EnRich Financial Partners LLC
65 holdingsFiling period: 2026-03-31Current AUM: $412.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFEM | DIMENSIONAL ETF TRUST | 1.27M | $44.0M | $48.0M | 11.64% | -9,281 | 2026-03-31 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.12M | $39.8M | $42.7M | 10.36% | +14.5K | 2026-03-31 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 521.6K | $32.6M | $36.9M | 8.95% | -6,364 | 2026-03-31 |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 908.2K | $32.4M | $36.9M | 8.96% | -25,864 | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 46.6K | $27.9M | $32.0M | 7.77% | +915 | 2026-03-31 |
| 6 | PYLD | PIMCO ETF TR | 902.8K | $23.7M | $23.6M | 5.73% | +11.7K | 2026-03-31 |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 501.6K | $22.9M | $22.4M | 5.44% | +5.2K | 2026-03-31 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 256.6K | $18.3M | $20.8M | 5.05% | +2.5K | 2026-03-31 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 318.0K | $16.8M | $18.2M | 4.42% | -3,466 | 2026-03-31 |
| 10 | VO | VANGUARD INDEX FDS | 56.4K | $16.2M | $18.3M | 4.43% | +1.5K | 2026-03-31 |
| 11 | CGMU | CAPITAL GRP FIXED INCM ETF T | 405.6K | $11.0M | $11.0M | 2.66% | +13.4K | 2026-03-31 |
| 12 | FMHI | FIRST TR EXCH TRADED FD III | 179.0K | $8.5M | $8.5M | 2.07% | +2.2K | 2026-03-31 |
| 13 | FSMB | FIRST TR EXCH TRADED FD III | 415.6K | $8.3M | $8.3M | 2.00% | +19.5K | 2026-03-31 |
| 14 | MOAT | VANECK ETF TRUST | 85.1K | $8.2M | $9.2M | 2.23% | -333 | 2026-03-31 |
| 15 | AVLV | AMERICAN CENTY ETF TR | 100.0K | $8.1M | $9.2M | 2.24% | +8.6K | 2026-03-31 |
| 16 | DFUS | DIMENSIONAL ETF TRUST | 96.9K | $6.9M | $7.9M | 1.92% | -171 | 2026-03-31 |
| 17 | AVEM | AMERICAN CENTY ETF TR | 79.8K | $6.4M | $7.1M | 1.73% | +3.1K | 2026-03-31 |
| 18 | DFUV | DIMENSIONAL ETF TRUST | 131.6K | $6.4M | $7.3M | 1.78% | -1,198 | 2026-03-31 |
| 19 | AVUV | AMERICAN CENTY ETF TR | 55.5K | $6.1M | $6.9M | 1.69% | +7.9K | 2026-03-31 |
| 20 | VUG | VANGUARD INDEX FDS | 11.6K | $5.1M | $5.9M | 1.44% | +107 | 2026-03-31 |
| 21 | AVUQ | AMERICAN CENTY ETF TR | 42.6K | $2.4M | $2.8M | 0.68% | +36.0K | 2026-03-31 |
| 22 | DFEV | DIMENSIONAL ETF TRUST | 48.2K | $1.7M | $1.9M | 0.46% | -1,092 | 2026-03-31 |
| 23 | VV | VANGUARD INDEX FDS | 5.5K | $1.6M | $1.9M | 0.46% | -46 | 2026-03-31 |
| 24 | AAPL | APPLE INC | 6.4K | $1.6M | $2.0M | 0.48% | -64 | 2026-03-31 |
| 25 | AVDE | AMERICAN CENTY ETF TR | 16.5K | $1.4M | $1.5M | 0.37% | +4.6K | 2026-03-31 |
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