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Ehrlich Financial Group

All holdings · as of Dec 31, 2025

110 positions

CompanyClassValueShares% of portfolio
ISHARES TR—$200.5K4,3070.1%
PGIM ETF TR—$203.3K4,1000.1%
PGIM ROCK ETF TR—$205.2K7,0210.1%
VERIZON COMMUNICATIONS INC—$205.3K5,0410.1%
VANGUARD INTL EQUITY INDEX F—$209.7K3,9010.1%
BLACKROCK ETF TRUST—$210.2K2,8370.1%
JOHNSON & JOHNSON—$215.5K1,0410.1%
FIDELITY COVINGTON TRUST—$217.5K2,1290.1%
SPDR SERIES TRUST—$218.9K8,5000.1%
PIMCO ETF TR—$221.0K2,2590.1%
BLACKROCK ETF TRUST—$231.5K7,3080.1%
VANGUARD INDEX FDS—$246.4K1,1640.1%
WILLIAMS SONOMA INC—$249.3K1,3960.1%
ISHARES TR—$250.2K1,4900.1%
SELECT SECTOR SPDR TR—$252.1K3,2460.1%
ELI LILLY & Co—$256.8K2390.1%
ISHARES TR—$270.9K5,6330.2%
SCHWAB STRATEGIC TR—$283.0K8,9820.2%
NUVEEN CALIFORNIA AMT QLT MU—$285.6K22,9590.2%
VANECK ETF TRUST—$289.7K11,2210.2%
VANGUARD INDEX FDS—$290.1K4630.2%
DEERE & CO—$294.7K6330.2%
SELECT SECTOR SPDR TR—$302.8K7,0930.2%
Visa Inc—$311.4K8880.2%
VANGUARD MALVERN FDS—$314.2K6,3520.2%
Alphabet Inc.—$343.0K1,0960.2%
BLACKROCK ETF TRUST II—$348.5K6,9070.2%
VANGUARD WHITEHALL FDS—$365.5K2,5470.2%
iShares MSCI UAE ETF—$368.9K4,2330.2%
J P MORGAN EXCHANGE TRADED F—$379.6K8,2000.2%
INVESCO EXCH TRADED FD TR II—$393.3K16,9580.2%
AMERICAN EXPRESS CO—$421.4K1,1390.2%
FIRST TR EXCHANGE-TRADED FD—$425.4K9,2320.2%
SELECT SECTOR SPDR TR—$437.1K3,7130.2%
Alphabet Inc.—$438.5K1,3970.2%
Warren E. Buffett—$444.8K8850.3%
SCHWAB STRATEGIC TR—$457.5K10,1200.3%
ISHARES U S ETF TR—$486.5K4,7890.3%
ISHARES SILVER TR—$493.3K7,6580.3%
Amazon.com Inc—$493.7K2,1390.3%
ISHARES TR—$514.0K10,6690.3%
SCHWAB STRATEGIC TR—$533.4K16,3530.3%
Broadcom Inc.—$542.3K1,5670.3%
iShares MSCI UAE ETF—$565.4K5,8050.3%
GRANITESHARES GOLD TR—$576.2K13,5610.3%
J P MORGAN EXCHANGE TRADED F—$585.6K8,8150.3%
MICROSOFT CORP—$591.5K1,2230.3%
ISHARES TR—$592.7K5,6080.3%
ISHARES TR—$600.6K19,3980.3%
INVESCO DB US DLR INDEX TR—$608.5K22,5110.3%
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