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Home > Institutional Investor > Enrich Financial Partners Llc > 13F Holdings

Instuitional Investor - Enrich Financial Partners Llc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)