EnRich Financial Partners LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Madison, WI
CIK
0001955091
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 224 299,358 DFEM, DFLV, DFAT, VOO 13F-HR 11/7/2024 000090572924000167
Q2 2024 244 272,679 DFEM, DFLV, DFAT, VOO 13F-HR 8/13/2024 000090572924000136
Q1 2024 203 266,973 DFLV, DFAT, DFEM, VOO 13F-HR 5/2/2024 000090572924000084
Q4 2023 51 239,691 DFAT, DFLV, DFEM, VOO 13F-HR 2/13/2024 000090572924000046