Ulrich Consultants & Investment Group

Ulrich Consultants & Investment Group as of March 31, 2023

Portfolio Holdings for Ulrich Consultants & Investment Group

Ulrich Consultants & Investment Group holds 24 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Golub Capital BDC (GBDC) 22.3 $11M 788k 13.56
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 21.7 $10M 165k 62.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 19.7 $9.4M 25k 376.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.2 $2.5M 6.1k 409.39
Ishares Tr Msci Kld400 Soc (DSI) 4.0 $1.9M 25k 77.99
Ishares Tr Msci Eafe Etf (EFA) 4.0 $1.9M 27k 71.52
Amplify Etf Tr Cwp Enhanced Div (DIVO) 3.2 $1.5M 43k 35.47
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 2.9 $1.4M 34k 41.09
Hca Holdings (HCA) 2.7 $1.3M 4.8k 263.68
Vanguard Index Fds Value Etf (VTV) 2.0 $979k 7.1k 138.11
Fs Kkr Capital Corp (FSK) 1.9 $886k 48k 18.50
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.8 $873k 12k 71.84
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $837k 13k 63.89
Select Sector Spdr Tr Energy (XLE) 0.9 $451k 5.4k 82.83
Exxon Mobil Corporation (XOM) 0.7 $356k 3.3k 109.66
Microsoft Corporation (MSFT) 0.7 $353k 1.2k 288.30
Apple (AAPL) 0.7 $330k 2.0k 164.93
Ares Capital Corporation (ARCC) 0.7 $312k 17k 18.27
Enterprise Products Partners (EPD) 0.6 $266k 10k 25.90
Ishares Tr Ishares Biotech (IBB) 0.5 $262k 2.0k 129.15
Ishares Tr Ibonds 23 Trm Ts 0.5 $251k 10k 24.81
Starbucks Corporation (SBUX) 0.5 $225k 2.2k 104.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $207k 1.4k 144.62
Kinder Morgan (KMI) 0.4 $206k 12k 17.51