Filer Name: ENRICH FINANCIAL PARTNERS LLC
CIK: 1955091
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 220
Portfolio Value: $0.30B

Enrich Financial Partners Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFEM US DIMENSIONAL EMERGING MARKETS 1,180,936 $31M 10.30% 3.6% -
DFLV US DIM US LARGE CAP VALUE ETF 971,854 $29M 9.72% -0.6% -
DFAT US DIMENSIONAL US TARGET VALUE 512,600 $29M 9.50% -0.8% -
VOO US VANGUARD S&P 500 ETF 50,771 $27M 9.11% 0.6% -
DFIC US DIMENSIONAL INTERNATIONAL CO 759,440 $20M 6.54% 7.6% -
PYLD US PIMCO MULTISECTOR BOND ACTV 730,092 $19M 6.30% 1.7% -
DFAS US DIMENSIONAL US SMALL CAP ETF 270,226 $18M 5.86% 0.3% -
FBND US FIDELITY TOTAL BOND ETF 390,292 $18M 5.83% 2.8% -
VO US VANGUARD MID-CAP ETF 45,254 $12M 3.98% 3.7% -
DFIV US DIMENSIONAL INTERNATIONAL VA 308,933 $11M 3.65% 0.0% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 204,030 $10M 3.41% 12.1% -
MOAT US VANECK MORNINGSTAR WIDE MOAT 99,623 $9M 3.08% -2.9% -
FMHI US FIRST TRUST MUNICIPAL HIGH I 160,537 $8M 2.58% 14.7% -
FSMB US FIRST TRUST SHORT DUR MANAG 341,099 $7M 2.25% 12.2% -
DFUS US DIMENSIONAL US EQ MKT ETF 91,945 $6M 1.95% -1.0% -
DFUV US DIMENSIONAL US MARKETWIDE VA 140,768 $6M 1.92% -0.8% -
VUG US VANGUARD GROWTH ETF 12,199 $5M 1.67% -2.7% -
AVEM US AVANTIS EMERGING MARKETS EQ 71,274 $4M 1.40% 2.9% -
AVLV US AVANTIS US LARGE CAP VALUE 54,180 $4M 1.20% 16.3% -
AAPL US APPLE INC 9,355 $2M 0.78% 0.0% -
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