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

Instuitional Investor - Ulrich Consultants & Investment Group, Llc

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
 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
 24,810 $2,088,258 5.04%
5.
Ishares Trust
 IEF 26,664 $1,933,140 4.67%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)