Ulrich Consultants & Investment Group, LLC has disclosed 24 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-06-30. The current portfolio value is calculated to be $41.00 Mil. The turnover rate is 5%.
In Ulrich Consultants & Investment Group, LLC's current portfolio as of 2023-06-30, the top 5 holdings are
Vanguard Russell 1000 Growth Index Fund (VONG), Vanguard S&P 500 ETF (VOO), S&P 500 ETF TRUST ETF (SPY), iShares MSCI KLD 400 Social Index Fund (DSI), iShares MSCI EAFE ETF (EFA), not including call and put options.
Ulrich Consultants & Investment Group, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Ulrich Consultants & Investment Group, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Ulrich Consultants & Investment Group, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Ulrich Consultants & Investment Group, LLC.