13F HOLDINGS REPORT

EnRich Financial Partners LLC

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001955091-25-000009

Total Value

$351.4M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (63)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V732	1,272,666	$40.8M	11.61%
2	DIMENSIONAL ETF TRUST	25434V799	1,063,336	$34.9M	9.92%
3	DIMENSIONAL ETF TRUST	25434V666	939,173	$30.9M	8.79%
4	DIMENSIONAL ETF TRUST	25434V609	528,700	$30.8M	8.76%
5	VANGUARD INDEX FDS	922908363	44,924	$27.5M	7.83%
6	PIMCO ETF TR	72201R585	847,467	$22.7M	6.47%
7	FIDELITY MERRIMACK STR TR	316188309	475,238	$22.0M	6.25%
8	DIMENSIONAL ETF TRUST	25434V500	250,099	$17.1M	4.87%
9	VANGUARD INDEX FDS	922908629	52,947	$15.6M	4.43%
10	DIMENSIONAL ETF TRUST	25434V807	323,299	$14.9M	4.24%
11	CAPITAL GRP FIXED INCM ETF T	14020Y201	384,260	$10.5M	2.98%
12	VANECK ETF TRUST	92189F643	86,816	$8.6M	2.45%
13	FIRST TR EXCH TRADED FD III	33739P301	174,950	$8.3M	2.37%
14	FIRST TR EXCH TRADED FD III	33739P830	383,680	$7.7M	2.19%
15	DIMENSIONAL ETF TRUST	25434V401	97,447	$7.1M	2.01%
16	DIMENSIONAL ETF TRUST	25434V724	135,337	$6.0M	1.72%
17	AMERICAN CENTY ETF TR	025072349	81,172	$5.9M	1.67%
18	AMERICAN CENTY ETF TR	025072604	74,891	$5.6M	1.60%
19	VANGUARD INDEX FDS	922908736	11,638	$5.6M	1.59%
20	AMERICAN CENTY ETF TR	025072877	39,889	$4.0M	1.13%
21	APPLE INC	AAPL	9,178	$2.3M	0.67%
22	VANGUARD INDEX FDS	922908637	5,608	$1.7M	0.49%
23	DIMENSIONAL ETF TRUST	25434V740	50,465	$1.6M	0.46%
24	DIMENSIONAL ETF TRUST	25434V716	33,704	$1.4M	0.41%
25	ISHARES TR	464287507	17,710	$1.2M	0.33%
26	INVESCO EXCHANGE TRADED FD T	IVZ	24,963	$1.1M	0.32%
27	ISHARES TR	464287614	1,965	$920,426	0.26%
28	AMERICAN CENTY ETF TR	025072323	13,467	$770,961	0.22%
29	AMERICAN CENTY ETF TR	025072703	9,647	$761,110	0.22%
30	MICROSOFT CORP	MSFT	1,466	$759,543	0.22%
31	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,486	$747,072	0.21%
32	VANGUARD WELLINGTON FD	921935870	6,904	$703,724	0.20%
33	AMERICAN CENTY ETF TR	025072281	9,362	$688,741	0.20%
34	DIMENSIONAL ETF TRUST	25434V831	15,444	$583,309	0.17%
35	VANGUARD INDEX FDS	922908769	1,519	$498,417	0.14%
36	INVESCO EXCHANGE TRADED FD T	IVZ	10,903	$495,214	0.14%
37	DIMENSIONAL ETF TRUST	25434V708	12,730	$490,996	0.14%
38	ISHARES TR	46432F842	5,606	$489,460	0.14%
39	DIMENSIONAL ETF TRUST	25434V690	11,952	$489,428	0.14%
40	SPDR S&P 500 ETF TR	SPY	666	$443,816	0.13%
41	VANGUARD INTL EQUITY INDEX F	922042858	8,099	$438,781	0.12%
42	THERMO FISHER SCIENTIFIC INC	TMO	790	$383,166	0.11%
43	DIMENSIONAL ETF TRUST	25434V682	9,248	$380,000	0.11%
44	VANGUARD MUN BD FDS	922907746	7,154	$358,223	0.10%
45	VANGUARD BD INDEX FDS	921937819	4,569	$356,773	0.10%
46	VANGUARD INDEX FDS	922908744	1,892	$352,839	0.10%
47	VANGUARD BD INDEX FDS	921937835	4,420	$328,719	0.09%
48	VANGUARD STAR FDS	921909768	4,412	$324,079	0.09%
49	ABBOTT LABS	ABLZF	2,406	$322,260	0.09%
50	INVESCO QQQ TR	IVZ	515	$309,191	0.09%
51	VANGUARD INDEX FDS	922908751	1,159	$294,608	0.08%
52	DIMENSIONAL ETF TRUST	25434V823	12,140	$289,539	0.08%
53	ISHARES TR	464287598	1,408	$286,655	0.08%
54	VANECK BITCOIN ETF	HODL	8,746	$283,108	0.08%
55	ALPHABET INC	GOOG	1,141	$277,362	0.08%
56	VANGUARD BD INDEX FDS	921937827	3,300	$260,403	0.07%
57	AMAZON COM INC	AMZN	1,091	$239,492	0.07%
58	COSTCO WHSL CORP NEW	22160K105	258	$238,813	0.07%
59	DIMENSIONAL ETF TRUST	25434V674	4,093	$218,034	0.06%
60	DIMENSIONAL ETF TRUST	25434V765	7,087	$215,409	0.06%
61	EXXON MOBIL CORP	XOM	1,893	$213,436	0.06%
62	AMERICAN CENTY ETF TR	025072299	2,830	$202,487	0.06%
63	ISHARES TR	46434V621	2,938	$200,019	0.06%