En Rich Financial Partners LLC Reduced Holdings in Q2 2024

En Rich Financial Partners LLC

  • $273 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-580
- 0.22%
$57.42 - $62.37 $33.3K - $36.2K
263K $15.8B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-767
- 0.74%
$83.97 - $89.72 $64.4K - $68.8K
103K $8.96B
DFIV
Dimensional ETF Tr

ETFs
-3.57K
- 1.16%
$35.5 - $38.02 $127K - $136K
305K $10.9B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-14.4K
- 4.74%
$19.67 - $19.84 $284K - $286K
290K $5.73B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-641
- 0.45%
$38.53 - $40.76 $24.7K - $26.1K
142K $5.58B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.65K
- 0.93%
$49.55 - $50.44 $82K - $83.4K
177K $8.86B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.67K
- 17.62%
$30.09 - $32.37 $80.3K - $86.4K
12.5K $402M
VV
Vanguard Large Cap ETF

ETFs
-570
- 8.21%
$227.27 - $251.65 $130K - $143K
6.37K $1.59B
SYY
Sysco Corp

Consumer Defensive
-600
- 60.0%
$70.69 - $80.57 $42.4K - $48.3K
400 $28.6M
Vanguard Wellington Fd
-487
- 12.1%
N/A
3.54K $354M
INTC
Intel Corp

Technology
-100
- 3.35%
$29.85 - $44.52 $2.99K - $4.45K
2.88K $89.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-530
- 1.96%
$36.45 - $38.58 $19.3K - $20.4K
26.5K $1.01B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-245
- 1.83%
$36.18 - $39.61 $8.86K - $9.7K
13.1K $501M
AVDE
American Centy ETF Tr Avantis

ETFs
-315
- 12.63%
$61.17 - $65.29 $19.3K - $20.6K
2.18K $136M
VBR
Vanguard Small Cap Value ETF

ETFs
-86
- 13.85%
$177.65 - $191.11 $15.3K - $16.4K
535 $97.6M
PEP
Pepsico Inc

Consumer Defensive
-86
- 12.29%
$163.33 - $183.11 $14K - $15.7K
614 $101M
DFSI
Dimensional ETF Tr Dimen Intl
-231
- 2.52%
N/A
8.93K $294M
GM
General Motors CO

Consumer Cyclical
-260
- 72.22%
$42.37 - $48.86 $11K - $12.7K
100 $4.65M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-44
- 0.51%
$25.66 - $27.34 $1.13K - $1.2K
8.56K $225M
XLE
Energy Sector Spdr

ETFs
-53
- 41.41%
$88.04 - $98.08 $4.67K - $5.2K
75 $6.84M
KMX
Carmax Inc

Consumer Cyclical
-18
- 6.84%
$67.21 - $85.94 $1.21K - $1.55K
245 $18M
QS
Quantum Scape Corp

Consumer Cyclical
-615
- 57.75%
$4.83 - $6.27 $2.97K - $3.86K
450 $2.21M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-209
- 15.4%
$6.99 - $8.79 $1.46K - $1.84K
1.15K $8.54M
WFC
Wells Fargo & Company

Financial Services
-48
- 12.8%
$56.41 - $62.34 $2.71K - $2.99K
327 $19.4M
OXY
Occidental Petroleum Corp

Energy
-22
- 11.46%
$59.48 - $69.26 $1.31K - $1.52K
170 $10.7M
SPG
Simon Property Group Inc

Real Estate
-7
- 4.83%
$140.18 - $153.78 $981 - $1.08K
138 $20.9M
Amplify ETF Tr
-30
- 85.71%
N/A
5 $17K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-331
- 0.25%
$47.4 - $48.65 $15.7K - $16.1K
133K $6.42B
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.99%
$495.16 - $548.49 $2.48K - $2.74K
501 $273M
DFSU
Dimensional ETF Tr Dimen Us Su
-236
- 0.61%
N/A
38.8K $1.35B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-645
- 1.2%
$25.39 - $27.96 $16.4K - $18K
53.2K $1.46B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-157
- 0.17%
$53.83 - $59.14 $8.45K - $9.28K
92.9K $5.47B
VUG
Vanguard Growth ETF

ETFs
-507
- 3.9%
$322.46 - $377.11 $163K - $191K
12.5K $4.67B
AVEM
American Centy ETF Tr Avantis

ETFs
-169
- 0.25%
$56.42 - $62.42 $9.53K - $10.5K
67.5K $4.12B
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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