Compliance Officer

0001085146-23-000714.txt : 20230207 0001085146-23-000714.hdr.sgml : 20230207 20230206183957 ACCESSION NUMBER: 0001085146-23-000714 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230207 DATE AS OF CHANGE: 20230206 EFFECTIVENESS DATE: 20230207 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: 23592078 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 X0202 13F-HR LIVE false false false 0001122241 XXXXXXXX 12-31-2022 12-31-2022 false AMI INVESTMENT MANAGEMENT INC

P O BOX 247 710 N KRUEGER STREET KENDALLVILLE IN 46755

13F HOLDINGS REPORT 028-10180 N Erica Gulick Compliance Officer 260-347-1281 /s/Erica Gulick Kendallville IN 02-06-2023 0 61 198413439 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALLISON TRANSMISSION HLDGS I COM 01973R101 BBG001V0T5F3 4007203 96327 SH SOLE 96327 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 5611439 63256 SH SOLE 63256 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1679580 19995 SH SOLE 19995 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1731866 13329 SH SOLE 13329 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 262746 1100 SH SOLE 1100 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 3384991 102204 SH SOLE 102204 0 0 BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 3022376 66397 SH SOLE 66397 0 0 BERKLEY W R CORP COM 084423102 BBG001S5P463 313429 4319 SH SOLE 4319 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 14062673 45525 SH SOLE 45525 0 0 CHUBB LIMITED COM H1467J104 BBG001S8S1L3 265161 1202 SH SOLE 1202 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 3088925 35554 SH SOLE 35554 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 826043 34247 SH SOLE 34247 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 2807052 16207 SH SOLE 16207 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 3166220 31327 SH SOLE 31327 0 0 GRAHAM CORP COM 384556106 BBG001S5RK92 5162370 8544 SH SOLE 8544 0 0 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 283519 1323 SH SOLE 1323 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 250088 3810 SH SOLE 3810 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 397230 10481 SH SOLE 10481 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 3599429 20376 SH SOLE 20376 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 6304182 47011 SH SOLE 47011 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 BBG006GNRZ92 2484922 32761 SH SOLE 32761 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 5547979 27846 SH SOLE 27846 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2383695 19808 SH SOLE 19808 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 2207067 44159 SH SOLE 44159 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 6150018 25644 SH SOLE 25644 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 289585 3464 SH SOLE 3464 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 1468868 17970 SH SOLE 17970 0 0 PEPSICO INC COM 713448108 BBG001S695T1 2625712 14534 SH SOLE 14534 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 595025 3926 SH SOLE 3926 0 0 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 210378 9980 SH SOLE 9980 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 3663591 36302 SH SOLE 36302 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 3964986 167511 SH SOLE 167511 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 3088361 95882 SH SOLE 95882 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 2782639 62099 SH SOLE 62099 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 1305573 23498 SH SOLE 23498 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 7907495 175138 SH SOLE 175138 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 6159725 70421 SH SOLE 70421 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 2638427 77147 SH SOLE 77147 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 650225 8722 SH SOLE 8722 0 0 SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 2068215 17605 SH SOLE 17605 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 4788806 12522 SH SOLE 12522 0 0 STRYKER CORPORATION COM 863667101 BBG001S8FR03 1633438 6681 SH SOLE 6681 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 4022506 50534 SH SOLE 50534 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 284514 1374 SH SOLE 1374 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 2249024 4242 SH SOLE 4242 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 576229 8021 SH SOLE 8021 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 818705 4017 SH SOLE 4017 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 3169438 9021 SH SOLE 9021 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 663943 4181 SH SOLE 4181 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 5453234 38849 SH SOLE 38849 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 220985 4731 SH SOLE 4731 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 6399700 129313 SH SOLE 129313 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 6754089 115494 SH SOLE 115494 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 BBG001T62M38 419329 5410 SH SOLE 5410 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 9960269 132468 SH SOLE 132468 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 877467 20907 SH SOLE 20907 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 BBG001SHVTQ3 2147276 9804 SH SOLE 9804 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 9997407 40304 SH SOLE 40304 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 15530672 48623 SH SOLE 48623 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 2854230 13738 SH SOLE 13738 0 0 WALMART INC COM 931142103 BBG001S5XH92 1173170 8274 SH SOLE 8274 0 0