EnRich Financial Partners

EnRich Financial Partners as of March 31, 2026

Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Emerging Mkts Co (DFEM) 11.7 $44M 1.3M 34.55
Dimensional Etf Trust Intl Core Equity (DFIC) 10.6 $40M 1.1M 35.53
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.6 $33M 522k 62.45
Dimensional Etf Trust Us Large Cap Val (DFLV) 8.6 $32M 908k 35.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.4 $28M 47k 597.55
Pimco Etf Tr Multisector Bd (PYLD) 6.3 $24M 903k 26.20
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.1 $23M 502k 45.62
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.8 $18M 257k 71.13
Dimensional Etf Trust Internatnal Val (DFIV) 4.5 $17M 318k 52.78
Vanguard Index Fds Mid Cap Etf (VO) 4.3 $16M 56k 287.18
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 2.9 $11M 406k 27.15
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 2.3 $8.5M 179k 47.54
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 2.2 $8.3M 416k 19.96
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.2 $8.2M 85k 96.70
American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.1 $8.1M 100k 80.61
Dimensional Etf Trust Us Equity Market (DFUS) 1.8 $6.9M 97k 70.91
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $6.4M 80k 80.58
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.7 $6.4M 132k 48.46
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $6.1M 56k 110.47
Vanguard Index Fds Growth Etf (VUG) 1.3 $5.1M 12k 436.80
American Centy Etf Tr Avantis U S Qual (AVUQ) 0.6 $2.4M 43k 56.74
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.5 $1.7M 48k 35.78
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.6M 5.5k 298.86
Apple (AAPL) 0.4 $1.6M 6.4k 253.78
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $1.4M 17k 84.84
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.3M 33k 41.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.2M 18k 67.53
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $1.2M 25k 47.53
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $974k 16k 62.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $838k 2.0k 426.40
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.2 $731k 29k 25.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $712k 1.5k 479.20
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $691k 6.8k 101.14
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $670k 9.1k 73.92
Microsoft Corporation (MSFT) 0.2 $568k 1.5k 370.13
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $561k 15k 36.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $554k 14k 38.86
Dimensional Etf Trust International (DFSI) 0.1 $500k 12k 42.40
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $498k 11k 45.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $489k 1.5k 320.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $424k 8.5k 49.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $416k 7.7k 54.05
Ishares Tr Core Msci Eafe (IEFA) 0.1 $400k 4.4k 90.53
Thermo Fisher Scientific (TMO) 0.1 $388k 790.00 491.53
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $375k 4.9k 77.19
Vanguard Index Fds Value Etf (VTV) 0.1 $371k 1.9k 196.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $342k 4.4k 77.12
Alphabet Cap Stk Cl A (GOOGL) 0.1 $336k 1.2k 287.60
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $336k 7.9k 42.37
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $330k 17k 19.16
Exxon Mobil Corporation (XOM) 0.1 $321k 1.9k 169.66
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $308k 13k 23.65
Vanguard Index Fds Small Cp Etf (VB) 0.1 $306k 1.2k 261.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $295k 4.0k 73.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $287k 497.00 577.18
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $286k 440.00 650.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $285k 1.3k 213.67
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $269k 3.4k 78.41
Costco Wholesale Corporation (COST) 0.1 $257k 258.00 996.43
Kla Corp Com New (KLAC) 0.1 $224k 152.00 1472.41
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $212k 4.1k 51.74
American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $208k 2.8k 73.65
Amazon (AMZN) 0.1 $206k 991.00 208.21
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $204k 6.3k 32.22