| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 5 | Q2 2023 | 26.1% |
| SPDR S&P 500 ETF TR | 5 | Q2 2023 | 6.4% |
| FS KKR CAP CORP | 5 | Q2 2023 | 6.2% |
| ISHARES TR | 5 | Q2 2023 | 5.0% |
| ISHARES TR | 5 | Q2 2023 | 4.7% |
| AMPLIFY ETF TR | 5 | Q2 2023 | 3.5% |
| INVESCO EXCH TRADED FD TR II | 5 | Q2 2023 | 3.1% |
| HCA HEALTHCARE INC | 5 | Q2 2023 | 3.5% |
| VANGUARD INDEX FDS | 5 | Q2 2023 | 2.4% |
| MICROSOFT CORP | 5 | Q2 2023 | 2.4% |
View Ulrich Consultants & Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-04-25 |
| 13F-NT | 2024-02-01 |
| 13F-NT | 2023-10-27 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-11 |
| 13F-NT | 2022-04-20 |
| 13F-NT | 2022-01-21 |
View Ulrich Consultants & Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.