13F HOLDINGS REPORT

EnRich Financial Partners LLC

Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001955091-26-000001

Total Value

$366.9M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (63)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V732	1,281,760	$42.4M	11.56%
2	DIMENSIONAL ETF TRUST	25434V799	1,106,425	$38.1M	10.39%
3	DIMENSIONAL ETF TRUST	25434V666	934,046	$32.0M	8.71%
4	DIMENSIONAL ETF TRUST	25434V609	527,981	$31.4M	8.57%
5	VANGUARD INDEX FDS	922908363	45,721	$28.7M	7.82%
6	PIMCO ETF TR	72201R585	891,031	$23.8M	6.48%
7	FIDELITY MERRIMACK STR TR	316188309	496,310	$22.9M	6.23%
8	DIMENSIONAL ETF TRUST	25434V500	254,109	$17.7M	4.83%
9	DIMENSIONAL ETF TRUST	25434V807	321,514	$16.0M	4.37%
10	VANGUARD INDEX FDS	922908629	54,916	$15.9M	4.34%
11	CAPITAL GRP FIXED INCM ETF T	14020Y201	392,181	$10.7M	2.93%
12	VANECK ETF TRUST	92189F643	85,404	$8.8M	2.41%
13	FIRST TR EXCH TRADED FD III	33739P301	176,821	$8.5M	2.31%
14	FIRST TR EXCH TRADED FD III	33739P830	396,123	$7.9M	2.16%
15	DIMENSIONAL ETF TRUST	25434V401	97,080	$7.2M	1.96%
16	AMERICAN CENTY ETF TR	025072349	91,437	$6.9M	1.89%
17	DIMENSIONAL ETF TRUST	25434V724	132,822	$6.2M	1.69%
18	AMERICAN CENTY ETF TR	025072604	76,741	$5.9M	1.61%
19	VANGUARD INDEX FDS	922908736	11,474	$5.6M	1.53%
20	AMERICAN CENTY ETF TR	025072877	47,514	$4.8M	1.32%
21	APPLE INC	AAPL	6,458	$1.8M	0.48%
22	VANGUARD INDEX FDS	922908637	5,560	$1.8M	0.48%
23	DIMENSIONAL ETF TRUST	25434V740	49,246	$1.7M	0.45%
24	DIMENSIONAL ETF TRUST	25434V716	33,197	$1.4M	0.39%
25	ISHARES TR	464287507	17,608	$1.2M	0.32%
26	INVESCO EXCHANGE TRADED FD T	IVZ	24,703	$1.2M	0.32%
27	AMERICAN CENTY ETF TR	025072703	11,920	$981,214	0.27%
28	ISHARES TR	464287614	1,965	$930,035	0.25%
29	AMERICAN CENTY ETF TR	025072323	14,237	$836,256	0.23%
30	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,486	$746,938	0.20%
31	MICROSOFT CORP	MSFT	1,534	$741,713	0.20%
32	AMERICAN CENTY ETF TR	025072281	9,212	$702,876	0.19%
33	VANGUARD WELLINGTON FD	921935870	6,881	$698,972	0.19%
34	DIMENSIONAL ETF TRUST	25434V831	15,465	$588,123	0.16%
35	DIMENSIONAL ETF TRUST	25434V708	13,102	$518,708	0.14%
36	DIMENSIONAL ETF TRUST	25434V690	11,915	$510,477	0.14%
37	VANGUARD INDEX FDS	922908769	1,522	$510,236	0.14%
38	INVESCO EXCHANGE TRADED FD T	IVZ	10,903	$500,339	0.14%
39	THERMO FISHER SCIENTIFIC INC	TMO	790	$457,766	0.12%
40	ISHARES TR	46432F842	5,093	$455,620	0.12%
41	VANECK BITCOIN ETF	HODL	17,196	$425,257	0.12%
42	VANGUARD INTL EQUITY INDEX F	922042858	7,727	$415,406	0.11%
43	AMERICAN CENTY ETF TR	02507A507	6,597	$396,938	0.11%
44	VANGUARD MUN BD FDS	922907746	7,703	$387,367	0.11%
45	VANGUARD BD INDEX FDS	921937819	4,841	$376,989	0.10%
46	DIMENSIONAL ETF TRUST	25434V682	8,716	$361,540	0.10%
47	VANGUARD INDEX FDS	922908744	1,892	$361,353	0.10%
48	ALPHABET INC	GOOG	1,141	$357,143	0.10%
49	VANGUARD STAR FDS	921909768	4,463	$336,722	0.09%
50	SPDR S&P 500 ETF TR	SPY	488	$332,501	0.09%
51	CAPITAL GRP FIXED INCM ETF T	14020Y805	12,918	$329,151	0.09%
52	INVESCO QQQ TR	IVZ	497	$305,312	0.08%
53	VANGUARD INDEX FDS	922908751	1,163	$300,123	0.08%
54	DIMENSIONAL ETF TRUST	25434V823	13,015	$298,059	0.08%
55	VANGUARD BD INDEX FDS	921937827	3,777	$297,676	0.08%
56	VANGUARD BD INDEX FDS	921937835	4,007	$296,798	0.08%
57	ISHARES TR	464287598	1,339	$281,645	0.08%
58	AMAZON COM INC	AMZN	991	$228,681	0.06%
59	EXXON MOBIL CORP	XOM	1,893	$227,804	0.06%
60	COSTCO WHSL CORP NEW	22160K105	258	$222,484	0.06%
61	DIMENSIONAL ETF TRUST	25434V765	6,697	$212,061	0.06%
62	DIMENSIONAL ETF TRUST	25434V674	4,093	$212,017	0.06%
63	AMERICAN CENTY ETF TR	025072299	2,830	$210,156	0.06%