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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001955091

EnRich Financial Partners LLC

Madison, WI · File #028-23775

Latest AUM
$366.9M
Positions
63
Top-10 Concentration
74.0%
Filings
8

Sector Allocation

Technology
0.7%$2.5M
Financials
0.5%$2.0M
Healthcare
0.1%$457,766
Energy
0.1%$227,804

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7321,281,760$42.4M11.67%
2DIMENSIONAL ETF TRUST25434V7991,106,425$38.1M10.49%
3DIMENSIONAL ETF TRUST25434V666934,046$32.0M8.79%
4DIMENSIONAL ETF TRUST25434V609527,981$31.4M8.65%
5VANGUARD INDEX FDS92290836345,721$28.7M7.89%
6PIMCO ETF TR72201R585891,031$23.8M6.54%
7FIDELITY MERRIMACK STR TR316188309496,310$22.9M6.29%
8DIMENSIONAL ETF TRUST25434V500254,109$17.7M4.87%
9DIMENSIONAL ETF TRUST25434V807321,514$16.0M4.41%
10VANGUARD INDEX FDS92290862954,916$15.9M4.39%
11CAPITAL GRP FIXED INCM ETF T14020Y201392,181$10.7M2.95%
12VANECK ETF TRUST92189F64385,404$8.8M2.43%
13FIRST TR EXCH TRADED FD III33739P301176,821$8.5M2.33%
14FIRST TR EXCH TRADED FD III33739P830396,123$7.9M2.18%
15DIMENSIONAL ETF TRUST25434V40197,080$7.2M1.98%
16AMERICAN CENTY ETF TR02507234991,437$6.9M1.91%
17DIMENSIONAL ETF TRUST25434V724132,822$6.2M1.70%
18AMERICAN CENTY ETF TR02507260476,741$5.9M1.63%
19VANGUARD INDEX FDS92290873611,474$5.6M1.54%
20AMERICAN CENTY ETF TR02507287747,514$4.8M1.33%