# EDGAR Filing Document

**Accession Number:** 0001511550
**File Stem:** 0001398344-23-003290
**Filing Date:** 2023-2
**Character Count:** 15883
**Document Hash:** b60755abf1ef81ce4f41436974999357
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-23-003290.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001398344-23-003290

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**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:** 23626699

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Asset Management Group Inc.<br>**Address:** 60 LONG RIDGE ROAD SUITE 305<br>STAMFORD, CT 06902

**Form 13F File Number:** 028-14759

**CRD Number (if applicable):** 000110116

**SEC File Number (if applicable):** 801-55461

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** LeGrand S. Redfield Jr.<br>**Title:** President<br>**Phone:** 203-964-8300

**Signature, Place, and Date of Signing:**

/s/ LeGrand S. Redfield Jr.  Stamford, CT  02-10-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 122

**Form 13F Information Table Value Total:** $425605206

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1511524 | 13767 | SH |  | SOLE |  | 0 | 0 | 13767 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 497710 | 5609 | SH |  | SOLE |  | 0 | 0 | 5609 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 961972 | 10903 | SH |  | SOLE |  | 0 | 0 | 10903 |
| AMAZON COM INC | COM | 023135106 |  | 3516828 | 41867 | SH |  | SOLE |  | 0 | 0 | 41867 |
| ANALOG DEVICES INC | COM | 032654105 |  | 609094 | 3713 | SH |  | SOLE |  | 0 | 0 | 3713 |
| APPLE INC | COM | 037833100 |  | 13167714 | 101345 | SH |  | SOLE |  | 0 | 0 | 101345 |
| ASSURANT INC | COM | 04621X108 |  | 862789 | 6899 | SH |  | SOLE |  | 0 | 0 | 6899 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 338024 | 1329 | SH |  | SOLE |  | 0 | 0 | 1329 |
| BERKLEY W R CORP | COM | 084423102 |  | 3429575 | 47259 | SH |  | SOLE |  | 0 | 0 | 47259 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2197190 | 7113 | SH |  | SOLE |  | 0 | 0 | 7113 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 937422 | 200 | SH |  | SOLE |  | 0 | 0 | 200 |
| BOSTON BEER INC | CL A | 100557107 |  | 2086191 | 6331 | SH |  | SOLE |  | 0 | 0 | 6331 |
| CANADIAN PAC RY LTD | COM | 13645T100 |  | 684289 | 9174 | SH |  | SOLE |  | 0 | 0 | 9174 |
| CATERPILLAR INC | COM | 149123101 |  | 2571556 | 10734 | SH |  | SOLE |  | 0 | 0 | 10734 |
| CISCO SYS INC | COM | 17275R102 |  | 513975 | 10789 | SH |  | SOLE |  | 0 | 0 | 10789 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 235096 | 2984 | SH |  | SOLE |  | 0 | 0 | 2984 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 220176 | 6296 | SH |  | SOLE |  | 0 | 0 | 6296 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 904097 | 2265 | SH |  | SOLE |  | 0 | 0 | 2265 |
| DISNEY WALT CO | COM | 254687106 |  | 2832797 | 32606 | SH |  | SOLE |  | 0 | 0 | 32606 |
| DOMINOS PIZZA INC | COM | 25754A201 |  | 3757843 | 10848 | SH |  | SOLE |  | 0 | 0 | 10848 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 |  | 1948472 | 78536 | SH |  | SOLE |  | 0 | 0 | 78536 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 252691 | 2943 | SH |  | SOLE |  | 0 | 0 | 2943 |
| HP INC | COM | 40434L105 |  | 329175 | 12251 | SH |  | SOLE |  | 0 | 0 | 12251 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 235340 | 1670 | SH |  | SOLE |  | 0 | 0 | 1670 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 |  | 322141 | 14043 | SH |  | SOLE |  | 0 | 0 | 14043 |
| INVESCO EXCH TRADED FD TR II | NY AMT FRE MUN | 46138E529 |  | 1046414 | 47285 | SH |  | SOLE |  | 0 | 0 | 47285 |
| INVESCO EXCHANGE TRADED FD T | S EQL MAT | 46137V316 |  | 428009 | 2698 | SH |  | SOLE |  | 0 | 0 | 2698 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 10797268 | 40549 | SH |  | SOLE |  | 0 | 0 | 40549 |
| ISHARES INC | MSCI CDA ETF | 464286509 |  | 284704 | 8699 | SH |  | SOLE |  | 0 | 0 | 8699 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 3388762 | 35381 | SH |  | SOLE |  | 0 | 0 | 35381 |
| ISHARES TR | COHEN STEER REIT | 464287564 |  | 5711961 | 104157 | SH |  | SOLE |  | 0 | 0 | 104157 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2862257 | 30244 | SH |  | SOLE |  | 0 | 0 | 30244 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 3066714 | 46720 | SH |  | SOLE |  | 0 | 0 | 46720 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 866807 | 4046 | SH |  | SOLE |  | 0 | 0 | 4046 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 16628115 | 157852 | SH |  | SOLE |  | 0 | 0 | 157852 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3074949 | 52563 | SH |  | SOLE |  | 0 | 0 | 52563 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 7671828 | 52884 | SH |  | SOLE |  | 0 | 0 | 52884 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 4087702 | 59849 | SH |  | SOLE |  | 0 | 0 | 59849 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 8492451 | 93007 | SH |  | SOLE |  | 0 | 0 | 93007 |
| ISHARES TR | CORE S ETF | 464287200 |  | 11639390 | 30294 | SH |  | SOLE |  | 0 | 0 | 30294 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 11903089 | 49209 | SH |  | SOLE |  | 0 | 0 | 49209 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 3704916 | 52455 | SH |  | SOLE |  | 0 | 0 | 52455 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 7525122 | 118347 | SH |  | SOLE |  | 0 | 0 | 118347 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 9238652 | 91653 | SH |  | SOLE |  | 0 | 0 | 91653 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 4284762 | 39648 | SH |  | SOLE |  | 0 | 0 | 39648 |
| ISHARES TR | YLD OPTIM BD | 46434V787 |  | 1307664 | 60320 | SH |  | SOLE |  | 0 | 0 | 60320 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 8702056 | 81756 | SH |  | SOLE |  | 0 | 0 | 81756 |
| ISHARES TR | MORNINGSTR US EQ | 464287127 |  | 399414 | 7588 | SH |  | SOLE |  | 0 | 0 | 7588 |
| ISHARES TR | NORTH AMERN NAT | 464287374 |  | 1157053 | 28457 | SH |  | SOLE |  | 0 | 0 | 28457 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 2837469 | 10134 | SH |  | SOLE |  | 0 | 0 | 10134 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 641085 | 7864 | SH |  | SOLE |  | 0 | 0 | 7864 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 3656787 | 24113 | SH |  | SOLE |  | 0 | 0 | 24113 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 3253074 | 85833 | SH |  | SOLE |  | 0 | 0 | 85833 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3420556 | 35267 | SH |  | SOLE |  | 0 | 0 | 35267 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 2729338 | 40465 | SH |  | SOLE |  | 0 | 0 | 40465 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 208721 | 2802 | SH |  | SOLE |  | 0 | 0 | 2802 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 407250 | 5017 | SH |  | SOLE |  | 0 | 0 | 5017 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 2270919 | 16376 | SH |  | SOLE |  | 0 | 0 | 16376 |
| ISHARES TR | S 100 ETF | 464287101 |  | 436471 | 2559 | SH |  | SOLE |  | 0 | 0 | 2559 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 296946 | 1411 | SH |  | SOLE |  | 0 | 0 | 1411 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1876539 | 15560 | SH |  | SOLE |  | 0 | 0 | 15560 |
| ISHARES TR | U.S. PHARMA ETF | 464288836 |  | 761455 | 4091 | SH |  | SOLE |  | 0 | 0 | 4091 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 229070 | 1745 | SH |  | SOLE |  | 0 | 0 | 1745 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 239362 | 4443 | SH |  | SOLE |  | 0 | 0 | 4443 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2837094 | 16061 | SH |  | SOLE |  | 0 | 0 | 16061 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 215526 | 1607 | SH |  | SOLE |  | 0 | 0 | 1607 |
| MCDONALDS CORP | COM | 580135101 |  | 254165 | 964 | SH |  | SOLE |  | 0 | 0 | 964 |
| MERCK  CO INC | COM | 58933Y105 |  | 731343 | 6592 | SH |  | SOLE |  | 0 | 0 | 6592 |
| MICROSOFT CORP | COM | 594918104 |  | 2306036 | 9616 | SH |  | SOLE |  | 0 | 0 | 9616 |
| MOODYS CORP | COM | 615369105 |  | 937278 | 3364 | SH |  | SOLE |  | 0 | 0 | 3364 |
| NEWELL BRANDS INC | COM | 651229106 |  | 232967 | 17811 | SH |  | SOLE |  | 0 | 0 | 17811 |
| OMNICOM GROUP INC | COM | 681919106 |  | 656767 | 8052 | SH |  | SOLE |  | 0 | 0 | 8052 |
| PAYCHEX INC | COM | 704326107 |  | 1065053 | 9216 | SH |  | SOLE |  | 0 | 0 | 9216 |
| PEPSICO INC | COM | 713448108 |  | 6239493 | 34537 | SH |  | SOLE |  | 0 | 0 | 34537 |
| PFIZER INC | COM | 717081103 |  | 2635849 | 51441 | SH |  | SOLE |  | 0 | 0 | 51441 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 1253479 | 13854 | SH |  | SOLE |  | 0 | 0 | 13854 |
| PJT PARTNERS INC | COM CL A | 69343T107 |  | 2991106 | 40590 | SH |  | SOLE |  | 0 | 0 | 40590 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2001018 | 13203 | SH |  | SOLE |  | 0 | 0 | 13203 |
| PROSHARES TR | PSHS ULT S 500 | 74347R107 |  | 6276337 | 141200 | SH |  | SOLE |  | 0 | 0 | 141200 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 2302078 | 97257 | SH |  | SOLE |  | 0 | 0 | 97257 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 13124144 | 200033 | SH |  | SOLE |  | 0 | 0 | 200033 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 5956552 | 147039 | SH |  | SOLE |  | 0 | 0 | 147039 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 14240216 | 274961 | SH |  | SOLE |  | 0 | 0 | 274961 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1453597 | 32439 | SH |  | SOLE |  | 0 | 0 | 32439 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 2528238 | 55996 | SH |  | SOLE |  | 0 | 0 | 55996 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 |  | 472367 | 16249 | SH |  | SOLE |  | 0 | 0 | 16249 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 530395 | 9546 | SH |  | SOLE |  | 0 | 0 | 9546 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 457842 | 9300 | SH |  | SOLE |  | 0 | 0 | 9300 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 2675468 | 30587 | SH |  | SOLE |  | 0 | 0 | 30587 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 208955 | 6110 | SH |  | SOLE |  | 0 | 0 | 6110 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2014839 | 5269 | SH |  | SOLE |  | 0 | 0 | 5269 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 2145456 | 4845 | SH |  | SOLE |  | 0 | 0 | 4845 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 2751349 | 54299 | SH |  | SOLE |  | 0 | 0 | 54299 |
| SPDR SER TR | S 600 SML CAP | 78464A813 |  | 5581232 | 67890 | SH |  | SOLE |  | 0 | 0 | 67890 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 3212058 | 82593 | SH |  | SOLE |  | 0 | 0 | 82593 |
| SPDR SER TR | S 400 MDCP GRW | 78464A821 |  | 1453493 | 22245 | SH |  | SOLE |  | 0 | 0 | 22245 |
| SPDR SER TR | S BIOTECH | 78464A870 |  | 2000617 | 24104 | SH |  | SOLE |  | 0 | 0 | 24104 |
| SPDR SER TR | GLB DOW ETF | 78464A706 |  | 1331329 | 13174 | SH |  | SOLE |  | 0 | 0 | 13174 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 3199516 | 25574 | SH |  | SOLE |  | 0 | 0 | 25574 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 |  | 227660 | 3151 | SH |  | SOLE |  | 0 | 0 | 3151 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 916873 | 1729 | SH |  | SOLE |  | 0 | 0 | 1729 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 2287259 | 10843 | SH |  | SOLE |  | 0 | 0 | 10843 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 10933099 | 147108 | SH |  | SOLE |  | 0 | 0 | 147108 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 756645 | 10051 | SH |  | SOLE |  | 0 | 0 | 10051 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 5656100 | 27752 | SH |  | SOLE |  | 0 | 0 | 27752 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 3626493 | 43968 | SH |  | SOLE |  | 0 | 0 | 43968 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 13193382 | 65789 | SH |  | SOLE |  | 0 | 0 | 65789 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 21370135 | 134573 | SH |  | SOLE |  | 0 | 0 | 134573 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 8991498 | 47029 | SH |  | SOLE |  | 0 | 0 | 47029 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 7925265 | 43180 | SH |  | SOLE |  | 0 | 0 | 43180 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1011246 | 4745 | SH |  | SOLE |  | 0 | 0 | 4745 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 3737597 | 20792 | SH |  | SOLE |  | 0 | 0 | 20792 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 12319253 | 91092 | SH |  | SOLE |  | 0 | 0 | 91092 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1342353 | 34437 | SH |  | SOLE |  | 0 | 0 | 34437 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 19056778 | 253448 | SH |  | SOLE |  | 0 | 0 | 253448 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 12337445 | 81248 | SH |  | SOLE |  | 0 | 0 | 81248 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 468226 | 9053 | SH |  | SOLE |  | 0 | 0 | 9053 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 309105 | 7365 | SH |  | SOLE |  | 0 | 0 | 7365 |
| VANGUARD WORLD FDS | ENERGY ETF | 92204A306 |  | 1239982 | 10224 | SH |  | SOLE |  | 0 | 0 | 10224 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 2216465 | 6939 | SH |  | SOLE |  | 0 | 0 | 6939 |
| VULCAN MATLS CO | COM | 929160109 |  | 303246 | 1732 | SH |  | SOLE |  | 0 | 0 | 1732 |
| WALMART INC | COM | 931142103 |  | 647067 | 4564 | SH |  | SOLE |  | 0 | 0 | 4564 |

---