Filed: 11/13/2023ACC: 0001162044-23-001155
📋 What this filing means
AMERICAN MONEY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $391.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$391.39M
Total AUM (reported)
3.83M
Total Shares
Allocation by class
COM$228.60M58.4%
ETF$158.16M40.4%
ADR$4.63M1.2%
Portfolio Concentration
Top 3$74.00M18.9%
4–10$70.11M17.9%
11–25$96.64M24.7%
Rest$150.63M38.5%
Top 3 weight
18.9%
Top 10 weight
36.8%
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)
Sole129
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings129
Rows:
Vanguard Short-Term Corporate Bond ETF
SOLEShares424.07K
TypeSH
Market value$31.87M
8.14%
Sole
0.00
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares146.49K
TypeSH
Market value$25.08M
6.41%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares54.02K
TypeSH
Market value$17.06M
4.36%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Short-Term Treasury ETF
SOLEShares281.01K
TypeSH
Market value$16.19M
4.14%
Sole
0.00
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets
SOLEShares299.19K
TypeSH
Market value$13.08M
3.34%
Sole
0.00
Shared
0.00
None
0.00
Ishares 0-5 Year Tips
SOLEShares97.84K
TypeSH
Market value$9.48M
2.42%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares36.24K
TypeSH
Market value$8.33M
2.13%
Sole
0.00
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares19.86K
TypeSH
Market value$7.86M
2.01%
Sole
0.00
Shared
0.00
None
0.00
Texas Pacific Land Trust
SOLEShares4.18K
TypeSH
Market value$7.62M
1.95%
Sole
0.00
Shared
0.00
None
0.00
Intuit
SOLEShares14.77K
TypeSH
Market value$7.55M
1.93%
Sole
0.00
Shared
0.00
None
0.00
Costco Whsl Corp New
SOLEShares13.11K
TypeSH
Market value$7.40M
1.89%
Sole
0.00
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares50.84K
TypeSH
Market value$7.37M
1.88%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Emerging Markets ETF
SOLEShares145.76K
TypeSH
Market value$7.34M
1.88%
Sole
0.00
Shared
0.00
None
0.00
SPDR@ MSCI USA StrategicFactors ETF
SOLEShares59.74K
TypeSH
Market value$7.21M
1.84%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P Dividend
SOLEShares59.54K
TypeSH
Market value$6.85M
1.75%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Total Stock Mkt Fd
SOLEShares31.19K
TypeSH
Market value$6.62M
1.69%
Sole
0.00
Shared
0.00
None
0.00
Schwab US LargeCap ETF
SOLEShares130.69K
TypeSH
Market value$6.61M
1.69%
Sole
0.00
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares21.61K
TypeSH
Market value$6.53M
1.67%
Sole
0.00
Shared
0.00
None
0.00
Broadridge Financial Solutions, Inc.
SOLEShares35.73K
TypeSH
Market value$6.40M
1.63%
Sole
0.00
Shared
0.00
None
0.00
Google Inc Class A
SOLEShares48.26K
TypeSH
Market value$6.32M
1.61%
Sole
0.00
Shared
0.00
None
0.00
AbbVie Inc Com
SOLEShares40.90K
TypeSH
Market value$6.10M
1.56%
Sole
0.00
Shared
0.00
None
0.00
Lockheed Martin Corp
SOLEShares13.62K
TypeSH
Market value$5.57M
1.42%
Sole
0.00
Shared
0.00
None
0.00
Northrop Grumman Corp
SOLEShares12.51K
TypeSH
Market value$5.50M
1.41%
Sole
0.00
Shared
0.00
None
0.00
Mc Donalds Corp
SOLEShares20.89K
TypeSH
Market value$5.50M
1.41%
Sole
0.00
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares34.10K
TypeSH
Market value$5.31M
1.36%
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 | 424.07K | SH | $31.87M 8.14% | 0.00 | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 146.49K | SH | $25.08M 6.41% | 0.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 54.02K | SH | $17.06M 4.36% | 0.00 | 0.00 | 0.00 |
Vanguard Short-Term Treasury ETFSOLE | ETF | 281.01K | SH | $16.19M 4.14% | 0.00 | 0.00 | 0.00 |
Vanguard FTSE Developed MarketsSOLE | ETF | 299.19K | SH | $13.08M 3.34% | 0.00 | 0.00 | 0.00 |
Ishares 0-5 Year TipsSOLE | ETF | 97.84K | SH | $9.48M 2.42% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 36.24K | SH | $8.33M 2.13% | 0.00 | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 19.86K | SH | $7.86M 2.01% | 0.00 | 0.00 | 0.00 |
Texas Pacific Land TrustSOLE | COM | 4.18K | SH | $7.62M 1.95% | 0.00 | 0.00 | 0.00 |
IntuitSOLE | COM | 14.77K | SH | $7.55M 1.93% | 0.00 | 0.00 | 0.00 |
Costco Whsl Corp NewSOLE | COM | 13.11K | SH | $7.40M 1.89% | 0.00 | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 50.84K | SH | $7.37M 1.88% | 0.00 | 0.00 | 0.00 |
JPMorgan Emerging Markets ETFSOLE | ETF | 145.76K | SH | $7.34M 1.88% | 0.00 | 0.00 | 0.00 |
SPDR@ MSCI USA StrategicFactors ETFSOLE | ETF | 59.74K | SH | $7.21M 1.84% | 0.00 | 0.00 | 0.00 |
SPDR S&P DividendSOLE | ETF | 59.54K | SH | $6.85M 1.75% | 0.00 | 0.00 | 0.00 |
Vanguard Total Stock Mkt FdSOLE | ETF | 31.19K | SH | $6.62M 1.69% | 0.00 | 0.00 | 0.00 |
Schwab US LargeCap ETFSOLE | ETF | 130.69K | SH | $6.61M 1.69% | 0.00 | 0.00 | 0.00 |
Home Depot IncSOLE | Com | 21.61K | SH | $6.53M 1.67% | 0.00 | 0.00 | 0.00 |
Broadridge Financial Solutions, Inc.SOLE | COM | 35.73K | SH | $6.40M 1.63% | 0.00 | 0.00 | 0.00 |
Google Inc Class ASOLE | COM | 48.26K | SH | $6.32M 1.61% | 0.00 | 0.00 | 0.00 |
AbbVie Inc ComSOLE | COM | 40.90K | SH | $6.10M 1.56% | 0.00 | 0.00 | 0.00 |
Lockheed Martin CorpSOLE | COM | 13.62K | SH | $5.57M 1.42% | 0.00 | 0.00 | 0.00 |
Northrop Grumman CorpSOLE | COM | 12.51K | SH | $5.50M 1.41% | 0.00 | 0.00 | 0.00 |
Mc Donalds CorpSOLE | COM | 20.89K | SH | $5.50M 1.41% | 0.00 | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 34.10K | SH | $5.31M 1.36% | 0.00 | 0.00 | 0.00 |
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