Ulrich Consultants & Investment Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2023
  • Location
    albuquerque, NM
  • CIK
    0001878849
  • All SEC filings
Q2 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

24

$41.39M
VONG, VOO, SPY, DSI
13F-HR
Aug 7, 2023
000108514623003107

24

$47.87M
GBDC, VONG, VOO, SPY
13F-HR
Apr 27, 2023
000108514623001911

23

$44.67M
GBDC, VONG, VOO, SPY
13F-HR
Feb 3, 2023
000108514623000611

51

$129.67M
PAXS, GBDC, FSK, COM
13F-HR
Nov 8, 2022
000108514622003818

71

$182.62M
SCHO, PAXS, GBDC, FSK
13F-HR
Aug 11, 2022
000108514622002971
Ulrich Consultants & Investment Group, Llc 13F Filings