Ehrlich Financial Group has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $13.2B, Ishares S&P 500 Value ETF with a value of $7.94B, American Centy ETF Tr Avantis with a value of $7.64B, Ishares Msci Usa Quality Facto with a value of $6.78B, and Blackrock ETF Tr U S Equity Fa with a value of $5.8B.
Examining the 13F form we can see an increase of $7.9B in the current position value, from $119B to 127B.
Ehrlich Financial Group is based out at Laguna Niguel, CA
Below you can find more details about Ehrlich Financial Group portfolio as well as his latest detailed transactions.
