Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AMI INVESTMENT MANAGEMENT INC 01-18-2024 12-31-2023 65 246,630,964
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PEPSICO INC COM 51 $2,122,827 12,487 0.00 0.00 -1,253 -9.12 12-31-2023
STRYKER CORPORATION COM 52 $2,112,196 7,051 0.00 0.00 29 0.41 12-31-2023
SIMON PPTY GROUP INC NEW COM Liquidated $0 0 0.00 0.00 209 1.19 12-31-2023
SCHWAB STRATEGIC TR INTL EQTY ETF 54 $1,987,455 53,773 0.00 0.00 -38,824 -41.93 12-31-2023
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