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  Name: Ulrich Consultants & Investment Group LLC
  City: ALBUQUERQUE
  State: NM
  Zip: 87104
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-06-30
  Total Value : $41,388,000
  Total Value Change : $-6,479,000
  Securities Held Change : 0
   
All Securities Held : 24
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 4
  Unchanged Positions : 13
  Decreased Positions : 5

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Holdings Found : 4     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 1 - $88.22 $12,205,000 172,491 29.49% 1,811,000 7,217 0.017    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 2 - $486.69 $10,811,000 26,545 26.12% 1,371,000 1,444 0.003    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 13 - $420.21 $795,000 2,334 1.92% 442,000 1,111 0    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 15 - $189.87 $413,000 2,129 1% 83,000 128 0    Personal Computers

      4 Records Found
  1    
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