StockDriftsStockDriftsTop 50 EnRich Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | 11.66% | 1.27M | $44.0M | -0.72%(-9.28K) | $24.74(+63.37%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.56% | 1.12M | $39.8M | +1.31%(+14.49K) | $26.68(+42.77%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 8.64% | 521.6K | $32.6M | -1.21%(-6.36K) | $49.38(+33.33%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 8.6% | 908.2K | $32.4M | -2.77%(-25.86K) | $26.14(+46.47%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.39% | 46.6K | $27.9M | +2.00%(+915) | $430.97(+58.34%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 6.27% | 902.8K | $23.7M | +1.32%(+11.72K) | $25.41(+3.66%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.07% | 501.6K | $22.9M | +1.06%(+5.25K) | $45.09(+0.92%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.84% | 256.6K | $18.3M | +1.00%(+2.53K) | $56.70(+34.91%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.45% | 318.0K | $16.8M | -1.08%(-3.47K) | $34.00(+63.66%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.29% | 56.4K | $16.2M | +2.64%(+1.45K) | $59.16(+30.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.20% | +33.83% |
| Top 20 Holdings Unweighted | +10.12% | +33.52% |
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