EnRich Financial Partners

EnRich Financial Partners as of March 31, 2025

Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 55 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Emerging Mkts Co (DFEM) 11.1 $33M 1.3M 26.46
Dimensional Etf Trust Us Large Cap Val (DFLV) 9.9 $30M 965k 30.57
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.9 $27M 515k 51.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.5 $25M 49k 513.91
Dimensional Etf Trust Intl Core Equity (DFIC) 7.6 $23M 810k 27.77
Pimco Etf Tr Multisector Bd (PYLD) 7.1 $21M 801k 26.35
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.6 $20M 434k 45.65
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.0 $15M 249k 59.75
Vanguard Index Fds Mid Cap Etf (VO) 4.4 $13M 51k 258.62
Dimensional Etf Trust Internatnal Val (DFIV) 4.0 $12M 305k 39.36
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.4 $10M 206k 49.62
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.8 $8.4M 95k 88.00
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 2.7 $7.9M 165k 47.80
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 2.5 $7.4M 374k 19.87
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.9 $5.7M 139k 41.21
Dimensional Etf Trust Us Equity Market (DFUS) 1.8 $5.4M 90k 60.48
Vanguard Index Fds Growth Etf (VUG) 1.5 $4.5M 12k 370.83
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.4 $4.3M 72k 60.17
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.4 $4.0M 62k 65.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $2.4M 28k 87.17
Apple (AAPL) 0.7 $2.1M 9.2k 222.13
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.5M 6.0k 257.04
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $1.4M 53k 27.05
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.3M 37k 35.81
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $1.0M 25k 40.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $791k 1.5k 532.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $771k 13k 58.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $710k 2.0k 361.09
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $703k 7.0k 100.51
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $673k 11k 62.36
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $589k 18k 33.14
Microsoft Corporation (MSFT) 0.2 $551k 1.5k 375.28
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $455k 14k 32.99
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $430k 11k 37.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $423k 1.5k 274.86
Ishares Tr Core Msci Eafe (IEFA) 0.1 $423k 5.6k 75.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $396k 707.00 559.56
Thermo Fisher Scientific (TMO) 0.1 $393k 790.00 497.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $369k 8.1k 45.26
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $348k 4.5k 76.57
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $345k 10k 33.68
Vanguard Index Fds Value Etf (VTV) 0.1 $342k 2.0k 172.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $322k 4.4k 73.45
Dimensional Etf Trust International (DFSI) 0.1 $299k 8.6k 34.89
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $289k 12k 23.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $272k 4.4k 62.10
Exxon Mobil Corporation (XOM) 0.1 $269k 2.3k 118.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $265k 1.4k 188.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $258k 3.3k 78.28
Vanguard Index Fds Small Cp Etf (VB) 0.1 $256k 1.2k 221.79
Costco Wholesale Corporation (COST) 0.1 $244k 258.00 945.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $242k 516.00 468.92
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $215k 8.0k 26.94
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $210k 4.1k 51.50
Ishares Tr Core S&p500 Etf (IVV) 0.1 $206k 366.00 561.90