Ulrich Consultants & Investment Group

Ulrich Consultants & Investment Group as of Dec. 31, 2022

Portfolio Holdings for Ulrich Consultants & Investment Group

Ulrich Consultants & Investment Group holds 23 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Golub Capital BDC (GBDC) 23.2 $10M 786k 13.16
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 20.4 $9.1M 165k 55.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 19.8 $8.9M 25k 351.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.5 $2.4M 6.4k 382.43
Ishares Tr Msci Eafe Etf (EFA) 4.0 $1.8M 27k 65.64
Ishares Tr Msci Kld400 Soc (DSI) 4.0 $1.8M 25k 71.79
Amplify Etf Tr Cwp Enhanced Div (DIVO) 3.5 $1.6M 43k 35.86
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 3.1 $1.4M 34k 40.18
Hca Holdings (HCA) 2.6 $1.2M 4.8k 239.96
Vanguard Index Fds Value Etf (VTV) 2.3 $1.0M 7.2k 140.37
Fs Kkr Capital Corp (FSK) 1.9 $843k 48k 17.50
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.8 $799k 12k 65.74
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $767k 13k 58.50
Select Sector Spdr Tr Energy (XLE) 1.1 $476k 5.4k 87.47
Exxon Mobil Corporation (XOM) 0.8 $359k 3.3k 110.30
Ares Capital Corporation (ARCC) 0.7 $316k 17k 18.47
Microsoft Corporation (MSFT) 0.6 $276k 1.2k 239.82
Ishares Tr Ishares Biotech (IBB) 0.6 $267k 2.0k 131.28
Ishares Tr Ibonds 23 Trm Ts 0.6 $250k 10k 24.70
Enterprise Products Partners (EPD) 0.6 $248k 10k 24.12
Apple (AAPL) 0.5 $239k 1.8k 129.95
Kinder Morgan (KMI) 0.5 $213k 12k 18.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $202k 1.4k 141.25