EFP
EnRich Financial Partners Portfolio holdings
AUM
$351M
1-Year Est. Return
9.65%
1 Year Est. Return
+9.65%
AUM
$351M
AUM Growth
+$25.7M
(+7.9%)
Holding
63
Top Buys
| 1 | +$1.89M | |
| 2 | +$849K | |
| 3 | +$395K | |
| 4 |
Capital Group Municipal Income ETF
CGMU
|
+$339K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$326K |
Top Sells
| 1 | +$91.8K | |
| 2 | +$60.1K | |
| 3 | +$53.4K | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$51.5K |
| 5 |
Microsoft
MSFT
|
+$40.9K |
Sector Composition
| 1 | Technology | 0.88% |
| 2 | Financials | 0.21% |
| 3 | Healthcare | 0.2% |
| 4 | Communication Services | 0.08% |
| 5 | Consumer Discretionary | 0.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Small-Cap ETF
VB
$70B
| $295K | 0.08% |
1,159
+3
|
|
||
52
Dimensional US Real Estate ETF
DFAR
$1.4B
| $290K | 0.08% |
12,140
|
|
||
53
iShares Russell 1000 Value ETF
IWD
$68.5B
| $287K | 0.08% |
1,408
|
|
||
54
VanEck Bitcoin Trust
HODL
$1.66B
| $283K | 0.08% |
+8,746
|
|
||
55
Alphabet (Google) Class A
GOOGL
$3.77T
| $277K | 0.08% |
1,141
|
|
||
56
Vanguard Short-Term Bond ETF
BSV
$41.4B
| $260K | 0.07% |
3,300
-337
|
|
||
57
Amazon
AMZN
$2.46T
| $239K | 0.07% |
1,091
+2
|
|
||
58
Costco
COST
$393B
| $239K | 0.07% |
258
|
|
||
59
Dimensional Global Sustainability Fixed Income ETF
DFSB
$596M
| $218K | 0.06% |
4,093
+18
|
|
||
60
Dimensional International High Profitability ETF
DIHP
$4.94B
| $215K | 0.06% |
7,087
-37
|
|
||
61
Exxon Mobil
XOM
$504B
| $213K | 0.06% |
1,893
|
|
||
62
Avantis Responsible International Equity ETF
AVSD
$399M
| $202K | 0.06% |
+2,830
|
|
||
63
iShares Core Dividend Growth ETF
DGRO
$36B
| $200K | 0.06% |
+2,938
|
|