En Rich Financial Partners LLC Incresed Positions in Q2 2024

En Rich Financial Partners LLC

  • $273 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
23.1K
+ 2.17%
$24.84 - $27.2 $574K - $628K
1.09M $29.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 2.45%
$455.1 - $504.28 $519K - $575K
47.7K $23.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.4K
+ 5.77%
$44.06 - $45.49 $854K - $882K
355K $16B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.93K
+ 5688.24%
$316.15 - $367.33 $611K - $710K
1.97K $717M
DFIC
Dimensional ETF Tr Dimensional

ETFs
35.2K
+ 5.57%
$25.73 - $27.44 $906K - $967K
668K $17.6B
Pimco ETF Tr
19.9K
+ 2.98%
N/A
686K $17.6B
VTI
Vanguard Total Stock Market Et

ETFs
1.42K
+ 110.63%
$245.23 - $269.4 $347K - $381K
2.69K $721M
AVLV
American Centy ETF Tr Avantis
6.7K
+ 25.41%
$60.74 - $64.14 $407K - $430K
33.1K $2.08B
AAPL
Apple Inc.

Technology
35
+ 0.38%
$165.0 - $216.67 $5.78K - $7.58K
9.29K $1.96B
VO
Vanguard Mid Cap ETF

ETFs
2.75K
+ 7.16%
$234.99 - $248.98 $647K - $686K
41.2K $9.98B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.34K
+ 1855.56%
$169.4 - $179.05 $226K - $239K
1.41K $246M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.28K
+ 39.99%
$73.13 - $75.43 $93.6K - $96.6K
4.48K $336M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.82K
+ 15.69%
$56.43 - $60.79 $103K - $111K
13.4K $786M
BND
Vanguard Bd Index Fd Inc Total

ETFs
813
+ 26.2%
$70.55 - $72.66 $57.4K - $59.1K
3.92K $282M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
614
+ 20.6%
$75.81 - $76.76 $46.5K - $47.1K
3.6K $276M
GOOGL
Alphabet Inc.

Communication Services
40
+ 3.51%
$150.53 - $185.41 $6.02K - $7.42K
1.18K $215M
MSFT
Microsoft Corp

Technology
3
+ 0.2%
$389.33 - $452.85 $1.17K - $1.36K
1.48K $659M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 2.2%
$704.88 - $870.75 $2.82K - $3.48K
186 $158M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
89
+ 1.27%
$40.83 - $44.89 $3.63K - $4K
7.08K $310M
LLY
Eli Lilly & CO

Healthcare
13
+ 30.95%
$724.87 - $909.04 $9.42K - $11.8K
55 $50M
NEE
Nextera Energy Inc

Utilities
145
+ 14.8%
$61.7 - $80.02 $8.95K - $11.6K
1.13K $79.7M
DFSE
Dimensional ETF Tr Dimen Emrgn
7
+ 0.08%
N/A
8.99K $301M
DUHP
Dimensional ETF Tr Dimensional

ETFs
124
+ 0.62%
$29.72 - $32.4 $3.69K - $4.02K
20.1K $643M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.2%
$497.53 - $549.64 $498 - $550
510 $279M
GOOG
Alphabet Inc.

Communication Services
7
+ 2.33%
$151.94 - $186.86 $1.06K - $1.31K
307 $56.3M
DFAR
Dimensional ETF Tr Dimensional

ETFs
569
+ 4.92%
$20.41 - $22.23 $11.6K - $12.6K
12.1K $268M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
244
+ 12.68%
$24.67 - $27.2 $6.02K - $6.64K
2.17K $57.6M
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 6.23%
$180.08 - $204.79 $6.3K - $7.17K
597 $121M
QCOM
Qualcomm Inc

Technology
18
+ 25.71%
$157.63 - $227.09 $2.84K - $4.09K
88 $17.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
73
+ 41.71%
$58.7 - $64.78 $4.29K - $4.73K
248 $15.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
43
+ 0.96%
$57.86 - $62.21 $2.49K - $2.68K
4.52K $272M
C
Citigroup Inc

Financial Services
37
+ 37.0%
$57.02 - $64.74 $2.11K - $2.4K
137 $8.69M
DFAX
Dimensional ETF Tr
92
+ 5.22%
$24.57 - $26.36 $2.26K - $2.43K
1.85K $47.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
99
+ 5.15%
$24.08 - $25.86 $2.38K - $2.56K
2.02K $49.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
63
+ 4.35%
$37.19 - $39.82 $2.34K - $2.51K
1.51K $58.1M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.99%
$58.85 - $68.9 $58.9 - $68.9
102 $6.9M
AVSC
American Centy ETF Tr Avantis
216
+ 5.25%
$47.89 - $52.25 $10.3K - $11.3K
4.33K $216M
DFSB
Dimensional ETF Tr Dimensional
56
+ 1.6%
N/A
3.56K $182M
SCHA
Schwab Strategic Tr Us Small C

ETFs
66
+ 4.33%
$45.24 - $49.04 $2.99K - $3.24K
1.59K $75.4M
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.41%
$82.18 - $87.85 $82.2 - $87.9
246 $20.5M
VTV
Vanguard Value ETF

ETFs
8
+ 0.39%
$154.57 - $163.65 $1.24K - $1.31K
2.07K $331M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.22%
$325.1 - $368.03 $325 - $368
464 $160M
Dimensional ETF Trust
6.26K
+ 0.66%
N/A
960K $27.8B
DFAT
Dimensional ETF Tr U S Target

ETFs
4.5K
+ 0.89%
$50.18 - $54.47 $226K - $245K
511K $26.5B
Activity Summary
Buys All Purchases 97 New Holdings 52 Increased Positions 45 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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