13F HOLDINGS REPORT

EnRich Financial Partners LLC

Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001955091-25-000008

Total Value

$325.7M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (59)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V732	1,262,505	$37.5M	11.50%
2	DIMENSIONAL ETF TRUST	25434V799	1,005,593	$31.3M	9.60%
3	DIMENSIONAL ETF TRUST	25434V666	937,615	$29.1M	8.93%
4	DIMENSIONAL ETF TRUST	25434V609	526,750	$28.4M	8.73%
5	VANGUARD INDEX FDS	922908363	44,670	$25.4M	7.79%
6	PIMCO ETF TR	72201R585	832,737	$22.1M	6.78%
7	FIDELITY MERRIMACK STR TR	316188309	456,876	$20.9M	6.42%
8	DIMENSIONAL ETF TRUST	25434V500	246,718	$15.7M	4.83%
9	VANGUARD INDEX FDS	922908629	52,023	$14.6M	4.47%
10	DIMENSIONAL ETF TRUST	25434V807	324,603	$13.9M	4.27%
11	CAPITAL GRP FIXED INCM ETF T	14020Y201	371,837	$9.9M	3.05%
12	VANECK ETF TRUST	92189F643	86,032	$8.1M	2.48%
13	FIRST TR EXCH TRADED FD III	33739P301	168,173	$7.9M	2.41%
14	FIRST TR EXCH TRADED FD III	33739P830	381,862	$7.6M	2.33%
15	DIMENSIONAL ETF TRUST	25434V401	97,873	$6.6M	2.01%
16	DIMENSIONAL ETF TRUST	25434V724	136,489	$5.8M	1.77%
17	AMERICAN CENTY ETF TR	025072349	76,849	$5.2M	1.61%
18	AMERICAN CENTY ETF TR	025072604	76,113	$5.2M	1.60%
19	VANGUARD INDEX FDS	922908736	11,247	$4.9M	1.51%
20	AMERICAN CENTY ETF TR	025072877	37,107	$3.4M	1.04%
21	APPLE INC	AAPL	9,210	$1.9M	0.58%
22	VANGUARD INDEX FDS	922908637	5,619	$1.6M	0.49%
23	DIMENSIONAL ETF TRUST	25434V740	51,213	$1.5M	0.47%
24	DIMENSIONAL ETF TRUST	25434V716	33,453	$1.3M	0.40%
25	ISHARES TR	464287507	17,656	$1.1M	0.34%
26	INVESCO EXCHANGE TRADED FD T	IVZ	24,995	$1.1M	0.32%
27	ISHARES TR	464287614	1,965	$834,300	0.26%
28	MICROSOFT CORP	MSFT	1,545	$768,355	0.24%
29	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,486	$721,854	0.22%
30	AMERICAN CENTY ETF TR	025072323	13,872	$715,357	0.22%
31	AMERICAN CENTY ETF TR	025072703	9,584	$709,276	0.22%
32	VANGUARD WELLINGTON FD	921935870	6,958	$702,305	0.22%
33	AMERICAN CENTY ETF TR	025072281	9,448	$648,133	0.20%
34	DIMENSIONAL ETF TRUST	25434V831	15,866	$564,185	0.17%
35	ISHARES TR	46432F842	5,614	$468,657	0.14%
36	DIMENSIONAL ETF TRUST	25434V690	11,884	$468,335	0.14%
37	DIMENSIONAL ETF TRUST	25434V708	13,004	$466,063	0.14%
38	VANGUARD INDEX FDS	922908769	1,517	$461,097	0.14%
39	INVESCO EXCHANGE TRADED FD T	IVZ	10,903	$443,425	0.14%
40	SPDR S&P 500 ETF TR	SPY	666	$411,618	0.13%
41	VANGUARD BD INDEX FDS	921937819	5,253	$406,283	0.12%
42	VANGUARD INTL EQUITY INDEX F	922042858	8,127	$401,957	0.12%
43	DIMENSIONAL ETF TRUST	25434V682	9,285	$353,387	0.11%
44	VANGUARD INDEX FDS	922908744	1,923	$339,871	0.10%
45	VANGUARD MUN BD FDS	922907746	6,760	$331,457	0.10%
46	VANGUARD BD INDEX FDS	921937835	4,378	$322,355	0.10%
47	THERMO FISHER SCIENTIFIC INC	TMO	790	$320,313	0.10%
48	VANGUARD STAR FDS	921909768	4,623	$319,377	0.10%
49	VANGUARD BD INDEX FDS	921937827	3,637	$286,209	0.09%
50	DIMENSIONAL ETF TRUST	25434V823	12,140	$284,804	0.09%
51	INVESCO QQQ TR	IVZ	515	$284,095	0.09%
52	VANGUARD INDEX FDS	922908751	1,156	$273,995	0.08%
53	ISHARES TR	464287598	1,408	$273,476	0.08%
54	COSTCO WHSL CORP NEW	22160K105	258	$255,405	0.08%
55	AMAZON COM INC	AMZN	1,089	$238,916	0.07%
56	DIMENSIONAL ETF TRUST	25434V674	4,075	$213,652	0.07%
57	DIMENSIONAL ETF TRUST	25434V765	7,124	$210,087	0.06%
58	EXXON MOBIL CORP	XOM	1,893	$204,065	0.06%
59	ALPHABET INC	GOOG	1,141	$201,047	0.06%