Fund HoldingsAMI INVESTMENT MANAGEMENT INC

Total Portfolio Value
$286.57M
Total Bought
$20.27M
Total Sold
$14.23M
Net Transaction
+$6.04M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
HARBOR ETF TRUST
INTERNATNAL COMP
0380,222+380,222010,5173.67%+10,517
VANGUARD WORLD FD
INF TECH ETF
53,09454,105+1,01127,83931,19610.89%+3,357
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
539,286571,179+31,89331,31633,12311.56%+1,806
VANGUARD INDEX FDS3,12714,752+11,6252701,2360.43%+965
ALPHABET INC(GOOG)47,12544,225-2,9007,1758,1122.83%+936
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
174,239188,021+13,78210,20210,9483.82%+747
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
178,102185,487+7,38513,76914,3345.00%+564
DOUBLELINE ETF TRUST
MORTGAGE ETF
197,471209,730+12,2599,61510,1193.53%+504
SPDR S&P 500 ETF TR(SPY)23,73623,687-4912,41612,8914.50%+475
APPLE INC(AAPL)11,61011,486-1241,9912,4190.84%+428
MICRON TECHNOLOGY INC(MU)50,39347,317-3,0765,9426,2242.17%+282
HERSHEY CO(HSY)8,57710,557+1,9801,6681,9410.68%+272
AMAZON COM INC(AMZN)20,28920,187-1023,6603,9011.36%+241
ALPHABET INC(GOOG)01,167+1,16702130.07%+213
COSTCO WHSL CORP NEW(COST)0244+24402070.07%+207
ELI LILLY & CO(LLY)0229+22902070.07%+207
COCA COLA CO(KO)03,250+3,25002070.07%+207
VANGUARD INDEX FDS8,1438,093-503,9144,0481.41%+133
SCHWAB STRATEGIC TR132,118129,555-2,5638,1998,3242.90%+125
FEDEX CORP(FDX)15,89415,721-1734,6084,7141.64%+106
WALMART INC(WMT)14,51114,316-1958749690.34%+96
UNITEDHEALTH GROUP INC(UNH)4,9454,962+172,4462,5270.88%+81
ORACLE CORP(ORCL)8,6198,238-3811,0831,1630.41%+81
VANGUARD MUN BD FDS150,415153,329+2,9147,6117,6832.68%+72
VANGUARD WHITEHALL FDS3,7834,783+1,0002603280.11%+68
INVESCO QQQ TR1,9021,90208459110.32%+67
SCHWAB STRATEGIC TR14,33313,689-6441,3291,3800.48%+51
ANALOG DEVICES INC(ADI)1,4001,40002773200.11%+43
TJX COS INC NEW(TJX)39,01636,302-2,7143,9573,9971.39%+40
RTX CORPORATION(RTX)38,42137,565-8563,7473,7711.32%+24
SCHWAB STRATEGIC TR3,5653,929+3642712910.10%+20
SCHWAB STRATEGIC TR36,85935,961-8982,2502,2610.79%+11
ENERGY TRANSFER L P(ET)10,99710,99701731780.06%+5
VANGUARD INDEX FDS4,2594,411+1521,0641,0680.37%+4
PROCTER AND GAMBLE CO(PG)3,6933,653-405996020.21%+3
HONEYWELL INTL INC(HON)1,3231,285-382722740.10%+3
ISHARES TR4,1924,19203353280.11%-6
AUTOMATIC DATA PROCESSING IN1,1091,100-92772630.09%-14
SELECT SECTOR SPDR TR
ST STR STAPL ETF
7,7987,570-2285955800.20%-16
ENTERPRISE PRODS PARTNERS L(EPD)30,52630,042-4848918710.30%-20
VANGUARD INDEX FDS2,2252,22504274060.14%-21
ISHARES TR8,7357,836-8993593340.12%-25
HORIZON BANCORP INC(HBNC)12,52710,823-1,7041611340.05%-27
VANGUARD TAX-MANAGED FDS22,40822,143-2651,1241,0940.38%-30
PHILLIPS 66(PSX)1,8011,729-722942440.09%-50
SCHWAB STRATEGIC TR52,61752,102-5152,0532,0020.70%-51
STRYKER CORPORATION(SYK)7,6647,891+2272,7442,6850.94%-59
BERKLEY W R CORP2,9492,550-3992612000.07%-60
META PLATFORMS INC(META)10,2369,711-5254,9704,8971.71%-74
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
51,10249,837-1,2654,1143,9831.39%-131
PEPSICO INC(PEP)12,36112,272-892,1652,0240.71%-141
JOHNSON & JOHNSON(JNJ)22,01822,795+7773,4833,3321.16%-151
SCHWAB STRATEGIC TR72,40962,735-9,6741,8281,6660.58%-162
VANGUARD INDEX FDS22,74321,982-7613,7043,5261.23%-178
VANGUARD WORLD FD
HEALTH CAR ETF
31,58531,345-2408,5448,3382.91%-207
ZIMMER BIOMET HOLDINGS INC(ZBH)1,5890-1,5892100-210
VANGUARD WORLD FD
CONSUM DIS ETF
7,4776,827-6502,3762,1320.74%-243
MEDTRONIC PLC(MDT)35,16435,844+6803,0702,8210.98%-249
BANK AMERICA CORP99,51888,429-11,0893,7743,5171.23%-257
VISA INC(V)14,80414,644-1604,1323,8441.34%-288
UNION PAC CORP(UNP)14,87014,803-673,6573,3491.17%-308
SELECT SECTOR SPDR TR
ST STR ENERG ETF
64,71662,726-1,9906,1105,7172.00%-392
GRAHAM HLDGS CO(GHC)4,4894,230-2593,4462,9591.03%-487
JPMORGAN CHASE & CO.(JPM)37,53634,478-3,0587,5196,9732.43%-545
FISERV INC(FISV)30,49228,588-1,9044,8734,2611.49%-612
SCHWAB CHARLES FAMILY FD1,014,295322,298-691,9971,0143220.11%-692
ALLISON TRANSMISSION HLDGS I(ALSN)43,53536,176-7,3593,5332,7460.96%-788
MICROSOFT CORP(MSFT)24,49120,982-3,50910,3049,3783.27%-926
DISNEY WALT CO(DIS)36,83736,045-7924,5073,5791.25%-928
LOWES COS INC(LOW)26,34224,760-1,5826,7105,4591.90%-1,252
LIBERTY BROADBAND CORP(LBRDA)36,4100-36,4102,0800-2,080
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