EnRich Financial Partners

EnRich Financial Partners as of June 30, 2026

Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 67 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Emerging Mkts Co (DFEM) 11.6 $49M 1.2M 40.64
Dimensional Etf Trust Intl Core Equity (DFIC) 10.2 $43M 1.1M 37.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.4 $35M 505k 69.90
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 8.0 $34M 853k 39.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.7 $33M 47k 686.81
Pimco Etf Tr Multisector Bd (PYLD) 6.1 $26M 973k 26.52
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.0 $25M 551k 45.49
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.0 $21M 256k 82.34
Vanguard Index Fds Mid Cap Etf (VO) 4.4 $19M 232k 80.57
Dimensional Etf Trust Internatnal Val (DFIV) 4.0 $17M 313k 54.02
American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.7 $12M 126k 91.21
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 2.7 $11M 415k 27.47
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 2.2 $9.1M 187k 48.49
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 2.1 $8.8M 440k 19.99
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.0 $8.4M 81k 103.96
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 1.9 $7.9M 96k 81.94
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $7.7M 62k 124.76
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.8 $7.7M 80k 96.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.7 $7.2M 130k 55.01
American Centy Etf Tr Avan U S Qua Etf (AVUQ) 1.6 $6.8M 104k 66.00
Vanguard Index Fds Growth Etf (VUG) 1.4 $5.9M 69k 86.14
Apple (AAPL) 0.4 $1.9M 6.4k 289.35
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.6M 4.8k 343.92
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $1.5M 17k 89.20
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $1.4M 31k 46.63
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $1.4M 33k 42.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.3M 18k 77.11
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $1.3M 25k 54.03
American Centy Etf Tr Avan Us Smal Etf (AVSC) 0.3 $1.1M 16k 73.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $896k 7.2k 124.17
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) 0.2 $875k 34k 25.85
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $757k 8.6k 88.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $744k 1.5k 500.39
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $692k 6.8k 101.31
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK) 0.2 $683k 6.1k 111.55
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.2 $639k 14k 44.36
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.2 $632k 15k 41.73
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $591k 11k 55.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $559k 1.5k 370.08
Microsoft Corporation (MSFT) 0.1 $536k 1.4k 373.11
Dimensional Etf Trust International (DFSI) 0.1 $521k 12k 45.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $479k 9.5k 50.58
Kla Corp Com New (KLAC) 0.1 $459k 1.5k 301.71
Alphabet Cap Stk Cl A (GOOGL) 0.1 $416k 1.2k 357.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $415k 7.0k 59.69
Vanguard Index Fds Value Etf (VTV) 0.1 $412k 1.9k 217.93
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $407k 5.3k 76.70
Thermo Fisher Scientific (TMO) 0.1 $396k 790.00 501.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $366k 497.00 736.40
Vanguard Index Fds Small Cp Etf (VB) 0.1 $354k 1.2k 303.23
Ishares Tr Core Msci Eafe (IEFA) 0.1 $346k 3.6k 96.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $342k 4.7k 73.41
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $321k 3.8k 85.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $313k 4.0k 77.91
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.1 $309k 6.3k 48.88
Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.1 $296k 11k 26.16
Intel Corporation (INTC) 0.1 $284k 2.0k 139.63
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $279k 373.00 746.77
Lam Research Corp Com New (LRCX) 0.1 $270k 624.00 433.33
Exxon Mobil Corporation (XOM) 0.1 $252k 1.8k 136.72
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $249k 15k 16.61
Costco Wholesale Corporation (COST) 0.1 $241k 258.00 935.47
Amazon (AMZN) 0.1 $236k 991.00 238.28
American Centy Etf Tr Avan Re Intl Etf (AVSD) 0.1 $226k 2.8k 79.88
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $224k 4.3k 52.11
Ishares Tr Core S&p500 Etf (IVV) 0.0 $208k 278.00 748.89
Allstate Corporation (ALL) 0.0 $204k 856.00 237.94