EHRLICH FINANCIAL GROUP
Q1 2025 13F Holdings
- Locationlaguna niguel, CA
- Num holdings
102
- Value ($000)
$137,191
- Date Filed04/11/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.99M | 8 % | 118,441 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $8.05M | 6 % | 42,246 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $7.03M | 5 % | 76,118 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $6.91M | 5 % | 141,702 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $6.36M | 5 % | 112,553 | ||
CMF ISHARES TR | CALIF MUN BD ETF | 464288356 | $4.95M | 4 % | 87,963 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.48M | 3 % | 17,922 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $3.26M | 2 % | 57,090 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $3.21M | 2 % | 61,325 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $3.14M | 2 % | 15,229 |
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