Burton Enright Welch

Burton Enright Welch as of Sept. 30, 2022

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 60 positions in its portfolio as reported in the September 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) 25.4 $51M 2.3M 22.24
American Centy Etf Tr Intl Smcp Vlu (AVDV) 9.5 $19M 404k 47.50
Chevron Corporation (CVX) 7.6 $15M 106k 143.67
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.6 $11M 170k 66.14
Dimensional Etf Trust Us Real Estate E (DFAR) 5.5 $11M 544k 20.56
American Centy Etf Tr Us Eqt Etf (AVUS) 4.9 $10M 160k 62.35
Dimensional Etf Trust Intl Core Equity (DFIC) 4.9 $9.8M 511k 19.16
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.3 $6.6M 324k 20.44
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.2 $6.5M 141k 45.93
Amazon (AMZN) 2.8 $5.5M 49k 113.00
McKesson Corporation (MCK) 2.6 $5.3M 16k 339.87
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.6 $5.3M 115k 46.15
Apple (AAPL) 2.1 $4.2M 30k 138.20
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $3.9M 86k 45.62
Bank of America Corporation (BAC) 1.5 $3.0M 101k 30.20
Lincoln Electric Holdings (LECO) 1.5 $2.9M 23k 125.72
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.4 $2.8M 112k 25.15
First of Long Island Corporation 1.4 $2.8M 160k 17.24
Cbiz (CBZ) 0.9 $1.8M 42k 42.78
Ishares Tr Core Msci Euro (IEUR) 0.8 $1.7M 42k 39.54
Microsoft Corporation (MSFT) 0.8 $1.6M 6.9k 232.92
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $1.4M 72k 20.09
Cadence Design Systems (CDNS) 0.6 $1.2M 7.6k 163.43
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.1M 51k 21.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $792k 11k 71.33
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $745k 18k 41.99
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $707k 8.8k 80.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $693k 2.6k 267.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $687k 19k 36.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $669k 1.9k 357.12
Alphabet Cap Stk Cl C (GOOG) 0.3 $660k 6.9k 96.15
Charles Schwab Corporation (SCHW) 0.3 $642k 8.9k 71.87
Alphabet Cap Stk Cl A (GOOGL) 0.3 $630k 6.6k 95.65
Costco Wholesale Corporation (COST) 0.3 $597k 1.3k 472.27
BioMarin Pharmaceutical (BMRN) 0.3 $592k 7.0k 84.77
Automatic Data Processing (ADP) 0.3 $588k 2.6k 226.17
Tesla Motors (TSLA) 0.3 $588k 2.2k 265.23
Visa Com Cl A (V) 0.3 $556k 3.1k 177.65
Johnson & Johnson (JNJ) 0.3 $527k 3.2k 163.36
Walt Disney Company (DIS) 0.2 $499k 5.3k 94.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $483k 2.7k 179.45
Pepsi (PEP) 0.2 $483k 3.0k 163.25
Expeditors International of Washington (EXPD) 0.2 $421k 4.8k 88.31
Intel Corporation (INTC) 0.2 $364k 14k 25.77
Home Depot (HD) 0.2 $355k 1.3k 275.92
Exxon Mobil Corporation (XOM) 0.2 $345k 4.0k 87.30
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $313k 6.4k 48.94
Stryker Corporation (SYK) 0.2 $309k 1.5k 202.50
McDonald's Corporation (MCD) 0.1 $283k 1.2k 230.79
Williams-Sonoma (WSM) 0.1 $279k 2.4k 117.85
NVIDIA Corporation (NVDA) 0.1 $255k 2.1k 121.39
Caterpillar (CAT) 0.1 $246k 1.5k 164.08
Meta Platforms Cl A (META) 0.1 $242k 1.8k 135.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $237k 11k 22.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $213k 5.6k 37.80
Boeing Company (BA) 0.1 $212k 1.8k 121.08
Ishares Tr Europe Etf (IEV) 0.1 $208k 5.5k 37.76
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $204k 4.4k 46.65
Docusign (DOCU) 0.1 $201k 3.8k 53.47
Agenus Com New 0.0 $92k 45k 2.05