0001085146-22-003846.txt : 20221109 0001085146-22-003846.hdr.sgml : 20221109 20221109144125 ACCESSION NUMBER: 0001085146-22-003846 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221372087 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 09-30-2022 09-30-2022 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 11-09-2022 0 63 176889 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALLISON TRANSMISSION HLDGS I COM 01973R101 3286 97321 SH SOLE 97321 0 0 ALPHABET INC CAP STK CL A 02079K305 6033 62763 SH SOLE 62763 0 0 AMAZON COM INC COM 023135106 2156 19083 SH SOLE 19083 0 0 APPLE INC COM 037833100 1895 13709 SH SOLE 13709 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 249 1100 SH SOLE 1100 0 0 BANK NEW YORK MELLON CORP COM 064058100 2634 68382 SH SOLE 68382 0 0 BERKLEY W R CORP COM 084423102 279 4319 SH SOLE 4319 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13605 50952 SH SOLE 50952 0 0 BK OF AMERICA CORP COM 060505104 3130 103633 SH SOLE 103633 0 0 CHUBB LIMITED COM H1467J104 243 1336 SH SOLE 1336 0 0 COMCAST CORP NEW CL A 20030N101 2282 77802 SH SOLE 77802 0 0 DISNEY WALT CO COM 254687106 2529 26811 SH SOLE 26811 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 812 34139 SH SOLE 34139 0 0 FEDEX CORP COM 31428X106 2265 15255 SH SOLE 15255 0 0 FISERV INC COM 337738108 2817 30102 SH SOLE 30102 0 0 GRAHAM CORP COM 384556106 5033 9355 SH SOLE 9355 0 0 HONEYWELL INTL INC COM 438516106 238 1423 SH SOLE 1423 0 0 HORIZON BANCORP INC COM 440407104 201 11186 SH SOLE 11186 0 0 ISHARES TR MSCI EAFE ETF 464287465 213 3810 SH SOLE 3810 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 366 10481 SH SOLE 10481 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 408 3972 SH SOLE 3972 0 0 JOHNSON & JOHNSON COM 478160104 3286 20117 SH SOLE 20117 0 0 JPMORGAN CHASE & CO COM 46625H100 5252 50255 SH SOLE 50255 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 2648 35499 SH SOLE 35499 0 0 LOWES COS INC COM 548661107 5222 27805 SH SOLE 27805 0 0 META PLATFORMS INC CL A 30303M102 2672 19693 SH SOLE 19693 0 0 MICRON TECHNOLOGY INC COM 595112103 2188 43672 SH SOLE 43672 0 0 MICROSOFT CORP COM 594918104 5866 25187 SH SOLE 25187 0 0 NEXTERA ENERGY INC COM 65339F101 325 4144 SH SOLE 4144 0 0 ORACLE CORP COM 68389X105 1091 17860 SH SOLE 17860 0 0 PEPSICO INC COM 713448108 2362 14467 SH SOLE 14467 0 0 PROCTER AND GAMBLE CO COM 742718109 493 3901 SH SOLE 3901 0 0 PUBLIC STORAGE COM 74460D109 226 10380 SH SOLE 10380 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2953 36068 SH SOLE 36068 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3711 165660 SH SOLE 165660 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2824 100395 SH SOLE 100395 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2539 60465 SH SOLE 60465 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1342 24047 SH SOLE 24047 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7457 176087 SH SOLE 176087 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 4978 69122 SH SOLE 69122 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2408 79319 SH SOLE 79319 0 0 SIMON PPTY GROUP INC NEW COM 828806109 1627 18125 SH SOLE 18125 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4498 12592 SH SOLE 12592 0 0 STRYKER CORPORATION COM 863667101 1278 6308 SH SOLE 6308 0 0 TJX COS INC NEW COM 872540109 3121 50246 SH SOLE 50246 0 0 UNION PAC CORP COM 907818108 268 1374 SH SOLE 1374 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2132 4222 SH SOLE 4222 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 904 12078 SH SOLE 12078 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1699 23817 SH SOLE 23817 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 697 3709 SH SOLE 3709 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2950 8985 SH SOLE 8985 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 600 4181 SH SOLE 4181 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 4812 38969 SH SOLE 38969 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 228 4731 SH SOLE 4731 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 690 14332 SH SOLE 14332 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 474 6267 SH SOLE 6267 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9970 134218 SH SOLE 134218 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 815 22428 SH SOLE 22428 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 2391 10173 SH SOLE 10173 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 8934 39938 SH SOLE 39938 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 14964 48685 SH SOLE 48685 0 0 VISA INC COM CL A 92826C839 2244 12633 SH SOLE 12633 0 0 WALMART INC COM 931142103 1076 8298 SH SOLE 8298 0 0