EnRich Financial Partners

EnRich Financial Partners as of Dec. 31, 2025

Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 63 positions in its portfolio as reported in the December 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 $42M 1.3M 33.08
Dimensional Etf Trust Intl Core Equity (DFIC) 10.4 $38M 1.1M 34.46
Dimensional Etf Trust Us Large Cap Val (DFLV) 8.7 $32M 934k 34.21
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.6 $31M 528k 59.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.8 $29M 46k 627.14
Pimco Etf Tr Multisector Bd (PYLD) 6.5 $24M 891k 26.68
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.2 $23M 496k 46.04
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.8 $18M 254k 69.67
Dimensional Etf Trust Internatnal Val (DFIV) 4.4 $16M 322k 49.90
Vanguard Index Fds Mid Cap Etf (VO) 4.3 $16M 55k 290.22
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 2.9 $11M 392k 27.38
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.4 $8.8M 85k 103.56
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 2.3 $8.5M 177k 47.93
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 2.2 $7.9M 396k 20.05
Dimensional Etf Trust Us Equity Market (DFUS) 2.0 $7.2M 97k 74.17
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.9 $6.9M 91k 75.77
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.7 $6.2M 133k 46.59
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.6 $5.9M 77k 77.02
Vanguard Index Fds Growth Etf (VUG) 1.5 $5.6M 12k 487.87
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.3 $4.8M 48k 101.98
Apple (AAPL) 0.5 $1.8M 6.5k 271.88
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.8M 5.6k 314.81
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $1.7M 49k 33.74
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.4M 33k 43.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.2M 18k 66.00
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $1.2M 25k 46.92
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $981k 12k 82.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $930k 2.0k 473.30
American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $836k 14k 58.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $747k 1.5k 502.65
Microsoft Corporation (MSFT) 0.2 $742k 1.5k 483.52
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $703k 9.2k 76.30
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $699k 6.9k 101.58
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $588k 16k 38.03
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $519k 13k 39.59
Dimensional Etf Trust International (DFSI) 0.1 $511k 12k 42.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $510k 1.5k 335.24
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $500k 11k 45.89
Thermo Fisher Scientific (TMO) 0.1 $458k 790.00 579.45
Ishares Tr Core Msci Eafe (IEFA) 0.1 $456k 5.1k 89.46
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $425k 17k 24.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $415k 7.7k 53.76
American Centy Etf Tr Avantis U S Qual (AVUQ) 0.1 $397k 6.6k 60.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $387k 7.7k 50.29
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $377k 4.8k 77.87
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $362k 8.7k 41.48
Vanguard Index Fds Value Etf (VTV) 0.1 $361k 1.9k 190.99
Alphabet Cap Stk Cl A (GOOGL) 0.1 $357k 1.1k 313.01
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $337k 4.5k 75.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $333k 488.00 681.35
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.1 $329k 13k 25.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $305k 497.00 614.31
Vanguard Index Fds Small Cp Etf (VB) 0.1 $300k 1.2k 258.06
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $298k 13k 22.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $298k 3.8k 78.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $297k 4.0k 74.07
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $282k 1.3k 210.34
Amazon (AMZN) 0.1 $229k 991.00 230.76
Exxon Mobil Corporation (XOM) 0.1 $228k 1.9k 120.34
Costco Wholesale Corporation (COST) 0.1 $223k 258.00 862.34
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $212k 6.7k 31.67
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $212k 4.1k 51.80
American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $210k 2.8k 74.26