0001085146-22-001970.txt : 20220511 0001085146-22-001970.hdr.sgml : 20220511 20220510201040 ACCESSION NUMBER: 0001085146-22-001970 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220511 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220511 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: 22911700 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 03-31-2022 03-31-2022 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 05-10-2022 0 73 232209 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALLISON TRANSMISSION HLDGS I COM 01973R101 3816 97189 SH SOLE 97189 0 0 ALPHABET INC CAP STK CL A 02079K305 9285 3325 SH SOLE 3325 0 0 AMAZON COM INC COM 023135106 1033 317 SH SOLE 317 0 0 ANALOG DEVICES INC COM 032654105 231 1400 SH SOLE 1400 0 0 APPLE INC COM 037833100 2355 13487 SH SOLE 13487 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 250 1100 SH SOLE 1100 0 0 BANK NEW YORK MELLON CORP COM 064058100 3583 72193 SH SOLE 72193 0 0 BERKLEY W R CORP COM 084423102 307 4609 SH SOLE 4609 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19050 53981 SH SOLE 53981 0 0 BK OF AMERICA CORP COM 060505104 4112 99754 SH SOLE 99754 0 0 CHUBB LIMITED COM H1467J104 344 1610 SH SOLE 1610 0 0 CMS ENERGY CORP COM 125896100 203 2900 SH SOLE 2900 0 0 COCA COLA CONS INC COM 191098102 204 3297 SH SOLE 3297 0 0 COMCAST CORP NEW CL A 20030N101 3753 80154 SH SOLE 80154 0 0 DISNEY WALT CO COM 254687106 3418 24918 SH SOLE 24918 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 897 34750 SH SOLE 34750 0 0 FEDEX CORP COM 31428X106 3560 15385 SH SOLE 15385 0 0 FISERV INC COM 337738108 2839 27999 SH SOLE 27999 0 0 GRAHAM CORP COM 384556106 5766 9429 SH SOLE 9429 0 0 HONEYWELL INTL INC COM 438516106 224 1149 SH SOLE 1149 0 0 HOWARD HUGHES CORP COM 44267D107 3023 29180 SH SOLE 29180 0 0 ISHARES TR CORE S&P500 ETF 464287200 447 986 SH SOLE 986 0 0 ISHARES TR MSCI EAFE ETF 464287465 312 4235 SH SOLE 4235 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 509 11268 SH SOLE 11268 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1345 6553 SH SOLE 6553 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 689 6591 SH SOLE 6591 0 0 JOHNSON & JOHNSON COM 478160104 3244 18305 SH SOLE 18305 0 0 JPMORGAN CHASE & CO COM 46625H100 6761 49594 SH SOLE 49594 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 4756 36290 SH SOLE 36290 0 0 LOWES COS INC COM 548661107 5560 27500 SH SOLE 27500 0 0 META PLATFORMS INC CL A 30303M102 8749 39344 SH SOLE 39344 0 0 MICRON TECHNOLOGY INC COM 595112103 2538 32579 SH SOLE 32579 0 0 MICROSOFT CORP COM 594918104 7132 23132 SH SOLE 23132 0 0 NEXTERA ENERGY INC COM 65339F101 351 4143 SH SOLE 4143 0 0 ORACLE CORP COM 68389X105 1693 20467 SH SOLE 20467 0 0 PEPSICO INC COM 713448108 2783 16627 SH SOLE 16627 0 0 PROCTER AND GAMBLE CO COM 742718109 529 3461 SH SOLE 3461 0 0 PUBLIC STORAGE COM 74460D109 267 10580 SH SOLE 10580 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 3517 35502 SH SOLE 35502 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4329 155881 SH SOLE 155881 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3840 104570 SH SOLE 104570 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 445 8979 SH SOLE 8979 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 787 15555 SH SOLE 15555 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3629 67978 SH SOLE 67978 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3172 42396 SH SOLE 42396 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9713 180373 SH SOLE 180373 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 4372 57190 SH SOLE 57190 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 3769 98356 SH SOLE 98356 0 0 SIMON PPTY GROUP INC NEW COM 828806109 2312 17576 SH SOLE 17576 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5722 12669 SH SOLE 12669 0 0 TJX COS INC NEW COM 872540109 2780 45889 SH SOLE 45889 0 0 UNION PAC CORP COM 907818108 375 1374 SH SOLE 1374 0 0 UNITED PARCEL SERVICE INC CL B 911312106 227 1057 SH SOLE 1057 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2347 4602 SH SOLE 4602 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2004 25719 SH SOLE 25719 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2270 28536 SH SOLE 28536 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 509 2286 SH SOLE 2286 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5190 12500 SH SOLE 12500 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 752 4276 SH SOLE 4276 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 4158 28138 SH SOLE 28138 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 242 4731 SH SOLE 4731 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 938 18194 SH SOLE 18194 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1763 20489 SH SOLE 20489 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 723 14434 SH SOLE 14434 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 204 3437 SH SOLE 3437 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 10985 140665 SH SOLE 140665 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 240 4025 SH SOLE 4025 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1077 22428 SH SOLE 22428 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 379 14345 SH SOLE 14345 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 10138 39853 SH SOLE 39853 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 19829 47612 SH SOLE 47612 0 0 VISA INC COM CL A 92826C839 2323 10476 SH SOLE 10476 0 0 WALMART INC COM 931142103 1231 8269 SH SOLE 8269 0 0