EnRich Financial Partners

EnRich Financial Partners as of June 30, 2025

Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 59 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Emerging Mkts Co (DFEM) 11.5 $38M 1.3M 29.68
Dimensional Etf Trust Intl Core Equity (DFIC) 9.6 $31M 1.0M 31.09
Dimensional Etf Trust Us Large Cap Val (DFLV) 8.9 $29M 938k 31.02
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.7 $28M 527k 53.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.8 $25M 45k 568.04
Pimco Etf Tr Multisector Bd (PYLD) 6.8 $22M 833k 26.54
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.4 $21M 457k 45.75
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.8 $16M 247k 63.71
Vanguard Index Fds Mid Cap Etf (VO) 4.5 $15M 52k 279.83
Dimensional Etf Trust Internatnal Val (DFIV) 4.3 $14M 325k 42.83
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 3.0 $9.9M 372k 26.69
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.5 $8.1M 86k 93.79
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 2.4 $7.9M 168k 46.70
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 2.3 $7.6M 382k 19.91
Dimensional Etf Trust Us Equity Market (DFUS) 2.0 $6.6M 98k 67.02
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.8 $5.8M 137k 42.28
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.6 $5.2M 77k 68.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $5.2M 76k 68.54
Vanguard Index Fds Growth Etf (VUG) 1.5 $4.9M 11k 438.41
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $3.4M 37k 91.10
Apple (AAPL) 0.6 $1.9M 9.2k 205.18
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.6M 5.6k 285.31
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $1.5M 51k 29.99
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.3M 34k 39.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.1M 18k 62.02
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $1.1M 25k 42.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $834k 2.0k 424.58
Microsoft Corporation (MSFT) 0.2 $768k 1.5k 497.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $722k 1.5k 485.77
American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $715k 14k 51.57
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $709k 9.6k 74.01
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $702k 7.0k 100.93
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $648k 9.4k 68.60
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $564k 16k 35.56
Ishares Tr Core Msci Eafe (IEFA) 0.1 $469k 5.6k 83.48
Dimensional Etf Trust International (DFSI) 0.1 $468k 12k 39.41
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $466k 13k 35.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $461k 1.5k 303.95
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $443k 11k 40.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $412k 666.00 618.04
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $406k 5.3k 77.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $402k 8.1k 49.46
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $353k 9.3k 38.06
Vanguard Index Fds Value Etf (VTV) 0.1 $340k 1.9k 176.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $332k 6.8k 49.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $322k 4.4k 73.63
Thermo Fisher Scientific (TMO) 0.1 $320k 790.00 405.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $319k 4.6k 69.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $286k 3.6k 78.69
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $285k 12k 23.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $284k 515.00 551.64
Vanguard Index Fds Small Cp Etf (VB) 0.1 $274k 1.2k 237.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $274k 1.4k 194.23
Costco Wholesale Corporation (COST) 0.1 $255k 258.00 989.94
Amazon (AMZN) 0.1 $239k 1.1k 219.39
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $214k 4.1k 52.43
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $210k 7.1k 29.49
Exxon Mobil Corporation (XOM) 0.1 $204k 1.9k 107.80
Alphabet Cap Stk Cl A (GOOGL) 0.1 $201k 1.1k 176.20