American Money Management, LLC

Rancho Santa Fe, CA · CIK 1600085 · 13F filing filed 2023-08-08

SEC-registered investment adviser since 2002 · limited liability company

Assets managed$844.0m
Staff13 · 11 in investment roles
Main clients (by assets)High net worth individuals 78%, Individuals 20%, Pension plans 1%
Websitedivorcefinancialconsulting.com
Form ADV · 2026-03-24SEC adviser record

$400.9m reported value +6.5% vs Q1 2023

138positions

36.9%in top 10

7 new 56 added 57 reduced 1 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	416,685	$31.5m7.86%	7.86%	Reduced -4.1k	-4,054 -1.0%
2	APPLE INC COM AAPL	AAPL	147,008	$28.5m7.11%	7.11%	Reduced -1.3k	-1,259 -0.8%
3	MICROSOFT CORP COM MSFT	MSFT	53,823	$18.3m4.57%	4.57%	Added +452	+452 0.8%
4	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	267,955	$15.5m3.86%	3.86%	Added +14.7k	+14,723 5.8%
5	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	299,238	$13.8m3.45%	3.45%	Added +3.1k	+3,120 1.1%
6	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	97,088	$9.5m2.36%	2.36%	Reduced -1.5k	-1,483 -1.5%
7	VISA INC COM CL A V	V	35,701	$8.5m2.11%	2.11%	Added +651	+651 1.9%
8	MASTERCARD INCORPORATED CL A MA	MA	19,590	$7.7m1.92%	1.92%	Added +414	+414 2.2%
9	JPMORGAN CHASE & CO COM JPM	JPM	50,654	$7.4m1.84%	1.84%	Added +24	+24 0.1%
10	J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT JPEM	JPEM	143,439	$7.2m1.81%	1.81%	Added +1.7k	+1,742 1.2%
11	SPDR SER TR MSCI USA STRTGIC QUS	QUS	57,076	$7.0m1.75%	1.75%	Added +896	+896 1.6%
12	SPDR SER TR S&P DIVID ETF SDY	SDY	56,779	$7.0m1.74%	1.74%	Added +967	+967 1.7%
13	INTUIT COM INTU	INTU	14,700	$6.7m1.68%	1.68%	Added +170	+170 1.2%
14	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	30,467	$6.7m1.67%	1.67%	Added +235	+235 0.8%
15	COSTCO WHSL CORP NEW COM COST	COST	12,226	$6.6m1.64%	1.64%	Added +24	+24 0.2%
16	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	123,497	$6.5m1.61%	1.61%	Reduced -50	-50 -0.0%
17	HOME DEPOT INC COM HD	HD	20,382	$6.3m1.58%	1.58%	Added +1.3k	+1,263 6.6%
18	MCDONALDS CORP COM MCD	MCD	20,946	$6.3m1.56%	1.56%	Reduced -280	-280 -1.3%
19	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	35,928	$6.0m1.48%	1.48%	Added +3.1k	+3,136 9.6%
20	LOCKHEED MARTIN CORP COM LMT	LMT	12,841	$5.9m1.47%	1.47%	Added +308	+308 2.5%
21	ALPHABET INC CAP STK CL A GOOGL	GOOGL	47,754	$5.7m1.43%	1.43%	Added +160	+160 0.3%
22	JOHNSON & JOHNSON COM JNJ	JNJ	34,158	$5.7m1.41%	1.41%	Reduced -120	-120 -0.3%
23	NORTHROP GRUMMAN CORP COM NOC	NOC	12,290	$5.6m1.40%	1.40%	Added +268	+268 2.2%
24	STARBUCKS CORP COM SBUX	SBUX	55,317	$5.5m1.37%	1.37%	Added +872	+872 1.6%
25	AMERICAN TOWER CORP NEW COM AMT	AMT	28,150	$5.5m1.36%	1.36%	Added +2.9k	+2,913 11.5%
26	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	4,139	$5.4m1.36%	1.36%	Added +339	+339 8.9%
27	ABBVIE INC COM ABBV	ABBV	38,831	$5.2m1.30%	1.30%	Reduced -34	-34 -0.1%
28	BLACKROCK INC COM BLK	BLK	7,198	$5.0m1.24%	1.24%	Added +9	+9 0.1%
29	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	6,753	$4.9m1.22%	1.22%	Added +2.9k	+2,879 74.3%
30	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	112,608	$4.9m1.21%	1.21%	Reduced -803	-803 -0.7%
31	PHILIP MORRIS INTL INC COM PM	PM	49,025	$4.8m1.19%	1.19%	Added +768	+768 1.6%
32	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	13,676	$4.7m1.16%	1.16%	Added +3.3k	+3,264 31.4%
33	PEPSICO INC COM PEP	PEP	25,134	$4.7m1.16%	1.16%	Reduced -104	-104 -0.4%
34	PAYCHEX INC COM PAYX	PAYX	41,056	$4.6m1.15%	1.15%	Added +534	+534 1.3%
35	QUALCOMM INC COM QCOM	QCOM	38,431	$4.6m1.14%	1.14%	Reduced -391	-391 -1.0%
36	UNION PAC CORP COM UNP	UNP	22,209	$4.5m1.13%	1.13%	Added +26	+26 0.1%
37	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	61,915	$4.4m1.10%	1.10%	Added +930	+930 1.5%
38	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	225,316	$4.1m1.03%	1.03%	Reduced -6.5k	-6,471 -2.8%
39	ESSEX PPTY TR INC COM ESS	ESS	17,202	$4.0m1.01%	1.01%	Reduced -776	-776 -4.3%
40	AMAZON COM INC COM AMZN	AMZN	30,624	$4.0m1.00%	1.00%	Reduced -454	-454 -1.5%
41	DOMINOS PIZZA INC COM DPZ	DPZ	10,882	$3.7m0.91%	0.91%	Reduced -158	-158 -1.4%
42	NXP SEMICONDUCTORS N V COM NXPI	NXPI	17,359	$3.6m0.89%	0.89%	Added +300	+300 1.8%
43	NORFOLK SOUTHN CORP COM NSC	NSC	14,956	$3.4m0.85%	0.85%	Reduced -2.7k	-2,671 -15.2%
44	APPLIED MATLS INC COM AMAT	AMAT	20,476	$3.0m0.74%	0.74%	Reduced -30	-30 -0.1%
45	CHENIERE ENERGY INC COM NEW LNG	LNG	19,242	$2.9m0.73%	0.73%	Reduced -65	-65 -0.3%
46	ISHARES TR INTL SEL DIV ETF IDV	IDV	100,035	$2.6m0.66%	0.66%	Added +2.7k	+2,717 2.8%
47	VANGUARD INDEX FDS MID CAP ETF VO	VO	11,762	$2.6m0.65%	0.65%	Reduced -68	-68 -0.6%
48	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,776	$2.5m0.62%	0.62%	Added +1.8k	+1,840 62.7%
49	ISHARES TR CORE S&P SCP ETF IJR	IJR	24,450	$2.4m0.61%	0.61%	Added +876	+876 3.7%
50	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	47,289	$2.4m0.59%	0.59%	Reduced -29.0k	-28,957 -38.0%
51	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	47,498	$2.3m0.57%	0.57%	Reduced -2.9k	-2,910 -5.8%
52	ELI LILLY & CO COM LLY	LLY	4,652	$2.2m0.54%	0.54%	Reduced -16	-16 -0.3%
53	SELECT SECTOR SPDR TR ENERGY XLE	XLE	26,850	$2.2m0.54%	0.54%	Added +208	+208 0.8%
54	SCHWAB CHARLES CORP COM SCHW	SCHW	36,192	$2.1m0.51%	0.51%	Added +30.4k	+30,428 527.9%
55	PALO ALTO NETWORKS INC COM PANW	PANW	7,461	$1.9m0.48%	0.48%	Added +32	+32 0.4%
56	S&P GLOBAL INC COM SPGI	SPGI	4,689	$1.9m0.47%	0.47%	Added +151	+151 3.3%
57	NVIDIA CORPORATION COM NVDA	NVDA	4,415	$1.9m0.47%	0.47%	Reduced -78	-78 -1.7%
58	SKYWORKS SOLUTIONS INC COM SWKS	SWKS	15,101	$1.7m0.42%	0.42%	Reduced -132	-132 -0.9%
59	TEXAS INSTRS INC COM TXN	TXN	8,990	$1.6m0.40%	0.40%	Reduced -20	-20 -0.2%
60	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,300	$1.6m0.40%	0.40%	Reduced -55	-55 -1.3%
61	LENNAR CORP CL A LEN	LEN	12,255	$1.5m0.38%	0.38%	Reduced -66	-66 -0.5%
62	WELLS FARGO CO NEW COM WFC	WFC	35,816	$1.5m0.38%	0.38%	Reduced -1.0k	-1,000 -2.7%
63	ISHARES TR IBONDS DEC25 ETF IBDQ	IBDQ	54,970	$1.3m0.33%	0.33%	Added +4	+4 0.0%
64	ALPHABET INC CAP STK CL C GOOG	GOOG	10,418	$1.3m0.31%	0.31%	Added +90	+90 0.9%
65	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	16,563	$1.2m0.31%	0.31%	Reduced -1.3k	-1,309 -7.3%
66	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,873	$1.2m0.29%	0.29%	Reduced -43	-43 -1.5%
67	ISHARES TR IBONDS DEC23 ETF IBONDS DEC23 ETF		44,646	$1.1m0.28%	0.28%	Reduced -2.5k	-2,545 -5.4%
68	ULTA BEAUTY INC COM ULTA	ULTA	2,337	$1.1m0.27%	0.27%	Added +200	+200 9.4%
69	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	14,542	$1.0m0.26%	0.26%	Reduced -359	-359 -2.4%
70	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	7,721	$969.9k0.24%	0.24%	Reduced -70	-70 -0.9%
71	UNITEDHEALTH GROUP INC COM UNH	UNH	1,986	$954.4k0.24%	0.24%	Unchanged
72	VANGUARD INDEX FDS SMALL CP ETF VB	VB	4,658	$926.4k0.23%	0.23%	Reduced -44	-44 -0.9%
73	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	15,989	$833.2k0.21%	0.21%	Added +16	+16 0.1%
74	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,838	$800.2k0.20%	0.20%	Added +15	+15 0.3%
75	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	3,926	$796.0k0.20%	0.20%	Reduced -64	-64 -1.6%
76	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	4,738	$769.6k0.19%	0.19%	Reduced -290	-290 -5.8%
77	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,584	$758.6k0.19%	0.19%	Unchanged
78	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	13,329	$737.5k0.18%	0.18%	Reduced -569	-569 -4.1%
79	ISHARES TR IBONDS DEC24 ETF IBDP	IBDP	29,312	$721.7k0.18%	0.18%	Added +16	+16 0.1%
80	TARGET CORP COM TGT	TGT	5,294	$698.3k0.17%	0.17%	Added +238	+238 4.7%
81	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	5,013	$693.7k0.17%	0.17%	Reduced -259	-259 -4.9%
82	DISCOVER FINL SVCS COM DFS	DFS	5,617	$656.3k0.16%	0.16%	Reduced -34	-34 -0.6%
83	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,507	$640.5k0.16%	0.16%	Reduced -48	-48 -1.1%
84	CISCO SYS INC COM CSCO	CSCO	11,584	$599.4k0.15%	0.15%	Added +10	+10 0.1%
85	TESLA INC COM TSLA	TSLA	2,256	$590.6k0.15%	0.15%	Reduced -275	-275 -10.9%
86	DISNEY WALT CO COM DIS	DIS	6,606	$589.8k0.15%	0.15%	Added +164	+164 2.5%
87	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,332	$579.4k0.14%	0.14%	Reduced -13	-13 -0.4%
88	ISHARES TR CORE S&P MCP ETF IJH	IJH	2,197	$574.4k0.14%	0.14%	Reduced -17	-17 -0.8%
89	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	5,744	$557.0k0.14%	0.14%	Added +2	+2 0.0%
90	PIONEER NAT RES CO COM PXD	PXD	2,662	$551.5k0.14%	0.14%	Reduced -246	-246 -8.5%
91	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,188	$543.2k0.14%	0.14%	Added +253	+253 3.6%
92	ARK ETF TR INNOVATION ETF ARKK	ARKK	12,293	$542.6k0.14%	0.14%	Added +622	+622 5.3%
93	MICRON TECHNOLOGY INC COM MU	MU	8,491	$535.9k0.13%	0.13%	Reduced -100	-100 -1.2%
94	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,168	$530.8k0.13%	0.13%	Unchanged
95	Berkshire Hat A 100th COM COM		100	$517.8k0.13%	0.13%	Unchanged
96	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,104	$489.4k0.12%	0.12%	Unchanged
97	ISHARES TR IBONDS 27 ETF IBDS	IBDS	20,823	$488.9k0.12%	0.12%	Reduced -43	-43 -0.2%
98	YUM BRANDS INC COM YUM	YUM	3,349	$464.0k0.12%	0.12%	Reduced -200	-200 -5.6%
99	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	9,863	$452.6k0.11%	0.11%	Added +19	+19 0.2%
100	ISHARES TR PFD AND INCM SEC PFF	PFF	14,190	$438.9k0.11%	0.11%	Reduced -285	-285 -2.0%

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
Blackwolf Copper and Gold Ltd BWCG	BWCG	10,000	$2.5k10.0k shares