AAPLApple Inc.
What EnRich Financial Partners LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1955091 · Filed Jul 27, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
DIMENSIONAL ETF TRUSTEMERGING MKTS CO | 1.2M | −5.6% | $48.8M | 11.6% |
DIMENSIONAL ETF TRUSTINTL CORE EQUITY | 1.1M | +2.3% | $42.7M | 10.2% |
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 504.5K | −3.3% | $35.3M | 8.4% |
DIMENSIONAL ETF TRUSTUS LARG VALU ETF |
| 852.6K |
| New |
| $33.7M |
| 8% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 47.3K | +1.3% | $32.5M | 7.7% |
PIMCO ETF TRMULTISECTOR BD | 973.1K | +7.8% | $25.8M | 6.1% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 551.2K | +9.9% | $25.1M | 6% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 255.6K | −0.4% | $21M | 5% |
VANGUARD INDEX FDSMID CAP ETF | 231.6K | +311.0% | $18.7M | 4.4% |
DIMENSIONAL ETF TRUSTINTERNATNAL VAL | 313.1K | −1.6% | $16.9M | 4% |
AMERICAN CENTY ETF TRUS LARGE CAP VLU | 125.8K | +25.8% | $11.5M | 2.7% |
CAPITAL GRP FIXED INCM ETF TMUN INM ETF | 415.3K | New | $11.4M | 2.7% |
FIRST TR EXCH TRADED FD IIIMUNI HI INCM ETF | 187.4K | +4.7% | $9.1M | 2.2% |
FIRST TR EXCH TRADED FD IIISHRT DUR MNG MUN | 440.1K | +5.9% | $8.8M | 2.1% |
VANECK ETF TRUSTMRNGSTR WDE MOAT | 81.1K | −4.6% | $8.4M | 2% |
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | 96.2K | New | $7.9M | 1.9% |
AMERICAN CENTY ETF TRUS SML CP VALU | 61.9K | +11.6% | $7.7M | 1.8% |
AMERICAN CENTY ETF TRAVANTIS EMGMKT | 79.5K | −0.4% | $7.7M | 1.8% |
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | 130.2K | −1.1% | $7.2M | 1.7% |
AMERICAN CENTY ETF TRAVAN U S QUA ETF | 103.7K | New | $6.8M | 1.6% |
VANGUARD INDEX FDSGROWTH ETF | 68.7K | +493.0% | $5.9M | 1.4% |
AAPLApple Inc. | 6.4K | ±0% | $1.9M | 0.4% |
VANGUARD INDEX FDSLARGE CAP ETF | 4.8K | −13.7% | $1.6M | 0.4% |
AMERICAN CENTY ETF TRINTL EQT ETF | 17.1K | +3.3% | $1.5M | 0.4% |
DIMENSIONAL ETF TRUSTUS SUSTAINABILTY | 30.8K | −5.4% | $1.4M | 0.3% |
DIMENSIONAL ETF TRUSTEMERGING MKTS VA | 32.8K | −31.9% | $1.4M | 0.3% |
ISHARES TRCORE S&P MCP ETF | 17.5K | −0.7% | $1.3M | 0.3% |
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | 24.6K | ±0% | $1.3M | 0.3% |
AMERICAN CENTY ETF TRAVAN US SMAL ETF | 15.5K | New | $1.1M | 0.3% |
ISHARES TRRUS 1000 GRW ETF | 7.2K | +267.4% | $896.4K | 0.2% |
CAPITAL GRP FIXED INCM ETF TMUN HIGH ETF | 33.9K | New | $875.3K | 0.2% |
AMERICAN CENTY ETF TRAVANTIS RESPON U | 8.6K | −5.7% | $756.9K | 0.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1.5K | ±0% | $743.6K | 0.2% |
VANGUARD WELLINGTON FDSHORT TRM TAX EX | 6.8K | −0.0% | $691.5K | 0.2% |
J P MORGAN EXCHANGE TRADED FU S TEC LEA ETF | 6.1K | New | $682.8K | 0.2% |
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | 14.4K | New | $639.2K | 0.2% |
DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | 15.1K | New | $631.7K | 0.2% |
INVESCO EXCHANGE TRADED FD TRAFI US 1500 | 10.6K | −2.3% | $590.9K | 0.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 1.5K | −0.9% | $558.8K | 0.1% |
MSFTMicrosoft Corp | 1.4K | −6.4% | $535.8K | 0.1% |
DIMENSIONAL ETF TRUSTINTERNATIONAL | 11.5K | −2.1% | $520.6K | 0.1% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 9.5K | +11.4% | $479.3K | 0.1% |
KLACKLA Corp | 1.5K | +900.0% | $458.6K | 0.1% |
GOOGLAlphabet Inc. | 1.2K | −0.4% | $416.1K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 7K | −9.5% | $415.2K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 1.9K | −0.2% | $411.5K | 0.1% |
VANGUARD BD INDEX FDSINTERMED TERM | 5.3K | +9.2% | $406.6K | 0.1% |
TMOThermo Fisher Scientific Inc. | 790 | ±0% | $396.1K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 497 | ±0% | $366K | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 1.2K | +0.2% | $354.2K | 0.1% |
ISHARES TRCORE MSCI EAFE | 3.6K | −18.9% | $346K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 4.7K | +16.3% | $342.1K | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 3.8K | −15.3% | $321.2K | 0.1% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 4K | +17.0% | $312.7K | 0.1% |
DIMENSIONAL ETF TRUSTEMER MARK SU ETF | 6.3K | New | $308.9K | 0.1% |
DIMENSIONAL ETF TRUSTUS REAL ESTA ETF | 11.3K | New | $296.2K | 0.1% |
INTCIntel Corp | 2K | New | $284.4K | 0.1% |
SPYSPDR S&P 500 ETF Trust | 373 | −15.2% | $278.5K | 0.1% |
LRCXLAM Research Corp | 624 | New | $270.4K | 0.1% |
EXXON MOBIL CORPCOM | 1.8K | −2.7% | $251.8K | 0.1% |
HODLVanEck Bitcoin ETF | 15K | −13.2% | $248.6K | 0.1% |
COSTCostco Wholesale Corp | 258 | ±0% | $241.4K | 0.1% |
AMZNAmazon Com Inc | 991 | ±0% | $236.1K | 0.1% |
AMERICAN CENTY ETF TRAVAN RE INTL ETF | 2.8K | New | $226.1K | 0.1% |
DIMENSIONAL ETF TRUSTGLOBAL SUSTAINA | 4.3K | +4.9% | $223.7K | 0.1% |
ISHARES TRCORE S&P500 ETF | 278 | New | $208.2K | 0.1% |
ALLAllstate Corp | 856 | New | $203.7K | 0.1% |
