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 $351.4M. In the most recent quarter, they have increased their positions in DFIC (+57.7K shares, valued at $1.9M), FBND (+18.4K shares, valued at $849.1K), PYLD (+14.7K shares, valued at $395.4K); decreased their positions in AVEM (-1.2K shares, valued at $91.8K), DFIV (-1.3K shares, valued at $60.1K), BIV (-684 shares, valued at $53.4K); initiated new positions in ABT (+2.4K shares, valued at $322.3K), HODL (+8.7K shares, valued at $283.1K), AVSD (+2.8K shares, valued at $202.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFEM DIMENSIONAL ETF TRUST1.3M shares0.80%2025-09-302025-11-06
DFIC DIMENSIONAL ETF TRUST1.1M shares5.74%2025-09-302025-11-06 DFLV DIMENSIONAL ETF TRUST939.2K shares0.17%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST528.7K shares0.37%2025-09-302025-11-06 VOO VANGUARD INDEX FDS44.9K shares0.57%2025-09-302025-11-06 PYLD PIMCO ETF TR847.5K shares1.77%2025-09-302025-11-06 FBND FIDELITY MERRIMACK STR TR475.2K shares4.02%2025-09-302025-11-06 DFAS DIMENSIONAL ETF TRUST250.1K shares1.37%2025-09-302025-11-06 VO VANGUARD INDEX FDS52.9K shares1.78%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST323.3K shares-0.40%2025-09-302025-11-06 CGMU CAPITAL GRP FIXED INCM ETF T384.3K shares3.34%2025-09-302025-11-06 MOAT VANECK ETF TRUST86.8K shares0.91%2025-09-302025-11-06 FMHI FIRST TR EXCH TRADED FD III174.9K shares4.03%2025-09-302025-11-06 FSMB FIRST TR EXCH TRADED FD III383.7K shares0.48%2025-09-302025-11-06 DFUS DIMENSIONAL ETF TRUST97.4K shares-0.44%2025-09-302025-11-06 DFUV DIMENSIONAL ETF TRUST135.3K shares-0.84%2025-09-302025-11-06 AVLV AMERICAN CENTY ETF TR81.2K shares5.63%2025-09-302025-11-06 AVEM AMERICAN CENTY ETF TR74.9K shares-1.61%2025-09-302025-11-06 VUG VANGUARD INDEX FDS11.6K shares3.48%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR39.9K shares7.50%2025-09-302025-11-06 AAPL APPLE INC9.2K shares-0.35%2025-09-302025-11-06 VV VANGUARD INDEX FDS5.6K shares-0.20%2025-09-302025-11-06 DFEV DIMENSIONAL ETF TRUST50.5K shares-1.46%2025-09-302025-11-06 DFSU DIMENSIONAL ETF TRUST33.7K shares0.75%2025-09-302025-11-06 IJH ISHARES TR17.7K shares0.31%2025-09-302025-11-06 PRF INVESCO EXCHANGE TRADED FD T25.0K shares-0.13%2025-09-302025-11-06 IWF ISHARES TR2.0K shares0.00%2025-09-302025-11-06 AVSC AMERICAN CENTY ETF TR13.5K shares-2.92%2025-09-302025-11-06 AVDE AMERICAN CENTY ETF TR9.6K shares0.66%2025-09-302025-11-06 MSFT MICROSOFT CORP1.5K shares-5.11%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares0.00%2025-09-302025-11-06 VTES VANGUARD WELLINGTON FD6.9K shares-0.78%2025-09-302025-11-06 AVSU AMERICAN CENTY ETF TR9.4K shares-0.91%2025-09-302025-11-06 DUHP DIMENSIONAL ETF TRUST15.4K shares-2.66%2025-09-302025-11-06 VTI VANGUARD INDEX FDS1.5K shares0.13%2025-09-302025-11-06 PRFZ INVESCO EXCHANGE TRADED FD T10.9K shares0.00%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST12.7K shares-2.11%2025-09-302025-11-06 IEFA ISHARES TR5.6K shares-0.14%2025-09-302025-11-06 DFSI DIMENSIONAL ETF TRUST12.0K shares0.57%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR666 shares0.00%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F8.1K shares-0.34%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC790 shares0.00%2025-09-302025-11-06 DFSE DIMENSIONAL ETF TRUST9.2K shares-0.40%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS7.2K shares5.83%2025-09-302025-11-06 BIV VANGUARD BD INDEX FDS4.6K shares-13.02%2025-09-302025-11-06 VTV VANGUARD INDEX FDS1.9K shares-1.61%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS4.4K shares0.96%2025-09-302025-11-06 VXUS VANGUARD STAR FDS4.4K shares-4.56%2025-09-302025-11-06 ABT ABBOTT LABS2.4K sharesnew addition2025-09-302025-11-06 QQQ INVESCO QQQ TR515 shares0.00%2025-09-302025-11-06 VB VANGUARD INDEX FDS1.2K shares0.26%2025-09-302025-11-06 DFAR DIMENSIONAL ETF TRUST12.1K shares0.00%2025-09-302025-11-06 IWD ISHARES TR1.4K shares0.00%2025-09-302025-11-06 HODL VANECK BITCOIN ETF8.7K sharesnew addition2025-09-302025-11-06 GOOGL ALPHABET INC1.1K shares0.00%2025-09-302025-11-06 BSV VANGUARD BD INDEX FDS3.3K shares-9.27%2025-09-302025-11-06 AMZN AMAZON COM INC1.1K shares0.18%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW258 shares0.00%2025-09-302025-11-06 DFSB DIMENSIONAL ETF TRUST4.1K shares0.44%2025-09-302025-11-06 DIHP DIMENSIONAL ETF TRUST7.1K shares-0.52%2025-09-302025-11-06 XOM EXXON MOBIL CORP1.9K shares0.00%2025-09-302025-11-06 AVSD AMERICAN CENTY ETF TR2.8K sharesnew addition2025-09-302025-11-06 DGRO ISHARES TR2.9K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available