En Rich Financial Partners LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $273 Billion distributed in 244 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 $29.1B, Dimensional ETF Trust with a value of $27.8B, Dimensional ETF Tr U S Target with a value of $26.5B, Vanguard Index Fds S&P 500 ETF with a value of $23.9B, and Pimco ETF Tr with a value of $17.6B.
Examining the 13F form we can see an increase of $5.71B in the current position value, from $267B to 273B.
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
$273 Billion
ETFs: $214 Billion
Technology: $3.46 Billion
Financial Services: $1.23 Billion
Healthcare: $1.02 Billion
Consumer Defensive: $732 Million
Consumer Cyclical: $646 Million
Communication Services: $513 Million
Industrials: $442 Million
Other: $787 Million
Stock Holdings Table Market Cap. of $200 Billions or more
