HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAT) |
487,787 | +487,787 | $25,526 |
| DFAT | 487,787 | +487,787 | $25,526 |
| DIMENSIONAL ETF TRUST (DFLV) |
915,312 | +915,312 | $24,759 |
| DFLV | 915,312 | +915,312 | $24,759 |
| DIMENSIONAL ETF TRUST (DFEM) |
983,200 | +983,200 | $24,541 |
| DFEM | 983,200 | +983,200 | $24,541 |
| VANGUARD INDEX FDS (VOO) |
45,089 | +45,089 | $19,695 |
| VOO | 45,089 | +45,089 | $19,695 |
| PIMCO ETF TR (PYLD) |
625,277 | +625,277 | $16,048 |
| PYLD | 625,277 | +625,277 | $16,048 |
| DIMENSIONAL ETF TRUST (DFAS) |
265,863 | +265,863 | $15,851 |
| DFAS | 265,863 | +265,863 | $15,851 |
| FIDELITY MERRIMACK STR TR |
323,963 | +323,963 | $14,915 |
| FBND | 323,963 | +323,963 | $14,915 |
| DIMENSIONAL ETF TRUST (DFIC) |
581,153 | +581,153 | $14,837 |
| DFIC | 581,153 | +581,153 | $14,837 |
| DIMENSIONAL ETF TRUST (DFIV) |
307,195 | +307,195 | $10,555 |
| DFIV | 307,195 | +307,195 | $10,555 |
| VANECK ETF TRUST (MOAT) |
107,996 | +107,996 | $9,166 |
| MOAT | 107,996 | +107,996 | $9,166 |
| VANGUARD INDEX FDS (VO) |
33,244 | +33,244 | $7,734 |
| VO | 33,244 | +33,244 | $7,734 |
| VANGUARD MUN BD FDS (VTEB) |
142,280 | +142,280 | $7,263 |
| VTEB | 142,280 | +142,280 | $7,263 |
| FIRST TR EXCH TRADED FD III (FSMB) |
346,092 | +346,092 | $6,905 |
| FSMB | 346,092 | +346,092 | $6,905 |
| FIRST TR EXCH TRADED FD III (FMHI) |
130,653 | +130,653 | $6,230 |
| FMHI | 130,653 | +130,653 | $6,230 |
| DIMENSIONAL ETF TRUST (DFUV) |
144,810 | +144,810 | $5,390 |
| DFUV | 144,810 | +144,810 | $5,390 |
| DIMENSIONAL ETF TRUST (DFUS) |
93,274 | +93,274 | $4,834 |
| DFUS | 93,274 | +93,274 | $4,834 |
| AMERICAN CENTY ETF TR (AVEM) |
67,895 | +67,895 | $3,829 |
| AVEM | 67,895 | +67,895 | $3,829 |
| VANGUARD INDEX FDS (VUG) |
12,012 | +12,012 | $3,734 |
| VUG | 12,012 | +12,012 | $3,734 |
| APPLE INC |
9,255 | +9,255 | $1,782 |
| AAPL | 9,255 | +9,255 | $1,782 |
| AMERICAN CENTY ETF TR (AVLV) |
27,370 | +27,370 | $1,581 |
| AVLV | 27,370 | +27,370 | $1,581 |
| VANGUARD INDEX FDS (VV) |
7,078 | +7,078 | $1,544 |
| VV | 7,078 | +7,078 | $1,544 |
| DIMENSIONAL ETF TRUST (DFEV) |
54,377 | +54,377 | $1,370 |
| DFEV | 54,377 | +54,377 | $1,370 |
| DIMENSIONAL ETF TRUST (DFSU) |
40,241 | +40,241 | $1,253 |
| DFSU | 40,241 | +40,241 | $1,253 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
27,672 | +27,672 | $974 |
| PRF | 27,672 | +27,672 | $974 |
| PROSHARES TR (SH) |
60,277 | +60,277 | $783 |
| SH | 60,277 | +60,277 | $783 |
| ISHARES TR (IJH) |
2,359 | +2,359 | $654 |
| IJH | 2,359 | +2,359 | $654 |
| DIMENSIONAL ETF TRUST (DUHP) |
20,316 | +20,316 | $581 |
| DUHP | 20,316 | +20,316 | $581 |
| MICROSOFT CORP |
1,472 | +1,472 | $553 |
| MSFT | 1,472 | +1,472 | $553 |
| PROSHARES TR (RWM) |
26,186 | +26,186 | $552 |
| RWM | 26,186 | +26,186 | $552 |
| INVESCO EXCHANGE TRADED FD T (PRFZ) |
13,794 | +13,794 | $517 |
| PRFZ | 13,794 | +13,794 | $517 |
| THERMO FISHER SCIENTIFIC INC |
852 | +852 | $452 |
| TMO | 852 | +852 | $452 |
| DIMENSIONAL ETF TRUST (DFAC) |
14,824 | +14,824 | $433 |
| DFAC | 14,824 | +14,824 | $433 |
 BERKSHIRE HATHAWAY INC DEL |
$418 | ||
| BRK.B | 1,172 | +1,172 | $418 |
| AMERICAN CENTY ETF TR (AVUV) |
3,636 | +3,636 | $327 |
| AVUV | 3,636 | +3,636 | $327 |
| VANGUARD INDEX FDS (VTV) |
2,053 | +2,053 | $307 |
| VTV | 2,053 | +2,053 | $307 |
| VANGUARD INDEX FDS (VTI) |
1,291 | +1,291 | $306 |
| VTI | 1,291 | +1,291 | $306 |
| DIMENSIONAL ETF TRUST (DFSI) |
8,884 | +8,884 | $285 |
| DFSI | 8,884 | +8,884 | $285 |
| DIMENSIONAL ETF TRUST (DFSE) |
8,936 | +8,936 | $283 |
| DFSE | 8,936 | +8,936 | $283 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
6,863 | +6,863 | $282 |
| VWO | 6,863 | +6,863 | $282 |
| VANGUARD STAR FDS (VXUS) |
4,450 | +4,450 | $258 |
| VXUS | 4,450 | +4,450 | $258 |
| SPDR S&P 500 ETF TR (SPY) |
519 | +519 | $247 |
| SPY | 519 | +519 | $247 |
| ISHARES TR (IVV) |
514 | +514 | $246 |
| IVV | 514 | +514 | $246 |
| VANGUARD BD INDEX FDS (BIV) |
3,200 | +3,200 | $244 |
| BIV | 3,200 | +3,200 | $244 |
| DIMENSIONAL ETF TRUST (DIHP) |
9,085 | +9,085 | $233 |
| DIHP | 9,085 | +9,085 | $233 |
| VANGUARD BD INDEX FDS (BSV) |
2,980 | +2,980 | $229 |
| BSV | 2,980 | +2,980 | $229 |
| CHIPOTLE MEXICAN GRILL INC |
100 | +100 | $229 |
| CMG | 100 | +100 | $229 |
| VANGUARD BD INDEX FDS (BND) |
3,103 | +3,103 | $228 |
| BND | 3,103 | +3,103 | $228 |
| EXXON MOBIL CORP |
2,265 | +2,265 | $226 |
| XOM | 2,265 | +2,265 | $226 |
| AMERICAN CENTY ETF TR (AVSC) |
4,305 | +4,305 | $220 |
| AVSC | 4,305 | +4,305 | $220 |
| VANGUARD INDEX FDS (VB) |
998 | +998 | $213 |
| VB | 998 | +998 | $213 |
See Full List: All Stocks Held By EnRich Financial Partners LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By EnRich Financial Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $239,693 At 09/30/2023: $0 EnRich Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from EnRich Financial Partners LLC 13F filings. Link to 13F filings: SEC filings |
