En Rich Financial Partners LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $300 Billion distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Emerging Mk with a value of $30.9B, Dimensional ETF Trust with a value of $29.2B, Dimensional ETF Tr U S Target with a value of $28.5B, Vanguard Index Fds S&P 500 ETF with a value of $27.4B, and Dimensional ETF Tr Dimensional with a value of $19.6B.
Examining the 13F form we can see an increase of $919M in the current position value, from $299B to 300B.
En Rich Financial Partners LLC is based out at Madison, WI
Below you can find more details about En Rich Financial Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$300 Billion
ETFs: $235 Billion
Technology: $3.66 Billion
Financial Services: $1.46 Billion
Healthcare: $966 Million
Consumer Defensive: $766 Million
Consumer Cyclical: $718 Million
Communication Services: $535 Million
Industrials: $471 Million
Other: $761 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
