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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
XCEMColumbia Etf Tr Ii
Recent Activity
Increased 5.35%
1.87%
$2.625M
88,682 shares@ $29.6 avg price
EMXCIshares Inc
Recent Activity
Increased 4.87%
1.83%
$2.575M
46,430 shares@ $55.45 avg price
TLHIshares Tr
Recent Activity
Increased 4.12%
1.59%
$2.227M
22,371 shares@ $99.55 avg price
SPTSSpdr Ser Tr
Recent Activity
Increased 4.88%
1.49%
$2.088M
71,988 shares@ $29.01 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Increased 0.37%
1.35%
$1.895M
42,882 shares@ $44.19 avg price
VTVVanguard Index Fds
Recent Activity
Increased 19.43%
1.23%
$1.723M
10,175 shares@ $169.3 avg price
SMMUPimco Etf Tr
Recent Activity
Increased 3.01%
1.21%
$1.702M
34,141 shares@ $49.84 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 239.6%
1.01%
$1.409M
51,560 shares@ $27.33 avg price
FTECFidelity Covington Trust
Recent Activity
Increased 0.27%
0.86%
$1.199M
6,487 shares@ $184.89 avg price
IJRIshares Tr
Recent Activity
Increased 266.43%
0.72%
$1.007M
8,743 shares@ $115.22 avg price