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EnRich Financial Partners

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

Top 5 stock holdings are DFEM, DFLV, DFAT, VOO, DFIC, and represent 45.92% of EnRich Financial Partners's stock portfolio.
Added to shares of these 10 stocks: VOO, DFEM, FBND, DFIC, AVLV, PYLD, AVUV, VO, DFLV, DFAS.
Started 9 new stock positions in ETHE, ZBH, MGK, VOT, Grayscale Ethereum Mini Tr E, CLMT, MD, VNQ, INN.
Reduced shares in these 10 stocks: LRCX, MOAT, IVV, ADI, ICE, VV, TJX, RMD, DUHP, VTI.
Sold out of its positions in ADBE, COR, AMGN, ADI, ELV, ANET, AVGO, EOG, EA, EQIX.
EnRich Financial Partners was a net buyer of stock by $11M.
EnRich Financial Partners has $299M in assets under management (AUM), dropping by 9.78%.
Central Index Key (CIK): 0001955091

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Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 224 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Emerging Mkts Co (DFEM)	10.7	$32M	+4%	1.1M	28.15	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	10.1	$30M		978k	30.81	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	9.6	$29M		517k	55.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.9	$27M	+5%	51k	527.67	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	6.6	$20M	+5%	706k	28.14	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.4	$19M	+4%	718k	26.65	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.9	$18M	+6%	380k	46.74	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.8	$18M	+2%	269k	64.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.9	$12M		309k	38.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.8	$12M	+5%	44k	263.83	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.3	$9.9M		103k	96.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.1	$9.3M	+2%	182k	51.12	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	2.3	$6.9M	+5%	140k	49.40	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	2.0	$6.1M	+4%	304k	20.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.0	$5.9M		142k	41.69	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.9	$5.8M		93k	62.20	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$4.8M		13k	383.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$4.5M	+2%	69k	64.60	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$3.1M	+40%	47k	65.83	View chart
Apple (AAPL)	0.7	$2.2M		9.4k	232.99	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$1.6M	-2%	6.2k	263.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$1.5M	+104%	16k	95.95	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$1.5M		53k	28.46	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$1.4M		39k	37.18	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.4	$1.1M		26k	40.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$837k		13k	62.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$740k	-2%	2.6k	283.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$739k		2.0k	375.38	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$659k	-3%	19k	34.07	View chart
Microsoft Corporation (MSFT)	0.2	$635k		1.5k	430.37	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.2	$543k		13k	41.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$539k		1.2k	460.26	View chart
Thermo Fisher Scientific (TMO)	0.2	$489k		790.00	618.57	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$459k	+7%	13k	34.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$424k		5.4k	78.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$361k		2.1k	174.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$360k	+6%	7.5k	47.85	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$358k		3.5k	101.41	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$353k		4.5k	78.37	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$338k	+5%	9.5k	35.42	View chart
Dimensional Etf Trust International (DFSI)	0.1	$337k	+5%	9.4k	35.73	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$311k		12k	25.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$295k		4.6k	64.74	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$294k		3.9k	75.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$286k		498.00	574.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$283k		3.6k	78.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$283k	+19%	1.2k	237.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$267k		1.4k	189.80	View chart
Exxon Mobil Corporation (XOM)	0.1	$266k		2.3k	117.22	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$237k		8.5k	27.70	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$234k		4.3k	54.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$216k	-26%	375.00	576.82	View chart
Amazon (AMZN)	0.1	$214k		1.2k	186.33	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$206k	+8%	3.9k	53.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$191k		1.6k	116.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$189k	-3%	1.1k	165.90	View chart
Home Depot (HD)	0.1	$188k		464.00	405.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$186k		3.0k	62.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$172k	+17%	2.6k	67.04	View chart
Intuitive Surgical Com New (ISRG)	0.1	$165k		336.00	491.27	View chart
Allstate Corporation (ALL)	0.1	$162k		856.00	189.65	View chart
Costco Wholesale Corporation (COST)	0.1	$161k	-2%	182.00	886.52	View chart
Us Bancorp Del Com New (USB)	0.1	$152k		3.3k	45.73	View chart
MGE Energy (MGEE)	0.0	$147k		1.6k	91.45	View chart
Sap Se Spon Adr (SAP)	0.0	$137k		597.00	229.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$127k	+200%	2.4k	52.82	View chart
JPMorgan Chase & Co. (JPM)	0.0	$119k	-5%	562.00	210.92	View chart
Kla Corp Com New (KLAC)	0.0	$118k		152.00	774.41	View chart
Target Corporation (TGT)	0.0	$117k		750.00	155.86	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$112k		3.9k	29.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$111k	+2%	551.00	200.78	View chart
Pepsi (PEP)	0.0	$103k		604.00	169.99	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$103k		180.00	569.66	View chart
salesforce (CRM)	0.0	$102k		373.00	273.71	View chart
Johnson & Johnson (JNJ)	0.0	$102k		630.00	162.00	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$99k	-6%	1.7k	57.22	View chart
Pfizer (PFE)	0.0	$94k		3.2k	28.94	View chart
Meta Platforms Cl A (META)	0.0	$88k		153.00	572.44	View chart
Procter & Gamble Company (PG)	0.0	$87k		501.00	173.10	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$86k		1.5k	57.41	View chart
Nextera Energy (NEE)	0.0	$83k	-12%	980.00	84.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$82k		1.3k	61.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$82k		1.6k	51.50	View chart
Cintas Corporation (CTAS)	0.0	$82k	+300%	396.00	205.88	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.0	$80k		1.1k	71.83	View chart
McDonald's Corporation (MCD)	0.0	$78k		256.00	304.51	View chart
FedEx Corporation (FDX)	0.0	$78k		283.00	273.68	View chart
Hp (HPQ)	0.0	$75k		2.1k	35.87	View chart
Ge Aerospace Com New (GE)	0.0	$75k		398.00	188.58	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$75k		897.00	83.09	View chart
Comcast Corp Cl A (CMCSA)	0.0	$73k		1.7k	41.77	View chart
Fiserv (FI)	0.0	$72k		402.00	179.65	View chart
Alliant Energy Corporation (LNT)	0.0	$72k		1.2k	60.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$71k		145.00	488.07	View chart
Hartford Financial Services (HIG)	0.0	$71k		600.00	117.61	View chart
Bank of America Corporation (BAC)	0.0	$69k	+10%	1.7k	39.68	View chart
Intel Corporation (INTC)	0.0	$68k		2.9k	23.46	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$67k		239.00	281.37	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$65k	+2%	2.2k	29.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$64k	+3%	1.6k	41.12	View chart
Kimberly-Clark Corporation (KMB)	0.0	$64k		450.00	142.28	View chart
Southwest Airlines (LUV)	0.0	$59k		2.0k	29.63	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$54k		2.0k	26.83	View chart
Lowe's Companies (LOW)	0.0	$54k		200.00	270.85	View chart
Cisco Systems (CSCO)	0.0	$53k		1.0k	53.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$51k		307.00	167.19	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$50k		1.9k	27.01	View chart
Calumet (CLMT)	0.0	$50k	NEW	2.8k	17.82	View chart
S&p Global (SPGI)	0.0	$48k		92.00	516.62	View chart
Phillips 66 (PSX)	0.0	$47k		360.00	131.45	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.0	$45k		343.00	131.44	View chart
Tesla Motors (TSLA)	0.0	$45k		170.00	261.63	View chart
Emerson Electric (EMR)	0.0	$44k		400.00	109.37	View chart
Enbridge (ENB)	0.0	$44k		1.1k	40.61	View chart
Grayscale Ethereum Tr Eth SHS (ETHE)	0.0	$41k	NEW	1.9k	21.89	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$39k		489.00	80.37	View chart
At&t (T)	0.0	$39k		1.7k	22.00	View chart
Eli Lilly & Co. (LLY)	0.0	$38k	-23%	42.00	892.79	View chart
Illinois Tool Works (ITW)	0.0	$33k		124.00	262.07	View chart
SYSCO Corporation (SYY)	0.0	$31k		400.00	78.06	View chart
Kraft Heinz (KHC)	0.0	$31k		882.00	35.11	View chart
Abbott Laboratories (ABT)	0.0	$29k		250.00	114.01	View chart
Philip Morris International (PM)	0.0	$28k		233.00	121.40	View chart
Source Capital (SOR)	0.0	$28k		630.00	44.55	View chart
Boeing Company (BA)	0.0	$28k		184.00	152.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$26k		119.00	220.01	View chart
Walt Disney Company (DIS)	0.0	$25k	+2%	258.00	96.33	View chart
PNC Financial Services (PNC)	0.0	$24k		132.00	184.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$23k		273.00	83.63	View chart
EXACT Sciences Corporation (EXAS)	0.0	$22k		328.00	68.22	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$22k		247.00	89.01	View chart
Fidelity National Information Services (FIS)	0.0	$21k		251.00	83.75	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.0	$21k		100.00	208.26	View chart
Simon Property (SPG)	0.0	$21k	-10%	123.00	169.02	View chart
Zimmer Holdings (ZBH)	0.0	$21k	NEW	191.00	107.95	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$21k		311.00	66.29	View chart
Equifax (EFX)	0.0	$20k	-12%	69.00	293.86	View chart
Dupont De Nemours (DD)	0.0	$20k	-5%	223.00	89.11	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$20k		247.00	80.34	View chart
International Flavors & Fragrances (IFF)	0.0	$20k	-12%	189.00	104.93	View chart
Hershey Company (HSY)	0.0	$19k		101.00	191.78	View chart
CarMax (KMX)	0.0	$19k		245.00	77.38	View chart
Lauder Estee Cos Cl A (EL)	0.0	$19k	-6%	190.00	99.69	View chart
Ge Vernova (GEV)	0.0	$19k		74.00	254.99	View chart
Wells Fargo & Company (WFC)	0.0	$19k		327.00	56.49	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$18k		950.00	19.19	View chart
Foot Locker (FL)	0.0	$18k		700.00	25.84	View chart
Baxter International (BAX)	0.0	$18k		469.00	37.97	View chart
Atmos Energy Corporation (ATO)	0.0	$17k		125.00	138.71	View chart
GSK Sponsored Adr (GSK)	0.0	$17k		414.00	40.88	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$17k		248.00	67.85	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$17k		179.00	93.85	View chart
SM Energy (SM)	0.0	$16k		400.00	39.97	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$16k		212.00	73.67	View chart
Archer Daniels Midland Company (ADM)	0.0	$16k		260.00	59.74	View chart
Walgreen Boots Alliance (WBA)	0.0	$15k		1.7k	8.96	View chart
BP Sponsored Adr (BP)	0.0	$15k		475.00	31.39	View chart
Chevron Corporation (CVX)	0.0	$14k		95.00	147.27	View chart
3M Company (MMM)	0.0	$14k		100.00	136.70	View chart
Altria (MO)	0.0	$13k		262.00	51.04	View chart
TJX Companies (TJX)	0.0	$13k	-71%	113.00	117.54	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$13k		38.00	345.29	View chart
CVS Caremark Corporation (CVS)	0.0	$13k		207.00	62.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$13k	NEW	133.00	97.42	View chart
Biogen Idec (BIIB)	0.0	$13k		66.00	193.83	View chart
Xcel Energy (XEL)	0.0	$13k		193.00	65.13	View chart
Nike CL B (NKE)	0.0	$12k		139.00	88.40	View chart
Smucker J M Com New (SJM)	0.0	$12k		100.00	121.10	View chart
Qualcomm (QCOM)	0.0	$12k	-20%	70.00	170.06	View chart
Charles Schwab Corporation (SCHW)	0.0	$11k		175.00	64.81	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$11k		119.00	93.65	View chart
Abbvie (ABBV)	0.0	$11k		56.00	197.48	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$11k		433.00	25.37	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$10k		133.00	77.61	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$9.6k		123.00	78.21	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$9.5k		1.1k	8.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$9.2k		88.00	104.18	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$8.8k		44.00	200.36	View chart
Occidental Petroleum Corporation (OXY)	0.0	$8.8k		170.00	51.54	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$8.7k	NEW	27.00	321.96	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$8.4k		272.00	30.80	View chart
Wal-Mart Stores (WMT)	0.0	$8.2k		102.00	80.84	View chart
Mednax (MD)	0.0	$7.6k	NEW	656.00	11.59	View chart
Uber Technologies (UBER)	0.0	$7.5k		100.00	75.16	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$7.5k		73.00	102.86	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$7.3k		102.00	71.76	View chart
American Electric Power Company (AEP)	0.0	$7.1k		69.00	102.59	View chart
Novagold Res Com New (NG)	0.0	$7.0k		1.7k	4.10	View chart
Summit Hotel Properties (INN)	0.0	$6.9k	NEW	1.0k	6.86	View chart
Cincinnati Financial Corporation (CINF)	0.0	$6.8k		50.00	136.12	View chart
Block Cl A (SQ)	0.0	$6.7k		100.00	67.13	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$6.6k		75.00	87.80	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$6.4k		139.00	45.86	View chart
Citigroup Com New (C)	0.0	$6.3k	-27%	100.00	62.60	View chart
Chipotle Mexican Grill (CMG)	0.0	$5.8k		100.00	57.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$5.1k	NEW	21.00	243.48	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$4.9k		152.00	32.27	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$4.7k		79.00	59.57	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$4.7k		89.00	52.71	View chart
Grayscale Ethereum Mini Tr E Com Unit	0.0	$4.6k	NEW	1.9k	2.44	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$4.6k		122.00	37.37	View chart
General Motors Company (GM)	0.0	$4.5k		100.00	44.84	View chart
Elastic N V Ord Shs (ESTC)	0.0	$3.8k		50.00	76.76	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$3.0k		541.00	5.60	View chart
Trilogy Metals (TMQ)	0.0	$2.9k		6.0k	0.48	View chart
Paypal Holdings (PYPL)	0.0	$2.7k		35.00	78.03	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$2.6k		450.00	5.75	View chart
Autodesk (ADSK)	0.0	$2.5k		9.00	275.44	View chart
Paramount Global Class B Com (PARA)	0.0	$2.4k		225.00	10.62	View chart
eBay (EBAY)	0.0	$2.3k		35.00	65.11	View chart
Schlumberger Com Stk (SLB)	0.0	$2.2k		53.00	41.94	View chart
Solventum Corp Com Shs (SOLV)	0.0	$1.7k		25.00	69.72	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$1.2k		22.00	52.86	View chart
Duluth Hldgs Com Cl B (DLTH)	0.0	$1.1k		300.00	3.76	View chart
Viatris (VTRS)	0.0	$906.001200		78.00	11.62	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$881.000000		10.00	88.10	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$854.000400		12.00	71.17	View chart
Halyard Health (AVNS)	0.0	$697.000500		29.00	24.03	View chart
Beyond Meat (BYND)	0.0	$678.000000		100.00	6.78	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$664.000000		8.00	83.00	View chart
Merck & Co (MRK)	0.0	$568.000000		5.00	113.60	View chart
Lifevantage Corp Com New (LFVN)	0.0	$350.001000		29.00	12.07	View chart
Cellectar Biosciences Com New (CLRB)	0.0	$218.004600		102.00	2.14	View chart
Amplify Etf Tr Amplify Alternat (MJ)	0.0	$17.000000		5.00	3.40	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 Q3 filed Nov. 7, 2024
EnRich Financial Partners 2024 Q2 filed Aug. 13, 2024
EnRich Financial Partners 2024 Q1 filed May 2, 2024

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