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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
JAAAJanus Detroit Str Tr
Recent Activity
Increased 16.37%
0.72%
$1.004M
19,791 shares@ $50.72 avg price
MUBIshares Tr
Recent Activity
Increased 3.7%
0.67%
$942,648
8,847 shares@ $106.56 avg price
OEFIshares Tr
Recent Activity
Increased 1.27%
0.56%
$783,783
2,713 shares@ $288.9 avg price
ILFIshares Tr
Recent Activity
Increased 9.85%
0.54%
$751,650
35,947 shares@ $20.91 avg price
USFRWisdomtree Tr
Recent Activity
Increased 7.32%
0.5%
$691,274
13,738 shares@ $50.32 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 6.36%
0.47%
$658,269
14,654 shares@ $44.93 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 8.98%
0.47%
$654,541
4,955 shares@ $132.1 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 1.8%
0.4%
$561,759
8,896 shares@ $63.15 avg price
PFFIshares Tr
Recent Activity
Increased 49.77%
0.39%
$545,264
17,343 shares@ $31.45 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 1.78%
0.35%
$487,461
8,646 shares@ $56.38 avg price