0001085146-23-000611.txt : 20230203 0001085146-23-000611.hdr.sgml : 20230203 20230202212745 ACCESSION NUMBER: 0001085146-23-000611 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230203 DATE AS OF CHANGE: 20230202 EFFECTIVENESS DATE: 20230203 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: 23583514 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 12-31-2022 12-31-2022 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 02-02-2023 0 23 44668506 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMPLIFY ETF TR CWP ENHANCED DIV 032108409 BBG00FJ5P854 1557149 43423 SH SOLE 43423 0 0 APPLE INC COM 037833100 BBG001S5N8V8 239244 1841 SH SOLE 1841 0 0 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 315671 17091 SH SOLE 17091 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 247471 10260 SH SOLE 10260 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 358475 3250 SH SOLE 3250 0 0 FS KKR CAP CORP COM 302635206 BBG001YCZQ07 842748 48157 SH SOLE 48157 0 0 GOLUB CAP BDC INC COM 38173M102 BBG001T63BY7 10342121 785875 SH SOLE 785875 0 0 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 1154927 4813 SH SOLE 4813 0 0 INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 BBG007RBRW19 1380188 34350 SH SOLE 34350 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 201988 1430 SH SOLE 1430 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 799070 12155 SH SOLE 12155 0 0 ISHARES TR IBONDS 23 TRM TS 46436E882 BBG00RYQY150 249791 10113 SH SOLE 10113 0 0 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 266499 2030 SH SOLE 2030 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 1787312 27229 SH SOLE 27229 0 0 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 1781110 24810 SH SOLE 24810 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 766684 13106 SH SOLE 13106 0 0 KINDER MORGAN INC DEL COM 49456B101 BBG001TG2YZ5 212860 11773 SH SOLE 11773 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 275793 1150 SH SOLE 1150 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 475837 5440 SH SOLE 5440 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2438374 6376 SH SOLE 6376 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 8855832 25206 SH SOLE 25206 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1007295 7176 SH SOLE 7176 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 9112067 165313 SH SOLE 165313 0 0