0001398344-20-010221.txt : 20200515
0001398344-20-010221.hdr.sgml : 20200515
20200515085407
ACCESSION NUMBER: 0001398344-20-010221
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200515
DATE AS OF CHANGE: 20200515
EFFECTIVENESS DATE: 20200515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Asset Management Group, Inc.
CENTRAL INDEX KEY: 0001511550
IRS NUMBER: 061079348
STATE OF INCORPORATION: CT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14759
FILM NUMBER: 20880859
BUSINESS ADDRESS:
STREET 1: 60 LONG RIDGE ROAD, SUITE 305
CITY: STAMFORD
STATE: CT
ZIP: 06902
BUSINESS PHONE: 203-964-8300
MAIL ADDRESS:
STREET 1: 60 LONG RIDGE ROAD, SUITE 305
CITY: STAMFORD
STATE: CT
ZIP: 06902
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001511550
XXXXXXXX
03-31-2020
03-31-2020
false
Asset Management Group, Inc.
60 LONG RIDGE ROAD, SUITE 305
STAMFORD
CT
06902
13F HOLDINGS REPORT
028-14759
N
LeGrand S. Redfield, Jr.
President
203-964-8300
/s/LeGrand S. Redfield, Jr.
Stamford
CT
05-05-2020
0
103
265109
INFORMATION TABLE
2
fp0053761_13fhr-table.xml
13F INFORMATION TABLE
Abbott Laboratories
SK
002824100
1176
14901
SH
SOLE
0
0
14901
Alphabet Inc Class A
SK
02079K305
271
233
SH
SOLE
0
0
233
Alphabet Inc Class C
SK
02079K107
314
270
SH
SOLE
0
0
270
Amazon Com Inc
SK
023135106
1733
889
SH
SOLE
0
0
889
Analog Devices, Inc.
SK
032654105
316
3530
SH
SOLE
0
0
3530
Apple Computers
SK
037833100
6272
24666
SH
SOLE
0
0
24666
Barclay's Aggregate Bond Index I-Shares
ET
464287226
4140
35884
SH
SOLE
0
0
35884
Berkley W R Corporation
SK
084423102
2223
42602
SH
SOLE
0
0
42602
Berkshire Hathaway Cl B
SK
084670702
1265
6917
SH
SOLE
0
0
6917
Boston Beer Co Inc Cl A Class A
SK
100557107
402
1094
SH
SOLE
0
0
1094
Canadian Pac Ltd New F
SK
13645T100
406
1850
SH
SOLE
0
0
1850
Caterpillar Inc
SK
149123101
1069
9212
SH
SOLE
0
0
9212
Charter Communications
SK
16119P108
842
1929
SH
SOLE
0
0
1929
Cisco Systems Inc
SK
17275R102
444
11287
SH
SOLE
0
0
11287
Dominos Pizza Inc
SK
25754A201
1174
3623
SH
SOLE
0
0
3623
Fidelity Msci Real Estate Index Etf
ET
316092857
4233
203506
SH
SOLE
0
0
203506
General Electric Co.
SK
369604103
162
20371
SH
SOLE
0
0
20371
Gilead Sciences Inc
SK
375558103
656
8777
SH
SOLE
0
0
8777
Hewlett Packard Co
SK
428236103
318
18330
SH
SOLE
0
0
18330
Home Depot Inc
SK
437076102
216
1157
SH
SOLE
0
0
1157
Invesco NY Muni AMT Free Mun Bd ETF
ET
46138E529
511
20360
SH
SOLE
0
0
20360
Invesco National AMT Free Mun Bd ETF
ET
46138E537
244
9444
SH
SOLE
0
0
9444
Invesco QQQ Trust
ET
46090E103
3070
16124
SH
SOLE
0
0
16124
Ishares Barclays Bd Fd 7-10 Yr Tr
ET
464287440
5499
45269
SH
SOLE
0
0
45269
Ishares Barclays Tips Bond Fund
ET
464287176
9657
81897
SH
SOLE
0
0
81897
Ishares Core S&P Smallcap ETF 600
ET
464287804
1780
31723
SH
SOLE
0
0
31723
Ishares Core US Growth
ET
464287671
501
8775
SH
SOLE
0
0
8775
Ishares Core US Value
ET
464287663
2908
62973
SH
SOLE
0
0
62973
Ishares Goldman Sachs Tech Index
ET
464287549
2350
11097
SH
SOLE
0
0
11097
Ishares Lehman Treas Bond 1-3 Year
ET
464287457
721
8318
SH
SOLE
0
0
8318
Ishares Morningstar Fund Large Core Inde
ET
464287127
268
1826
SH
SOLE
0
0
1826
Ishares Msci Emrg Mkt Fd
ET
464287234
3002
87955
SH
SOLE
0
0
87955
Ishares Msci Etf Eafe Minimum Volatility
ET
46429B689
9884
159301
SH
SOLE
0
0
159301
Ishares Pharmaceutical Index Fund
ET
464288836
523
3890
SH
SOLE
0
0
3890
Ishares Russell Midcap Index Fund
ET
464287499
1741
40320
SH
SOLE
0
0
40320
Ishares Russell Midcap Value Index Fund
ET
464287473
10609
165528
SH
SOLE
0
0
165528
Ishares S&P 500 Growth S&P 500 Growth In
ET
464287309
2418
14651
SH
SOLE
0
0
14651
Ishares S&P Midcap 400 Bar Val
ET
464287705
5294
48235
SH
SOLE
0
0
48235
Ishares S&P Midcap 400 Growth Index Fund
ET
464287606
2869
16077
SH
SOLE
0
0
16077
Ishares S&P North Am Fund
ET
464287374
644
38706
SH
SOLE
0
0
38706
Ishares S&P Smallcap Growth ETF
ET
464287887
3011
21843
SH
SOLE
0
0
21843
Ishares S&P Smallcap 600 Value
ET
464287879
5250
52535
SH
SOLE
0
0
52535
Ishares Tr Cohen & Steer Realty Majors I
ET
464287564
4781
52208
SH
SOLE
0
0
52208
Ishares Tr Msci Eafe
ET
464287465
2839
53103
SH
SOLE
0
0
53103
Ishares Tr Russell 1000 Growth
ET
464287614
702
4661
SH
SOLE
0
0
4661
Ishares Tr Russell 1000 Ind
ET
464287622
200
1415
SH
SOLE
0
0
1415
Ishares Tr Russell 1000 Val
ET
464287598
2655
26769
SH
SOLE
0
0
26769
Ishares Tr Russell 2000 Val
ET
464287630
1294
15770
SH
SOLE
0
0
15770
Ishares Tr S&P 100 Index
ET
464287101
311
2624
SH
SOLE
0
0
2624
Ishares Tr S&P 500 Barra Val
ET
464287408
5463
56760
SH
SOLE
0
0
56760
Ishares Tr S&P Midcap 400 Ind
ET
464287507
7417
51555
SH
SOLE
0
0
51555
Ishares Trust Dow Jones Select Dividend
ET
464287168
1179
16035
SH
SOLE
0
0
16035
Ishares Trust S&P 500 Index
ET
464287200
7230
27981
SH
SOLE
0
0
27981
Ishares Yield Optimized Bond Etf
ET
46434V787
2853
115707
SH
SOLE
0
0
115707
J P Morgan & Co. Inc.
SK
46625H100
202
2243
SH
SOLE
0
0
2243
Johnson & Johnson
SK
478160104
1956
14918
SH
SOLE
0
0
14918
Microsoft Corp
SK
594918104
561
3557
SH
SOLE
0
0
3557
Mid Cap S P D R Trust Unit Ser
ET
78467Y107
1506
5729
SH
SOLE
0
0
5729
Moodys Corp
SK
615369105
711
3364
SH
SOLE
0
0
3364
Omnicom Group Inc
SK
681919106
463
8433
SH
SOLE
0
0
8433
P J T Partners Inc Cl A
SK
69343T107
2617
60321
SH
SOLE
0
0
60321
Paychex Inc
SK
704326107
511
8117
SH
SOLE
0
0
8117
Pepsico
SK
713448108
6123
50983
SH
SOLE
0
0
50983
Pfizer Inc
SK
717081103
1334
40875
SH
SOLE
0
0
40875
Pimco Active Bond ETF
ET
72201R775
2127
20036
SH
SOLE
0
0
20036
Procter & Gamble Co.
SK
742718109
1247
11340
SH
SOLE
0
0
11340
Proshares Ultra S&P 500
ET
74347R107
3152
35453
SH
SOLE
0
0
35453
S P D R Trust Unit Sr 1
ET
78462F103
1443
5597
SH
SOLE
0
0
5597
Sch US Reit ETF
ET
808524847
295
8996
SH
SOLE
0
0
8996
Sch Us Mid-Cap Etf
ET
808524508
6665
158099
SH
SOLE
0
0
158099
Schw US Large Cap ETF
ET
808524201
1832
29910
SH
SOLE
0
0
29910
Schw Us Brd Mkt Etf
ET
808524102
991
16399
SH
SOLE
0
0
16399
Schw Us Scap Etf
ET
808524607
2298
44602
SH
SOLE
0
0
44602
Schwab Emerging Markets Equity Etf
ET
808524706
2351
113650
SH
SOLE
0
0
113650
Schwab Intermediate Term Us Trs Etf
ET
808524854
709
12060
SH
SOLE
0
0
12060
Schwab US Lg Cap Growth ETF
ET
808524300
412
5168
SH
SOLE
0
0
5168
Schwab US Tips ETF
ET
808524870
7634
132740
SH
SOLE
0
0
132740
Sector Spdr Engy Select Shares Of Benefi
ET
81369Y506
806
27735
SH
SOLE
0
0
27735
Southridge Ent Inc New
SK
84467T403
0
24000
SH
SOLE
0
0
24000
Spdr S&P 400 Mid Cap Growth Etf
ET
78464A821
1040
24289
SH
SOLE
0
0
24289
Spdr S&P 600 Small Cap
ET
78464A813
3325
68660
SH
SOLE
0
0
68660
Spdr S&P Biotech Etf
ET
78464A870
2053
26511
SH
SOLE
0
0
26511
Spdr S&P Dividend Etf
ET
78464A763
2122
26574
SH
SOLE
0
0
26574
Vanguard Bond Index Fund Intermediate Te
ET
921937819
5978
66918
SH
SOLE
0
0
66918
Vanguard Bond Index Short Term Bond ETF
ET
921937827
838
10195
SH
SOLE
0
0
10195
Vanguard Corp Bond Etf Short-Term Corp B
ET
92206C409
5429
68640
SH
SOLE
0
0
68640
Vanguard Div Appreciation ETF
ET
921908844
9262
89581
SH
SOLE
0
0
89581
Vanguard Emerging Market
ET
922042858
443
13212
SH
SOLE
0
0
13212
Vanguard Energy Index
ET
92204A306
587
15348
SH
SOLE
0
0
15348
Vanguard Ftse Developed Markets Etf
ET
921943858
261
7835
SH
SOLE
0
0
7835
Vanguard Growth Etf Msci Us Prime Mkt
ET
922908736
945
6029
SH
SOLE
0
0
6029
Vanguard Info Technology
ET
92204A702
1487
7016
SH
SOLE
0
0
7016
Vanguard Mid Cap
ET
922908629
1669
12674
SH
SOLE
0
0
12674
Vanguard Mid Cap Growth Etf
ET
922908538
1384
10924
SH
SOLE
0
0
10924
Vanguard Mid Cap Value
ET
922908512
6255
76947
SH
SOLE
0
0
76947
Vanguard Msci Us Sm Cap Growth
ET
922908595
9454
62901
SH
SOLE
0
0
62901
Vanguard Reit
ET
922908553
2463
35265
SH
SOLE
0
0
35265
Vanguard Small Cap ETF
ET
922908751
3209
27797
SH
SOLE
0
0
27797
Vanguard Small Cap Value
ET
922908611
11582
130426
SH
SOLE
0
0
130426
Vanguard Total Intl ETF
ET
921909768
458
10921
SH
SOLE
0
0
10921
Vanguard Total Stock Mkt
ET
922908769
6395
49609
SH
SOLE
0
0
49609
Wal Mart Stores
SK
931142103
906
7971
SH
SOLE
0
0
7971
Walt Disney Co Holding Co
SK
254687106
2308
23891
SH
SOLE
0
0
23891