account_balance
Investment manager · 13F filer · SEC CIK 1878849
Ulrich Consultants & Investment Group, LLC
Reported value$100Mas of Sep 30, 2026
Positions47
Top 10 weight80.4%VOO alone is 44%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
VOOVanguard Index FDS
44.2%
SMMDiShares Tr
17.2%
SPYSPDR S&P 500 ETF Trust
4.3%
ESGDiShares Tr
3.1%
VONVVanguard Scottsdale FDS
2.6%
HCAHCA Healthcare, Inc.
2.1%
VONGVanguard Scottsdale FDS
2.0%
IVWiShares Tr
1.8%
DIVO1.6%
GLD1.5%VTHR1.4%
EPDBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 44.2%
SMMD iShares Tr 17.2%
SPY SPDR S&P 500 ETF Trust 4.3% ESGD iShares Tr 3.1%
VONV Vanguard Scottsdale FDS 2.6%
HCA HCA Healthcare, Inc. 2.1% VONG Vanguard Scottsdale FDS 2.0%
IVW iShares Tr 1.8%
DIVO Amplify ETF Tr 1.6%
GLD SPDR Gold Trust 1.5% VTHR Vanguard Scottsdale FDS 1.4%
EPD Enterprise Products Partners L.P. 1.3% Free weekly email
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