Universe · entity
AMI INVESTMENT MANAGEMENT INC
Institutional manager (13F) · CIK 1122241
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $430M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD WORLD FD | $49M | 70,076 |
| 2 | VANGUARD SCOTTSDALE FDS | $43M | 544,670 |
| 3 | VANGUARD SCOTTSDALE FDS | $37M | 639,260 |
| 4 | VANGUARD MALVERN FDS | $33M | 424,563 |
| 5 | VANGUARD SCOTTSDALE FDS | $26M | 434,706 |
| 6 | BERKSHIRE HATHAWAY INC DEL | $14M | 29,012 |
| 7 | STATE STR SPDR S&P 500 ETF T | $13M | 20,253 |
| 8 | HARBOR ETF TRUST | $13M | 436,578 |
| 9 | DOUBLELINE ETF TRUST | $12M | 248,126 |
| 10 | SCHWAB STRATEGIC TR | $11M | 375,933 |
| 11 | ALPHABET INC | $11M | 37,095 |
| 12 | VANGUARD MUN BD FDS | $10M | 197,020 |
| 13 | VANGUARD INDEX FDS | $10M | 49,669 |
| 14 | MICROSOFT CORP | $9M | 24,644 |
| 15 | JPMORGAN CHASE & CO | $9M | 29,477 |
| 16 | DIMENSIONAL ETF TRUST | $8M | 241,373 |
| 17 | SCHWAB STRATEGIC TR | $7M | 289,648 |
| 18 | SELECT SECTOR SPDR TR | $6M | 105,654 |
| 19 | RTX CORPORATION | $6M | 29,843 |
| 20 | JOHNSON & JOHNSON | $6M | 23,489 |
| 21 | META PLATFORMS INC | $6M | 9,703 |
| 22 | VISA INC | $5M | 17,613 |
| 23 | LOWES COS INC | $5M | 21,074 |
| 24 | TJX COS INC NEW | $5M | 29,245 |
| 25 | VANGUARD WORLD FD | $5M | 17,030 |
| 26 | UNION PAC CORP | $4M | 18,456 |
| 27 | AMAZON COM INC | $4M | 20,753 |
| 28 | BANK AMERICA CORP | $4M | 85,238 |
| 29 | FEDEX CORP | $4M | 11,562 |
| 30 | DISNEY WALT CO | $4M | 42,089 |
| 31 | STRYKER CORPORATION | $4M | 12,341 |
| 32 | SELECT SECTOR SPDR TR | $4M | 83,102 |
| 33 | VANGUARD INDEX FDS | $4M | 6,189 |
| 34 | ALLISON TRANSMISSION HLDGS I | $3M | 28,125 |
| 35 | GRAHAM HLDGS CO | $3M | 2,774 |
| 36 | VANGUARD INDEX FDS | $3M | 32,508 |
| 37 | VANGUARD WORLD FD | $3M | 7,980 |
| 38 | UNITEDHEALTH GROUP INC | $3M | 10,108 |
| 39 | SELECT SECTOR SPDR TR | $3M | 30,824 |
| 40 | HERSHEY CO | $2M | 11,481 |
| 41 | APPLE INC | $2M | 8,961 |
| 42 | SCHWAB STRATEGIC TR | $2M | 85,987 |
| 43 | ELEVANCE HEALTH INC FORMERLY | $2M | 7,310 |
| 44 | WELLS FARGO & CO | $2M | 26,013 |
| 45 | VANGUARD INDEX FDS | $2M | 6,777 |
| 46 | SCHWAB STRATEGIC TR | $2M | 57,777 |
| 47 | SCHWAB STRATEGIC TR | $2M | 75,802 |
| 48 | ACCENTURE PLC IRELAND | $2M | 9,409 |
| 49 | SELECT SECTOR SPDR TR | $2M | 11,091 |
| 50 | NIKE INC | $2M | 31,528 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.