Portfolio (Quarterly)
Guide ↗
EHRLICH FINANCIAL GROUP
· CIK 0002010632| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | — | 4,694 | $1.3M | 0.78% | SOLD |
| 2 | IJK | ISHARES TR | — | 12,339 | $1.2M | 0.71% | SOLD |
| 3 | TLH | ISHARES TR | — | 8,409 | $847K | 0.49% | SOLD |
| 4 | JNK | SPDR SERIES TRUST | — | 8,784 | $841K | 0.48% | SOLD |
| 5 | EWZ | ISHARES INC | — | 20,306 | $780K | 0.45% | SOLD |
| 6 | GLD | SPDR GOLD TR | Financial Services | 1,807 | $778K | 0.45% | SOLD |
| 7 | UFOX | ETF SER SOLUTIONS | — | 10,704 | $730K | 0.42% | SOLD |
| 8 | SLV | ISHARES SILVER TR | Financial Services | 4,503 | $307K | 0.18% | SOLD |
| 9 | QLTA | ISHARES TR | — | 4,493 | $214K | 0.12% | SOLD |
Sector Allocation
Financial Services
50.5%
Technology
24.8%
Healthcare
14.2%
Consumer Cyclical
4.3%
Communication Services
3.2%
Industrials
1.9%
Energy
1.1%