0001085146-22-002971.txt : 20220811 0001085146-22-002971.hdr.sgml : 20220811 20220810181329 ACCESSION NUMBER: 0001085146-22-002971 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220811 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: 221153057 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 13F-HR LIVE false false false 0001878849 XXXXXXXX 06-30-2022 06-30-2022 false Ulrich Consultants & Investment Group, LLC

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

13F COMBINATION REPORT 028-21360 0001018331 028-05788 NATIXIS ADVISORS, L.P. N Rebecca A. Crowder 505-224-9100 /s/Rebecca A. Crowder Albuquerque NM 08-10-2022 0 71 182619 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 2192 28664 SH SOLE 28664 0 0 AECOM COM 00766T100 1188 18220 SH SOLE 18220 0 0 ALTRA INDL MOTION CORP COM 02208R106 287 8144 SH SOLE 8144 0 0 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 897 43926 SH SOLE 43926 0 0 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 1457 43423 SH SOLE 43423 0 0 APPLE INC COM 037833100 2747 20092 SH SOLE 20092 0 0 APTIV PLC SHS G6095L109 391 4386 SH SOLE 4386 0 0 ARCBEST CORP COM 03937C105 2086 29641 SH SOLE 29641 0 0 ARES CAPITAL CORP COM 04010L103 545 30409 SH SOLE 30409 0 0 ARK ETF TR FINTECH INNOVA 00214Q708 1024 66085 SH SOLE 66085 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 716 1505 SH SOLE 1505 0 0 AT&T INC COM 00206R102 1116 53239 SH SOLE 53239 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1250 13831 SH SOLE 13831 0 0 BROADCOM INC COM 11135F101 2547 5243 SH SOLE 5243 0 0 CORNING INC COM 219350105 1462 46387 SH SOLE 46387 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 1412 8375 SH SOLE 8375 0 0 CUMMINS INC COM 231021106 1078 5571 SH SOLE 5571 0 0 DIREXION SHS ETF TR AUSPCE CMD STG 25460E307 8152 263000 SH SOLE 263000 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 228 9360 SH SOLE 9360 0 0 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 1610 35142 SH SOLE 35142 0 0 EXXON MOBIL CORP COM 30231G102 280 3273 SH SOLE 3273 0 0 FS KKR CAP CORP COM 302635206 9235 475544 SH SOLE 475544 0 0 GARTNER INC COM 366651107 1610 6659 SH SOLE 6659 0 0 GLOBAL X FDS CLOUD COMPUTNG 37954Y442 5325 322937 SH SOLE 322937 0 0 GLOBAL X FDS FINTECH ETF 37954Y814 1402 65844 SH SOLE 65844 0 0 GLOBAL X FDS GBL X BLOCKCHAIN 37954Y160 440 87157 SH SOLE 87157 0 0 GLOBAL X FDS TELMDC&DIG ETF 37954Y285 1262 109559 SH SOLE 109559 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1138 3832 SH SOLE 3832 0 0 GOLUB CAP BDC INC COM 38173M102 9772 753985 SH SOLE 753985 0 0 HCA HEALTHCARE INC COM 40412C101 809 4815 SH SOLE 4815 0 0 HOME DEPOT INC COM 437076102 1362 4965 SH SOLE 4965 0 0 ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101 6772 140732 SH SOLE 140732 0 0 INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 1351 34425 SH SOLE 34425 0 0 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 4331 60670 SH SOLE 60670 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 2605 56985 SH SOLE 56985 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 2524 30491 SH SOLE 30491 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 685 10915 SH SOLE 10915 0 0 ISHARES TR GENOMICS IMMUN 46435U192 1347 46608 SH SOLE 46608 0 0 ISHARES TR ISHARES BIOTECH 464287556 267 2272 SH SOLE 2272 0 0 ISHARES TR MSCI EAFE ETF 464287465 1575 25204 SH SOLE 25204 0 0 ISHARES TR MSCI KLD400 SOC 464288570 1784 24810 SH SOLE 24810 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 791 13106 SH SOLE 13106 0 0 ISHARES TR U.S. MED DVC ETF 464288810 5803 115045 SH SOLE 115045 0 0 ISHARES U S ETF TR INOVATIV HLTCR 46431W622 6422 195142 SH SOLE 195142 0 0 KINDER MORGAN INC DEL COM 49456B101 197 11773 SH SOLE 11773 0 0 MICRON TECHNOLOGY INC COM 595112103 1732 31328 SH SOLE 31328 0 0 MICROSOFT CORP COM 594918104 3421 13321 SH SOLE 13321 0 0 NUCOR CORP COM 670346105 2076 19881 SH SOLE 19881 0 0 NVIDIA CORPORATION COM 67066G104 2053 13544 SH SOLE 13544 0 0 PALO ALTO NETWORKS INC COM 697435105 834 1689 SH SOLE 1689 0 0 PIMCO ACCESS INCOME FUND SHS BENFIN INT 72203T100 10222 645750 SH SOLE 645750 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 4178 200185 SH SOLE 200185 0 0 PULTE GROUP INC COM 745867101 1332 33620 SH SOLE 33620 0 0 QUANTA SVCS INC COM 74762E102 1440 11488 SH SOLE 11488 0 0 RIO TINTO PLC SPONSORED ADR 767204100 3282 53806 SH SOLE 53806 0 0 ROCKWELL AUTOMATION INC COM 773903109 973 4880 SH SOLE 4880 0 0 SAIA INC COM 78709Y105 1847 9826 SH SOLE 9826 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 16080 326900 SH SOLE 326900 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 330 4620 SH SOLE 4620 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 5748 41812 SH SOLE 41812 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 7687 106503 SH SOLE 106503 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1155 12469 SH SOLE 12469 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1985 5261 SH SOLE 5261 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1870 22876 SH SOLE 22876 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 259 1317 SH SOLE 1317 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6334 18261 SH SOLE 18261 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1133 8590 SH SOLE 8590 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1271 21600 SH SOLE 21600 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 1670 51506 SH SOLE 51506 0 0 WISDOMTREE TR CLOUD COMPUTNG 97717Y691 1572 56086 SH SOLE 56086 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 661 2247 SH SOLE 2247 0 0