| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 10.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 10.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 10.6% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 8.8% |
| PIMCO ETF TR | 3 | Q2 2024 | 6.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 6.4% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 6.6% |
| FIDELITY MERRIMACK STR TR | 3 | Q2 2024 | 6.2% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.4% |
| VANECK ETF TRUST | 3 | Q2 2024 | 3.8% |
View EnRich Financial Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-13 |
View EnRich Financial Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.