En Rich Financial Partners LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $299 Billion distributed in 224 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 $32.1B, Dimensional ETF Trust with a value of $30.1B, Dimensional ETF Tr U S Target with a value of $28.8B, Vanguard Index Fds S&P 500 ETF with a value of $26.6B, and Dimensional ETF Tr Dimensional with a value of $19.9B.
Examining the 13F form we can see an increase of $26.7B in the current position value, from $273B to 299B.
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
$299 Billion
ETFs: $235 Billion
Technology: $3.49 Billion
Financial Services: $1.32 Billion
Healthcare: $1.05 Billion
Consumer Defensive: $747 Million
Consumer Cyclical: $658 Million
Communication Services: $497 Million
Industrials: $442 Million
Other: $832 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
