Ulrich Consultants & Investment Group, LLC
Q2 2023 13F Holdings
- Locationalbuquerque, NM
- Num holdings
24
- Value ($000)
$41,387
- Date Filed08/07/2023
- Form type13F-HR
- CIK0001878849
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $12.21M | 30 % | 172,491 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.81M | 26 % | 26,545 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.67M | 6 % | 6,018 | ||
DSI ISHARES TR | MSCI KLD400 SOC | 464288570 | $2.09M | 5 % | 24,810 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $1.93M | 5 % | 26,664 | ||
HCA HCA HEALTHCARE INC | COM | 40412C101 | $1.46M | 4 % | 4,813 | ||
DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $1.44M | 4 % | 40,023 | ||
EQAL INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 46138E420 | $1.14M | 3 % | 27,190 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $1.01M | 2 % | 7,091 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $923.69K | 2 % | 13,106 |
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