account_balance
Investment manager · 13F filer · SEC CIK 1955091
EnRich Financial Partners LLC
Reported value$416Mas of Sep 30, 2026
Positions66 1 new, 2 sold out
Top 10 weight71.1%DFEM alone is 11%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFEMDimensional ETF Trust
11.5%
DFICDimensional ETF Trust
10.5%
DFLVDimensional ETF Trust
8.1%Trimmed −2%
VOOVanguard Index FDS
8.0%
DFATDimensional ETF Trust
8.0%
PYLDPimco ETF Tr
6.0%
FBNDFidelity Merrimack STR Tr
5.8%
DFASDimensional ETF Trust
4.8%
VOVanguard Index FDS
4.4%
DFIVDimensional ETF Trust
4.2%
AVLVAmerican Centy ETF Tr
2.8%Added +2%
CGMUCapital GRP Fixed Incm ETF T
2.6%
DFEMDimensional ETF Trust
11.5%
DFICDimensional ETF Trust
10.5%
DFLVDimensional ETF Trust
8.1%Trimmed −2%
VOOVanguard Index FDS
8.0%
DFATDimensional ETF Trust
8.0%
PYLDPimco ETF Tr
6.0%
FBNDFidelity Merrimack STR Tr
5.8%
DFASDimensional ETF Trust
4.8%
VOVanguard Index FDS
4.4%
DFIVDimensional ETF Trust
4.2%
AVLV
CGMU
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFEM Dimensional ETF Trust 11.5% Held
DFIC Dimensional ETF Trust 10.5% Held
DFLV Dimensional ETF Trust 8.1% Trimmed −2%
VOO Vanguard Index FDS 8.0% Held
DFAT Dimensional ETF Trust 8.0% Held
PYLD Pimco ETF Tr 6.0% Held
FBND Fidelity Merrimack STR Tr 5.8% Held
DFAS Dimensional ETF Trust 4.8% Held
VO Vanguard Index FDS 4.4% Held
DFIV Dimensional ETF Trust 4.2% Held
AVLV American Centy ETF Tr 2.8% Added +2%
CGMU Capital GRP Fixed Incm ETF T 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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