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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
SCHBSchwab Strategic Tr
Recent Activity
Increased 257.28%
0.26%
$353,439
15,570 shares@ $22.7 avg price
AXPAmerican Express Co
Recent Activity
Increased 0.73%
0.24%
$331,218
1,116 shares@ $296.8 avg price
IVOLKraneshares Trust
Recent Activity
Increased 0.36%
0.23%
$318,302
17,943 shares@ $17.74 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 18.29%
0.23%
$317,695
6,573 shares@ $48.34 avg price
BBCAJ P Morgan Exchange Traded F
Recent Activity
Increased 8.42%
0.23%
$314,652
4,457 shares@ $70.6 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 29.59%
0.23%
$312,902
3,653 shares@ $85.66 avg price
ICVTIshares Tr
Recent Activity
Increased 22.05%
0.22%
$299,179
3,521 shares@ $84.97 avg price
PREFPrincipal Exchange Traded Fd
Recent Activity
Increased 9.5%
0.2%
$278,033
14,940 shares@ $18.61 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 100%
0.19%
$266,765
8,982 shares@ $29.7 avg price
EZUIshares Inc
Recent Activity
Increased 0.29%
0.18%
$250,844
5,315 shares@ $47.2 avg price