Filling information for Ulrich Consultants & Investment Group, LLC as Treemap, investor disclosed 24 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 594918104 | 594918104 | MICROSOFT CORP | COM | 352591 | 1223 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 206807 | 1430 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 225129 | 2162 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 873215 | 12155 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 837324 | 13106 | |
| 38173M102 | 38173M102 | GOLUB CAP BDC INC | COM | 10686057 | 788057 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 9439920 | 25101 | |
| 032108409 | 032108409 | AMPLIFY ETF TR | CWP ENHANCED DIV | 1540214 | 43423 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 356395 | 3250 | |
| 04010L103 | 04010L103 | ARES CAPITAL CORP | COM | 312338 | 17091 | |
| 293792107 | 293792107 | ENTERPRISE PRODS PARTNERS L | COM | 265734 | 10260 | |
| 037833100 | 037833100 | APPLE INC | COM | 330024 | 2001 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2512836 | 6138 | |
| 302635206 | 302635206 | FS KKR CAP CORP | COM | 886428 | 47915 | |
| 464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 262176 | 2030 | |
| 92206C680 | 92206C680 | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 10394111 | 165274 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 1907009 | 26664 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 450595 | 5440 | |
| 46138E420 | 46138E420 | INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 1389186 | 33808 | |
| 40412C101 | 40412C101 | HCA HEALTHCARE INC | COM | 1269092 | 4813 | |
| 464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 1934932 | 24810 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 979338 | 7091 | |
| 49456B101 | 49456B101 | KINDER MORGAN INC DEL | COM | 206149 | 11773 | |
| 46436E882 | 46436E882 | ISHARES TR | IBONDS 23 TRM TS | 250904 | 10113 |