EnRich Financial Partners LLC

Est. AUM

$377.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$44.0M	1272479	11.66%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$39.8M	1120912	10.56%	SOLE
3	DIMENSIONAL ETF TRUST	US TARGETED VLU	$32.6M	521617	8.64%	SOLE
4	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$32.4M	908182	8.60%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$27.9M	46636	7.39%	SOLE
6	PIMCO ETF TR	MULTISECTOR BD	$23.7M	902753	6.27%	SOLE
7	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$22.9M	501558	6.07%	SOLE
8	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$18.3M	256639	4.84%	SOLE
9	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$16.8M	318048	4.45%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$16.2M	56367	4.29%	SOLE
11	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$11.0M	405604	2.92%	SOLE
12	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$8.5M	178980	2.26%	SOLE
13	FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$8.3M	415619	2.20%	SOLE
14	VANECK ETF TRUST	MRNGSTR WDE MOAT	$8.2M	85071	2.18%	SOLE
15	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.1M	100002	2.14%	SOLE
16	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$6.9M	96909	1.82%	SOLE
17	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.4M	79799	1.71%	SOLE
18	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$6.4M	131624	1.69%	SOLE
19	AMERICAN CENTY ETF TR	US SML CP VALU	$6.1M	55462	1.62%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$5.1M	11581	1.34%	SOLE
21	AMERICAN CENTY ETF TR	AVANTIS U S QUAL	$2.4M	42581	0.64%	SOLE
22	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.7M	48154	0.46%	SOLE
23	VANGUARD INDEX FDS	LARGE CAP ETF	$1.6M	5514	0.44%	SOLE
24	APPLE INC	COM	$1.6M	6394	0.43%	SOLE
25	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.4M	16531	0.37%	SOLE
26	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.3M	32522	0.35%	SOLE
27	ISHARES TR	CORE S&P MCP ETF	$1.2M	17596	0.32%	SOLE
28	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.2M	24644	0.31%	SOLE
29	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$974K	15632	0.26%	SOLE
30	ISHARES TR	RUS 1000 GRW ETF	$838K	1965	0.22%	SOLE
31	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL HIGH I	$731K	28868	0.19%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$712K	1486	0.19%	SOLE
33	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$691K	6828	0.18%	SOLE
34	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$670K	9065	0.18%	SOLE
35	MICROSOFT CORP	COM	$568K	1534	0.15%	SOLE
36	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$561K	15255	0.15%	SOLE
37	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$554K	14265	0.15%	SOLE
38	DIMENSIONAL ETF TRUST	INTERNATIONAL	$500K	11791	0.13%	SOLE
39	INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$498K	10849	0.13%	SOLE
40	VANGUARD INDEX FDS	TOTAL STK MKT	$489K	1524	0.13%	SOLE
41	VANGUARD MUN BD FDS	TAX EXEMPT BD	$424K	8506	0.11%	SOLE
42	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$416K	7691	0.11%	SOLE
43	ISHARES TR	CORE MSCI EAFE	$400K	4418	0.11%	SOLE
44	THERMO FISHER SCIENTIFIC INC	COM	$388K	790	0.10%	SOLE
45	VANGUARD BD INDEX FDS	INTERMED TERM	$375K	4854	0.10%	SOLE
46	VANGUARD INDEX FDS	VALUE ETF	$371K	1892	0.10%	SOLE
47	VANGUARD STAR FDS	VG TL INTL STK F	$342K	4436	0.09%	SOLE
48	ALPHABET INC	CAP STK CL A	$336K	1169	0.09%	SOLE
49	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$336K	7924	0.09%	SOLE
50	VANECK BITCOIN ETF	SH BEN INT	$330K	17244	0.09%	SOLE

1–50 of 64

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.