Filed: 5/10/2023ACC: 0001162044-23-000536
📋 What this filing means
AMERICAN MONEY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $376.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$376.53M
Total AUM (reported)
3.77M
Total Shares
Allocation by class
COM$215.45M57.2%
ETF$158.16M42.0%
ADR$2.92M0.8%
Portfolio Concentration
Top 3$71.91M19.1%
4–10$66.91M17.8%
11–25$89.65M23.8%
Rest$148.06M39.3%
Top 3 weight
19.1%
Top 10 weight
36.9%
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)
Sole132
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings132
Rows:
Vanguard Short-Term Corporate Bond ETF
SOLEShares420.74K
TypeSH
Market value$32.07M
8.52%
Sole
0.00
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares148.27K
TypeSH
Market value$24.45M
6.49%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares53.37K
TypeSH
Market value$15.39M
4.09%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Short-Term Treasury ETF
SOLEShares253.23K
TypeSH
Market value$14.82M
3.94%
Sole
0.00
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets
SOLEShares296.12K
TypeSH
Market value$13.38M
3.55%
Sole
0.00
Shared
0.00
None
0.00
Ishares 0-5 Year Tips
SOLEShares98.57K
TypeSH
Market value$9.78M
2.60%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares35.05K
TypeSH
Market value$7.90M
2.10%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Emerging Markets ETF
SOLEShares141.70K
TypeSH
Market value$7.15M
1.90%
Sole
0.00
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares19.18K
TypeSH
Market value$6.97M
1.85%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P Dividend
SOLEShares55.81K
TypeSH
Market value$6.90M
1.83%
Sole
0.00
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares50.63K
TypeSH
Market value$6.60M
1.75%
Sole
0.00
Shared
0.00
None
0.00
SPDR MSCI USA StrategicFactors ETF
SOLEShares56.18K
TypeSH
Market value$6.51M
1.73%
Sole
0.00
Shared
0.00
None
0.00
Intuit
SOLEShares14.53K
TypeSH
Market value$6.48M
1.72%
Sole
0.00
Shared
0.00
None
0.00
Texas Pacific Land Trust
SOLEShares3.80K
TypeSH
Market value$6.46M
1.72%
Sole
0.00
Shared
0.00
None
0.00
AbbVie Inc Com
SOLEShares38.87K
TypeSH
Market value$6.19M
1.65%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Total Stock Mkt Fd
SOLEShares30.23K
TypeSH
Market value$6.17M
1.64%
Sole
0.00
Shared
0.00
None
0.00
Costco Whsl Corp New
SOLEShares12.20K
TypeSH
Market value$6.06M
1.61%
Sole
0.00
Shared
0.00
None
0.00
Schwab US LargeCap ETF
SOLEShares123.55K
TypeSH
Market value$5.98M
1.59%
Sole
0.00
Shared
0.00
None
0.00
Mc Donalds Corp
SOLEShares21.23K
TypeSH
Market value$5.94M
1.58%
Sole
0.00
Shared
0.00
None
0.00
Lockheed Martin Corp
SOLEShares12.53K
TypeSH
Market value$5.92M
1.57%
Sole
0.00
Shared
0.00
None
0.00
Starbucks Corp
SOLEShares54.45K
TypeSH
Market value$5.67M
1.51%
Sole
0.00
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares19.12K
TypeSH
Market value$5.64M
1.50%
Sole
0.00
Shared
0.00
None
0.00
Northrop Grumman Corp
SOLEShares12.02K
TypeSH
Market value$5.55M
1.47%
Sole
0.00
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares34.28K
TypeSH
Market value$5.31M
1.41%
Sole
0.00
Shared
0.00
None
0.00
American Tower Corp
SOLEShares25.24K
TypeSH
Market value$5.16M
1.37%
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 | 420.74K | SH | $32.07M 8.52% | 0.00 | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 148.27K | SH | $24.45M 6.49% | 0.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 53.37K | SH | $15.39M 4.09% | 0.00 | 0.00 | 0.00 |
Vanguard Short-Term Treasury ETFSOLE | ETF | 253.23K | SH | $14.82M 3.94% | 0.00 | 0.00 | 0.00 |
Vanguard FTSE Developed MarketsSOLE | ETF | 296.12K | SH | $13.38M 3.55% | 0.00 | 0.00 | 0.00 |
Ishares 0-5 Year TipsSOLE | ETF | 98.57K | SH | $9.78M 2.60% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 35.05K | SH | $7.90M 2.10% | 0.00 | 0.00 | 0.00 |
JPMorgan Emerging Markets ETFSOLE | ETF | 141.70K | SH | $7.15M 1.90% | 0.00 | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 19.18K | SH | $6.97M 1.85% | 0.00 | 0.00 | 0.00 |
SPDR S&P DividendSOLE | ETF | 55.81K | SH | $6.90M 1.83% | 0.00 | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 50.63K | SH | $6.60M 1.75% | 0.00 | 0.00 | 0.00 |
SPDR MSCI USA StrategicFactors ETFSOLE | ETF | 56.18K | SH | $6.51M 1.73% | 0.00 | 0.00 | 0.00 |
IntuitSOLE | COM | 14.53K | SH | $6.48M 1.72% | 0.00 | 0.00 | 0.00 |
Texas Pacific Land TrustSOLE | COM | 3.80K | SH | $6.46M 1.72% | 0.00 | 0.00 | 0.00 |
AbbVie Inc ComSOLE | COM | 38.87K | SH | $6.19M 1.65% | 0.00 | 0.00 | 0.00 |
Vanguard Total Stock Mkt FdSOLE | ETF | 30.23K | SH | $6.17M 1.64% | 0.00 | 0.00 | 0.00 |
Costco Whsl Corp NewSOLE | COM | 12.20K | SH | $6.06M 1.61% | 0.00 | 0.00 | 0.00 |
Schwab US LargeCap ETFSOLE | ETF | 123.55K | SH | $5.98M 1.59% | 0.00 | 0.00 | 0.00 |
Mc Donalds CorpSOLE | COM | 21.23K | SH | $5.94M 1.58% | 0.00 | 0.00 | 0.00 |
Lockheed Martin CorpSOLE | COM | 12.53K | SH | $5.92M 1.57% | 0.00 | 0.00 | 0.00 |
Starbucks CorpSOLE | COM | 54.45K | SH | $5.67M 1.51% | 0.00 | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 19.12K | SH | $5.64M 1.50% | 0.00 | 0.00 | 0.00 |
Northrop Grumman CorpSOLE | COM | 12.02K | SH | $5.55M 1.47% | 0.00 | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 34.28K | SH | $5.31M 1.41% | 0.00 | 0.00 | 0.00 |
American Tower CorpSOLE | COM | 25.24K | SH | $5.16M 1.37% | 0.00 | 0.00 | 0.00 |
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