Burton Enright Welch

Burton Enright Welch as of Dec. 31, 2021

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 58 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 35.7 $53M 1.8M 28.97
Chevron Corporation (CVX) 9.7 $15M 124k 117.35
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 5.8 $8.7M 128k 68.24
Amazon (AMZN) 5.4 $8.1M 2.4k 3334.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.1 $6.1M 221k 27.36
Apple (AAPL) 3.5 $5.3M 30k 177.57
Bank of America Corporation (BAC) 3.4 $5.1M 114k 44.49
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.1 $4.6M 157k 29.57
McKesson Corporation (MCK) 2.7 $4.0M 16k 248.57
First of Long Island Corporation 2.3 $3.5M 160k 21.59
Lincoln Electric Holdings (LECO) 2.2 $3.2M 23k 139.47
Ishares Tr Core Msci Euro (IEUR) 1.9 $2.9M 50k 58.16
Microsoft Corporation (MSFT) 1.5 $2.2M 6.6k 336.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $1.7M 20k 84.75
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $1.6M 32k 51.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.0 $1.6M 14k 113.01
Cadence Design Systems (CDNS) 1.0 $1.5M 7.9k 186.35
Cbiz (CBZ) 0.8 $1.2M 31k 39.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.0M 26k 38.87
BioMarin Pharmaceutical (BMRN) 0.7 $992k 11k 88.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $821k 3.4k 241.40
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $787k 24k 33.00
Walt Disney Company (DIS) 0.5 $785k 5.1k 154.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $784k 2.6k 299.00
Tesla Motors (TSLA) 0.5 $759k 718.00 1057.19
Intel Corporation (INTC) 0.5 $754k 15k 51.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $752k 25k 29.62
Costco Wholesale Corporation (COST) 0.5 $697k 1.2k 567.70
Visa Com Cl A (V) 0.5 $673k 3.1k 216.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $661k 1.4k 474.92
Automatic Data Processing (ADP) 0.4 $637k 2.6k 246.59
Expeditors International of Washington (EXPD) 0.4 $632k 4.7k 134.29
Alphabet Cap Stk Cl A (GOOGL) 0.4 $594k 205.00 2897.04
Docusign (DOCU) 0.4 $565k 3.7k 152.31
Alphabet Cap Stk Cl C (GOOG) 0.4 $547k 189.00 2893.59
Home Depot (HD) 0.4 $547k 1.3k 414.90
Pepsi (PEP) 0.4 $537k 3.1k 173.69
Meta Platforms Cl A (META) 0.3 $488k 1.6k 308.91
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $419k 8.4k 49.95
Williams-Sonoma (WSM) 0.3 $417k 2.5k 169.13
Ishares Tr Europe Etf (IEV) 0.3 $402k 7.4k 54.39
Nike CL B (NKE) 0.3 $401k 2.4k 166.64
NVIDIA Corporation (NVDA) 0.3 $384k 1.3k 294.11
Stryker Corporation (SYK) 0.2 $364k 1.4k 267.39
McDonald's Corporation (MCD) 0.2 $362k 1.4k 268.12
Cisco Systems (CSCO) 0.2 $350k 5.5k 63.37
Travelers Companies (TRV) 0.2 $347k 2.2k 156.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $322k 3.1k 102.39
Caterpillar (CAT) 0.2 $320k 1.5k 206.74
Boeing Company (BA) 0.2 $318k 1.6k 201.32
Procter & Gamble Company (PG) 0.2 $266k 1.6k 163.57
JPMorgan Chase & Co. (JPM) 0.2 $259k 1.6k 158.40
Oracle Corporation (ORCL) 0.2 $258k 3.0k 87.21
Exxon Mobil Corporation (XOM) 0.2 $256k 4.2k 61.18
Wells Fargo & Company (WFC) 0.1 $217k 4.5k 47.98
Intuitive Surgical Com New (ISRG) 0.1 $207k 577.00 359.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $203k 2.5k 80.82
Agenus Com New 0.1 $145k 45k 3.22