American Money Management, LLC

Rancho Santa Fe, CA · CIK 1600085 · 13F filing filed 2024-08-13

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

$468.4m reported value -2.3% vs Q1 2024

133positions

37.1%in top 10

6 new 34 added 74 reduced 11 sold out vs Q1 2024

Holdings, Q2 2024

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	332,803	$25.7m5.49%	5.49%	Reduced -2.3k	-2,284 -0.7%
2	APPLE INC COM AAPL	AAPL	121,603	$25.6m5.47%	5.47%	Reduced -22.5k	-22,482 -15.6%
3	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	432,327	$25.1m5.35%	5.35%	Added +52	+52 0.0%
4	MICROSOFT CORP COM MSFT	MSFT	50,080	$22.4m4.78%	4.78%	Reduced -3.9k	-3,903 -7.2%
5	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	318,253	$15.7m3.36%	3.36%	Added +1.4k	+1,357 0.4%
6	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	199,546	$14.9m3.19%	3.19%	Added +8.7k	+8,744 4.6%
7	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	292,496	$13.6m2.89%	2.89%	New
8	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	109,300	$10.9m2.32%	2.32%	Reduced -614	-614 -0.6%
9	COSTCO WHSL CORP NEW COM COST	COST	12,355	$10.5m2.24%	2.24%	Reduced -595	-595 -4.6%
10	INTUIT COM INTU	INTU	13,971	$9.2m1.96%	1.96%	Reduced -433	-433 -3.0%
11	MASTERCARD INCORPORATED CL A MA	MA	20,758	$9.2m1.95%	1.95%	Added +716	+716 3.6%
12	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	12,280	$9.0m1.92%	1.92%	Reduced -329	-329 -2.6%
13	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	139,504	$9.0m1.91%	1.91%	Added +2.6k	+2,650 1.9%
14	VISA INC COM CL A V	V	33,527	$8.8m1.88%	1.88%	Reduced -2.9k	-2,915 -8.0%
15	J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT JPEM	JPEM	161,510	$8.7m1.86%	1.86%	Added +2.1k	+2,096 1.3%
16	JPMORGAN CHASE & CO COM JPM	JPM	42,823	$8.7m1.85%	1.85%	Reduced -7.0k	-6,956 -14.0%
17	SPDR SER TR MSCI USA STRTGIC QUS	QUS	58,391	$8.6m1.84%	1.84%	Added +465	+465 0.8%
18	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	32,044	$8.6m1.83%	1.83%	Added +682	+682 2.2%
19	SPDR SER TR S&P DIVID ETF SDY	SDY	59,308	$7.5m1.61%	1.61%	Added +340	+340 0.6%
20	HOME DEPOT INC COM HD	HD	21,778	$7.5m1.60%	1.60%	Reduced -492	-492 -2.2%
21	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	7,130	$7.3m1.56%	1.56%	Reduced -53	-53 -0.7%
22	ABBVIE INC COM ABBV	ABBV	41,126	$7.1m1.51%	1.51%	Reduced -116	-116 -0.3%
23	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	34,165	$6.7m1.44%	1.44%	Reduced -1.4k	-1,353 -3.8%
24	LOCKHEED MARTIN CORP COM LMT	LMT	13,933	$6.5m1.39%	1.39%	Reduced -564	-564 -3.9%
25	DOMINOS PIZZA INC COM DPZ	DPZ	12,007	$6.2m1.32%	1.32%	Reduced -442	-442 -3.5%
26	SCHWAB CHARLES CORP COM SCHW	SCHW	81,794	$6.0m1.29%	1.29%	Reduced -2.1k	-2,080 -2.5%
27	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	77,317	$6.0m1.28%	1.28%	Added +3.0k	+2,997 4.0%
28	UNION PAC CORP COM UNP	UNP	25,633	$5.8m1.24%	1.24%	Reduced -210	-210 -0.8%
29	BLACKROCK INC COM BLK	BLK	7,324	$5.8m1.23%	1.23%	Reduced -101	-101 -1.4%
30	ALPHABET INC CAP STK CL A GOOGL	GOOGL	31,403	$5.7m1.22%	1.22%	Reduced -14.7k	-14,670 -31.8%
31	NORTHROP GRUMMAN CORP COM NOC	NOC	12,946	$5.6m1.20%	1.20%	Reduced -432	-432 -3.2%
32	ISHARES TR CORE S&P SCP ETF IJR	IJR	52,631	$5.6m1.20%	1.20%	Reduced -634	-634 -1.2%
33	QUALCOMM INC COM QCOM	QCOM	27,509	$5.5m1.17%	1.17%	Reduced -9.2k	-9,170 -25.0%
34	MCDONALDS CORP COM MCD	MCD	21,315	$5.4m1.16%	1.16%	Added +62	+62 0.3%
35	PHILIP MORRIS INTL INC COM PM	PM	51,650	$5.2m1.12%	1.12%	Reduced -1.4k	-1,409 -2.7%
36	PAYCHEX INC COM PAYX	PAYX	42,628	$5.1m1.08%	1.08%	Added +235	+235 0.6%
37	JOHNSON & JOHNSON COM JNJ	JNJ	34,300	$5.0m1.07%	1.07%	Reduced -99	-99 -0.3%
38	MARRIOTT INTL INC NEW CL A MAR	MAR	19,572	$4.7m1.01%	1.01%	Reduced -268	-268 -1.4%
39	PEPSICO INC COM PEP	PEP	26,368	$4.3m0.93%	0.93%	Added +62	+62 0.2%
40	ELI LILLY & CO COM LLY	LLY	4,757	$4.3m0.92%	0.92%	Added +7	+7 0.1%
41	STARBUCKS CORP COM SBUX	SBUX	53,572	$4.2m0.89%	0.89%	Reduced -2.6k	-2,566 -4.6%
42	AMAZON COM INC COM AMZN	AMZN	20,404	$3.9m0.84%	0.84%	Reduced -11.8k	-11,795 -36.6%
43	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	9,637	$3.9m0.84%	0.84%	Reduced -2.0k	-1,979 -17.0%
44	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	75,040	$3.7m0.78%	0.78%	Added +20	+20 0.0%
45	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	14,018	$3.2m0.68%	0.68%	Added +273	+273 2.0%
46	NVIDIA CORPORATION COM NVDA	NVDA	24,876	$3.1m0.66%	0.66%	Reduced -22.3k	-22,344 -47.3%
47	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	5,379	$3.0m0.64%	0.64%	Added +66	+66 1.2%
48	NXP SEMICONDUCTORS N V COM NXPI	NXPI	10,187	$2.7m0.59%	0.59%	Reduced -6.9k	-6,900 -40.4%
49	VANGUARD INDEX FDS MID CAP ETF VO	VO	10,892	$2.6m0.56%	0.56%	Reduced -32	-32 -0.3%
50	APPLIED MATLS INC COM AMAT	AMAT	10,753	$2.5m0.54%	0.54%	Reduced -9.1k	-9,063 -45.7%
51	ISHARES TR INTL SEL DIV ETF IDV	IDV	91,648	$2.5m0.54%	0.54%	Reduced -3.7k	-3,712 -3.9%
52	META PLATFORMS INC CL A META	META	4,790	$2.4m0.52%	0.52%	Added +649	+649 15.7%
53	SELECT SECTOR SPDR TR ENERGY XLE	XLE	26,268	$2.4m0.51%	0.51%	Reduced -10.7k	-10,652 -28.9%
54	S&P GLOBAL INC COM SPGI	SPGI	4,929	$2.2m0.47%	0.47%	Reduced -234	-234 -4.5%
55	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	42,662	$2.1m0.45%	0.45%	Reduced -769	-769 -1.8%
56	WELLS FARGO CO NEW COM WFC	WFC	34,626	$2.1m0.44%	0.44%	Unchanged
57	CHENIERE ENERGY INC COM NEW LNG	LNG	11,402	$2.0m0.43%	0.43%	Reduced -7.3k	-7,316 -39.1%
58	GE AEROSPACE COM NEW GE	GE	12,534	$2.0m0.43%	0.43%	New
59	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,132	$2.0m0.42%	0.42%	Added +1	+1 0.0%
60	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	14,059	$1.9m0.41%	0.41%	Added +69	+69 0.5%
61	ALPHABET INC CAP STK CL C GOOG	GOOG	10,041	$1.8m0.39%	0.39%	Reduced -1.2k	-1,171 -10.4%
62	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	31,433	$1.6m0.34%	0.34%	Reduced -5.4k	-5,404 -14.7%
63	TEXAS INSTRS INC COM TXN	TXN	7,790	$1.5m0.32%	0.32%	Reduced -1.2k	-1,245 -13.8%
64	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	13,267	$1.2m0.27%	0.27%	Reduced -200	-200 -1.5%
65	PALO ALTO NETWORKS INC COM PANW	PANW	3,402	$1.2m0.25%	0.25%	Reduced -2.3k	-2,325 -40.6%
66	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,185	$1.1m0.23%	0.23%	Reduced -178	-178 -7.5%
67	UNITEDHEALTH GROUP INC COM UNH	UNH	2,130	$1.1m0.23%	0.23%	Added +12	+12 0.6%
68	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	3,942	$984.1k0.21%	0.21%	Reduced -1	-1 -0.0%
69	ISHARES TR IBONDS DEC25 ETF IBDQ	IBDQ	38,037	$945.6k0.20%	0.20%	Reduced -2.4k	-2,351 -5.8%
70	VANGUARD INDEX FDS SMALL CP ETF VB	VB	4,295	$936.5k0.20%	0.20%	Reduced -37	-37 -0.8%
71	LENNAR CORP CL A LEN	LEN	6,049	$906.6k0.19%	0.19%	Reduced -5.6k	-5,562 -47.9%
72	NORFOLK SOUTHN CORP COM NSC	NSC	3,826	$821.4k0.18%	0.18%	Reduced -247	-247 -6.1%
73	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,534	$820.8k0.18%	0.18%	Unchanged
74	TARGET CORP COM TGT	TGT	5,419	$802.3k0.17%	0.17%	Reduced -9	-9 -0.2%
75	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,168	$760.7k0.16%	0.16%	Reduced -32	-32 -0.8%
76	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	11,770	$753.3k0.16%	0.16%	Reduced -1.2k	-1,238 -9.5%
77	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,588	$736.0k0.16%	0.16%	Unchanged
78	ISHARES TR IBONDS DEC24 ETF IBDP	IBDP	28,889	$726.0k0.15%	0.15%	Reduced -477	-477 -1.6%
79	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	4,261	$703.1k0.15%	0.15%	Reduced -3.2k	-3,225 -43.1%
80	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	12,027	$681.7k0.15%	0.15%	Reduced -92	-92 -0.8%
81	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,241	$675.4k0.14%	0.14%	Added +121	+121 10.8%
82	DISCOVER FINL SVCS COM DFS	DFS	5,110	$668.4k0.14%	0.14%	Reduced -267	-267 -5.0%
83	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,602	$657.6k0.14%	0.14%	Unchanged
84	ISHARES TR CORE S&P MCP ETF IJH	IJH	11,029	$645.4k0.14%	0.14%	Added +15	+15 0.1%
85	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	5,644	$635.7k0.14%	0.14%	Reduced -39	-39 -0.7%
86	Berkshire Hat A 100th COM COM		100	$612.2k0.13%	0.13%	Unchanged
87	MICRON TECHNOLOGY INC COM MU	MU	4,488	$590.3k0.13%	0.13%	Reduced -3.3k	-3,347 -42.7%
88	ULTA BEAUTY INC COM ULTA	ULTA	1,522	$587.3k0.13%	0.13%	Reduced -930	-930 -37.9%
89	CISCO SYS INC COM CSCO	CSCO	12,283	$583.6k0.12%	0.12%	Added +10	+10 0.1%
90	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,589	$579.2k0.12%	0.12%	Added +36	+36 2.3%
91	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,168	$576.8k0.12%	0.12%	Unchanged
92	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	3,371	$507.1k0.11%	0.11%	Unchanged
93	CATERPILLAR INC COM CAT	CAT	1,447	$482.1k0.10%	0.10%	Reduced -49	-49 -3.3%
94	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	6,163	$472.7k0.10%	0.10%	Reduced -400	-400 -6.1%
95	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,705	$470.2k0.10%	0.10%	Reduced -702	-702 -20.6%
96	DISNEY WALT CO COM DIS	DIS	4,724	$469.0k0.10%	0.10%	Added +94	+94 2.0%
97	WISDOMTREE TR DYNAMIC INTL EQT DDWM	DDWM	13,146	$447.8k0.10%	0.10%	Reduced -166	-166 -1.2%
98	YUM BRANDS INC COM YUM	YUM	3,253	$430.9k0.09%	0.09%	Unchanged
99	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	8,462	$425.7k0.09%	0.09%	New
100	ISHARES TR IBONDS 27 ETF IBDS	IBDS	17,672	$419.4k0.09%	0.09%	Reduced -596	-596 -3.3%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
AMERICAN TOWER CORP NEW AMT	AMT	23,018	$4.5m23.0k shares
SKYWORKS SOLUTIONS INC SWKS	SWKS	12,424	$1.3m12.4k shares
ARK ETF TR ARKK	ARKK	11,583	$580.1k11.6k shares
ISHARES TR PFF	PFF	10,675	$344.1k10.7k shares
FISERV INC FISV	FISV	1,963	$313.7k2.0k shares
SHOPIFY INC SHOP	SHOP	3,820	$294.8k3.8k shares
PFIZER INC PFE	PFE	9,848	$273.3k9.8k shares
CVS HEALTH CORP CVS	CVS	3,338	$266.2k3.3k shares
VERIZON COMMUNICATIONS INC VZ	VZ	5,544	$232.6k5.5k shares
ISHARES TR IWP	IWP	1,772	$202.3k1.8k shares
VERU INC		59,523	$41.7k59.5k shares