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EnRich Financial Partners

Latest statistics and disclosures from EnRich Financial Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001955091

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Positions held by EnRich Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 203 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Large Cap Val (DFLV)	10.7	$29M	954k	29.99	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	10.3	$28M	506k	54.43	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	10.2	$27M	1.1M	25.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.4	$22M	47k	480.70	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.4	$17M	666k	25.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	6.3	$17M	633k	26.75	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	6.2	$16M	264k	62.34	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.7	$15M	336k	45.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.2	$11M	308k	36.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.6	$9.6M	39k	249.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.5	$9.4M	104k	89.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.4	$9.0M	178k	50.60	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	2.4	$6.4M	133k	48.18	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	2.3	$6.0M	305k	19.84	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.2	$5.8M	143k	40.90	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	2.0	$5.3M	93k	56.98	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$4.5M	13k	344.21	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$3.9M	68k	57.96	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$1.7M	26k	64.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$1.7M	6.9k	239.77	View chart
Apple (AAPL)	0.6	$1.6M	9.3k	171.48	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$1.4M	54k	25.96	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$1.3M	39k	34.41	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.4	$1.0M	27k	38.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$706k	12k	60.74	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$632k	20k	31.61	View chart
Microsoft Corporation (MSFT)	0.2	$619k	1.5k	420.71	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.2	$525k	13k	39.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$493k	1.2k	420.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$484k	15k	31.95	View chart
Thermo Fisher Scientific (TMO)	0.2	$459k	790.00	581.21	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$405k	4.0k	100.69	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$346k	3.7k	93.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$335k	2.1k	162.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$332k	1.3k	259.83	View chart
Dimensional Etf Trust International (DFSI)	0.1	$309k	9.2k	33.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$292k	7.0k	41.77	View chart
Chipotle Mexican Grill (CMG)	0.1	$291k	100.00	2906.77	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$289k	9.0k	32.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$270k	4.5k	60.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$268k	509.00	525.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$265k	506.00	523.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$263k	2.3k	116.24	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$259k	12k	22.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$241k	3.2k	75.40	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$232k	8.6k	26.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$229k	1.0k	228.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$229k	3.0k	76.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$225k	3.1k	72.63	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$215k	4.1k	52.35	View chart
Amazon (AMZN)	0.1	$209k	1.2k	180.38	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$182k	3.5k	51.78	View chart
Home Depot (HD)	0.1	$178k	463.00	383.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$172k	1.1k	150.93	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$159k	2.5k	63.75	View chart
Us Bancorp Del Com New (USB)	0.1	$149k	3.3k	44.70	View chart
Allstate Corporation (ALL)	0.1	$148k	856.00	173.01	View chart
Intuitive Surgical Com New (ISRG)	0.1	$134k	336.00	399.09	View chart
Costco Wholesale Corporation (COST)	0.0	$133k	182.00	732.63	View chart
Target Corporation (TGT)	0.0	$133k	750.00	177.21	View chart
Intel Corporation (INTC)	0.0	$132k	3.0k	44.17	View chart
MGE Energy (MGEE)	0.0	$126k	1.6k	78.72	View chart
Pepsi (PEP)	0.0	$123k	700.00	175.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$119k	621.00	191.88	View chart
Sap Se Spon Adr (SAP)	0.0	$116k	597.00	195.03	View chart
JPMorgan Chase & Co. (JPM)	0.0	$113k	562.00	200.36	View chart
salesforce (CRM)	0.0	$112k	373.00	301.18	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$105k	3.9k	27.19	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$100k	180.00	556.40	View chart
Johnson & Johnson (JNJ)	0.0	$100k	629.00	158.16	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$99k	1.9k	53.39	View chart
Union Pacific Corporation (UNP)	0.0	$98k	400.00	245.93	View chart
Pfizer (PFE)	0.0	$90k	3.2k	27.75	View chart
FedEx Corporation (FDX)	0.0	$82k	283.00	289.74	View chart
SYSCO Corporation (SYY)	0.0	$81k	1.0k	81.18	View chart
Procter & Gamble Company (PG)	0.0	$81k	500.00	162.34	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$78k	1.3k	57.57	View chart
Comcast Corp Cl A (CMCSA)	0.0	$75k	1.7k	43.35	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$75k	1.5k	49.24	View chart
Meta Platforms Cl A (META)	0.0	$74k	153.00	485.58	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$73k	899.00	81.43	View chart
McDonald's Corporation (MCD)	0.0	$72k	256.00	281.95	View chart
General Electric Com New (GE)	0.0	$70k	398.00	175.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$64k	145.00	444.01	View chart
Fiserv (FI)	0.0	$64k	402.00	159.82	View chart
Hp (HPQ)	0.0	$64k	2.1k	30.22	View chart
EXACT Sciences Corporation (EXAS)	0.0	$63k	908.00	69.10	View chart
Nextera Energy (NEE)	0.0	$63k	980.00	63.91	View chart
Hartford Financial Services (HIG)	0.0	$62k	600.00	103.05	View chart
Bank of America Corporation (BAC)	0.0	$60k	1.6k	37.92	View chart
Alliant Energy Corporation (LNT)	0.0	$60k	1.2k	50.40	View chart
Phillips 66 (PSX)	0.0	$59k	360.00	163.34	View chart
Southwest Airlines (LUV)	0.0	$58k	2.0k	29.19	View chart
Kimberly-Clark Corporation (KMB)	0.0	$58k	450.00	129.35	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$57k	1.4k	39.02	View chart
Cisco Systems (CSCO)	0.0	$50k	1.0k	49.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$49k	1.9k	25.25	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$48k	1.9k	25.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$46k	300.00	152.26	View chart
Emerson Electric (EMR)	0.0	$45k	400.00	113.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$45k	1.8k	25.44	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.0	$42k	343.00	123.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$40k	800.00	50.20	View chart
S&p Global (SPGI)	0.0	$39k	92.00	425.45	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$37k	489.00	75.98	View chart
Walgreen Boots Alliance (WBA)	0.0	$37k	1.7k	21.69	View chart
Boeing Company (BA)	0.0	$36k	184.00	192.99	View chart
Illinois Tool Works (ITW)	0.0	$33k	124.00	268.33	View chart
Eli Lilly & Co. (LLY)	0.0	$33k	42.00	781.67	View chart
Kraft Heinz (KHC)	0.0	$33k	882.00	36.90	View chart
At&t (T)	0.0	$31k	1.7k	17.60	View chart
Proshares Tr Bitcoin Strate (BITO)	0.0	$31k	950.00	32.30	View chart
Walt Disney Company (DIS)	0.0	$31k	251.00	122.16	View chart
Tesla Motors (TSLA)	0.0	$30k	170.00	175.79	View chart
Abbott Laboratories (ABT)	0.0	$28k	250.00	113.66	View chart
Source Capital (SOR)	0.0	$27k	630.00	42.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$25k	119.00	209.46	View chart
CarMax (KMX)	0.0	$23k	263.00	87.11	View chart
Simon Property (SPG)	0.0	$23k	145.00	156.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$22k	273.00	79.86	View chart
Wells Fargo & Company (WFC)	0.0	$22k	375.00	57.96	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$22k	245.00	88.31	View chart
Philip Morris International (PM)	0.0	$21k	233.00	91.62	View chart
PNC Financial Services (PNC)	0.0	$21k	132.00	161.60	View chart
Equifax (EFX)	0.0	$21k	79.00	267.52	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$21k	153.00	136.05	View chart
Baxter International (BAX)	0.0	$20k	469.00	42.74	View chart
Foot Locker (FL)	0.0	$20k	700.00	28.50	View chart
SM Energy (SM)	0.0	$20k	400.00	49.85	View chart
Hershey Company (HSY)	0.0	$20k	101.00	194.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$19k	247.00	77.77	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$19k	311.00	60.78	View chart
Fidelity National Information Services (FIS)	0.0	$19k	251.00	74.18	View chart
International Flavors & Fragrances (IFF)	0.0	$19k	216.00	85.99	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.0	$19k	100.00	184.52	View chart
Dupont De Nemours (DD)	0.0	$18k	235.00	76.67	View chart
BP Sponsored Adr (BP)	0.0	$18k	475.00	37.68	View chart
GSK Sponsored Adr (GSK)	0.0	$18k	414.00	42.87	View chart
CVS Caremark Corporation (CVS)	0.0	$17k	207.00	79.76	View chart
Archer Daniels Midland Company (ADM)	0.0	$16k	260.00	62.81	View chart
General Motors Company (GM)	0.0	$16k	360.00	45.35	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$16k	179.00	90.91	View chart
Kellogg Company (K)	0.0	$16k	270.00	57.29	View chart
Chevron Corporation (CVX)	0.0	$15k	95.00	157.74	View chart
Atmos Energy Corporation (ATO)	0.0	$15k	125.00	118.87	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$15k	212.00	70.00	View chart
Biogen Idec (BIIB)	0.0	$14k	66.00	215.64	View chart
Nike CL B (NKE)	0.0	$13k	139.00	93.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$13k	72.00	179.11	View chart
Charles Schwab Corporation (SCHW)	0.0	$13k	175.00	72.34	View chart
Smucker J M Com New (SJM)	0.0	$13k	100.00	125.87	View chart
Occidental Petroleum Corporation (OXY)	0.0	$13k	192.00	64.99	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$12k	128.00	94.41	View chart
Qualcomm (QCOM)	0.0	$12k	70.00	169.30	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$12k	1.4k	8.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$12k	34.00	337.06	View chart
Altria (MO)	0.0	$11k	262.00	43.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$11k	175.00	62.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$11k	119.00	89.73	View chart
3M Company (MMM)	0.0	$11k	100.00	106.07	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$11k	433.00	24.48	View chart
Xcel Energy (XEL)	0.0	$10k	193.00	53.61	View chart
Abbvie (ABBV)	0.0	$10k	56.00	182.11	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$8.7k	133.00	65.32	View chart
Block Cl A (SQ)	0.0	$8.5k	100.00	84.58	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$8.3k	123.00	67.59	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$8.2k	272.00	30.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$8.2k	88.00	92.72	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$8.1k	44.00	183.89	View chart
Uber Technologies (UBER)	0.0	$7.7k	100.00	76.99	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$7.3k	73.00	99.71	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$6.7k	1.1k	6.29	View chart
Citigroup Com New (C)	0.0	$6.3k	100.00	63.24	View chart
Cincinnati Financial Corporation (CINF)	0.0	$6.2k	50.00	124.18	View chart
Wal-Mart Stores (WMT)	0.0	$6.1k	101.00	60.27	View chart
American Electric Power Company (AEP)	0.0	$5.9k	69.00	86.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$5.7k	139.00	41.08	View chart
Yum! Brands (YUM)	0.0	$5.5k	40.00	138.65	View chart
Novagold Res Com New (NG)	0.0	$5.1k	1.7k	3.00	View chart
Elastic N V Ord Shs (ESTC)	0.0	$5.0k	50.00	100.24	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$4.8k	66.00	72.36	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$4.6k	89.00	51.38	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$3.7k	541.00	6.89	View chart
Trilogy Metals (TMQ)	0.0	$3.0k	6.0k	0.50	View chart
Paramount Global Class B Com (PARA)	0.0	$2.6k	225.00	11.77	View chart
Paypal Holdings (PYPL)	0.0	$2.3k	35.00	67.00	View chart
Autodesk (ADSK)	0.0	$2.3k	9.00	260.44	View chart
eBay (EBAY)	0.0	$1.8k	35.00	52.77	View chart
Yum China Holdings (YUMC)	0.0	$1.6k	40.00	39.80	View chart
Duluth Hldgs Com Cl B (DLTH)	0.0	$1.5k	300.00	4.90	View chart
Viatris (VTRS)	0.0	$931.000200	78.00	11.94	View chart
Beyond Meat (BYND)	0.0	$828.000000	100.00	8.28	View chart
Hanesbrands (HBI)	0.0	$719.001600	124.00	5.80	View chart
Merck & Co (MRK)	0.0	$660.000000	5.00	132.00	View chart
Halyard Health (AVNS)	0.0	$577.001400	29.00	19.90	View chart
Cellectar Biosciences Com New (CLRB)	0.0	$406.000800	102.00	3.98	View chart
Lifevantage Corp Com New (LFVN)	0.0	$175.000500	29.00	6.03	View chart
Amplify Etf Tr Amplify Alternat	0.0	$145.999000	35.00	4.17	View chart
Lumen Technologies (LUMN)	0.0	$121.999800	78.00	1.56	View chart
Ford Motor Company (F)	0.0	$59.000000	4.00	14.75	View chart
Sandstorm Gold Com New (SAND)	0.0	$5.000000	1.00	5.00	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$0	0	0.00	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$0	0	0.00	View chart

Past Filings by EnRich Financial Partners

SEC 13F filings are viewable for EnRich Financial Partners going back to 2024

EnRich Financial Partners 2024 Q1 filed May 2, 2024

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