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The Analysis of EnRich Financial Partners LLC's Holdings & P&L

Currently, EnRich Financial Partners LLC holds 64 types of securities in its portfolio with a total value $377.1M. In the most recent quarter, they have increased their positions in AVUQ (+36.0K shares, valued at $2.0M), AVUV (+7.9K shares, valued at $878.0K), AVLV (+8.6K shares, valued at $690.4K); decreased their positions in DFLV (-25.9K shares, valued at $923.6K), DFAT (-6.4K shares, valued at $397.4K), DFEM (-9.3K shares, valued at $320.7K); initiated new positions in KLAC (+152 shares, valued at $223.8K).

1M P&L

+5.2M+1.40%

3M P&L

-73.5M-16.37%

HY P&L

-35.9M-8.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A342.6M

99.0%

2Consumer Electronics1.6M

0.5%

3Software - Infrastructure567.8K

0.2%

Top Industries by Stock Count

1N/A51 stocks

87.9%

2Consumer Electronics1 stocks

1.7%

3Software - Infrastructure1 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFEM DIMENSIONAL ETF TRUST1.3M shares-0.72%2026-03-312026-05-05

DFIC DIMENSIONAL ETF TRUST1.1M shares1.31%2026-03-312026-05-05

DFAT DIMENSIONAL ETF TRUST521.6K shares-1.21%2026-03-312026-05-05

DFLV DIMENSIONAL ETF TRUST908.2K shares-2.77%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS46.6K shares2.00%2026-03-312026-05-05

PYLD PIMCO ETF TR902.8K shares1.32%2026-03-312026-05-05

FBND FIDELITY MERRIMACK STR TR501.6K shares1.06%2026-03-312026-05-05

DFAS DIMENSIONAL ETF TRUST256.6K shares1.00%2026-03-312026-05-05

Sponsored

DFIV DIMENSIONAL ETF TRUST318.0K shares-1.08%2026-03-312026-05-05

VO VANGUARD INDEX FDS56.4K shares2.64%2026-03-312026-05-05

CGMU CAPITAL GRP FIXED INCM ETF T405.6K shares3.42%2026-03-312026-05-05

FMHI FIRST TR EXCH TRADED FD III179.0K shares1.22%2026-03-312026-05-05

FSMB FIRST TR EXCH TRADED FD III415.6K shares4.92%2026-03-312026-05-05

MOAT VANECK ETF TRUST85.1K shares-0.39%2026-03-312026-05-05

AVLV AMERICAN CENTY ETF TR100.0K shares9.37%2026-03-312026-05-05

DFUS DIMENSIONAL ETF TRUST96.9K shares-0.18%2026-03-312026-05-05

Sponsored

AVEM AMERICAN CENTY ETF TR79.8K shares3.98%2026-03-312026-05-05

DFUV DIMENSIONAL ETF TRUST131.6K shares-0.90%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR55.5K shares16.73%2026-03-312026-05-05

VUG VANGUARD INDEX FDS11.6K shares0.93%2026-03-312026-05-05

AVUQ AMERICAN CENTY ETF TR42.6K shares545.46%2026-03-312026-05-05

DFEV DIMENSIONAL ETF TRUST48.2K shares-2.22%2026-03-312026-05-05

VV VANGUARD INDEX FDS5.5K shares-0.83%2026-03-312026-05-05

AAPL APPLE INC6.4K shares-0.99%2026-03-312026-05-05

Sponsored

AVDE AMERICAN CENTY ETF TR16.5K shares38.68%2026-03-312026-05-05

DFSU DIMENSIONAL ETF TRUST32.5K shares-2.03%2026-03-312026-05-05

IJH ISHARES TR17.6K shares-0.07%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T24.6K shares-0.24%2026-03-312026-05-05

AVSC AMERICAN CENTY ETF TR15.6K shares9.80%2026-03-312026-05-05

IWF ISHARES TR2.0K shares0.00%2026-03-312026-05-05

CGHM CAPITAL GRP FIXED INCM ETF T28.9K shares123.47%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares0.00%2026-03-312026-05-05

Sponsored

VTES VANGUARD WELLINGTON FD6.8K shares-0.77%2026-03-312026-05-05

AVSU AMERICAN CENTY ETF TR9.1K shares-1.60%2026-03-312026-05-05

MSFT MICROSOFT CORP1.5K shares0.00%2026-03-312026-05-05

DUHP DIMENSIONAL ETF TRUST15.3K shares-1.36%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST14.3K shares8.88%2026-03-312026-05-05

DFSI DIMENSIONAL ETF TRUST11.8K shares-1.04%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.8K shares-0.50%2026-03-312026-05-05

VTI VANGUARD INDEX FDS1.5K shares0.13%2026-03-312026-05-05

Sponsored

VTEB VANGUARD MUN BD FDS8.5K shares10.42%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F7.7K shares-0.47%2026-03-312026-05-05

IEFA ISHARES TR4.4K shares-13.25%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC790 shares0.00%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS4.9K shares0.27%2026-03-312026-05-05

VTV VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-05

VXUS VANGUARD STAR FDS4.4K shares-0.60%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.2K shares2.45%2026-03-312026-05-05

Sponsored

DFSE DIMENSIONAL ETF TRUST7.9K shares-9.09%2026-03-312026-05-05

HODL VANECK BITCOIN ETF17.2K shares0.28%2026-03-312026-05-05

XOM EXXON MOBIL CORP1.9K shares0.00%2026-03-312026-05-05

DFAR DIMENSIONAL ETF TRUST13.0K shares-0.06%2026-03-312026-05-05

VB VANGUARD INDEX FDS1.2K shares0.26%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS4.0K shares0.00%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR497 shares0.00%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T440 shares-9.84%2026-03-312026-05-05

Sponsored

IWD ISHARES TR1.3K shares-0.37%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS3.4K shares-9.19%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION258 shares0.00%2026-03-312026-05-05

KLAC KLA CORP152 sharesnew addition2026-03-312026-05-05

DFSB DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-05-05

AVSD AMERICAN CENTY ETF TR2.8K shares0.00%2026-03-312026-05-05

AMZN AMAZON COM INC991 shares0.00%2026-03-312026-05-05

DIHP DIMENSIONAL ETF TRUST6.3K shares-5.49%2026-03-312026-05-05

Sponsored

DFEM

DIMENSIONAL ETF TRUST

-0.72%

Shares1.3M

Event2026-03-31

Filed2026-05-05

DFIC

DIMENSIONAL ETF TRUST

1.31%

Shares1.1M

Event2026-03-31

Filed2026-05-05

DFAT

DIMENSIONAL ETF TRUST

-1.21%

Shares521.6K

Event2026-03-31

Filed2026-05-05

DFLV

DIMENSIONAL ETF TRUST

-2.77%

Shares908.2K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.00%

Shares46.6K

Event2026-03-31

Filed2026-05-05

PYLD

PIMCO ETF TR

1.32%

Shares902.8K

Event2026-03-31

Filed2026-05-05

FBND

FIDELITY MERRIMACK STR TR

1.06%

Shares501.6K

Event2026-03-31

Filed2026-05-05

DFAS

DIMENSIONAL ETF TRUST

1.00%

Shares256.6K

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

-1.08%

Shares318.0K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.64%

Shares56.4K

Event2026-03-31

Filed2026-05-05

CGMU

CAPITAL GRP FIXED INCM ETF T

3.42%

Shares405.6K

Event2026-03-31

Filed2026-05-05

FMHI

FIRST TR EXCH TRADED FD III

1.22%

Shares179.0K

Event2026-03-31

Filed2026-05-05

FSMB

FIRST TR EXCH TRADED FD III

4.92%

Shares415.6K

Event2026-03-31

Filed2026-05-05

MOAT

VANECK ETF TRUST

-0.39%

Shares85.1K

Event2026-03-31

Filed2026-05-05

AVLV

AMERICAN CENTY ETF TR

9.37%

Shares100.0K

Event2026-03-31

Filed2026-05-05

DFUS

DIMENSIONAL ETF TRUST

-0.18%

Shares96.9K

Event2026-03-31

Filed2026-05-05

AVEM

AMERICAN CENTY ETF TR

3.98%

Shares79.8K

Event2026-03-31

Filed2026-05-05

DFUV

DIMENSIONAL ETF TRUST

-0.90%

Shares131.6K

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

16.73%

Shares55.5K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

0.93%

Shares11.6K

Event2026-03-31

Filed2026-05-05

AVUQ

AMERICAN CENTY ETF TR

545.46%

Shares42.6K

Event2026-03-31

Filed2026-05-05

DFEV

DIMENSIONAL ETF TRUST

-2.22%

Shares48.2K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-0.83%

Shares5.5K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-0.99%

Shares6.4K

Event2026-03-31

Filed2026-05-05

AVDE

AMERICAN CENTY ETF TR

38.68%

Shares16.5K

Event2026-03-31

Filed2026-05-05

DFSU

DIMENSIONAL ETF TRUST

-2.03%

Shares32.5K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-0.07%

Shares17.6K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

-0.24%

Shares24.6K

Event2026-03-31

Filed2026-05-05

AVSC

AMERICAN CENTY ETF TR

9.80%

Shares15.6K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-05

CGHM

CAPITAL GRP FIXED INCM ETF T

123.47%

Shares28.9K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-05

VTES

VANGUARD WELLINGTON FD

-0.77%

Shares6.8K

Event2026-03-31

Filed2026-05-05

AVSU

AMERICAN CENTY ETF TR

-1.60%

Shares9.1K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-05

DUHP

DIMENSIONAL ETF TRUST

-1.36%

Shares15.3K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

8.88%

Shares14.3K

Event2026-03-31

Filed2026-05-05

DFSI

DIMENSIONAL ETF TRUST

-1.04%

Shares11.8K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

-0.50%

Shares10.8K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.13%

Shares1.5K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

10.42%

Shares8.5K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-0.47%

Shares7.7K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

-13.25%

Shares4.4K

Event2026-03-31

Filed2026-05-05

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares790

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

0.27%

Shares4.9K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

-0.60%

Shares4.4K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

2.45%

Shares1.2K

Event2026-03-31

Filed2026-05-05

DFSE

DIMENSIONAL ETF TRUST

-9.09%

Shares7.9K

Event2026-03-31

Filed2026-05-05

HODL

VANECK BITCOIN ETF

0.28%

Shares17.2K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

DFAR

DIMENSIONAL ETF TRUST

-0.06%

Shares13.0K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.26%

Shares1.2K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

0.00%

Shares497

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-9.84%

Shares440

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

-0.37%

Shares1.3K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

-9.19%

Shares3.4K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares258

Event2026-03-31

Filed2026-05-05

KLAC

KLA CORP

New

Shares152

Event2026-03-31

Filed2026-05-05

DFSB

DIMENSIONAL ETF TRUST

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-05

AVSD

AMERICAN CENTY ETF TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

0.00%

Shares991

Event2026-03-31

Filed2026-05-05

DIHP

DIMENSIONAL ETF TRUST

-5.49%

Shares6.3K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available