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Home > Institutional Investor > Ulrich Consultants & Investment Group, Llc > Profile

Instuitional Investor - Ulrich Consultants & Investment Group, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Ulrich Consultants & Investment Group, Llc
Portfolio Value	$41,387,102

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Scottsdale Funds		172,491	$12,205,437	29.49%
2.	Vanguard Index Fds - S&P 500 ETF SHS		26,545	$10,811,450	26.12%
3.	Spdr S & P 500 Etf Trust	SPY	6,018	$2,667,659	6.44%
4.	Ishares Tr - MSCI KLD400 SOC		24,810	$2,088,258	5.04%
5.	Ishares Trust	IEF	26,664	$1,933,140	4.67%