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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
 487,787 $25,525,868 10.64%
2.
Dimensional Etf Trust
 915,312 $24,759,176 10.32%
3.
Dimensional Etf Trust
 983,200 $24,540,678 10.23%
4.
Vanguard Index Fds
 45,089 $19,695,035 8.21%
5.
Pimco Etf Trust
 625,277 $16,047,726 6.69%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)