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Christopher D. Rich

Enrich Financial Partners Llc

Assets Managed
$377.075M
Holdings
64
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
2.79%(2Q avg: 3.59%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Enrich Financial Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Enrich Financial Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 377.075M in assets, with a quarterly growth rate of 2.79% and a 2-quarter average growth rate of 3.59%. The portfolio is managed by Christopher D. Rich, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -0.72%
11.66%
$43.964M
1.272M shares@ $34.56 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 1.31%
10.57%
$39.826M
1.121M shares@ $35.53 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -1.2%
8.64%
$32.575M
521,617 shares@ $62.45 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Decreased -2.76%
8.61%
$32.431M
908,182 shares@ $35.71 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.01%
7.4%
$27.867M
46,636 shares@ $597.55 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 1.32%
6.28%
$23.652M
902,753 shares@ $26.2 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 1.06%
6.07%
$22.881M
501,558 shares@ $45.63 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 1%
4.85%
$18.255M
256,639 shares@ $71.14 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.07%
4.46%
$16.787M
318,048 shares@ $52.79 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 2.65%
4.3%
$16.188M
56,367 shares@ $287.19 avg price

1-10 of 64