EHRLICH FINANCIAL GROUP

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    laguna niguel, CA
  • CIK
    0002010632
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

106

$140.69M
IVW, AVUS, DYNF, IVE
13F-HR
Jan 13, 2025
000195175725000006

108

$140.23M
IVW, AVUS, IVE, QUAL
13F-HR
Oct 7, 2024
000195175724000979

100

$126.69M
IVW, IVE, AVUS, QUAL
13F-HR
Jul 12, 2024
000195175724000495

99

$118.79M
IVW, AVUS, IVE, QUAL
13F-HR
Apr 15, 2024
000195175724000275

94

$99.74M
AVUS, IVW, IVE, IVV
13F-HR
Feb 13, 2024
000195175724000243
Ehrlich Financial Group 13F Filings