Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENRICH FINANCIAL PARTNERS LLC | 05-01-2024 | 03-31-2024 | 203 | 266,973,633 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 1 | $28,603,878 | 953,781 | 0.01 | 0.01 | 38,469 | 4.20 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 2 | $27,558,122 | 506,304 | 0.01 | 0.01 | 18,517 | 3.80 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 3 | $27,161,775 | 1,065,586 | 0.01 | 0.01 | 82,386 | 8.38 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $22,403,544 | 46,606 | 0.01 | 0.01 | 1,517 | 3.36 | 03-31-2024 |
