American Money Management, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in American Money Management, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VGSH | Vanguard Short-Term Treasury ETF | 6.45% | 40.781 M $ | 696632 | 2022/09/30 | -127.877 K $ | -0.32 % |
| 2026/03/31 | VCSH | Vanguard Short-Term Corporate Bond ETF | 5.64% | 35.636 M $ | 449553 | 2021/06/30 | -201.871 K $ | -0.58 % |
| 2026/03/31 | AAPL | Apple Computer Inc | 4.84% | 30.558 M $ | 120408 | 2013/12/31 | -2.211 M $ | -6.65 % |
| 2026/03/31 | MSFT | Microsoft Corp | 3.62% | 22.861 M $ | 61757 | 2013/12/31 | -6.926 M $ | -23.46 % |
| 2026/03/31 | VEA | Vanguard FTSE Developed Markets | 3.51% | 22.150 M $ | 345658 | 2020/06/30 | 548.362 K $ | 2.58 % |
| 2026/03/31 | BIV | Vanguard Intermediate Term Bond | 3.43% | 21.650 M $ | 280512 | 2021/09/30 | -192.338 K $ | -0.90 % |
| 2026/03/31 | JCPB | JPMorgan Core Plus Bond ETF | 3.36% | 21.262 M $ | 451616 | 2024/06/30 | -120.237 K $ | -0.57 % |
| 2026/03/31 | TPL | Texas Pacific Land Trust | 2.52% | 15.914 M $ | 33534 | 2020/12/31 | 6.399 M $ | 65.23 % |
| 2026/03/31 | STIP | Ishares 0-5 Year Tips | 2.35% | 14.844 M $ | 143521 | 2018/06/30 | 143.812 K $ | 1.02 % |
| 2026/03/31 | GOOG | Google Inc Class C | 2.04% | 12.896 M $ | 44956 | 2016/12/31 | -1.219 M $ | -8.59 % |
| 2026/03/31 | ASML | A S M L Holding Nv | 1.91% | 12.050 M $ | 9123 | 2022/09/30 | 2.348 M $ | 23.46 % |
| 2026/03/31 | QUS | SPDR@ MSCI USA StrategicFactors ETF | 1.90% | 11.983 M $ | 69812 | 2018/12/31 | -172.568 K $ | -1.46 % |
| 2026/03/31 | SCHX | Schwab US LargeCap ETF | 1.89% | 11.924 M $ | 465050 | 2014/12/31 | -570.909 K $ | -4.72 % |
| 2026/03/31 | COST | Costco Whsl Corp New | 1.89% | 11.916 M $ | 11959 | 2019/09/30 | 1.612 M $ | 15.55 % |
| 2026/03/31 | JPM | J P Morgan Chase & Co | 1.88% | 11.871 M $ | 40357 | 2013/12/31 | -1.131 M $ | -8.71 % |
| 2026/03/31 | JPEM | JPMorgan Emerging Markets ETF | 1.87% | 11.831 M $ | 190437 | 2017/09/30 | 261.060 K $ | 2.31 % |
| 2026/03/31 | V | Visa Inc. | 1.84% | 11.652 M $ | 38553 | 2014/06/30 | -1.851 M $ | -13.82 % |
| 2026/03/31 | MA | Mastercard Inc | 1.84% | 11.622 M $ | 23260 | 2014/06/30 | -1.642 M $ | -12.48 % |
| 2026/03/31 | VTI | Vanguard Total Stock Mkt Fd | 1.70% | 10.752 M $ | 33516 | 2021/06/30 | -482.935 K $ | -4.31 % |
| 2026/03/31 | GE | General Electric Company | 1.64% | 10.344 M $ | 36452 | 2024/06/30 | -894.417 K $ | -7.88 % |
| 2026/03/31 | JNJ | Johnson & Johnson | 1.61% | 10.166 M $ | 41589 | 2013/12/31 | 1.566 M $ | 18.12 % |
| 2026/03/31 | ABBV | AbbVie Inc Com | 1.51% | 9.515 M $ | 43748 | 2013/12/31 | -483.879 K $ | -4.81 % |
| 2026/03/31 | NOC | Northrop Grumman Corp | 1.49% | 9.422 M $ | 13810 | 2021/03/31 | 1.562 M $ | 19.65 % |
| 2026/03/31 | PM | Philip Morris International | 1.43% | 9.006 M $ | 54471 | 2013/12/31 | 274.268 K $ | 3.08 % |
| 2026/03/31 | SCHM | Schwab US MidCap ETF | 1.36% | 8.569 M $ | 276768 | 2017/03/31 | 239.421 K $ | 2.96 % |
| 2026/03/31 | GOOGL | Google Inc Class A | 1.31% | 8.305 M $ | 28881 | 2016/12/31 | -755.618 K $ | -8.13 % |
| 2026/03/31 | IJR | iShares S&P SmallCap 600 Idx | 1.31% | 8.291 M $ | 66693 | 2020/06/30 | 273.980 K $ | 3.44 % |
| 2026/03/31 | HD | Home Depot Inc | 1.30% | 8.187 M $ | 24893 | 2013/12/31 | -381.132 K $ | -4.42 % |
| 2026/03/31 | META | Meta Platforms Inc Class A | 1.26% | 7.969 M $ | 13929 | 2023/06/30 | -1.219 M $ | -13.33 % |
| 2026/03/31 | INTU | Intuit | 1.23% | 7.798 M $ | 18036 | 2019/03/31 | -3.691 M $ | -34.73 % |
| 2026/03/31 | BLK | BlackRock Inc | 1.23% | 7.765 M $ | 8074 | 2024/09/30 | -877.513 K $ | -10.15 % |
| 2026/03/31 | BR | Broadridge Financial Solutions, Inc. | 1.21% | 7.642 M $ | 47032 | 2020/03/31 | -2.525 M $ | -27.19 % |
| 2026/03/31 | MAR | Marriott Intl Inc Cl A | 1.19% | 7.498 M $ | 22924 | 2023/12/31 | 388.082 K $ | 5.42 % |
| 2026/03/31 | SPGI | S&P Global Inc Com | 1.12% | 7.053 M $ | 16582 | 2022/06/30 | -1.280 M $ | -18.61 % |
| 2026/03/31 | MCD | Mc Donalds Corp | 1.11% | 7.044 M $ | 22665 | 2013/12/31 | 116.848 K $ | 1.69 % |
| 2026/03/31 | UNP | Union Pacific Corp | 1.11% | 6.995 M $ | 28832 | 2015/09/30 | 323.236 K $ | 4.89 % |
| 2026/03/31 | SDY | SPDR S&P Dividend | 1.05% | 6.643 M $ | 45518 | 2013/12/31 | 304.089 K $ | 4.87 % |
| 2026/03/31 | PAYX | Paychex Inc | 1.03% | 6.509 M $ | 70663 | 2013/12/31 | -962.659 K $ | -17.88 % |
| 2026/03/31 | ICE | IntrcontinentalExchange | 1.03% | 6.493 M $ | 41282 | 2024/03/31 | -153.934 K $ | -2.89 % |
| 2026/03/31 | XLK | Technology Select SPDR Fd | 0.90% | 5.709 M $ | 42956 | 2021/09/30 | -461.563 K $ | -7.69 % |
| 2026/03/31 | QUAL | iShares Edge MSCI USA Quality Factor ETF | 0.90% | 5.689 M $ | 29659 | 2024/09/30 | -196.393 K $ | -3.43 % |
| 2026/03/31 | AMZN | Amazon.com Inc. | 0.78% | 4.945 M $ | 23744 | 2016/03/31 | -536.329 K $ | -9.77 % |
| 2026/03/31 | DPZ | Domino s Pizza Inc | 0.78% | 4.905 M $ | 13672 | 2020/12/31 | -769.535 K $ | -13.92 % |
| 2026/03/31 | LLY | Lilly Eli & Company | 0.74% | 4.686 M $ | 5095 | 2020/06/30 | -785.703 K $ | -14.41 % |
| 2026/03/31 | PEP | Pepsico Incorporated | 0.70% | 4.418 M $ | 28448 | 2013/12/31 | 347.320 K $ | 8.20 % |
| 2026/03/31 | NVDA | Nvidia Corp | 0.69% | 4.334 M $ | 24851 | 2021/03/31 | -351.287 K $ | -6.49 % |
| 2026/03/31 | SPYV | Spdr S&P 500 Value Etf | 0.67% | 4.238 M $ | 74901 | 2019/09/30 | -17.096 K $ | -0.40 % |
| 2026/03/31 | QCOM | Qualcomm Inc | 0.63% | 3.994 M $ | 31016 | 2013/12/31 | -1.320 M $ | -24.71 % |
| 2026/03/31 | IDV | iShares DJ International Select Div Index | 0.59% | 3.754 M $ | 88215 | 2021/03/31 | 287.591 K $ | 7.88 % |
| 2026/03/31 | BRK-B | Berkshire Hathaway B | 0.54% | 3.416 M $ | 7128 | 2013/12/31 | -174.772 K $ | -4.67 % |
| 2026/03/31 | HON | Honeywell International | 0.48% | 3.025 M $ | 13384 | 2021/12/31 | 62.808 K $ | 15.86 % |
| 2026/03/31 | WFC | Wells Fargo & Co. | 0.47% | 2.954 M $ | 37106 | 2013/12/31 | -505.289 K $ | -14.58 % |
| 2026/03/31 | AMAT | Applied Materials Inc | 0.47% | 2.945 M $ | 8617 | 2017/09/30 | 825.358 K $ | 33.00 % |
| 2026/03/31 | VO | Vanguard CRSP US Mid Cap Index | 0.45% | 2.819 M $ | 9816 | 2021/09/30 | -29.886 K $ | -1.05 % |
| 2026/03/31 | LNG | Cheniere Energy Inc New | 0.39% | 2.468 M $ | 8697 | 2013/12/31 | 794.678 K $ | 45.97 % |
| 2026/03/31 | QQQ | PowerShares QQQ Trust | 0.35% | 2.211 M $ | 3830 | 2021/09/30 | -145.438 K $ | -6.04 % |
| 2026/03/31 | NXPI | Nxp Semiconductors | 0.26% | 1.670 M $ | 8481 | 2016/12/31 | -177.032 K $ | -9.31 % |
| 2026/03/31 | AVGO | Broadcom Ltd | 0.23% | 1.473 M $ | 4759 | 2023/03/31 | -172.192 K $ | -10.57 % |
| 2026/03/31 | SLQD | iShares 0-5 Year Invmt Grade Corp Bd ETF | 0.21% | 1.331 M $ | 26371 | 2021/09/30 | -5.539 K $ | -0.41 % |
| 2026/03/31 | NSC | Norfolk Southern Corp | 0.21% | 1.309 M $ | 4559 | 2013/12/31 | -7.841 K $ | -0.60 % |
| 2026/03/31 | TXN | Texas Instruments Inc | 0.20% | 1.242 M $ | 6396 | 2013/12/31 | 132.387 K $ | 11.90 % |
| 2026/03/31 | SCHW | The Charles Schwab Corp | 0.19% | 1.212 M $ | 12894 | 2018/06/30 | -76.520 K $ | -5.94 % |
| 2026/03/31 | COF | Capital One Financial Cp | 0.19% | 1.185 M $ | 6496 | 2025/06/30 | -399.912 K $ | -24.73 % |
| 2026/03/31 | ULTA | Ulta Cosmetics & Fragrances | 0.18% | 1.164 M $ | 2227 | 2019/03/31 | -193.898 K $ | -13.60 % |
| 2026/03/31 | LMT | Lockheed Martin Corp | 0.18% | 1.124 M $ | 1859 | 2019/03/31 | 233.110 K $ | 24.96 % |
| 2026/03/31 | CDNS | Cadence Design Systems Inc | 0.18% | 1.123 M $ | 4042 | 2025/06/30 | -85.698 K $ | -11.11 % |
| 2026/03/31 | VV | Vanguard Large-Cap ETF | 0.18% | 1.119 M $ | 3745 | 2021/09/30 | -61.582 K $ | -5.07 % |
| 2026/03/31 | JNK | SPDR Barclays Capital High Yield Bond | 0.17% | 1.053 M $ | 11000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | UBER | Uber Technologies Inc | 0.17% | 1.049 M $ | 14577 | 2025/06/30 | -115.589 K $ | -11.97 % |
| 2026/03/31 | BAC | Bank Of America Corp | 0.16% | 1.016 M $ | 20836 | 2023/12/31 | -137.018 K $ | -11.36 % |
| 2026/03/31 | VONG | Vanguard Russell 1000 Growth ETF | 0.16% | 986.573 K $ | 8994 | 2021/09/30 | -111.518 K $ | -9.91 % |
| 2026/03/31 | SPY | SPDR S&P Dep Rcpt | 0.15% | 945.017 K $ | 1453 | 2013/12/31 | -50.275 K $ | -4.63 % |
| 2026/03/31 | PANW | Palo Alto Networks Inc | 0.15% | 933.223 K $ | 5821 | 2014/06/30 | -143.041 K $ | -12.96 % |
| 2026/03/31 | VTV | Vanguard Value ETF | 0.15% | 916.243 K $ | 4670 | 2021/09/30 | 24.257 K $ | 2.73 % |
| 2026/03/31 | XOM | Exxon Mobil Corporation | 0.14% | 898.859 K $ | 5298 | 2024/06/30 | 277.572 K $ | 40.98 % |
| 2026/03/31 | MDY | S&P MidCap 400 SPDRs | 0.14% | 895.536 K $ | 1452 | 2021/09/30 | 20.354 K $ | 2.23 % |
| 2026/03/31 | CSCO | Cisco Systems Inc | 0.14% | 893.717 K $ | 11518 | 2013/12/31 | 6.716 K $ | 0.73 % |
| 2026/03/31 | SBUX | Starbucks Corp | 0.14% | 892.045 K $ | 9957 | 2015/09/30 | 52.487 K $ | 6.39 % |
| 2026/03/31 | VB | Vanguard Small Cap | 0.14% | 889.609 K $ | 3396 | 2021/09/30 | 13.525 K $ | 1.54 % |
| 2026/03/31 | VBR | Vanguard SmCap Value ETF | 0.14% | 858.370 K $ | 3951 | 2021/09/30 | 21.616 K $ | 2.58 % |
| 2026/03/31 | QQQM | Invesco NASDAQ 100 ETF | 0.14% | 854.957 K $ | 3598 | 2025/12/31 | -55.049 K $ | -6.05 % |
| 2026/03/31 | CAT | Caterpillar Inc | 0.13% | 841.248 K $ | 1187 | 2016/03/31 | 160.945 K $ | 23.67 % |
| 2026/03/31 | MU | Micron Technology Inc | 0.13% | 838.181 K $ | 2481 | 2020/06/30 | 129.659 K $ | 18.37 % |
| 2026/03/31 | SGOL | Aberdeen Swiss Gold Trust | 0.13% | 826.050 K $ | 18513 | 2018/09/30 | 64.155 K $ | 8.62 % |
| 2026/03/31 | TSM | Taiwan Semiconductor Inc | 0.12% | 757.008 K $ | 2240 | 2021/09/30 | 76.396 K $ | 11.21 % |
| 2026/03/31 | SPLG | State Street SPDR Portfolio S&P 500 ETF | 0.12% | 752.618 K $ | 9833 | 2019/03/31 | -36.833 K $ | -4.59 % |
| 2026/03/31 | BRK-A | Berkshire Hathaway Inc A | 0.11% | 718.140 K $ | 1 | 2025/03/31 | -36.660 K $ | -4.86 % |
| 2026/03/31 | VT | Vanguard Total World Stock | 0.11% | 706.784 K $ | 5110 | 2021/09/30 | -14.001 K $ | -1.94 % |
| 2026/03/31 | First National of Nebraska Inc | 0.11% | 676.584 K $ | 41 | 2025/12/31 | 41.084 K $ | 6.46 % | |
| 2026/03/31 | UNH | UnitedHealth Group | 0.11% | 672.872 K $ | 2487 | 2021/03/31 | -156.537 K $ | -18.03 % |
| 2026/03/31 | IJH | iShares S&P MidCap 400 Idx | 0.10% | 644.654 K $ | 9546 | 2021/09/30 | 15.202 K $ | 2.32 % |
| 2026/03/31 | YUM | Yum Brands Inc | 0.10% | 644.155 K $ | 4143 | 2015/12/31 | 17.400 K $ | 2.78 % |
| 2026/03/31 | VIG | Vanguard Dividend Apprciation Index | 0.10% | 643.268 K $ | 2991 | 2021/09/30 | -14.164 K $ | -2.15 % |
| 2026/03/31 | TGT | Target Corporation | 0.10% | 610.170 K $ | 5034 | 2020/09/30 | 113.521 K $ | 23.99 % |
| 2026/03/31 | IWF | iShares Russell 1000 Growth Idx | 0.09% | 597.262 K $ | 1401 | 2021/03/31 | -67.770 K $ | -9.91 % |
| 2026/03/31 | EPD | Enterprise Prd Prtnrs Lp | 0.09% | 594.923 K $ | 15722 | 2024/12/31 | 115.877 K $ | 18.03 % |
| 2026/03/31 | TJX | T J X Cos Inc | 0.09% | 583.224 K $ | 3652 | 2022/12/31 | 22.240 K $ | 3.96 % |
| 2026/03/31 | JEPI | JPMorgan Equity Premium Income ETF | 0.09% | 577.513 K $ | 10189 | 2021/12/31 | -5.723 K $ | -0.98 % |
| 2026/03/31 | TSLA | Tesla Motors Inc | 0.09% | 566.919 K $ | 1525 | 2020/09/30 | -115.083 K $ | -17.34 % |
| 2026/03/31 | FICO | Fair Isaac Corp | 0.09% | 559.411 K $ | 524 | 2025/09/30 | -287.862 K $ | -36.87 % |