StockDriftsStockDriftsTop 24 Ulrich Consultants & Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 29.49% | 172.5K | $12.2M | +4.37%(+7.22K) | — | 2023-06-30 | |
| VOO | VANGUARD INDEX FDS | 26.12% | 26.5K | $10.8M | +5.75%(+1.44K) | — | 2023-06-30 | |
| SPY | SPDR S&P 500 ETF TR | 6.45% | 6.0K | $2.7M | -1.96%(-120) | — | 2023-06-30 | |
| DSI | ISHARES TR | 5.05% | 24.8K | $2.1M | +0.00%(+0) | — | 2023-06-30 | |
| EFA | ISHARES TR | 4.67% | 26.7K | $1.9M | +0.00%(+0) | — | 2023-06-30 | |
| HCA | HCA HEALTHCARE INC | 3.53% | 4.8K | $1.5M | +0.00%(+0) | — | 2023-06-30 | |
| DIVO | AMPLIFY ETF TR | 3.48% | 40.0K | $1.4M | -7.83%(-3.40K) | — | 2023-06-30 | |
| EQAL | INVESCO EXCH TRADED FD TR II | 2.75% | 27.2K | $1.1M | -19.58%(-6.62K) | — | 2023-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.43% | 7.1K | $1.0M | +0.00%(+0) | — | 2023-06-30 | |
| IVW | ISHARES TR | 2.23% | 13.1K | $924K | +0.00%(+0) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ulrich Consultants & Investment Group, Llc reports $41.39M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are VONG (29.5%), VOO (26.1%) and SPY (6.5%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ulrich Consultants & Investment Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1878849). View Ulrich Consultants & Investment Group, Llc’s 13F filings on SEC