UC

Ulrich Consultants & Investment Group, LLC

13F
Ulrich Consultants & Investment Group, LLC
Last update 2023-08-07 24 Stocks (2 new)
Value $41.00 Mil Turnover 5 %
Countries:
Top Holdings: VONG(29.49%)VOO(26.12%)SPY(6.45%)DSI(5.05%)EFA(4.67%)
Summary Stock Picks Current Portfolio
Ulrich Consultants & Investmen... Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
172,491
12,205.4
+4.37%
29.490
+1.23%
0.100
+25.05%
+9.00%
27,615.5
 
VOO
Vanguard S&P 500 ETF
26,545
10,811.5
+5.75%
26.120
+1.42%
0.000
+18.82%
+8.89%
663,622.4
 
SPY
S&P 500 ETF TRUST ETF
6,018
2,667.7
-1.96%
6.450
-0.10%
0.000
+18.80%
+8.86%
654,366.5
 
DSI
iShares MSCI KLD 400 Social Index Fund
iShares MSCI KLD 400 Social Index Fund
24,810
2,088.3
0%
5.050
0%
0.050
+22.62%
+9.39%
4,799.8
 
EFA
iShares MSCI EAFE ETF
26,664
1,933.1
0%
4.670
0%
0.000
+12.66%
+23.17%
66,015.9
 
HCA
HCA Healthcare Inc
4,813
1,460.7
0%
3.530
0%
0.000
+5.35%
+18.19%
84,987.5
Healthcare Providers & Services
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
40,023
1,440.8
-7.83%
3.480
-0.25%
0.050
+11.86%
+9.72%
4,739.2
 
EQAL
Invesco Russell 1000 Equal Weight ETF
Invesco Russell 1000 Equal Weight ETF
27,190
1,137.7
-19.58%
2.750
-0.57%
0.190
+14.96%
+7.01%
680.2
 
VTV
Vanguard Value ETF
7,091
1,007.6
0%
2.430
0%
0.000
+11.15%
+7.87%
135,521.3
 
IVW
iShares S&P 500 Growth ETF
13,106
923.7
0%
2.230
0%
0.000
+25.22%
+11.61%
62,137.8
 

Ulrich Consultants & Investment Group, LLC's Historical Top Holdings Breakdowns

Ulrich Consultants & Investment Group, LLC Total Holding History ($B)

To

Ulrich Consultants & Investment Group, LLC's Asset Allocation

To

Ulrich Consultants & Investment Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Ulrich Consultants & Investment Group, LLC's Hypothetical Growth since 2023-06-30

Ulrich Consultants & Investment Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Ulrich Consultants & Investment Group, LLC's Holdings Heat Map

Size field:

Ulrich Consultants & Investment Group, LLC's Holdings Bubble Chart

Ulrich Consultants & Investment Group, LLC News

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