EHRLICH FINANCIAL GROUP

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Laguna Niguel, CA
CIK
0002010632
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 108 140,231 IVW, AVUS, IVE, QUAL 13F-HR 10/7/2024 000195175724000979
Q2 2024 100 126,686 IVW, IVE, AVUS, QUAL 13F-HR 7/12/2024 000195175724000495
Q1 2024 99 118,786 IVW, AVUS, IVE, QUAL 13F-HR 4/15/2024 000195175724000275
Q4 2023 94 99,742 AVUS, IVW, IVE, IVV 13F-HR 2/13/2024 000195175724000243