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| Name: |
EHRLICH FINANCIAL GROUP |
| City: |
LAGUNA NIGUEL |
| State: |
CA |
| Zip: |
92677 |
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data |
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| Holdings
Found :
17 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DYNF |
Blackrock Us Equity Factor ... |
5 |
New |
$46.04 |
$4,574,000 |
103,025 |
3.85% |
4,574,000 |
103,025 |
1.145 |
N/A |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
19 |
New |
$112.86 |
$2,080,000 |
17,582 |
1.75% |
2,080,000 |
17,582 |
0.028 |
Closed - End Fund - E... |
|
|
BINC |
Blackrock Flexible Income Etf |
24 |
New |
$0.00 |
$1,573,000 |
29,991 |
1.32% |
1,573,000 |
29,991 |
0.033 |
N/A |
|
|
IPE |
Spdr Barclays Capital Tips Etf |
27 |
New |
$25.22 |
$1,063,000 |
41,503 |
0.89% |
1,063,000 |
41,503 |
0.019 |
Closed - End Fund - E... |
|
|
HEFA |
Ishares Currency Hedged Msc... |
43 |
New |
$0.00 |
$627,000 |
17,985 |
0.53% |
627,000 |
17,985 |
0.002 |
N/A |
|
|
SOXX |
iShares S&P GSTI Semiconductor |
45 |
New |
$243.37 |
$613,000 |
2,715 |
0.52% |
613,000 |
2,715 |
0.023 |
Closed - End Fund - E... |
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|
TLO |
Talon Metals Corp |
51 |
New |
$27.20 |
$543,000 |
19,451 |
0.46% |
543,000 |
19,451 |
0.004 |
Closed - End Fund - E... |
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|
VWOB |
Vanguard Emerging Markets G... |
62 |
New |
$63.12 |
$425,000 |
6,653 |
0.36% |
425,000 |
6,653 |
0.003 |
N/A |
|
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IFRA |
Ishares Us Infrastructure Etf |
78 |
New |
$0.00 |
$277,000 |
6,381 |
0.23% |
277,000 |
6,381 |
0.007 |
N/A |
|
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WSM |
Williams Sonoma Inc |
79 |
New |
$299.35 |
$272,000 |
857 |
0.23% |
272,000 |
857 |
0.001 |
Home Furnishing Stores |
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AXP |
American Express Co |
83 |
New |
$224.53 |
$245,000 |
1,078 |
0.21% |
245,000 |
1,078 |
0 |
Credit Services |
|
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NVDA |
NVIDIA Corporation |
85 |
New |
$120.91 |
$228,000 |
252 |
0.19% |
228,000 |
252 |
0 |
Semiconductor - Speci... |
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VOOG |
Vanguard S&P 500 Growth Etf |
87 |
New |
$325.29 |
$225,000 |
737 |
0.19% |
225,000 |
737 |
0 |
N/A |
|
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SGOV |
Ishares 03 Month Treasury B... |
89 |
New |
$0.00 |
$222,000 |
2,200 |
0.19% |
222,000 |
2,200 |
0.021 |
N/A |
|
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LLY |
Eli Lilly & Co |
93 |
New |
$865.82 |
$215,000 |
276 |
0.18% |
215,000 |
276 |
0 |
Drug Manufacturers - ... |
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VB |
Vanguard Small Cap VIPERS |
96 |
New |
$217.77 |
$206,000 |
901 |
0.17% |
206,000 |
901 |
0 |
Closed - End Fund - E... |
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GOOG |
Alphabet Inc |
97 |
New |
$178.19 |
$202,000 |
1,327 |
0.17% |
202,000 |
1,327 |
0 |
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