Burton Enright Welch

Burton Enright Welch as of March 31, 2023

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 66 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 26.2 $69M 2.7M 25.48
American Centy Etf Tr Intl Smcp Vlu (AVDV) 10.8 $28M 486k 58.48
American Centy Etf Tr Us Eqt Etf (AVUS) 6.1 $16M 224k 70.88
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.9 $15M 208k 74.06
Chevron Corporation (CVX) 5.8 $15M 93k 163.16
Dimensional Etf Trust Intl Core Equity (DFIC) 4.9 $13M 538k 24.07
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.6 $12M 508k 23.59
Dimensional Etf Trust Us Real Estate E (DFAR) 4.3 $11M 523k 21.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.2 $8.4M 148k 57.03
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.7 $7.0M 132k 52.89
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.5 $6.5M 106k 60.95
McKesson Corporation (MCK) 2.0 $5.3M 15k 356.05
Apple (AAPL) 2.0 $5.2M 32k 164.90
Amazon (AMZN) 2.0 $5.2M 50k 103.29
Lincoln Electric Holdings (LECO) 1.5 $3.9M 23k 169.10
Cbiz (CBZ) 1.0 $2.6M 53k 49.49
Bank of America Corporation (BAC) 1.0 $2.6M 90k 28.60
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $2.4M 104k 23.02
Microsoft Corporation (MSFT) 0.9 $2.3M 8.0k 288.32
First of Long Island Corporation 0.8 $2.2M 160k 13.50
Ishares Tr Core Msci Euro (IEUR) 0.8 $2.0M 39k 52.38
Eli Lilly & Co. (LLY) 0.7 $1.8M 5.1k 343.42
Cadence Design Systems (CDNS) 0.6 $1.5M 7.3k 210.09
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $1.3M 47k 28.77
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.3M 15k 83.04
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.2M 45k 26.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.1M 15k 73.83
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $1.1M 43k 24.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $895k 2.9k 308.77
Alphabet Cap Stk Cl C (GOOG) 0.3 $872k 8.4k 104.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $768k 1.9k 409.34
Costco Wholesale Corporation (COST) 0.3 $725k 1.5k 496.88
Alphabet Cap Stk Cl A (GOOGL) 0.3 $709k 6.8k 103.73
Visa Com Cl A (V) 0.3 $704k 3.1k 225.46
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $682k 14k 47.85
Automatic Data Processing (ADP) 0.2 $623k 2.8k 222.62
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $615k 13k 49.24
NVIDIA Corporation (NVDA) 0.2 $578k 2.1k 277.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $569k 13k 45.17
Pepsi (PEP) 0.2 $555k 3.0k 182.32
Johnson & Johnson (JNJ) 0.2 $541k 3.5k 155.00
Walt Disney Company (DIS) 0.2 $513k 5.1k 100.13
Expeditors International of Washington (EXPD) 0.2 $485k 4.4k 110.12
Tesla Motors (TSLA) 0.2 $482k 2.3k 207.47
Intel Corporation (INTC) 0.2 $458k 14k 32.67
Home Depot (HD) 0.2 $450k 1.5k 295.10
Williams-Sonoma (WSM) 0.2 $441k 3.6k 121.66
Exxon Mobil Corporation (XOM) 0.2 $437k 4.0k 109.65
Stryker Corporation (SYK) 0.2 $436k 1.5k 285.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $429k 2.1k 204.07
McDonald's Corporation (MCD) 0.2 $422k 1.5k 279.66
Oracle Corporation (ORCL) 0.2 $394k 4.2k 92.92
BioMarin Pharmaceutical (BMRN) 0.2 $394k 4.1k 97.24
Meta Platforms Cl A (META) 0.1 $369k 1.7k 211.94
Boeing Company (BA) 0.1 $357k 1.7k 212.43
Caterpillar (CAT) 0.1 $343k 1.5k 228.84
Cisco Systems (CSCO) 0.1 $327k 6.2k 52.28
Nike CL B (NKE) 0.1 $298k 2.4k 122.64
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $295k 12k 24.93
Procter & Gamble Company (PG) 0.1 $265k 1.8k 148.67
JPMorgan Chase & Co. (JPM) 0.1 $247k 1.9k 130.34
Grove Collaborative Hold Com Cl A 0.1 $211k 482k 0.44
Ishares Tr Europe Etf (IEV) 0.1 $211k 4.2k 50.02
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $208k 5.0k 41.93
Docusign (DOCU) 0.1 $204k 3.5k 58.30
Agenus Com New 0.0 $91k 60k 1.52