Ami Investment Management Inc
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD WORLD FD | $48.89M | 11.0% |
| VANGUARD SCOTTSDALE FDS | $43.18M | 9.7% |
| VANGUARD SCOTTSDALE FDS | $37.42M | 8.4% |
| VANGUARD MALVERN FDS | $32.85M | 7.4% |
| VANGUARD SCOTTSDALE FDS | $25.89M | 5.8% |
| Warren E. Buffett | $13.90M | 3.1% |
| STATE STR SPDR S&P 500 ETF T | $13.17M | 3.0% |
| HARBOR ETF TRUST | $12.64M | 2.8% |
| DOUBLELINE ETF TRUST | $12.25M | 2.8% |
| SCHWAB STRATEGIC TR | $10.95M | 2.5% |
| Alphabet Inc. | $10.64M | 2.4% |
| VANGUARD MUN BD FDS | $9.83M | 2.2% |
| VANGUARD INDEX FDS | $9.75M | 2.2% |
| MICROSOFT CORP | $9.12M | 2.1% |
| JPMORGAN CHASE & CO | $8.67M | 1.9% |
| DIMENSIONAL ETF TRUST | $8.13M | 1.8% |
| SCHWAB STRATEGIC TR | $7.43M | 1.7% |
| SELECT SECTOR SPDR TR | $6.47M | 1.5% |
| RTX Corp | $5.76M | 1.3% |
| JOHNSON & JOHNSON | $5.74M | 1.3% |
| Meta Platforms Inc | $5.55M | 1.2% |
| Visa Inc | $5.32M | 1.2% |
| LOWES COMPANIES INC | $4.98M | 1.1% |
| TJX Cos Inc/The | $4.67M | 1.1% |
| VANGUARD WORLD FD | $4.64M | 1.0% |
| Union Pacific Corp | $4.48M | 1.0% |
| Amazon.com Inc | $4.32M | 1.0% |
| BANK OF AMERICA CORP /DE | $4.16M | 0.9% |
| FedEx Corp | $4.12M | 0.9% |
| Walt Disney Co | $4.06M | 0.9% |
| STRYKER CORP | $4.06M | 0.9% |
| SELECT SECTOR SPDR TR | $3.81M | 0.9% |
| VANGUARD INDEX FDS | $3.70M | 0.8% |
| Allison Transmission Holdings Inc | $3.29M | 0.7% |
| Graham Holdings Co | $2.93M | 0.7% |
| VANGUARD INDEX FDS | $2.88M | 0.6% |
| VANGUARD WORLD FD | $2.87M | 0.6% |
| UNITEDHEALTH GROUP INC | $2.74M | 0.6% |
| SELECT SECTOR SPDR TR | $2.53M | 0.6% |
| HERSHEY CO | $2.39M | 0.5% |
| Apple Inc. | $2.27M | 0.5% |
| SCHWAB STRATEGIC TR | $2.16M | 0.5% |
| Elevance Health Inc | $2.14M | 0.5% |
| WELLS FARGO & COMPANY/MN | $2.07M | 0.5% |
| VANGUARD INDEX FDS | $1.95M | 0.4% |
| SCHWAB STRATEGIC TR | $1.90M | 0.4% |
| SCHWAB STRATEGIC TR | $1.88M | 0.4% |
| Accenture plc | $1.87M | 0.4% |
| SELECT SECTOR SPDR TR | $1.79M | 0.4% |
| NIKE, Inc. | $1.67M | 0.4% |