Instuitional Investor - Enrich Financial Partners Llc
Fund Profile
Filing Period:
Fund Name: | Enrich Financial Partners Llc |
Portfolio Value | $297,765,567 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,252,990 | $33,154,121 | 11.13% | |
2. | Dimensional Etf Trust | 964,769 | $29,492,989 | 9.9% | |
3. | Dimensional Etf Trust | 515,177 | $26,526,449 | 8.91% | |
4. | Vanguard Index Fds - S&P 500 ETF SHS | 49,215 | $25,292,007 | 8.49% | |
5. | Dimensional Etf Trust | 810,118 | $22,496,968 | 7.56% |