American Money Management, LLC
CIK: 0001600085SEC EDGAR →
Portfolio Value
$636.3M
Holdings
166
As of
Q4 2025
New Positions
150
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Short-Term Treasury ETF | 673,039 | $39.5M | 6.21% |
| 2 | Vanguard Short-Term Corporate Bond ETF | 438,852 | $35.0M | 5.50% |
| 3 | Apple Computer Inc | 122,370 | $33.3M | 5.23% |
| 4 | Microsoft Corp | 61,050 | $29.5M | 4.64% |
| 5 | Vanguard Intermediate Term Bond | 274,769 | $21.4M | 3.36% |
| 6 | Vanguard FTSE Developed Markets | 340,598 | $21.3M | 3.34% |
| 7 | JPMorgan Core Plus Bond ETF | 445,324 | $21.1M | 3.31% |
| 8 | Google Inc Class C | 45,254 | $14.2M | 2.23% |
| 9 | Ishares 0-5 Year Tips | 138,281 | $14.2M | 2.23% |
| 10 | Visa Inc. | 38,198 | $13.4M | 2.11% |
Quarterly Changes
Top Buys
New Positions (20)
$910K · 4K shares
$635K · 41 shares
$521K · 22K shares
$426K · 9K shares
$384K · 3K shares
$347K · 14K shares
$342K · 5K shares
$320K · 4K shares
$305K · 12K shares
$272K · 2K shares
$266K · 6K shares
$256K · 1K shares
$219K · 9K shares
$211K · 779 shares
$206K · 637 shares
$206K · 2K shares
$205K · 1K shares
$200K · 2K shares
$38K · 10K shares
$12K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $333.6M | 52.4% |
| Technology | 28 | $119.2M | 18.7% |
| Consumer Cyclical | 14 | $38.9M | 6.1% |
| Industrials | 12 | $35.8M | 5.6% |
| Communication Services | 4 | $33.1M | 5.2% |
| Healthcare | 6 | $25.5M | 4.0% |
| Unknown | 11 | $20.6M | 3.2% |
| Consumer Defensive | 4 | $15.2M | 2.4% |
| Energy | 8 | $14.2M | 2.2% |
| Utilities | 1 | $215K | 0.0% |