0001085146-22-002965.txt : 20220810
0001085146-22-002965.hdr.sgml : 20220810
20220810165847
ACCESSION NUMBER: 0001085146-22-002965
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220810
DATE AS OF CHANGE: 20220810
EFFECTIVENESS DATE: 20220810
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AMI INVESTMENT MANAGEMENT INC
CENTRAL INDEX KEY: 0001122241
IRS NUMBER: 351954247
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10180
FILM NUMBER: 221152520
BUSINESS ADDRESS:
STREET 1: P O BOX 247
STREET 2: 710 N KRUEGER STREET
CITY: KENDALLVILLE
STATE: IN
ZIP: 46755
BUSINESS PHONE: 2603471281
MAIL ADDRESS:
STREET 1: P O BOX 247
STREET 2: 710 N KRUEGER STREET
CITY: KENDALLVILLE
STATE: IN
ZIP: 46755
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001122241
XXXXXXXX
06-30-2022
06-30-2022
false
AMI INVESTMENT MANAGEMENT INC
P O BOX 247
710 N KRUEGER STREET
KENDALLVILLE
IN
46755
13F HOLDINGS REPORT
028-10180
N
Erica Gulick
Compliance Officer
260-347-1281
/s/Erica Gulick
Kendallville
IN
08-10-2022
0
70
198232
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALLISON TRANSMISSION HLDGS I
COM
01973R101
3865
100512
SH
SOLE
100512
0
0
ALPHABET INC
CAP STK CL A
02079K305
7410
3388
SH
SOLE
3388
0
0
AMAZON COM INC
COM
023135106
628
5910
SH
SOLE
5910
0
0
ANALOG DEVICES INC
COM
032654105
205
1400
SH
SOLE
1400
0
0
APPLE INC
COM
037833100
2018
14762
SH
SOLE
14762
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
231
1100
SH
SOLE
1100
0
0
BANK NEW YORK MELLON CORP
COM
064058100
3031
72679
SH
SOLE
72679
0
0
BERKLEY W R CORP
COM
084423102
307
4499
SH
SOLE
4499
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
14494
53087
SH
SOLE
53087
0
0
BK OF AMERICA CORP
COM
060505104
3248
104336
SH
SOLE
104336
0
0
CHUBB LIMITED
COM
H1467J104
318
1617
SH
SOLE
1617
0
0
COCA COLA CONS INC
COM
191098102
207
3297
SH
SOLE
3297
0
0
COMCAST CORP NEW
CL A
20030N101
3162
80579
SH
SOLE
80579
0
0
DISNEY WALT CO
COM
254687106
2539
26896
SH
SOLE
26896
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
843
34611
SH
SOLE
34611
0
0
FEDEX CORP
COM
31428X106
3433
15142
SH
SOLE
15142
0
0
FISERV INC
COM
337738108
2595
29167
SH
SOLE
29167
0
0
GRAHAM CORP
COM
384556106
5434
9586
SH
SOLE
9586
0
0
HONEYWELL INTL INC
COM
438516106
230
1323
SH
SOLE
1323
0
0
HOWARD HUGHES CORP
COM
44267D107
2217
32582
SH
SOLE
32582
0
0
ISHARES TR
CORE S&P500 ETF
464287200
374
986
SH
SOLE
986
0
0
ISHARES TR
MSCI EAFE ETF
464287465
243
3885
SH
SOLE
3885
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
421
10493
SH
SOLE
10493
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1255
7412
SH
SOLE
7412
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
421
4019
SH
SOLE
4019
0
0
JOHNSON & JOHNSON
COM
478160104
3393
19116
SH
SOLE
19116
0
0
JPMORGAN CHASE & CO
COM
46625H100
5757
51119
SH
SOLE
51119
0
0
LIBERTY BROADBAND CORP
COM SER A
530307107
4189
36892
SH
SOLE
36892
0
0
LOWES COS INC
COM
548661107
4967
28439
SH
SOLE
28439
0
0
META PLATFORMS INC
CL A
30303M102
3222
19979
SH
SOLE
19979
0
0
MICRON TECHNOLOGY INC
COM
595112103
1993
36045
SH
SOLE
36045
0
0
MICROSOFT CORP
COM
594918104
5897
22962
SH
SOLE
22962
0
0
NEXTERA ENERGY INC
COM
65339F101
321
4143
SH
SOLE
4143
0
0
ORACLE CORP
COM
68389X105
1424
20381
SH
SOLE
20381
0
0
PEPSICO INC
COM
713448108
2589
15532
SH
SOLE
15532
0
0
PROCTER AND GAMBLE CO
COM
742718109
535
3721
SH
SOLE
3721
0
0
PUBLIC STORAGE
COM
74460D109
257
10580
SH
SOLE
10580
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
3356
34918
SH
SOLE
34918
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
4042
159262
SH
SOLE
159262
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
3191
101473
SH
SOLE
101473
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
354
7194
SH
SOLE
7194
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
627
13104
SH
SOLE
13104
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
2891
65432
SH
SOLE
65432
0
0
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
1488
25658
SH
SOLE
25658
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
7982
178735
SH
SOLE
178735
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
4221
59033
SH
SOLE
59033
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
3095
98410
SH
SOLE
98410
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
1756
18503
SH
SOLE
18503
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4774
12655
SH
SOLE
12655
0
0
STRYKER CORPORATION
COM
863667101
1114
5599
SH
SOLE
5599
0
0
TJX COS INC NEW
COM
872540109
2771
49621
SH
SOLE
49621
0
0
UNION PAC CORP
COM
907818108
293
1374
SH
SOLE
1374
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
2237
4355
SH
SOLE
4355
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1444
18799
SH
SOLE
18799
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1665
22118
SH
SOLE
22118
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
355
2027
SH
SOLE
2027
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
3124
9005
SH
SOLE
9005
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
626
4181
SH
SOLE
4181
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
5347
40547
SH
SOLE
40547
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
237
4731
SH
SOLE
4731
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
868
17394
SH
SOLE
17394
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1167
14583
SH
SOLE
14583
0
0
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
432
9028
SH
SOLE
9028
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
11714
153600
SH
SOLE
153600
0
0
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
915
22428
SH
SOLE
22428
0
0
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
3272
14387
SH
SOLE
14387
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
9578
40670
SH
SOLE
40670
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
16247
49753
SH
SOLE
49753
0
0
VISA INC
COM CL A
92826C839
2383
12105
SH
SOLE
12105
0
0
WALMART INC
COM
931142103
993
8171
SH
SOLE
8171
0
0