test

Lora Rommel

@Ehrlich Financial Group

Latest period2024 - Q4ReportedManaged Assets$140.695MTotal holdings106
Assets growth rate0.34%Assets growth rate (2-Q avg)5.52%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ehrlich Financial Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Ehrlich Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 140.695M in assets, with a quarterly growth rate of 0.34% and a 2-quarter average growth rate of 5.52%. The portfolio is managed by Lora Rommel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVWIshares Tr
Recent Activity
Increased 7.35%
9.18%
$12.911M
127,161 shares@ $101.54 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 1.52%
6.48%
$9.114M
94,032 shares@ $96.93 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -1.29%
5.03%
$7.063M
137,823 shares@ $51.25 avg price
IVEIshares Tr
Recent Activity
Decreased -2.16%
4.98%
$6.994M
36,642 shares@ $190.89 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Increased 1052.23%
4.28%
$6.01M
104,933 shares@ $57.28 avg price
CMFIshares Tr
Recent Activity
Increased 3.58%
3.91%
$5.489M
95,820 shares@ $57.28 avg price
EFGIshares Tr
Recent Activity
Increased 30.02%
3.23%
$4.535M
46,830 shares@ $96.83 avg price
EFVIshares Tr
Recent Activity
Increased 0.88%
3%
$4.216M
80,342 shares@ $52.48 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.14%
2.54%
$3.562M
18,187 shares@ $195.83 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -9.03%
2.52%
$3.538M
15,214 shares@ $232.52 avg price