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 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