EnRich Financial Partners LLC: 13F holdings
CIK 19550912026Q2
| Positions | 67 |
|---|
| Reported value | $421.0m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 67 (+3 vs prior quarter) |
|---|
| Reported value | $421.0m (+11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFEM DIMENSIONAL ETF TRUST | 1,201,493 | $48.8m | 11.6% |
| DFIC DIMENSIONAL ETF TRUST | 1,146,900 | $42.7m | 10.2% |
| DIMENSIONAL ETF TRUST | 504,548 | $35.3m | 8.4% |
| WSBC DIMENSIONAL ETF TRUST | 852,592 | $33.7m | 8.0% |
| VOO VANGUARD INDEX FDS | 47,251 | $32.5m | 7.7% |
| PYLD PIMCO ETF TR | 973,138 | $25.8m | 6.1% |
| FBND FIDELITY MERRIMACK STR TR | 551,216 | $25.1m | 6.0% |
| DIMENSIONAL ETF TRUST | 255,558 | $21.0m | 5.0% |
| VO VANGUARD INDEX FDS | 231,644 | $18.7m | 4.4% |
| DFIV DIMENSIONAL ETF TRUST | 313,114 | $16.9m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1955091")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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