The Analysis of EnRich Financial Partners LLC's Holdings
Currently, EnRich Financial Partners LLC holds 63 types of securities in its portfolio with a total value $366.9M. In the most recent quarter, they have increased their positions in DFIC (+43.1K shares, valued at $1.5M), PYLD (+43.6K shares, valued at $1.2M), FBND (+21.1K shares, valued at $970.2K); decreased their positions in AAPL (-2.7K shares, valued at $739.5K), DFLV (-5.1K shares, valued at $175.4K), MOAT (-1.4K shares, valued at $146.2K); initiated new positions in AVUQ (+6.6K shares, valued at $396.9K), CGHM (+12.9K shares, valued at $329.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFEM DIMENSIONAL ETF TRUST1.3M shares0.71%2025-12-312026-01-28
DFIC DIMENSIONAL ETF TRUST1.1M shares4.05%2025-12-312026-01-28 DFLV DIMENSIONAL ETF TRUST934.0K shares-0.55%2025-12-312026-01-28 DFAT DIMENSIONAL ETF TRUST528.0K shares-0.14%2025-12-312026-01-28 PYLD PIMCO ETF TR891.0K shares5.14%2025-12-312026-01-28 FBND FIDELITY MERRIMACK STR TR496.3K shares4.43%2025-12-312026-01-28 DFAS DIMENSIONAL ETF TRUST254.1K shares1.60%2025-12-312026-01-28 DFIV DIMENSIONAL ETF TRUST321.5K shares-0.55%2025-12-312026-01-28 VO VANGUARD INDEX FDS54.9K shares3.72%2025-12-312026-01-28 CGMU CAPITAL GRP FIXED INCM ETF T392.2K shares2.06%2025-12-312026-01-28 MOAT VANECK ETF TRUST85.4K shares-1.63%2025-12-312026-01-28 FMHI FIRST TR EXCH TRADED FD III176.8K shares1.07%2025-12-312026-01-28 FSMB FIRST TR EXCH TRADED FD III396.1K shares3.24%2025-12-312026-01-28 DFUS DIMENSIONAL ETF TRUST97.1K shares-0.38%2025-12-312026-01-28 AVLV AMERICAN CENTY ETF TR91.4K shares12.65%2025-12-312026-01-28 DFUV DIMENSIONAL ETF TRUST132.8K shares-1.86%2025-12-312026-01-28 AVEM AMERICAN CENTY ETF TR76.7K shares2.47%2025-12-312026-01-28 VUG VANGUARD INDEX FDS11.5K shares-1.41%2025-12-312026-01-28 AVUV AMERICAN CENTY ETF TR47.5K shares19.12%2025-12-312026-01-28 AAPL APPLE INC6.5K shares-29.64%2025-12-312026-01-28 VV VANGUARD INDEX FDS5.6K shares-0.86%2025-12-312026-01-28 DFEV DIMENSIONAL ETF TRUST49.2K shares-2.42%2025-12-312026-01-28 DFSU DIMENSIONAL ETF TRUST33.2K shares-1.50%2025-12-312026-01-28 IJH ISHARES TR17.6K shares-0.58%2025-12-312026-01-28 AVDE AMERICAN CENTY ETF TR11.9K shares23.56%2025-12-312026-01-28 IWF ISHARES TR2.0K shares0.00%2025-12-312026-01-28 AVSC AMERICAN CENTY ETF TR14.2K shares5.72%2025-12-312026-01-28 MSFT MICROSOFT CORP1.5K shares4.64%2025-12-312026-01-28 AVSU AMERICAN CENTY ETF TR9.2K shares-1.60%2025-12-312026-01-28 VTES VANGUARD WELLINGTON FD6.9K shares-0.33%2025-12-312026-01-28 DUHP DIMENSIONAL ETF TRUST15.5K shares0.14%2025-12-312026-01-28 DFAC DIMENSIONAL ETF TRUST13.1K shares2.92%2025-12-312026-01-28 DFSI DIMENSIONAL ETF TRUST11.9K shares-0.31%2025-12-312026-01-28 VTI VANGUARD INDEX FDS1.5K shares0.20%2025-12-312026-01-28 TMO THERMO FISHER SCIENTIFIC INC790 shares0.00%2025-12-312026-01-28 IEFA ISHARES TR5.1K shares-9.15%2025-12-312026-01-28 HODL VANECK BITCOIN ETF17.2K shares96.62%2025-12-312026-01-28 VWO VANGUARD INTL EQUITY INDEX F7.7K shares-4.59%2025-12-312026-01-28 AVUQ AMERICAN CENTY ETF TR6.6K sharesnew addition2025-12-312026-01-28 VTEB VANGUARD MUN BD FDS7.7K shares7.67%2025-12-312026-01-28 BIV VANGUARD BD INDEX FDS4.8K shares5.95%2025-12-312026-01-28 DFSE DIMENSIONAL ETF TRUST8.7K shares-5.75%2025-12-312026-01-28 VTV VANGUARD INDEX FDS1.9K shares0.00%2025-12-312026-01-28 ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-28 VXUS VANGUARD STAR FDS4.5K shares1.16%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR488 shares-26.73%2025-12-312026-01-28 CGHM CAPITAL GRP FIXED INCM ETF T12.9K sharesnew addition2025-12-312026-01-28 VB VANGUARD INDEX FDS1.2K shares0.35%2025-12-312026-01-28 DFAR DIMENSIONAL ETF TRUST13.0K shares7.21%2025-12-312026-01-28 BSV VANGUARD BD INDEX FDS3.8K shares14.45%2025-12-312026-01-28 BND VANGUARD BD INDEX FDS4.0K shares-9.34%2025-12-312026-01-28 IWD ISHARES TR1.3K shares-4.90%2025-12-312026-01-28 AMZN AMAZON COM INC991 shares-9.17%2025-12-312026-01-28 XOM EXXON MOBIL CORP1.9K shares0.00%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW258 shares0.00%2025-12-312026-01-28 DIHP DIMENSIONAL ETF TRUST6.7K shares-5.50%2025-12-312026-01-28 DFSB DIMENSIONAL ETF TRUST4.1K shares0.00%2025-12-312026-01-28 AVSD AMERICAN CENTY ETF TR2.8K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available