American Money Management, LLC
CIK 0001600085 · RANCHO SANTA FE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$700.2M
2026 Q2
Positions
174
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VGSH
Vanguard Short-Term Treasury ETF
6.0%
VCSH
Vanguard Short-Term Corporate Bond ETF
5.5%
AAPL
Apple Computer Inc
5.0%
VEA
Vanguard FTSE Developed Markets
3.6%
BIV
Vanguard Intermediate Term Bond
3.2%
MSFT
Microsoft Corp
3.1%
JCPB
JPMorgan Core Plus Bond ETF
3.1%
GOOG
Google Inc Class C
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.