Instuitional Investor - Enrich Financial Partners Llc
Fund Profile
Filing Period:
Fund Name: | Enrich Financial Partners Llc |
Portfolio Value | $325,744,101 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,262,505 | $37,471,146 | 11.5% | |
2. | Dimensional Etf Trust | 1,005,593 | $31,263,879 | 9.6% | |
3. | Dimensional Etf Trust | 937,615 | $29,084,817 | 8.93% | |
4. | Dimensional Etf Trust | 526,750 | $28,423,410 | 8.73% | |
5. | Vanguard Index Fds - S&P 500 ETF SHS | 44,670 | $25,374,164 | 7.79% |