EHRLICH FINANCIAL GROUP
Q4 2024 13F Holdings
- Locationlaguna niguel, CA
- Num holdings
106
- Value ($000)
$140,695
- Date Filed01/13/2025
- Form type13F-HR
- CIK0002010632
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $12.91M | 9 % | 127,161 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $9.11M | 7 % | 94,032 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $7.06M | 5 % | 137,823 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $6.99M | 5 % | 36,642 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $6.01M | 4 % | 104,933 | ||
CMF ISHARES TR | CALIF MUN BD ETF | 464288356 | $5.49M | 4 % | 95,820 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $4.53M | 3 % | 46,830 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $4.22M | 3 % | 80,342 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.56M | 3 % | 18,187 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $3.54M | 3 % | 15,214 |
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