En Rich Financial Partners LLC Portfolio Holdings
En Rich Financial Partners LLC
- $267 Billion
- Q1 2024
En Rich Financial Partners LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 203 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Trust with a value of $28.6B, Dimensional ETF Tr U S Target with a value of $27.6B, Dimensional ETF Tr Emerging Mk with a value of $27.2B, Vanguard Index Fds S&P 500 ETF with a value of $22.4B, and Pimco ETF Tr with a value of $17.2B.
Examining the 13F form we can see an increase of $27.3B in the current position value, from $240B to 267B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 203
- Current Value $267 Billion
- Prior Value $240 Billion
- Filing
- Period Q1 2024
- Filing Date May 02, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 155 stocks
- Additional Purchases 23 stocks
- Sold out of 0 stocks
- Reduced holdings in 19 stocks