Enrich-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "MSFT",
  "IWD",
  null,
  null,
  null,
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "IEFA",
  "TMO",
  "BIV",
  "VO",
  "VV",
  null,
  "VWO",
  null,
  null,
  "PRF",
  null,
  null,
  null,
  "VUG",
  "VXUS",
  "VTEB",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "BRK-B",
  "COST",
  null,
  null,
  null,
  "DFAC",
  "QQQ",
  "XOM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 55
Total Value: 297765567
Accession Number: 0001955091-25-000005
Form Type: 13F-HR
CIK: enrich-financial-partners
Manager Name: Enrich-Financial-Partners

Data Enrichment

53% identified

29 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $297.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:9.2K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$297.8M)

922908637

VV|922908637

Shares:6.0K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$297.8M)

25434V740

Shares:53.3K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$297.8M)

25434V716

Shares:37.1K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$297.8M)

46137V613

PRF|46137V613

Shares:25.4K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$297.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.5K

Value:$791.4K

% of Portfolio:0.3% ($791.4K/$297.8M)

464287507

IJH|464287507

Shares:13.2K

Value:$771.1K

% of Portfolio:0.3% ($771.1K/$297.8M)

464287614

IWF|464287614

Shares:2.0K

Value:$709.5K

% of Portfolio:0.2% ($709.5K/$297.8M)

921935870

Shares:7.0K

Value:$702.7K

% of Portfolio:0.2% ($702.7K/$297.8M)

025072281

Shares:10.8K

Value:$673.0K

% of Portfolio:0.2% ($673.0K/$297.8M)

25434V831

Shares:17.8K

Value:$589.0K

% of Portfolio:0.2% ($589.0K/$297.8M)

MICROSOFT CORP

MSFT|594918104

Shares:1.5K

Value:$551.3K

% of Portfolio:0.2% ($551.3K/$297.8M)

25434V708

DFAC|25434V708

Shares:13.8K

Value:$454.7K

% of Portfolio:0.2% ($454.7K/$297.8M)

46137V597

Shares:11.4K

Value:$430.2K

% of Portfolio:0.1% ($430.2K/$297.8M)

922908769

VTI|922908769

Shares:1.5K

Value:$423.0K

% of Portfolio:0.1% ($423.0K/$297.8M)

46432F842

IEFA|46432F842

Shares:5.6K

Value:$422.5K

% of Portfolio:0.1% ($422.5K/$297.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:707

Value:$395.6K

% of Portfolio:0.1% ($395.6K/$297.8M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:790

Value:$393.1K

% of Portfolio:0.1% ($393.1K/$297.8M)

922042858

VWO|922042858

Shares:8.1K

Value:$368.6K

% of Portfolio:0.1% ($368.6K/$297.8M)

921937819

BIV|921937819

Shares:4.5K

Value:$347.9K

% of Portfolio:0.1% ($347.9K/$297.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	9.2K	QoQ -1.14% (-107) YoY -0.07% (-7)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$297.8M)	QoQ -12.31% (-$288.6K) YoY +29.43% (-$467.2K)
(VVcusip922908637)	6.0K	QoQ -0.74% (-45) YoY -13.56% (-942)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$297.8M)	QoQ -5.40% (-$88.1K) YoY -7.34% (-$122.2K)
(cusip25434V740)✕	53.3K	QoQ +1.32% (+697) YoY -0.90% (-486)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$297.8M)	QoQ +4.56% (+$63.0K) YoY +3.25% (-$45.5K)
(cusip25434V716)✕	37.1K	QoQ -4.24% (-1.6K) YoY -4.95% (-1.9K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$297.8M)	QoQ -9.52% (-$139.7K) YoY -1.08% (-$14.6K)
(PRFcusip46137V613)	25.4K	QoQ -2.02% (-526) YoY -6.05% (-1.6K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$297.8M)	QoQ -1.85% (-$19.4K) YoY -1.31% (-$13.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.5K	QoQ 0.00% (+0) YoY +26.79% (+314)	All Managers (Combined)	$791.4K	0.3% ($791.4K/$297.8M)	QoQ +17.49% (+$117.8K) YoY +60.57% (+$298.6K)
(IJHcusip464287507)	13.2K	QoQ +0.03% (-4) YoY +13.76% (+1.6K)	All Managers (Combined)	$771.1K	0.3% ($771.1K/$297.8M)	QoQ -6.32% (-$52.1K) YoY +9.28% (+$65.5K)
(IWFcusip464287614)	2.0K	QoQ -0.15% (-3) YoY +5679.41% (+1.9K)	All Managers (Combined)	$709.5K	0.2% ($709.5K/$297.8M)	QoQ -10.21% (-$80.8K) YoY +6091.46% (+$698.1K)
(cusip921935870)✕	7.0K	QoQ -0.21% (-15) YoY +73.73% (+3.0K)	All Managers (Combined)	$702.7K	0.2% ($702.7K/$297.8M)	QoQ +0.04% (-$314) YoY +73.43% (+$297.5K)
(cusip025072281)✕	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$673.0K	0.2% ($673.0K/$297.8M)	QoQ NEW(+$673.0K) YoY NEW(+$673.0K)
(cusip25434V831)✕	17.8K	QoQ -5.12% (-960) YoY -11.04% (-2.2K)	All Managers (Combined)	$589.0K	0.2% ($589.0K/$297.8M)	QoQ -6.95% (-$44.0K) YoY -6.73% (-$42.6K)
MICROSOFT CORP(MSFTcusip594918104)	1.5K	QoQ -0.40% (-6) YoY -0.20% (-3)	All Managers (Combined)	$551.3K	0.2% ($551.3K/$297.8M)	QoQ -11.35% (-$70.6K) YoY -10.98% (-$68.0K)
(DFACcusip25434V708)	13.8K	QoQ +5.25% (+688) YoY -9.03% (-1.4K)	All Managers (Combined)	$454.7K	0.2% ($454.7K/$297.8M)	QoQ +0.38% (+$1.7K) YoY -6.07% (-$29.4K)
(cusip46137V597)✕	11.4K	QoQ -13.03% (-1.7K) YoY -15.02% (-2.0K)	All Managers (Combined)	$430.2K	0.1% ($430.2K/$297.8M)	QoQ -20.87% (-$113.5K) YoY -18.10% (-$95.1K)
(VTIcusip922908769)	1.5K	QoQ -31.17% (-697) YoY +20.32% (+260)	All Managers (Combined)	$423.0K	0.1% ($423.0K/$297.8M)	QoQ -34.72% (-$225.0K) YoY +27.28% (+$90.7K)
(IEFAcusip46432F842)	5.6K	QoQ +2.77% (+151) YoY NEW(+5.6K)	All Managers (Combined)	$422.5K	0.1% ($422.5K/$297.8M)	QoQ +10.63% (+$40.6K) YoY NEW(+$422.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	707	QoQ +2.02% (-14) YoY +39.72% (+201)	All Managers (Combined)	$395.6K	0.1% ($395.6K/$297.8M)	QoQ -2.62% (-$10.7K) YoY +49.40% (+$130.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	790	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$393.1K	0.1% ($393.1K/$297.8M)	QoQ -4.35% (-$17.9K) YoY -14.38% (-$66.1K)
(VWOcusip922042858)	8.1K	QoQ +0.15% (+13) YoY +16.44% (+1.1K)	All Managers (Combined)	$368.6K	0.1% ($368.6K/$297.8M)	QoQ +2.93% (+$10.5K) YoY +26.18% (+$76.5K)
(BIVcusip921937819)	4.5K	QoQ +0.28% (+13) YoY +41.95% (+1.3K)	All Managers (Combined)	$347.9K	0.1% ($347.9K/$297.8M)	QoQ +2.74% (+$9.3K) YoY +44.14% (+$106.6K)