Ulrich Consultants & Investment Group, LLC

Q2 2023 13F Holdings

  • Location
    albuquerque, NM
  • Num holdings

    24

  • Value ($000)

    $41,387

  • Date Filed
    08/07/2023
  • Form type
    13F-HR
  • CIK
    0001878849
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$12.21M
30 %

172,491

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$10.81M
26 %

26,545

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.67M
6 %

6,018

D
DSI

ISHARES TR

MSCI KLD400 SOC
464288570
$2.09M
5 %

24,810

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$1.93M
5 %

26,664

H
HCA

HCA HEALTHCARE INC

COM
40412C101
$1.46M
4 %

4,813

D
DIVO

AMPLIFY ETF TR

CWP ENHANCED DIV
032108409
$1.44M
4 %

40,023

E
EQAL

INVESCO EXCH TRADED FD TR II

RUSEL 1000 EQL
46138E420
$1.14M
3 %

27,190

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$1.01M
2 %

7,091

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$923.69K
2 %

13,106

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