Lora Rommel

@Ehrlich Financial Group

Latest period2024 - Q4

Reported6d ago

Managed Assets$140.695M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VYMVanguard Whitehall Fds Recent Activity Increased 1.95%	0.34%	$474,380 3,718 shares@ $127.6 avg price	Increased 1.95%
SCHFSchwab Strategic Tr Recent Activity Increased 101.31%	0.34%	$472,869 25,560 shares@ $18.51 avg price	Increased 101.31%
SCHGSchwab Strategic Tr Recent Activity Increased 433.94%	0.33%	$452,978 16,253 shares@ $27.88 avg price	Increased 433.94%
TECBIshares Tr Recent Activity Increased 42.26%	0.33%	$451,115 8,481 shares@ $53.2 avg price	Increased 42.26%
BARGraniteshares Gold Tr Recent Activity Increased 0.3%	0.32%	$445,748 17,217 shares@ $25.89 avg price	Increased 0.3%
EXIIshares Tr Recent Activity Increased 0.24%	0.3%	$416,701 2,951 shares@ $141.21 avg price	Increased 0.24%
FDISFidelity Covington Trust Recent Activity Increased 0.28%	0.29%	$393,955 4,042 shares@ $97.47 avg price	Increased 0.28%
IFRAIshares Tr Recent Activity Increased 9.2%	0.28%	$386,005 8,339 shares@ $46.29 avg price	Increased 9.2%
JBBBJanus Detroit Str Tr Recent Activity Increased 2.82%	0.28%	$384,515 7,822 shares@ $49.16 avg price	Increased 2.82%
CORPPimco Etf Tr Recent Activity Increased 11.92%	0.27%	$379,544 3,991 shares@ $95.1 avg price	Increased 11.92%