EnRich Financial Partners

EnRich Financial Partners as of Sept. 30, 2025

Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Emerging Mkts Co (DFEM) 11.6 $41M 1.3M 32.07
Dimensional Etf Trust Intl Core Equity (DFIC) 9.9 $35M 1.1M 32.79
Dimensional Etf Trust Us Large Cap Val (DFLV) 8.8 $31M 939k 32.90
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.8 $31M 529k 58.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.8 $28M 45k 612.37
Pimco Etf Tr Multisector Bd (PYLD) 6.5 $23M 848k 26.84
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.3 $22M 475k 46.24
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.9 $17M 250k 68.46
Vanguard Index Fds Mid Cap Etf (VO) 4.4 $16M 53k 293.74
Dimensional Etf Trust Internatnal Val (DFIV) 4.2 $15M 323k 46.12
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 3.0 $11M 384k 27.29
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.4 $8.6M 87k 99.11
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 2.4 $8.3M 175k 47.51
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 2.2 $7.7M 384k 20.08
Dimensional Etf Trust Us Equity Market (DFUS) 2.0 $7.1M 97k 72.44
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.7 $6.0M 135k 44.69
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.7 $5.9M 81k 72.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $5.6M 75k 75.11
Vanguard Index Fds Growth Etf (VUG) 1.6 $5.6M 12k 479.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $4.0M 40k 99.53
Apple (AAPL) 0.7 $2.3M 9.2k 254.64
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.7M 5.6k 307.87
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $1.6M 51k 31.89
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.4M 34k 42.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.2M 18k 65.26
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $1.1M 25k 45.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $920k 2.0k 468.41
American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $771k 14k 57.25
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $761k 9.6k 78.90
Microsoft Corporation (MSFT) 0.2 $760k 1.5k 518.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $747k 1.5k 502.74
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $704k 6.9k 101.93
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $689k 9.4k 73.57
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $583k 15k 37.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $498k 1.5k 328.12
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $495k 11k 45.42
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $491k 13k 38.57
Ishares Tr Core Msci Eafe (IEFA) 0.1 $490k 5.6k 87.31
Dimensional Etf Trust International (DFSI) 0.1 $489k 12k 40.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $444k 666.00 666.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $439k 8.1k 54.18
Thermo Fisher Scientific (TMO) 0.1 $383k 790.00 485.02
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $380k 9.2k 41.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $358k 7.2k 50.07
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $357k 4.6k 78.09
Vanguard Index Fds Value Etf (VTV) 0.1 $353k 1.9k 186.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $329k 4.4k 74.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $324k 4.4k 73.45
Abbott Laboratories (ABT) 0.1 $322k 2.4k 133.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $309k 515.00 600.37
Vanguard Index Fds Small Cp Etf (VB) 0.1 $295k 1.2k 254.19
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $290k 12k 23.85
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $287k 1.4k 203.59
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $283k 8.7k 32.37
Alphabet Cap Stk Cl A (GOOGL) 0.1 $277k 1.1k 243.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $260k 3.3k 78.91
Amazon (AMZN) 0.1 $240k 1.1k 219.52
Costco Wholesale Corporation (COST) 0.1 $239k 258.00 925.63
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $218k 4.1k 53.27
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $215k 7.1k 30.39
Exxon Mobil Corporation (XOM) 0.1 $213k 1.9k 112.75
American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $203k 2.8k 71.55
Ishares Tr Core Div Grwth (DGRO) 0.1 $200k 2.9k 68.08