0001085146-23-003107.txt : 20230807 0001085146-23-003107.hdr.sgml : 20230807 20230804175351 ACCESSION NUMBER: 0001085146-23-003107 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230804 EFFECTIVENESS DATE: 20230807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ulrich Consultants & Investment Group, LLC CENTRAL INDEX KEY: 0001878849 IRS NUMBER: 854345180 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21360 FILM NUMBER: 231145168 BUSINESS ADDRESS: STREET 1: 1805 RIO GRANDE BLVD. NW, SUITE 1 CITY: ALBUQUERQUE STATE: NM ZIP: 87104 BUSINESS PHONE: 5052249100 MAIL ADDRESS: STREET 1: 1805 RIO GRANDE BLVD. NW, SUITE 1 CITY: ALBUQUERQUE STATE: NM ZIP: 87104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001878849 XXXXXXXX 06-30-2023 06-30-2023 false Ulrich Consultants & Investment Group, LLC

1805 RIO GRANDE BLVD. NW, SUITE 1 ALBUQUERQUE NM 87104

13F COMBINATION REPORT 028-21360 000159499 801-72880 0001018331 028-05788 NATIXIS ADVISORS, L.P. N Rebecca A. Crowder 505-224-9100 /s/Rebecca A. Crowder Albuquerque NM 08-04-2023 0 24 41387102 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 212226 1628 SH SOLE 1628 0 0 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 BBG00FJ5P854 1440828 40023 SH SOLE 40023 0 0 APPLE INC COM 037833100 BBG001S5N8V8 413036 2129 SH SOLE 2129 0 0 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 263060 14000 SH SOLE 14000 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 270351 10260 SH SOLE 10260 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 348563 3250 SH SOLE 3250 0 0 FS KKR CAP CORP COM 302635206 BBG001YCZQ07 815342 42510 SH SOLE 42510 0 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 1460649 4813 SH SOLE 4813 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG001S5S5F7 339770 4269 SH SOLE 4269 0 0 INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 BBG007RBRW19 1137645 27190 SH SOLE 27190 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 886464 12155 SH SOLE 12155 0 0 ISHARES TR IBONDS 23 TRM TS 46436E882 BBG00RYQY150 250904 10113 SH SOLE 10113 0 0 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 257710 2030 SH SOLE 2030 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1933140 26664 SH SOLE 26664 0 0 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 2088258 24810 SH SOLE 24810 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 923691 13106 SH SOLE 13106 0 0 KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 202735 11773 SH SOLE 11773 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 794820 2334 SH SOLE 2334 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 441565 5440 SH SOLE 5440 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2667659 6018 SH SOLE 6018 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 214168 2162 SH SOLE 2162 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 10811450 26545 SH SOLE 26545 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1007631 7091 SH SOLE 7091 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 12205437 172491 SH SOLE 172491 0 0