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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
XNCMXNuveen California Amt Qlt Mu
Recent Activity
Increased 2.9%
0.18%
$241,625
19,116 shares@ $12.64 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 1.24%
0.16%
$219,536
4,842 shares@ $45.34 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 5.14%
0.15%
$204,568
8,186 shares@ $24.99 avg price