Filed: 2/12/2025ACC: 0001162044-25-000136
📋 What this filing means
AMERICAN MONEY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 139 equity positions with a total reported market value of $512.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
139
Positions
$512.59M
Total AUM (reported)
4.67M
Total Shares
Allocation by class
COM$285.89M55.8%
ETF$220.18M43.0%
ADR$6.52M1.3%
Portfolio Concentration
Top 3$88.37M17.2%
4–10$110.83M21.6%
11–25$131.58M25.7%
Rest$181.81M35.5%
Top 3 weight
17.2%
Top 10 weight
38.9%
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)
Sole139
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings139
Rows:
Vanguard Short-Term Treasury ETF
SOLEShares525.03K
TypeSH
Market value$30.55M
5.96%
Sole
0.00
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares115.64K
TypeSH
Market value$28.96M
5.65%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Short-Term Corporate Bond ETF
SOLEShares370K
TypeSH
Market value$28.86M
5.63%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares58.21K
TypeSH
Market value$24.53M
4.79%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Intermediate Term Bond
SOLEShares232.17K
TypeSH
Market value$17.35M
3.38%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Core Plus Bond ETF
SOLEShares369.81K
TypeSH
Market value$17.04M
3.32%
Sole
0.00
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets
SOLEShares333.12K
TypeSH
Market value$15.93M
3.11%
Sole
0.00
Shared
0.00
None
0.00
Texas Pacific Land Trust
SOLEShares11.64K
TypeSH
Market value$12.88M
2.51%
Sole
0.00
Shared
0.00
None
0.00
Ishares 0-5 Year Tips
SOLEShares119.76K
TypeSH
Market value$12.05M
2.35%
Sole
0.00
Shared
0.00
None
0.00
Costco Whsl Corp New
SOLEShares12.07K
TypeSH
Market value$11.06M
2.16%
Sole
0.00
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares20.47K
TypeSH
Market value$10.78M
2.10%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares33.87K
TypeSH
Market value$10.70M
2.09%
Sole
0.00
Shared
0.00
None
0.00
Schwab US LargeCap ETF
SOLEShares443.53K
TypeSH
Market value$10.28M
2.01%
Sole
0.00
Shared
0.00
None
0.00
SPDR MSCI USA StrategicFactors ETF
SOLEShares63.02K
TypeSH
Market value$9.76M
1.90%
Sole
0.00
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares40.67K
TypeSH
Market value$9.75M
1.90%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Total Stock Mkt Fd
SOLEShares32.68K
TypeSH
Market value$9.47M
1.85%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Emerging Markets ETF
SOLEShares182.26K
TypeSH
Market value$9.46M
1.84%
Sole
0.00
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares23.86K
TypeSH
Market value$9.28M
1.81%
Sole
0.00
Shared
0.00
None
0.00
Intuit
SOLEShares13.53K
TypeSH
Market value$8.50M
1.66%
Sole
0.00
Shared
0.00
None
0.00
BlackRock Inc
SOLEShares7.55K
TypeSH
Market value$7.74M
1.51%
Sole
0.00
Shared
0.00
None
0.00
Broadridge Financial Solutions, Inc.
SOLEShares34.11K
TypeSH
Market value$7.71M
1.50%
Sole
0.00
Shared
0.00
None
0.00
AbbVie Inc Com
SOLEShares41.02K
TypeSH
Market value$7.29M
1.42%
Sole
0.00
Shared
0.00
None
0.00
iShares S&P SmallCap 600 Idx
SOLEShares61.55K
TypeSH
Market value$7.09M
1.38%
Sole
0.00
Shared
0.00
None
0.00
Meta Platforms Inc Class A
SOLEShares11.87K
TypeSH
Market value$6.95M
1.36%
Sole
0.00
Shared
0.00
None
0.00
Schwab US MidCap ETF
SOLEShares245.91K
TypeSH
Market value$6.81M
1.33%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Short-Term Treasury ETFSOLE | ETF | 525.03K | SH | $30.55M 5.96% | 0.00 | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 115.64K | SH | $28.96M 5.65% | 0.00 | 0.00 | 0.00 |
Vanguard Short-Term Corporate Bond ETFSOLE | ETF | 370K | SH | $28.86M 5.63% | 0.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 58.21K | SH | $24.53M 4.79% | 0.00 | 0.00 | 0.00 |
Vanguard Intermediate Term BondSOLE | ETF | 232.17K | SH | $17.35M 3.38% | 0.00 | 0.00 | 0.00 |
JPMorgan Core Plus Bond ETFSOLE | ETF | 369.81K | SH | $17.04M 3.32% | 0.00 | 0.00 | 0.00 |
Vanguard FTSE Developed MarketsSOLE | ETF | 333.12K | SH | $15.93M 3.11% | 0.00 | 0.00 | 0.00 |
Texas Pacific Land TrustSOLE | COM | 11.64K | SH | $12.88M 2.51% | 0.00 | 0.00 | 0.00 |
Ishares 0-5 Year TipsSOLE | ETF | 119.76K | SH | $12.05M 2.35% | 0.00 | 0.00 | 0.00 |
Costco Whsl Corp NewSOLE | COM | 12.07K | SH | $11.06M 2.16% | 0.00 | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 20.47K | SH | $10.78M 2.10% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 33.87K | SH | $10.70M 2.09% | 0.00 | 0.00 | 0.00 |
Schwab US LargeCap ETFSOLE | ETF | 443.53K | SH | $10.28M 2.01% | 0.00 | 0.00 | 0.00 |
SPDR MSCI USA StrategicFactors ETFSOLE | ETF | 63.02K | SH | $9.76M 1.90% | 0.00 | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 40.67K | SH | $9.75M 1.90% | 0.00 | 0.00 | 0.00 |
Vanguard Total Stock Mkt FdSOLE | ETF | 32.68K | SH | $9.47M 1.85% | 0.00 | 0.00 | 0.00 |
JPMorgan Emerging Markets ETFSOLE | ETF | 182.26K | SH | $9.46M 1.84% | 0.00 | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 23.86K | SH | $9.28M 1.81% | 0.00 | 0.00 | 0.00 |
IntuitSOLE | COM | 13.53K | SH | $8.50M 1.66% | 0.00 | 0.00 | 0.00 |
BlackRock IncSOLE | COM | 7.55K | SH | $7.74M 1.51% | 0.00 | 0.00 | 0.00 |
Broadridge Financial Solutions, Inc.SOLE | COM | 34.11K | SH | $7.71M 1.50% | 0.00 | 0.00 | 0.00 |
AbbVie Inc ComSOLE | COM | 41.02K | SH | $7.29M 1.42% | 0.00 | 0.00 | 0.00 |
iShares S&P SmallCap 600 IdxSOLE | ETF | 61.55K | SH | $7.09M 1.38% | 0.00 | 0.00 | 0.00 |
Meta Platforms Inc Class ASOLE | COM | 11.87K | SH | $6.95M 1.36% | 0.00 | 0.00 | 0.00 |
Schwab US MidCap ETFSOLE | ETF | 245.91K | SH | $6.81M 1.33% | 0.00 | 0.00 | 0.00 |
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