# EDGAR Filing Document

**Accession Number:** 0001878849
**File Stem:** 0001085146-23-000611
**Filing Date:** 2023-2
**Character Count:** 6471
**Document Hash:** 6909e6ddd9d6fb8b4da14d2f098ccf54
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000611.hdr.sgml**: 20230203

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Ulrich Consultants  Investment Group LLC<br>**Address:** 1805 RIO GRANDE BLVD. NW SUITE 1<br>ALBUQUERQUE, NM 87104

**Form 13F File Number:** 028-21360

**CRD Number (if applicable):** 000159499

**SEC File Number (if applicable):** 801-72880

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rebecca A. Crowder<br>**Title:** CCO<br>**Phone:** 505-224-9100

**Signature, Place, and Date of Signing:**

/s/Rebecca A. Crowder  Albuquerque, NM  02-02-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 23

**Form 13F Information Table Value Total:** $44668506

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                  | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | NATIXIS ADVISORS L.P. | 028-05788              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 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 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 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 2438374 | 6376 | SH |  | SOLE |  | 6376 | 0 | 0 |
| VANGUARD INDEX FDS | S 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 |

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