Burton Enright Welch

Burton Enright Welch as of Dec. 31, 2022

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 62 positions in its portfolio as reported in the December 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 $61M 2.5M 24.28
American Centy Etf Tr Intl Smcp Vlu (AVDV) 11.0 $27M 480k 55.35
Chevron Corporation (CVX) 7.0 $17M 94k 179.49
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.3 $15M 204k 74.51
American Centy Etf Tr Us Eqt Etf (AVUS) 5.7 $14M 200k 68.01
Dimensional Etf Trust Us Real Estate E (DFAR) 5.0 $12M 568k 21.15
Dimensional Etf Trust Intl Core Equity (DFIC) 4.5 $11M 483k 22.35
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.2 $10M 452k 22.46
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.2 $7.7M 145k 53.19
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.6 $6.1M 122k 50.45
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.5 $6.0M 109k 55.44
McKesson Corporation (MCK) 2.3 $5.6M 15k 375.12
Amazon (AMZN) 1.7 $4.2M 50k 84.00
Apple (AAPL) 1.6 $3.8M 30k 129.93
Lincoln Electric Holdings (LECO) 1.4 $3.4M 23k 144.49
Bank of America Corporation (BAC) 1.2 $3.0M 90k 33.12
First of Long Island Corporation 1.2 $2.9M 160k 18.00
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.0 $2.3M 105k 21.95
Cbiz (CBZ) 0.9 $2.2M 47k 46.85
Eli Lilly & Co. (LLY) 0.9 $2.0M 5.6k 365.84
Ishares Tr Core Msci Euro (IEUR) 0.8 $1.9M 39k 47.50
Microsoft Corporation (MSFT) 0.8 $1.8M 7.6k 239.84
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $1.3M 48k 27.02
Cadence Design Systems (CDNS) 0.5 $1.2M 7.3k 160.64
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.1M 45k 25.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $940k 13k 71.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $903k 2.9k 308.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $884k 11k 82.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $823k 18k 44.81
Charles Schwab Corporation (SCHW) 0.3 $765k 9.2k 83.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $717k 1.9k 382.38
Alphabet Cap Stk Cl C (GOOG) 0.3 $669k 7.5k 88.73
Automatic Data Processing (ADP) 0.3 $640k 2.7k 238.84
Visa Com Cl A (V) 0.3 $638k 3.1k 207.76
Costco Wholesale Corporation (COST) 0.2 $590k 1.3k 456.50
Alphabet Cap Stk Cl A (GOOGL) 0.2 $583k 6.6k 88.23
Johnson & Johnson (JNJ) 0.2 $548k 3.1k 176.65
Pepsi (PEP) 0.2 $537k 3.0k 180.63
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $516k 11k 49.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $492k 12k 41.97
Expeditors International of Washington (EXPD) 0.2 $466k 4.5k 103.92
Walt Disney Company (DIS) 0.2 $449k 5.2k 86.88
Home Depot (HD) 0.2 $439k 1.4k 315.84
Exxon Mobil Corporation (XOM) 0.2 $424k 3.8k 110.29
BioMarin Pharmaceutical (BMRN) 0.2 $422k 4.1k 103.49
Williams-Sonoma (WSM) 0.2 $416k 3.6k 114.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $412k 2.2k 191.18
Intel Corporation (INTC) 0.2 $386k 15k 26.43
Stryker Corporation (SYK) 0.2 $373k 1.5k 244.44
Caterpillar (CAT) 0.1 $359k 1.5k 239.56
McDonald's Corporation (MCD) 0.1 $342k 1.3k 263.59
Boeing Company (BA) 0.1 $320k 1.7k 190.49
NVIDIA Corporation (NVDA) 0.1 $299k 2.0k 146.14
Oracle Corporation (ORCL) 0.1 $296k 3.6k 81.74
Cisco Systems (CSCO) 0.1 $283k 5.9k 47.64
Tesla Motors (TSLA) 0.1 $281k 2.3k 123.17
Nike CL B (NKE) 0.1 $267k 2.3k 116.99
Procter & Gamble Company (PG) 0.1 $263k 1.7k 151.61
JPMorgan Chase & Co. (JPM) 0.1 $256k 1.9k 134.13
Ishares Tr Europe Etf (IEV) 0.1 $250k 5.5k 45.29
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $201k 5.0k 40.51
Agenus Com New 0.0 $120k 50k 2.40