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| Name: |
EnRich Financial Partners LLC |
| City: |
Madison |
| State: |
WI |
| Zip: |
53719 |
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data |
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| Holdings
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
21 |
- |
$196.89 |
$1,587,000 |
9,255 |
0.59% |
-195,000 |
0 |
0 |
Personal Computers |
|
|
MSFT |
Microsoft Corp |
27 |
- |
$423.85 |
$619,000 |
1,472 |
0.23% |
66,000 |
0 |
0 |
Application Software |
|
|
BRK.B |
Berkshire Hathaway B |
29 |
- |
$413.72 |
$493,000 |
1,172 |
0.18% |
75,000 |
0 |
0 |
Property & Casualty I... |
|
|
CMG |
Chipotle Mexican Grill Inc |
38 |
- |
$3,169.02 |
$291,000 |
100 |
0.11% |
62,000 |
0 |
0 |
Restaurants |
|
|
XOM |
Exxon Mobil Corp |
43 |
- |
$112.75 |
$263,000 |
2,265 |
0.1% |
37,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
BND |
Vanguard Total Bond Market ETF |
49 |
- |
$71.72 |
$225,000 |
3,103 |
0.08% |
-3,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VONE |
Vanguard Russell 1000 Etf |
205 |
New |
$241.73 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
204 |
New |
$77.08 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
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