Filed: 5/13/2025ACC: 0001162044-25-000499
📋 What this filing means
AMERICAN MONEY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 135 equity positions with a total reported market value of $527.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
135
Positions
$527.25M
Total AUM (reported)
4.82M
Total Shares
Allocation by class
COM$291.75M55.3%
ETF$228.82M43.4%
ADR$6.67M1.3%
Portfolio Concentration
Top 3$89.30M16.9%
4–10$116.95M22.2%
11–25$135.16M25.6%
Rest$185.84M35.2%
Top 3 weight
16.9%
Top 10 weight
39.1%
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)
Sole135
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings135
Rows:
Vanguard Short-Term Treasury ETF
SOLEShares565.76K
TypeSH
Market value$33.20M
6.30%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Short-Term Corporate Bond ETF
SOLEShares388.02K
TypeSH
Market value$30.63M
5.81%
Sole
0.00
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares114.65K
TypeSH
Market value$25.47M
4.83%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares59.74K
TypeSH
Market value$22.42M
4.25%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Intermediate Term Bond
SOLEShares244.25K
TypeSH
Market value$18.70M
3.55%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Core Plus Bond ETF
SOLEShares395.72K
TypeSH
Market value$18.61M
3.53%
Sole
0.00
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets
SOLEShares343.85K
TypeSH
Market value$17.48M
3.31%
Sole
0.00
Shared
0.00
None
0.00
Texas Pacific Land Trust
SOLEShares11.24K
TypeSH
Market value$14.90M
2.83%
Sole
0.00
Shared
0.00
None
0.00
Ishares 0-5 Year Tips
SOLEShares124.66K
TypeSH
Market value$12.90M
2.45%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares34.05K
TypeSH
Market value$11.93M
2.26%
Sole
0.00
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares20.64K
TypeSH
Market value$11.31M
2.15%
Sole
0.00
Shared
0.00
None
0.00
Costco Whsl Corp New
SOLEShares11.84K
TypeSH
Market value$11.20M
2.12%
Sole
0.00
Shared
0.00
None
0.00
SPDR MSCI USA StrategicFactors ETF
SOLEShares65.25K
TypeSH
Market value$10.22M
1.94%
Sole
0.00
Shared
0.00
None
0.00
Schwab US LargeCap ETF
SOLEShares453.32K
TypeSH
Market value$10.01M
1.90%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Emerging Markets ETF
SOLEShares188.97K
TypeSH
Market value$9.96M
1.89%
Sole
0.00
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares39.89K
TypeSH
Market value$9.79M
1.86%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Total Stock Mkt Fd
SOLEShares33.10K
TypeSH
Market value$9.10M
1.73%
Sole
0.00
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares23.95K
TypeSH
Market value$8.78M
1.66%
Sole
0.00
Shared
0.00
None
0.00
AbbVie Inc Com
SOLEShares40.90K
TypeSH
Market value$8.57M
1.63%
Sole
0.00
Shared
0.00
None
0.00
Philip Morris International
SOLEShares53.65K
TypeSH
Market value$8.52M
1.62%
Sole
0.00
Shared
0.00
None
0.00
Intuit
SOLEShares13.52K
TypeSH
Market value$8.30M
1.57%
Sole
0.00
Shared
0.00
None
0.00
Broadridge Financial Solutions, Inc.
SOLEShares33.90K
TypeSH
Market value$8.22M
1.56%
Sole
0.00
Shared
0.00
None
0.00
BlackRock Inc
SOLEShares7.56K
TypeSH
Market value$7.15M
1.36%
Sole
0.00
Shared
0.00
None
0.00
Meta Platforms Inc Class A
SOLEShares12.32K
TypeSH
Market value$7.10M
1.35%
Sole
0.00
Shared
0.00
None
0.00
General Electric Company
SOLEShares34.63K
TypeSH
Market value$6.93M
1.31%
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 | 565.76K | SH | $33.20M 6.30% | 0.00 | 0.00 | 0.00 |
Vanguard Short-Term Corporate Bond ETFSOLE | ETF | 388.02K | SH | $30.63M 5.81% | 0.00 | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 114.65K | SH | $25.47M 4.83% | 0.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 59.74K | SH | $22.42M 4.25% | 0.00 | 0.00 | 0.00 |
Vanguard Intermediate Term BondSOLE | ETF | 244.25K | SH | $18.70M 3.55% | 0.00 | 0.00 | 0.00 |
JPMorgan Core Plus Bond ETFSOLE | ETF | 395.72K | SH | $18.61M 3.53% | 0.00 | 0.00 | 0.00 |
Vanguard FTSE Developed MarketsSOLE | ETF | 343.85K | SH | $17.48M 3.31% | 0.00 | 0.00 | 0.00 |
Texas Pacific Land TrustSOLE | COM | 11.24K | SH | $14.90M 2.83% | 0.00 | 0.00 | 0.00 |
Ishares 0-5 Year TipsSOLE | ETF | 124.66K | SH | $12.90M 2.45% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 34.05K | SH | $11.93M 2.26% | 0.00 | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 20.64K | SH | $11.31M 2.15% | 0.00 | 0.00 | 0.00 |
Costco Whsl Corp NewSOLE | COM | 11.84K | SH | $11.20M 2.12% | 0.00 | 0.00 | 0.00 |
SPDR MSCI USA StrategicFactors ETFSOLE | ETF | 65.25K | SH | $10.22M 1.94% | 0.00 | 0.00 | 0.00 |
Schwab US LargeCap ETFSOLE | ETF | 453.32K | SH | $10.01M 1.90% | 0.00 | 0.00 | 0.00 |
JPMorgan Emerging Markets ETFSOLE | ETF | 188.97K | SH | $9.96M 1.89% | 0.00 | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 39.89K | SH | $9.79M 1.86% | 0.00 | 0.00 | 0.00 |
Vanguard Total Stock Mkt FdSOLE | ETF | 33.10K | SH | $9.10M 1.73% | 0.00 | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 23.95K | SH | $8.78M 1.66% | 0.00 | 0.00 | 0.00 |
AbbVie Inc ComSOLE | COM | 40.90K | SH | $8.57M 1.63% | 0.00 | 0.00 | 0.00 |
Philip Morris InternationalSOLE | COM | 53.65K | SH | $8.52M 1.62% | 0.00 | 0.00 | 0.00 |
IntuitSOLE | COM | 13.52K | SH | $8.30M 1.57% | 0.00 | 0.00 | 0.00 |
Broadridge Financial Solutions, Inc.SOLE | COM | 33.90K | SH | $8.22M 1.56% | 0.00 | 0.00 | 0.00 |
BlackRock IncSOLE | COM | 7.56K | SH | $7.15M 1.36% | 0.00 | 0.00 | 0.00 |
Meta Platforms Inc Class ASOLE | COM | 12.32K | SH | $7.10M 1.35% | 0.00 | 0.00 | 0.00 |
General Electric CompanySOLE | COM | 34.63K | SH | $6.93M 1.31% | 0.00 | 0.00 | 0.00 |
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