Burton Enright Welch

Burton Enright Welch as of March 31, 2022

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 61 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 28.4 $52M 1.9M 27.58
Chevron Corporation (CVX) 10.6 $19M 119k 162.83
Dimensional Etf Trust Us Real Estate E (DFAR) 8.1 $15M 538k 27.11
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.8 $8.7M 144k 60.34
Amazon (AMZN) 4.4 $7.9M 2.4k 3259.95
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 4.4 $7.9M 127k 62.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.3 $5.9M 100k 59.28
Apple (AAPL) 2.8 $5.2M 30k 174.61
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.7 $5.0M 189k 26.24
McKesson Corporation (MCK) 2.7 $4.9M 16k 306.13
American Centy Etf Tr Us Eqt Etf (AVUS) 2.5 $4.6M 59k 77.10
Bank of America Corporation (BAC) 2.5 $4.5M 110k 41.22
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.9 $3.4M 121k 28.15
Lincoln Electric Holdings (LECO) 1.8 $3.2M 23k 137.81
First of Long Island Corporation 1.7 $3.1M 160k 19.46
Ishares Tr Core Msci Euro (IEUR) 1.5 $2.6M 50k 53.40
Microsoft Corporation (MSFT) 1.1 $2.0M 6.5k 308.34
Cbiz (CBZ) 1.0 $1.7M 42k 41.97
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $1.5M 30k 48.03
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.7 $1.3M 27k 48.46
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $1.3M 24k 53.39
Cadence Design Systems (CDNS) 0.7 $1.3M 7.6k 164.46
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $1.2M 38k 31.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.0M 13k 79.54
Charles Schwab Corporation (SCHW) 0.5 $985k 12k 84.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $948k 2.7k 352.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $797k 22k 36.72
Tesla Motors (TSLA) 0.4 $790k 733.00 1078.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $731k 3.2k 227.70
Intel Corporation (INTC) 0.4 $724k 15k 49.56
Walt Disney Company (DIS) 0.4 $702k 5.1k 137.16
Costco Wholesale Corporation (COST) 0.4 $697k 1.2k 575.85
Visa Com Cl A (V) 0.4 $690k 3.1k 221.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $638k 1.4k 451.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $631k 23k 27.77
Automatic Data Processing (ADP) 0.3 $585k 2.6k 227.52
Alphabet Cap Stk Cl A (GOOGL) 0.3 $573k 206.00 2781.35
Pepsi (PEP) 0.3 $535k 3.2k 167.39
Alphabet Cap Stk Cl C (GOOG) 0.3 $528k 189.00 2792.99
BioMarin Pharmaceutical (BMRN) 0.3 $513k 6.7k 77.10
Expeditors International of Washington (EXPD) 0.3 $485k 4.7k 103.16
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $414k 8.4k 49.39
Docusign (DOCU) 0.2 $397k 3.7k 107.12
Ishares Tr Europe Etf (IEV) 0.2 $372k 7.4k 50.24
Meta Platforms Cl A (META) 0.2 $367k 1.7k 222.36
Home Depot (HD) 0.2 $367k 1.2k 299.26
Stryker Corporation (SYK) 0.2 $365k 1.4k 267.29
NVIDIA Corporation (NVDA) 0.2 $358k 1.3k 272.86
Caterpillar (CAT) 0.2 $345k 1.5k 222.82
Exxon Mobil Corporation (XOM) 0.2 $344k 4.2k 82.58
Williams-Sonoma (WSM) 0.2 $339k 2.3k 145.00
McDonald's Corporation (MCD) 0.2 $329k 1.3k 247.33
Boeing Company (BA) 0.2 $302k 1.6k 191.50
Cisco Systems (CSCO) 0.2 $282k 5.1k 55.76
Nike CL B (NKE) 0.2 $276k 2.1k 134.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $267k 5.6k 47.36
Procter & Gamble Company (PG) 0.1 $248k 1.6k 152.81
Oracle Corporation (ORCL) 0.1 $244k 2.9k 82.73
JPMorgan Chase & Co. (JPM) 0.1 $232k 1.7k 136.28
Wells Fargo & Company (WFC) 0.1 $211k 4.3k 48.46
Agenus Com New 0.1 $111k 45k 2.46