH SOLE 0 0 0 BlackRock Inc COM 09247X101 6190067 7425 SH SOLE 0 0 0 Broadcom Ltd COM 11135F101 302286 228 SH SOLE 0 0 0 Broadridge Financial Solutions, Inc. COM 11133T103 7276278 35518 SH SOLE 0 0 0 Caterpillar Inc COM 149123101 548121 1496 SH SOLE 0 0 0 Check Point Software COM M22465104 1227779 7486 SH SOLE 0 0 0 Cheniere Energy Inc New COM 16411R208 3018839 18718 SH SOLE 0 0 0 Chevron Corp COM 166764100 201749 1279 SH SOLE 0 0 0 Cirrus Logic Inc COM 172755100 277680 3000 SH SOLE 0 0 0 Cisco Systems Inc COM 17275R102 612546 12273 SH SOLE 0 0 0 Costco Whsl Corp New COM 22160K105 9487600 12950 SH SOLE 0 0 0 CVS Corp Del COM 126650100 266249 3338 SH SOLE 0 0 0 Discover Financial Svcs COM 254709108 704871 5377 SH SOLE 0 0 0 Disney Walt Co COM 254687106 566505 4630 SH SOLE 0 0 0 Domino s Pizza Inc COM 25754A201 6185868 12449 SH SOLE 0 0 0 Duke Energy Corporation COM 26441C204 284811 2945 SH SOLE 0 0 0 Energy Select Sector SPDR ETF ETF 81369Y506 3485586 36920 SH SOLE 0 0 0 Fiserv Inc COM 337738108 313727 1963 SH SOLE 0 0 0 Google Inc Class A COM 02079K305 6953798 46073 SH SOLE 0 0 0 Google Inc Class C COM 02079K107 1707153 11212 SH SOLE 0 0 0 Home Depot Inc COM 437076102 8542764 22270 SH SOLE 0 0 0 Honeywell International COM 438516106 397569 1937 SH SOLE 0 0 0 IntrcontinentalExchange COM 45866F104 1922652 13990 SH SOLE 0 0 0 Intuit COM 461202103 9362476 14404 SH SOLE 0 0 0 iShares 0-5 Year Invmt Grade Corp Bd ETF ETF 46434V100 2137695 43431 SH SOLE 0 0 0 Ishares 0-5 Year Tips ETF 46429B747 10928699 109914 SH SOLE 0 0 0 iShares Core Dividend Growth ETF ETF 46434V621 223615 3851 SH SOLE 0 0 0 iShares DJ International Select Div Index ETF 464288448 2673894 95360 SH SOLE 0 0 0 iShares iBonds Dec 2024 Term Corp ETF ETF 46434VBG4 735613 29366 SH SOLE 0 0 0 iShares iBonds Dec 2025 Term Corp ETF ETF 46434VBD1 1002037 40388 SH SOLE 0 0 0 iShares iBonds Dec 2026 Term Corp ETF ETF 46435GAA0 302776 12695 SH SOLE 0 0 0 iShares iBonds Dec 2027 Term Corp ETF ETF 46435UAA9 434779 18268 SH SOLE 0 0 0 iShares Morningstar Mid-Cap Growth ETF ETF 464288307 459420 6500 SH SOLE 0 0 0 iShares Russell 1000 Growth Idx ETF 464287614 523412 1553 SH SOLE 0 0 0 iShares Russell Midcap Growth Idx ETF 464287481 202251 1772 SH SOLE 0 0 0 iShares Russell Midcap Idx ETF 464287499 235452 2800 SH SOLE 0 0 0 iShares Russell Midcap Value Idx ETF 464287473 333002 2657 SH SOLE 0 0 0 iShares S&P 500 Idx ETF 464287200 267259 508 SH SOLE 0 0 0 iShares S&P MidCap 400 Idx ETF 464287507 668991 11014 SH SOLE 0 0 0 iShares S&P SmallCap 600 Idx ETF 464287804 5886842 53265 SH SOLE 0 0 0 iShares S&P US Preferred Stock Idx ETF 464288687 344055 10675 SH SOLE 0 0 0 J P Morgan Chase & Co COM 46625H100 9970670 49779 SH SOLE 0 0 0 Johnson & Johnson COM 478160104 5441568 34399 SH SOLE 0 0 0 JPMorgan Emerging Markets ETF ETF 46641Q308 8520037 159414 SH SOLE 0 0 0 JPMorgan Equity Premium Income ETF ETF 46641Q332 701205 12119 SH SOLE 0 0 0 JPMorgan Ultra-Short Income ETF ETF 46641Q837 1858425 36837 SH SOLE 0 0 0 Lennar Corp COM 526057104 1996860 11611 SH SOLE 0 0 0 Lilly Eli & Company COM 532457108 3695437 4750 SH SOLE 0 0 0 Lockheed Martin Corp COM 539830109 6594132 14497 SH SOLE 0 0 0 Lowes Companies Inc COM 548661107 331149 1300 SH SOLE 0 0 0 Marriott Intl Inc Cl A COM 571903202 5005837 19840 SH SOLE 0 0 0 Mastercard Inc COM 57636Q104 9651803 20042 SH SOLE 0 0 0 Mc Donalds Corp COM 580135101 5992376 21253 SH SOLE 0 0 0 Merck & Co Inc COM 58933Y105 322188 2442 SH SOLE 0 0 0 Meta Platforms Inc Class A COM 30303M102 2010968 4141 SH SOLE 0 0 0 Micron Technology Inc COM 595112103 923668 7835 SH SOLE 0 0 0 Microsoft Corp COM 594918104 22711934 53983 SH SOLE 0 0 0 Norfolk Southern Corp COM 655844108 1038135 4073 SH SOLE 0 0 0 Northrop Grumman Corp COM 666807102 6403337 13378 SH SOLE 0 0 0 Nvidia Corp COM 67066G104 4266852 4722 SH SOLE 0 0 0 Nxp Semiconductors COM N6596X109 4233646 17087 SH SOLE 0 0 0 Palo Alto Networks Inc COM 697435105 1627213 5727 SH SOLE 0 0 0 Paychex Inc COM 704326107 5205812 42393 SH SOLE 0 0 0 Pepsico Incorporated COM 713448108 4603871 26306 SH SOLE 0 0 0 Pfizer Incorporated COM 717081103 273296 9848 SH SOLE 0 0 0 Philip Morris International COM 718172109 4861288 53059 SH SOLE 0 0 0 PowerShares QQQ Trust ETF 46090E103 1834217 4131 SH SOLE 0 0 0 Procter & Gamble Co COM 742718109 202004 1245 SH SOLE 0 0 0 ProShares S&P MidCap 400 Dividend Arst ETF 74347B680 292557 3724 SH SOLE 0 0 0 Qualcomm Inc COM 747525103 6209729 36679 SH SOLE 0 0 0 S&P Global Inc Com COM 78409V104 2196566 5163 SH SOLE 0 0 0 S&P MidCap 400 SPDRs ETF 78467Y107 853518 1534 SH SOLE 0 0 0 Schw US Brd Mkt Etf ETF 808524102 344933 5650 SH SOLE 0 0 0 Schwab US LargeCap ETF ETF 808524201 8493183 136854 SH SOLE 0 0 0 Schwab US LargeCap Growth ETFA(TM) ETF 808524300 332288 3584 SH SOLE 0 0 0 Schwab US MidCap ETF ETF 808524508 6051906 74320 SH SOLE 0 0 0 Shopify Inc COM 82509L107 294789 3820 SH SOLE 0 0 0 Skyworks Solutions Inc COM 83088M102 1345768 12424 SH SOLE 0 0 0 Spdr S&P 500 Value Etf ETF 78464A508 3758518 75020 SH SOLE 0 0 0 SPDR S&P 600 Small Cap Growth ETF ETF 78464A201 225141 2581 SH SOLE 0 0 0 SPDR S&P Dep Rcpt ETF 78462F103 585838 1120 SH SOLE 0 0 0 SPDR S&P Dividend ETF 78464A763 7738906 58968 SH SOLE 0 0 0 SPDR MSCI USA StrategicFactors ETF ETF 78468R812 8435695 57926 SH SOLE 0 0 0 SPDR Portfolio Large Cap ETF ETF 78464A854 800382 13008 SH SOLE 0 0 0 SPDR Portfolio Mid Cap ETF ETF 78464A847 419199 7859 SH SOLE 0 0 0 Starbucks Corp COM 855244109 5130417 56138 SH SOLE 0 0 0 T J X Cos Inc COM 872540109 348479 3436 SH SOLE 0 0 0 Taiwan Semiconductor Inc ADR 874039100 463522 3407 SH SOLE 0 0 0 Target Corporation COM 87612E106 961929 5428 SH SOLE 0 0 0 Technology Select SPDR Fd ETF 81369Y803 2862626 13745 SH SOLE 0 0 0 Tesla Motors Inc COM 88160R101 352635 2006 SH SOLE 0 0 0 Texas Instruments Inc COM 882508104 1573987 9035 SH SOLE 0 0 0 Texas Pacific Land Trust COM 88262P102 7294701 12609 SH SOLE 0 0 0 The Charles Schwab Corp COM 808513105 6067426 83874 SH SOLE 0 0 0 Thermo Fisher Scientific Inc COM 883556102 3088141 5313 SH SOLE 0 0 0 Toyota Motor COM 892331307 333966 1327 SH SOLE 0 0 0 Ulta Cosmetics & Fragrances COM 90384S303 1282102 2452 SH SOLE 0 0 0 Union Pacific Corp COM 907818108 6355688 25843 SH SOLE 0 0 0 UnitedHealth Group COM 91324P102 1047619 2118 SH SOLE 0 0 0 Vanguard 500 ETF ETF 922908363 1135861 2363 SH SOLE 0 0 0 Vanguard Consumer Staples ETF ETF 92204A207 374270 1833 SH SOLE 0 0 0 Vanguard CRSP US Mid Cap Index ETF 922908629 2729515 10924 SH SOLE 0 0 0 Vanguard Dividend Apprciation Index ETF 921908844 657768 3602 SH SOLE 0 0 0 Vanguard FTSE Developed Markets ETF 921943858 15898678 316896 SH SOLE 0 0 0 Vanguard Growth ETF ETF 922908736 223656 650 SH SOLE 0 0 0 Vanguard Health Care ETF 92204A504 586561 2168 SH SOLE 0 0 0 Vanguard High Dividend Yield ETF 921946406 308996 2554 SH SOLE 0 0 0 Vanguard Intermediate Term Bond ETF 921937819 14386495 190802 SH SOLE 0 0 0 Vanguard Large Cap US Prime Market 750 ETF 922908637 945452 3943 SH SOLE 0 0 0 Vanguard MSCI US Prime Mkt Value ETF ETF 922908744 747198 4588 SH SOLE 0 0 0 Vanguard MSCI US SmCap Growth ETF 922908595 355512 1364 SH SOLE 0 0 0 Vanguard REIT Fd ETF 922908553 262574 3036 SH SOLE 0 0 0 Vanguard Russell 1000 Growth ETF ETF 92206C680 1167190 13467 SH SOLE 0 0 0 Vanguard Short Term Bond ETF 921937827 503185 6563 SH SOLE 0 0 0 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 25905576 335087 SH SOLE 0 0 0 Vanguard Short-Term Treasury ETF ETF 92206C102 25102199 432275 SH SOLE 0 0 0 Vanguard Small Cap ETF 922908751 990264 4332 SH SOLE 0 0 0 Vanguard SmCap Value ETF ETF 922908611 805878 4200 SH SOLE 0 0 0 Vanguard Total Stock Mkt Fd ETF 922908769 8150867 31362 SH SOLE 0 0 0 Vanguard Total World Stock ETF 922042742 627961 5683 SH SOLE 0 0 0 Vanguard US MidCap Value Index ETF 922908512 525555 3371 SH SOLE 0 0 0 Verizon Communications COM 92343V104 232629 5544 SH SOLE 0 0 0 Veru Inc COM 92536C103 41672 59523 SH SOLE 0 0 0 Visa Inc. COM 92826C839 10170314 36442 SH SOLE 0 0 0 Wells Fargo & Co. COM 949746101 2006923 34626 SH SOLE 0 0 0 Williams Sonoma COM 969904101 357078 1125 SH SOLE 0 0 0 WisdomTree Dynamic Ccy Hdgd Intl Eq ETF ETF 97717X263 455287 13312 SH SOLE 0 0 0 Yum Brands Inc COM 988498101 451026 3253 SH SOLE 0 0 0