Filed: 11/10/2022ACC: 0001162044-22-001270
📋 What this filing means
AMERICAN MONEY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $327.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
131
Positions
$327.9K
Total AUM (reported)
3.66M
Total Shares
Allocation by class
COM$194.3K59.3%
ETF$131.9K40.2%
ADR$1.7K0.5%
Portfolio Concentration
Top 3$64.8K19.8%
4–10$52.6K16.1%
11–25$78.7K24.0%
Rest$131.7K40.2%
Top 3 weight
19.8%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole131
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings131
Rows:
Vanguard Short-Term Corporate Bond ETF
SOLEShares431.15K
TypeSH
Market value$32.0K
9.77%
Sole
0.00
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares149.59K
TypeSH
Market value$20.7K
6.31%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares51.83K
TypeSH
Market value$12.1K
3.68%
Sole
0.00
Shared
0.00
None
0.00
Ishares 0-5 Year Tips
SOLEShares107.36K
TypeSH
Market value$10.3K
3.15%
Sole
0.00
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets
SOLEShares281.89K
TypeSH
Market value$10.3K
3.13%
Sole
0.00
Shared
0.00
None
0.00
Texas Pacific Land Trust
SOLEShares4.51K
TypeSH
Market value$8.0K
2.44%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Ultra-Short Income ETF
SOLEShares124.64K
TypeSH
Market value$6.3K
1.91%
Sole
0.00
Shared
0.00
None
0.00
Northrop Grumman Corp
SOLEShares12.73K
TypeSH
Market value$6.0K
1.83%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P Dividend
SOLEShares53.67K
TypeSH
Market value$6.0K
1.83%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares32.91K
TypeSH
Market value$5.8K
1.78%
Sole
0.00
Shared
0.00
None
0.00
Costco Whsl Corp New
SOLEShares12.30K
TypeSH
Market value$5.8K
1.77%
Sole
0.00
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares34.33K
TypeSH
Market value$5.6K
1.71%
Sole
0.00
Shared
0.00
None
0.00
American Tower Corp
SOLEShares25.06K
TypeSH
Market value$5.4K
1.64%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Emerging Markets ETF
SOLEShares120.05K
TypeSH
Market value$5.4K
1.63%
Sole
0.00
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares51.09K
TypeSH
Market value$5.3K
1.63%
Sole
0.00
Shared
0.00
None
0.00
AbbVie Inc Com
SOLEShares39.69K
TypeSH
Market value$5.3K
1.62%
Sole
0.00
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares18.68K
TypeSH
Market value$5.3K
1.62%
Sole
0.00
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares19.16K
TypeSH
Market value$5.3K
1.61%
Sole
0.00
Shared
0.00
None
0.00
SPDR MSCI USA StrategicFactors ETF
SOLEShares51.87K
TypeSH
Market value$5.3K
1.61%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Total Stock Mkt Fd
SOLEShares29.28K
TypeSH
Market value$5.3K
1.60%
Sole
0.00
Shared
0.00
None
0.00
Intuit
SOLEShares13.32K
TypeSH
Market value$5.2K
1.57%
Sole
0.00
Shared
0.00
None
0.00
Lockheed Martin Corp
SOLEShares13.22K
TypeSH
Market value$5.1K
1.56%
Sole
0.00
Shared
0.00
None
0.00
Mc Donalds Corp
SOLEShares21.78K
TypeSH
Market value$5.0K
1.53%
Sole
0.00
Shared
0.00
None
0.00
Broadridge Financial Solutions, Inc.
SOLEShares32.91K
TypeSH
Market value$4.8K
1.45%
Sole
0.00
Shared
0.00
None
0.00
Schwab US LargeCap ETF
SOLEShares111.57K
TypeSH
Market value$4.7K
1.44%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Short-Term Corporate Bond ETFSOLE | ETF | 431.15K | SH | $32.0K 9.77% | 0.00 | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 149.59K | SH | $20.7K 6.31% | 0.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 51.83K | SH | $12.1K 3.68% | 0.00 | 0.00 | 0.00 |
Ishares 0-5 Year TipsSOLE | ETF | 107.36K | SH | $10.3K 3.15% | 0.00 | 0.00 | 0.00 |
Vanguard FTSE Developed MarketsSOLE | ETF | 281.89K | SH | $10.3K 3.13% | 0.00 | 0.00 | 0.00 |
Texas Pacific Land TrustSOLE | COM | 4.51K | SH | $8.0K 2.44% | 0.00 | 0.00 | 0.00 |
JPMorgan Ultra-Short Income ETFSOLE | ETF | 124.64K | SH | $6.3K 1.91% | 0.00 | 0.00 | 0.00 |
Northrop Grumman CorpSOLE | COM | 12.73K | SH | $6.0K 1.83% | 0.00 | 0.00 | 0.00 |
SPDR S&P DividendSOLE | ETF | 53.67K | SH | $6.0K 1.83% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 32.91K | SH | $5.8K 1.78% | 0.00 | 0.00 | 0.00 |
Costco Whsl Corp NewSOLE | COM | 12.30K | SH | $5.8K 1.77% | 0.00 | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 34.33K | SH | $5.6K 1.71% | 0.00 | 0.00 | 0.00 |
American Tower CorpSOLE | COM | 25.06K | SH | $5.4K 1.64% | 0.00 | 0.00 | 0.00 |
JPMorgan Emerging Markets ETFSOLE | ETF | 120.05K | SH | $5.4K 1.63% | 0.00 | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 51.09K | SH | $5.3K 1.63% | 0.00 | 0.00 | 0.00 |
AbbVie Inc ComSOLE | COM | 39.69K | SH | $5.3K 1.62% | 0.00 | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 18.68K | SH | $5.3K 1.62% | 0.00 | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 19.16K | SH | $5.3K 1.61% | 0.00 | 0.00 | 0.00 |
SPDR MSCI USA StrategicFactors ETFSOLE | ETF | 51.87K | SH | $5.3K 1.61% | 0.00 | 0.00 | 0.00 |
Vanguard Total Stock Mkt FdSOLE | ETF | 29.28K | SH | $5.3K 1.60% | 0.00 | 0.00 | 0.00 |
IntuitSOLE | COM | 13.32K | SH | $5.2K 1.57% | 0.00 | 0.00 | 0.00 |
Lockheed Martin CorpSOLE | COM | 13.22K | SH | $5.1K 1.56% | 0.00 | 0.00 | 0.00 |
Mc Donalds CorpSOLE | COM | 21.78K | SH | $5.0K 1.53% | 0.00 | 0.00 | 0.00 |
Broadridge Financial Solutions, Inc.SOLE | COM | 32.91K | SH | $4.8K 1.45% | 0.00 | 0.00 | 0.00 |
Schwab US LargeCap ETFSOLE | ETF | 111.57K | SH | $4.7K 1.44% | 0.00 | 0.00 | 0.00 |
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