American-Money-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MU",
  "ABBV",
  "VONG",
  "GOOGL",
  null,
  "ASML",
  "BLK",
  "CAT",
  "AVGO",
  "DUK",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "AMAT",
  "ICE",
  "META",
  "IJH",
  "IWS",
  "MA",
  "MSFT",
  "GE",
  null,
  "IJR",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  "IWF",
  "PANW",
  "PEP",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "SPGI",
  "SCHX",
  null,
  null,
  "SPLG",
  "SBUX",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "SCHW",
  null,
  null,
  "VIG",
  "ULTA",
  "TSM",
  "VYM",
  "SDY",
  "FI",
  "F",
  "IWR",
  "SGOL",
  null,
  "AMZN",
  "SCHB",
  null,
  "TPL",
  null,
  "VUG",
  "VEA",
  null,
  "VBK",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "WSM",
  "YUM",
  null,
  "ET",
  "CHKP",
  "SCHG",
  null,
  "NSC",
  "NXPI",
  null,
  "DGRO",
  "SPYV",
  null,
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BR",
  "CVX",
  "LNG",
  "CRUS",
  "CSCO",
  "CME",
  "COST",
  "DFS",
  "DPZ",
  "MAR",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 135
Total Value: 527247312
Accession Number: 0001162044-25-000499
Form Type: 13F-HR
CIK: american-money-management
Manager Name: American-Money-Management

Data Enrichment

87% identified

117 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

135 positions • $527.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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92206C102

VGSH|92206C102

Shares:565.8K

Value:$33.2M

% of Portfolio:6.3% ($33.2M/$527.2M)

92206C409

Shares:388.0K

Value:$30.6M

% of Portfolio:5.8% ($30.6M/$527.2M)

Apple Inc.

AAPL|037833100

Shares:114.6K

Value:$25.5M

% of Portfolio:4.8% ($25.5M/$527.2M)

MICROSOFT CORP

MSFT|594918104

Shares:59.7K

Value:$22.4M

% of Portfolio:4.3% ($22.4M/$527.2M)

921937819

BIV|921937819

Shares:244.3K

Value:$18.7M

% of Portfolio:3.5% ($18.7M/$527.2M)

46641Q670

Shares:395.7K

Value:$18.6M

% of Portfolio:3.5% ($18.6M/$527.2M)

921943858

VEA|921943858

Shares:343.8K

Value:$17.5M

% of Portfolio:3.3% ($17.5M/$527.2M)

Texas Pacific Land Corp

TPL|88262P102

Shares:11.2K

Value:$14.9M

% of Portfolio:2.8% ($14.9M/$527.2M)

46429B747

Shares:124.7K

Value:$12.9M

% of Portfolio:2.4% ($12.9M/$527.2M)

VISA INC.

V|92826C839

Shares:34.0K

Value:$11.9M

% of Portfolio:2.3% ($11.9M/$527.2M)

Mastercard Inc

MA|57636Q104

Shares:20.6K

Value:$11.3M

% of Portfolio:2.1% ($11.3M/$527.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:11.8K

Value:$11.2M

% of Portfolio:2.1% ($11.2M/$527.2M)

78468R812

Shares:65.3K

Value:$10.2M

% of Portfolio:1.9% ($10.2M/$527.2M)

808524201

SCHX|808524201

Shares:453.3K

Value:$10.0M

% of Portfolio:1.9% ($10.0M/$527.2M)

46641Q308

Shares:189.0K

Value:$10.0M

% of Portfolio:1.9% ($10.0M/$527.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:39.9K

Value:$9.8M

% of Portfolio:1.9% ($9.8M/$527.2M)

922908769

VTI|922908769

Shares:33.1K

Value:$9.1M

% of Portfolio:1.7% ($9.1M/$527.2M)

HOME DEPOT, INC.

HD|437076102

Shares:23.9K

Value:$8.8M

% of Portfolio:1.7% ($8.8M/$527.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:40.9K

Value:$8.6M

% of Portfolio:1.6% ($8.6M/$527.2M)

Philip Morris International Inc.

PM|718172109

Shares:53.6K

Value:$8.5M

% of Portfolio:1.6% ($8.5M/$527.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGSHcusip92206C102)	565.8K	QoQ +7.75% (+40.7K) YoY +30.88% (+133.5K)	All Managers (Combined)	$33.2M	6.3% ($33.2M/$527.2M)	QoQ +8.70% (+$2.7M) YoY +32.27% (+$8.1M)
(cusip92206C409)✕	388.0K	QoQ +4.87% (+18.0K) YoY +15.79% (+52.9K)	All Managers (Combined)	$30.6M	5.8% ($30.6M/$527.2M)	QoQ +6.12% (+$1.8M) YoY +18.23% (+$4.7M)
Apple Inc.(AAPLcusip037833100)	114.6K	QoQ -0.85% (-986) YoY -20.42% (-29.4K)	All Managers (Combined)	$25.5M	4.8% ($25.5M/$527.2M)	QoQ -12.05% (-$3.5M) YoY +3.07% (-$759.2K)
MICROSOFT CORP(MSFTcusip594918104)	59.7K	QoQ +2.62% (-1.5K) YoY +10.65% (-5.8K)	All Managers (Combined)	$22.4M	4.3% ($22.4M/$527.2M)	QoQ -8.59% (-$2.1M) YoY -1.26% (-$287.7K)
(BIVcusip921937819)	244.3K	QoQ +5.20% (+12.1K) YoY +28.01% (+53.5K)	All Managers (Combined)	$18.7M	3.5% ($18.7M/$527.2M)	QoQ +7.79% (+$1.4M) YoY +30.00% (+$4.3M)
(cusip46641Q670)✕	395.7K	QoQ +7.00% (+25.9K) YoY NEW(+395.7K)	All Managers (Combined)	$18.6M	3.5% ($18.6M/$527.2M)	QoQ +9.26% (+$1.6M) YoY NEW(+$18.6M)
(VEAcusip921943858)	343.8K	QoQ +3.21% (+10.7K) YoY +8.50% (+26.9K)	All Managers (Combined)	$17.5M	3.3% ($17.5M/$527.2M)	QoQ +9.71% (+$1.5M) YoY +9.93% (+$1.6M)
Texas Pacific Land Corp(TPLcusip88262P102)	11.2K	QoQ -3.43% (-400) YoY -10.82% (-1.4K)	All Managers (Combined)	$14.9M	2.8% ($14.9M/$527.2M)	QoQ +15.68% (-$2.0M) YoY +104.22% (-$7.6M)
(cusip46429B747)✕	124.7K	QoQ +4.09% (+4.9K) YoY +13.41% (+14.7K)	All Managers (Combined)	$12.9M	2.4% ($12.9M/$527.2M)	QoQ +7.06% (+$850.8K) YoY +18.02% (+$2.0M)
VISA INC.(Vcusip92826C839)	34.0K	QoQ +0.52% (+179) YoY -6.57% (-2.4K)	All Managers (Combined)	$11.9M	2.3% ($11.9M/$527.2M)	QoQ +11.47% (+$1.2M) YoY +17.32% (-$1.8M)
Mastercard Inc(MAcusip57636Q104)	20.6K	QoQ +0.83% (+170) YoY +2.98% (+598)	All Managers (Combined)	$11.3M	2.1% ($11.3M/$527.2M)	QoQ +4.95% (+$534.4K) YoY +17.21% (+$1.7M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	11.8K	QoQ -1.90% (-230) YoY -8.59% (-1.1K)	All Managers (Combined)	$11.2M	2.1% ($11.2M/$527.2M)	QoQ +1.25% (-$138.8K) YoY +17.99% (-$1.7M)
(cusip78468R812)✕	65.3K	QoQ +3.55% (+2.2K) YoY +12.65% (+7.3K)	All Managers (Combined)	$10.2M	1.9% ($10.2M/$527.2M)	QoQ +4.78% (+$466.8K) YoY +21.20% (+$1.8M)
(SCHXcusip808524201)	453.3K	QoQ +2.20% (-9.8K) YoY +231.24% (+316.5K)	All Managers (Combined)	$10.0M	1.9% ($10.0M/$527.2M)	QoQ -2.64% (-$271.6K) YoY +17.85% (+$1.5M)
(cusip46641Q308)✕	189.0K	QoQ +3.68% (+6.7K) YoY +18.54% (+29.6K)	All Managers (Combined)	$10.0M	1.9% ($10.0M/$527.2M)	QoQ +5.35% (+$506.4K) YoY +16.93% (+$1.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	39.9K	QoQ -1.91% (-780) YoY -19.86% (-9.9K)	All Managers (Combined)	$9.8M	1.9% ($9.8M/$527.2M)	QoQ +0.36% (-$36.0K) YoY -1.85% (-$185.2K)
(VTIcusip922908769)	33.1K	QoQ +1.30% (-426) YoY +5.54% (+1.7K)	All Managers (Combined)	$9.1M	1.7% ($9.1M/$527.2M)	QoQ -3.92% (-$371.9K) YoY +11.61% (+$947.0K)
HOME DEPOT, INC.(HDcusip437076102)	23.9K	QoQ +0.34% (-82) YoY +7.53% (+1.7K)	All Managers (Combined)	$8.8M	1.7% ($8.8M/$527.2M)	QoQ -5.45% (-$506.8K) YoY +2.73% (+$233.5K)
AbbVie Inc.(ABBVcusip00287Y109)	40.9K	QoQ -0.31% (-128) YoY -0.84% (-347)	All Managers (Combined)	$8.6M	1.6% ($8.6M/$527.2M)	QoQ +17.53% (-$1.3M) YoY +14.08% (-$1.1M)
Philip Morris International Inc.(PMcusip718172109)	53.6K	QoQ +0.90% (+481) YoY +1.11% (+590)	All Managers (Combined)	$8.5M	1.6% ($8.5M/$527.2M)	QoQ +33.08% (+$2.1M) YoY +75.17% (+$3.7M)