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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 :
5 |
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Unchanged Positions |
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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 |
|
PFF |
iShares S&P U.S. Preferred ... |
67 |
- |
$31.38 |
$381,000 |
11,811 |
0.32% |
13,000 |
0 |
0.002 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
71 |
- |
$408.50 |
$347,000 |
825 |
0.29% |
53,000 |
0 |
0 |
Property & Casualty I... |
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FNDA |
Schwab Fundamental Us Small... |
82 |
- |
$54.66 |
$256,000 |
4,491 |
0.22% |
7,000 |
0 |
0.004 |
N/A |
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SCHG |
Schwab Strategic Trust |
84 |
- |
$98.38 |
$242,000 |
2,612 |
0.2% |
25,000 |
0 |
0 |
Closed - End Fund - Debt |
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JPIE |
Jpmorgan Income Etf |
90 |
- |
$0.00 |
$222,000 |
4,879 |
0.19% |
-1,000 |
0 |
0 |
N/A |
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