Managing Member

0000905729-24-000084.txt : 20240502 0000905729-24-000084.hdr.sgml : 20240502 20240502132000 ACCESSION NUMBER: 0000905729-24-000084 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EnRich Financial Partners LLC CENTRAL INDEX KEY: 0001955091 ORGANIZATION NAME: IRS NUMBER: 200075906 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23775 FILM NUMBER: 24906906 BUSINESS ADDRESS: STREET 1: 6502 GRAND TETON PLZ STREET 2: SUITE 201 CITY: MADISON STATE: WI ZIP: 53719 BUSINESS PHONE: (608) 275-3442 MAIL ADDRESS: STREET 1: 6502 GRAND TETON PLZ STREET 2: SUITE 201 CITY: MADISON STATE: WI ZIP: 53719 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001955091 XXXXXXXX 03-31-2024 03-31-2024 false EnRich Financial Partners LLC

6502 Grand Teton Plz Suite 201 Madison WI 53719

13F HOLDINGS REPORT 028-23775 000111234 801-96219 N Christopher D. Rich Managing Member 608-275-3442 /s/ Christopher D. Rich Madison WI 05-01-2024 0 203 266973633 INFORMATION TABLE 2 infotable.xml AT&T INC COM 00206R102 30765 1748 SH SOLE 0 0 1748 ABBOTT LABS COM 002824100 28415 250 SH SOLE 0 0 250 ABBVIE INC COM 00287Y109 10198 56 SH SOLE 0 0 56 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4776 66 SH SOLE 0 0 66 ALLIANT ENERGY CORP COM 018802108 59724 1185 SH SOLE 0 0 1185 ALLSTATE CORP COM 020002101 148097 856 SH SOLE 0 0 856 ALPHABET INC CAP STK CL C 02079K107 45678 300 SH SOLE 0 0 300 ALPHABET INC CAP STK CL A 02079K305 172060 1140 SH SOLE 0 0 1140 ALTRIA GROUP INC COM 02209S103 11428 262 SH SOLE 0 0 262 AMAZON COM INC COM 023135106 208880 1158 SH SOLE 0 0 1158 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 215282 4112 SH SOLE 0 0 4112 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 1693703 26357 SH SOLE 0 0 26357 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3922542 67677 SH SOLE 0 0 67677 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 159044 2495 SH SOLE 0 0 2495 AMERICAN CENTY ETF TR US SML CP VALU 025072877 345701 3689 SH SOLE 0 0 3689 AMERICAN ELEC PWR CO INC COM 025537101 5941 69 SH SOLE 0 0 69 AMPLIFY ETF TR AMPLIFY ALTERNAT 032108631 146 35 SH SOLE 0 0 35 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 18903 311 SH SOLE 0 0 311 APPLE INC COM 037833100 1587072 9255 SH SOLE 0 0 9255 ARCHER DANIELS MIDLAND CO COM 039483102 16331 260 SH SOLE 0 0 260 ASTRAZENECA PLC SPONSORED ADR 046353108 8314 123 SH SOLE 0 0 123 ATMOS ENERGY CORP COM 049560105 14859 125 SH SOLE 0 0 125 AUTODESK INC COM 052769106 2344 9 SH SOLE 0 0 9 AVANOS MED INC COM 05350V106 577 29 SH SOLE 0 0 29 BP PLC SPONSORED ADR 055622104 17898 475 SH SOLE 0 0 475 BANK AMERICA CORP COM 060505104 59724 1575 SH SOLE 0 0 1575 BAXTER INTL INC COM 071813109 20045 469 SH SOLE 0 0 469 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 492849 1172 SH SOLE 0 0 1172 BEYOND MEAT INC COM 08862E109 828 100 SH SOLE 0 0 100 BIOGEN INC COM 09062X103 14232 66 SH SOLE 0 0 66 BOEING CO COM 097023105 35510 184 SH SOLE 0 0 184 BRIGHTSPIRE CAPITAL INC COM CL A 10949T109 3727 541 SH SOLE 0 0 541 CVS HEALTH CORP COM 126650100 16510 207 SH SOLE 0 0 207 CARMAX INC COM 143130102 22910 263 SH SOLE 0 0 263 CELLECTAR BIOSCIENCES INC COM NEW 15117F807 406 102 SH SOLE 0 0 102 CHEVRON CORP NEW COM 166764100 14985 95 SH SOLE 0 0 95 CHIPOTLE MEXICAN GRILL INC COM 169656105 290677 100 SH SOLE 0 0 100 CINCINNATI FINL CORP COM 172062101 6209 50 SH SOLE 0 0 50 CISCO SYS INC COM 17275R102 49910 1000 SH SOLE 0 0 1000 CITIGROUP INC COM NEW 172967424 6324 100 SH SOLE 0 0 100 COMCAST CORP NEW CL A 20030N101 75256 1736 SH SOLE 0 0 1736 COSTCO WHSL CORP NEW COM 22160K105 133339 182 SH SOLE 0 0 182 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 5305152 93106 SH SOLE 0 0 93106 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 16433420 263610 SH SOLE 0 0 263610 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 27558122 506304 SH SOLE 0 0 506304 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 28603878 953781 SH SOLE 0 0 953781 DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 25434V674 181592 3507 SH SOLE 0 0 3507 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 289253 8983 SH SOLE 0 0 8983 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 308460 9161 SH SOLE 0 0 9161 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 484106 15152 SH SOLE 0 0 15152 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 1341746 38993 SH SOLE 0 0 38993 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 5836395 142699 SH SOLE 0 0 142699 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 27161775 1065586 SH SOLE 0 0 1065586 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 1396759 53804 SH SOLE 0 0 53804 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 231765 8603 SH SOLE 0 0 8603 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 48140 1921 SH SOLE 0 0 1921 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 104790 3854 SH SOLE 0 0 3854 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 16918123 632453 SH SOLE 0 0 632453 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 11326615 308207 SH SOLE 0 0 308207 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 8187 272 SH SOLE 0 0 272 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 258843 11571 SH SOLE 0 0 11571 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 631573 19980 SH SOLE 0 0 19980 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 44825 1762 SH SOLE 0 0 1762 DISNEY WALT CO COM 254687106 30661 251 SH SOLE 0 0 251 DULUTH HLDGS INC COM CL B 26443V101 1470 300 SH SOLE 0 0 300 DUPONT DE NEMOURS INC COM 26614N102 18017 235 SH SOLE 0 0 235 EBAY INC. COM 278642103 1847 35 SH SOLE 0 0 35 EMERSON ELEC CO COM 291011104 45368 400 SH SOLE 0 0 400 EQUIFAX INC COM 294429105 21134 79 SH SOLE 0 0 79 EXACT SCIENCES CORP COM 30063P105 62741 908 SH SOLE 0 0 908 EXXON MOBIL CORP COM 30231G102 263284 2265 SH SOLE 0 0 2265 META PLATFORMS INC CL A 30303M102 74294 153 SH SOLE 0 0 153 FEDEX CORP COM 31428X106 81996 283 SH SOLE 0 0 283 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 15224800 336014 SH SOLE 0 0 336014 FIDELITY NATL INFORMATION SV COM 31620M106 18619 251 SH SOLE 0 0 251 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 42285 343 SH SOLE 0 0 343 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 6420118 133253 SH SOLE 0 0 133253 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 6040078 304516 SH SOLE 0 0 304516 FISERV INC COM 337738108 64248 402 SH SOLE 0 0 402 FOOT LOCKER INC COM 344849104 19950 700 SH SOLE 0 0 700 FORD MTR CO DEL COM 345370860 59 4 SH SOLE 0 0 4 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 16273 179 SH SOLE 0 0 179 GENERAL ELECTRIC CO COM NEW 369604301 69861 398 SH SOLE 0 0 398 GENERAL MTRS CO COM 37045V100 16326 360 SH SOLE 0 0 360 GSK PLC SPONSORED ADR 37733W204 17748 414 SH SOLE 0 0 414 HP INC COM 40434L105 63522 2102 SH SOLE 0 0 2102 HANESBRANDS INC COM 410345102 719 124 SH SOLE 0 0 124 HARTFORD FINL SVCS GROUP INC COM 416515104 61830 600 SH SOLE 0 0 600 HERSHEY CO COM 427866108 19645 101 SH SOLE 0 0 101 HOME DEPOT INC COM 437076102 177762 463 SH SOLE 0 0 463 ILLINOIS TOOL WKS INC COM 452308109 33273 124 SH SOLE 0 0 124 INTEL CORP COM 458140100 131759 2983 SH SOLE 0 0 2983 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 18574 216 SH SOLE 0 0 216 INVESCO QQQ TR UNIT SER 1 46090E103 64381 145 SH SOLE 0 0 145 INTUITIVE SURGICAL INC COM NEW 46120E602 134094 336 SH SOLE 0 0 336 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 21637 245 SH SOLE 0 0 245 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 525331 13374 SH SOLE 0 0 13374 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1039669 27025 SH SOLE 0 0 27025 INVESCO CURRENCYSHARES EURO EURO SHS 46138K103 7279 73 SH SOLE 0 0 73 ISHARES TR CORE S&P500 ETF 464287200 267597 509 SH SOLE 0 0 509 ISHARES TR MSCI EMG MKT ETF 464287234 5710 139 SH SOLE 0 0 139 ISHARES TR MSCI EAFE ETF 464287465 21802 273 SH SOLE 0 0 273 ISHARES TR CORE S&P MCP ETF 464287507 705520 11615 SH SOLE 0 0 11615 ISHARES TR RUS 1000 VAL ETF 464287598 12896 72 SH SOLE 0 0 72 ISHARES TR RUS 1000 GRW ETF 464287614 11460 34 SH SOLE 0 0 34 ISHARES TR RUSSELL 2000 ETF 464287655 24926 119 SH SOLE 0 0 119 ISHARES TR MSCI ACWI EX US 464288240 99359 1861 SH SOLE 0 0 1861 ISHARES TR JPMORGAN USD EMG 464288281 10678 119 SH SOLE 0 0 119 ISHARES TR IBOXX HI YD ETF 464288513 19209 247 SH SOLE 0 0 247 ISHARES INC MSCI EMRG CHN 46434G764 77662 1349 SH SOLE 0 0 1349 JPMORGAN CHASE & CO COM 46625H100 112601 562 SH SOLE 0 0 562 JOHNSON & JOHNSON COM 478160104 99485 629 SH SOLE 0 0 629 KELLANOVA COM 487836108 15468 270 SH SOLE 0 0 270 KIMBERLY-CLARK CORP COM 494368103 58208 450 SH SOLE 0 0 450 KRAFT HEINZ CO COM 500754106 32546 882 SH SOLE 0 0 882 LIFEVANTAGE CORP COM NEW 53222K205 175 29 SH SOLE 0 0 29 ELI LILLY & CO COM 532457108 32830 42 SH SOLE 0 0 42 LUMEN TECHNOLOGIES INC COM 550241103 122 78 SH SOLE 0 0 78 MGE ENERGY INC COM 55277P104 126346 1605 SH SOLE 0 0 1605 MADISON SQUARE GRDN SPRT COR CL A 55825T103 18452 100 SH SOLE 0 0 100 MCDONALDS CORP COM 580135101 72179 256 SH SOLE 0 0 256 MERCK & CO INC COM 58933Y105 660 5 SH SOLE 0 0 5 MICROSOFT CORP COM 594918104 619292 1472 SH SOLE 0 0 1472 MONDELEZ INTL INC CL A 609207105 14840 212 SH SOLE 0 0 212 NEXTERA ENERGY INC COM 65339F101 62632 980 SH SOLE 0 0 980 NIKE INC CL B 654106103 13063 139 SH SOLE 0 0 139 NOVAGOLD RES INC COM NEW 66987E206 5130 1710 SH SOLE 0 0 1710 OCCIDENTAL PETE CORP COM 674599105 12478 192 SH SOLE 0 0 192 PNC FINL SVCS GROUP INC COM 693475105 21331 132 SH SOLE 0 0 132 PAYPAL HLDGS INC COM 70450Y103 2345 35 SH SOLE 0 0 35 PEPSICO INC COM 713448108 122507 700 SH SOLE 0 0 700 PFIZER INC COM 717081103 89633 3230 SH SOLE 0 0 3230 PHILIP MORRIS INTL INC COM 718172109 21347 233 SH SOLE 0 0 233 PHILLIPS 66 COM 718546104 58802 360 SH SOLE 0 0 360 PIMCO ETF TR 1-5 US TIP IDX 72201R205 4573 89 SH SOLE 0 0 89 PIMCO ETF TR MULTISECTOR BD 72201R585 17165021 666344 SH SOLE 0 0 666344 PROCTER AND GAMBLE CO COM 742718109 81171 500 SH SOLE 0 0 500 PROSHARES TR BITCOIN STRATE 74347G440 30685 950 SH SOLE 0 0 950 QUALCOMM INC COM 747525103 11851 70 SH SOLE 0 0 70 QUANTUMSCAPE CORP COM CL A 74767V109 6699 1065 SH SOLE 0 0 1065 S&P GLOBAL INC COM 78409V104 39141 92 SH SOLE 0 0 92 SM ENERGY CO COM 78454L100 19940 400 SH SOLE 0 0 400 SPDR S&P 500 ETF TR TR UNIT 78462F103 264784 506 SH SOLE 0 0 506 SPDR SER TR PRTFLO S&P500 GW 78464A409 25 0 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 100152 180 SH SOLE 0 0 180 SALESFORCE INC COM 79466L302 112340 373 SH SOLE 0 0 373 SANDSTORM GOLD LTD COM NEW 80013R206 5 1 SH SOLE 0 0 1 SAP SE SPON ADR 803054204 116433 597 SH SOLE 0 0 597 SCHWAB CHARLES CORP COM 808513105 12660 175 SH SOLE 0 0 175 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 10861 175 SH SOLE 0 0 175 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 8159 88 SH SOLE 0 0 88 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 37154 489 SH SOLE 0 0 489 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 73206 899 SH SOLE 0 0 899 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 74993 1523 SH SOLE 0 0 1523 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 48606 1925 SH SOLE 0 0 1925 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 56540 1449 SH SOLE 0 0 1449 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 8091 44 SH SOLE 0 0 44 SELECT SECTOR SPDR TR ENERGY 81369Y506 12084 128 SH SOLE 0 0 128 SIMON PPTY GROUP INC NEW COM 828806109 22691 145 SH SOLE 0 0 145 SMUCKER J M CO COM NEW 832696405 12587 100 SH SOLE 0 0 100 SOURCE CAP INC COM 836144105 26785 630 SH SOLE 0 0 630 SOUTHWEST AIRLS CO COM 844741108 58380 2000 SH SOLE 0 0 2000 BLOCK INC CL A 852234103 8458 100 SH SOLE 0 0 100 SYSCO CORP COM 871829107 81180 1000 SH SOLE 0 0 1000 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20816 153 SH SOLE 0 0 153 TARGET CORP COM 87612E106 132907 750 SH SOLE 0 0 750 TESLA INC COM 88160R101 29884 170 SH SOLE 0 0 170 THERMO FISHER SCIENTIFIC INC COM 883556102 459156 790 SH SOLE 0 0 790 3M CO COM 88579Y101 10607 100 SH SOLE 0 0 100 TRILOGY METALS INC NEW COM 89621C105 3021 6042 SH SOLE 0 0 6042 US BANCORP DEL COM NEW 902973304 148628 3325 SH SOLE 0 0 3325 UBER TECHNOLOGIES INC COM 90353T100 7699 100 SH SOLE 0 0 100 UNION PAC CORP COM 907818108 98372 400 SH SOLE 0 0 400 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 9366154 104184 SH SOLE 0 0 104184 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 10602 433 SH SOLE 0 0 433 VANGUARD STAR FDS VG TL INTL STK F 921909768 269822 4475 SH SOLE 0 0 4475 VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 405166 4024 SH SOLE 0 0 4024 VANGUARD BD INDEX FDS INTERMED TERM 921937819 241370 3201 SH SOLE 0 0 3201 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 228551 2981 SH SOLE 0 0 2981 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 225374 3103 SH SOLE 0 0 3103 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 40159 800 SH SOLE 0 0 800 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 292119 6994 SH SOLE 0 0 6994 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 0 0 SH SOLE 0 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 9027058 178400 SH SOLE 0 0 178400 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22403544 46606 SH SOLE 0 0 46606 VANGUARD INDEX FDS SM CP VAL ETF 922908611 119157 621 SH SOLE 0 0 621 VANGUARD INDEX FDS MID CAP ETF 922908629 9616178 38486 SH SOLE 0 0 38486 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1664960 6944 SH SOLE 0 0 6944 VANGUARD INDEX FDS GROWTH ETF 922908736 4473980 12998 SH SOLE 0 0 12998 VANGUARD INDEX FDS VALUE ETF 922908744 335244 2058 SH SOLE 0 0 2058 VANGUARD INDEX FDS SMALL CP ETF 922908751 228676 1000 SH SOLE 0 0 1000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 332322 1279 SH SOLE 0 0 1279 PARAMOUNT GLOBAL CLASS B COM 92556H206 2648 225 SH SOLE 0 0 225 VIATRIS INC COM 92556V106 931 78 SH SOLE 0 0 78 WALMART INC COM 931142103 6087 101 SH SOLE 0 0 101 WALGREENS BOOTS ALLIANCE INC COM 931427108 36838 1698 SH SOLE 0 0 1698 WARNER BROS DISCOVERY INC COM SER A 934423104 11847 1357 SH SOLE 0 0 1357 WELLS FARGO CO NEW COM 949746101 21735 375 SH SOLE 0 0 375 XCEL ENERGY INC COM 98389B100 10347 193 SH SOLE 0 0 193 YUM BRANDS INC COM 988498101 5546 40 SH SOLE 0 0 40 YUM CHINA HLDGS INC COM 98850P109 1592 40 SH SOLE 0 0 40 JOHNSON CTLS INTL PLC SHS G51502105 8688 133 SH SOLE 0 0 133 ELASTIC N V ORD SHS N14506104 5012 50 SH SOLE 0 0 50