American Money Management, LLC

RIA/Wealth

American Money Management, LLC is a RIA/Wealth based in Rancho Santa Fe, CA led by Michael John Moore, reporting $734.0M in AUM as of Q3 2025 with 43% ETF concentration.

CIOMichael John Moore

Portfolio Value: $599.0M
Positions: 146
Top Holding: VGSH at 6.19%
Last Reported: Q3 2025

Address14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA, 92067, United States

Top Holdings

Largest long holdings in American Money Management, LLC's portfolio (38.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Short-Term Treasury VGSH	ETF ETF	$37.1M	6.19%	+$1.2M Bought	— 629.9K shares	Q3 2022 Held for 3y 2m
2 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$33.7M	5.62%	+$924.2K Bought	— 421.5K shares	Q2 2021 Held for 4y 5m
3 Microsoft MSFT	Software - Infrastructure Technology	$31.1M	5.18%	+$149.7K Bought	0.00% 60.0K shares	Q4 2013 Held for 11y 11m
4 Apple AAPL	Consumer Electronics Technology	$28.7M	4.79%	+$13.8K Bought	0.00% 112.6K shares	Q4 2013 Held for 11y 11m
5 Vanguard Intermediate-Term Bond BIV	ETF ETF	$20.6M	3.45%	+$468.8K Bought	— 264.3K shares	Q3 2021 Held for 4y 2m
6 Vanguard FTSE Developed Markets VEA	ETF ETF	$20.3M	3.39%	-$440.5K Sold	— 338.8K shares	Q2 2020 Held for 5y 5m
7 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$20.2M	3.37%	+$727.9K Bought	— 424.9K shares	Q2 2024 Held for 1y 5m
8 iShares 0-5 Year TIPS Bond STIP	ETF ETF	$13.5M	2.26%	+$446.2K Bought	— 130.8K shares	Q2 2018 Held for 7y 5m
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$12.5M	2.08%	-$38.2K Sold	0.00% 39.5K shares	Q4 2013 Held for 11y 11m
10 Visa V	Financial - Credit Services Financial Services	$12.2M	2.04%	+$243.1K Bought	0.00% 35.7K shares	Q2 2014 Held for 11y 5m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in American Money Management, LLC's latest filing

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GthenC

Market Value

$599.0M

Prior: $565.1M

Q/Q Change

+5.99%

+$33.9M

Net Flows % of MV

+1.19%

Turnover Ratio

2.56%

New Purchases

5 stocks

$1.6M

Added To

58 stocks

+$16.8M

Sold Out Of

5 stocks

$1.5M

Reduced Holdings

67 stocks

-$9.7M

Increased Positions

Position	Shares Δ	Change
1 Fair Isaac FICO	New	0 → 341.0 +$510.0K
2 SHEL Shell plc SHEL	New	0 → 5.1K +$368.0K
3 Celestica CLS	New	0 → 1.0K +$256.2K
4 Blackstone BX	New	0 → 1.5K +$255.3K
5 TE Connectivity TEL	New	0 → 1.0K +$221.9K

Decreased Positions

Position	Shares Δ	Change
1 Realty Income O	Sold	7.3K → 0 −$418.0K
2 International Business Machines IBM	Sold	1.1K → 0 −$318.3K
3 Check Point Software Technologies CHKP	Sold	1.4K → 0 −$304.2K
4 Fiserv FI	Sold	1.3K → 0 −$225.7K
5 iShares Russell Mid-Cap Value IWS	Sold	1.7K → 0 −$223.3K