Burton Enright Welch

Burton Enright Welch as of Dec. 31, 2023

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 81 positions in its portfolio as reported in the December 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) 23.5 $88M 3.0M 29.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 9.5 $36M 396k 89.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 8.6 $32M 514k 62.49
Dimensional Etf Trust Us High Profitab (DUHP) 7.2 $27M 939k 28.61
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.1 $19M 759k 24.96
American Centy Etf Tr Us Eqt Etf (AVUS) 4.9 $18M 226k 81.55
Dimensional Etf Trust Intl Core Equity (DFIC) 4.9 $18M 719k 25.53
Chevron Corporation (CVX) 3.3 $13M 84k 149.16
Dimensional Etf Trust Us Real Estate E (DFAR) 3.3 $12M 542k 22.74
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.1 $12M 193k 60.43
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.7 $10M 179k 56.39
Amazon (AMZN) 2.0 $7.6M 50k 151.94
McKesson Corporation (MCK) 1.8 $6.8M 15k 462.98
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.8 $6.6M 102k 64.48
Apple (AAPL) 1.6 $6.1M 32k 192.53
Lincoln Electric Holdings (LECO) 1.4 $5.1M 23k 217.46
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $2.9M 119k 24.11
Microsoft Corporation (MSFT) 0.7 $2.7M 7.2k 376.07
Eli Lilly & Co. (LLY) 0.7 $2.7M 4.6k 582.92
Dimensional Etf Trust Global Real Est (DFGR) 0.7 $2.5M 95k 25.98
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.7 $2.4M 102k 23.87
Bank of America Corporation (BAC) 0.7 $2.4M 72k 33.67
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $2.2M 45k 47.86
First of Long Island Corporation 0.6 $2.1M 161k 13.24
Ishares Tr Core Msci Euro (IEUR) 0.5 $2.0M 37k 55.02
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.8M 20k 88.36
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.7M 59k 28.64
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.4 $1.4M 18k 77.33
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $1.4M 41k 33.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.3M 18k 73.55
Cbiz (CBZ) 0.3 $1.2M 20k 62.59
Cadence Design Systems (CDNS) 0.3 $1.0M 3.8k 272.37
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 7.3k 139.69
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $981k 34k 29.12
Alphabet Cap Stk Cl C (GOOG) 0.3 $966k 6.9k 140.93
Costco Wholesale Corporation (COST) 0.3 $957k 1.4k 660.10
Visa Com Cl A (V) 0.2 $929k 3.6k 260.35
NVIDIA Corporation (NVDA) 0.2 $911k 1.8k 495.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $910k 2.6k 356.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $871k 1.8k 475.25
Intel Corporation (INTC) 0.2 $826k 16k 50.25
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $790k 31k 25.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $740k 13k 55.67
Meta Platforms Cl A (META) 0.2 $703k 2.0k 353.96
Williams-Sonoma (WSM) 0.2 $680k 3.4k 201.78
Automatic Data Processing (ADP) 0.2 $657k 2.8k 232.96
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $654k 13k 49.44
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.2 $633k 13k 48.51
Pepsi (PEP) 0.2 $619k 3.6k 169.83
Ishares Tr Core S&p500 Etf (IVV) 0.2 $590k 1.2k 477.44
Home Depot (HD) 0.2 $584k 1.7k 346.53
Tesla Motors (TSLA) 0.2 $575k 2.3k 248.49
Expeditors International of Washington (EXPD) 0.1 $560k 4.4k 127.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $544k 11k 47.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $525k 1.7k 303.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $499k 2.1k 237.23
Johnson & Johnson (JNJ) 0.1 $495k 3.2k 156.75
Oracle Corporation (ORCL) 0.1 $473k 4.5k 105.43
Stryker Corporation (SYK) 0.1 $458k 1.5k 299.40
Caterpillar (CAT) 0.1 $454k 1.5k 295.67
Walt Disney Company (DIS) 0.1 $444k 4.9k 90.29
Boeing Company (BA) 0.1 $440k 1.7k 260.66
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $422k 10k 42.40
McDonald's Corporation (MCD) 0.1 $402k 1.4k 296.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $381k 2.3k 165.26
Procter & Gamble Company (PG) 0.1 $378k 2.6k 146.57
BioMarin Pharmaceutical (BMRN) 0.1 $359k 3.7k 96.42
JPMorgan Chase & Co. (JPM) 0.1 $356k 2.1k 170.13
Exxon Mobil Corporation (XOM) 0.1 $344k 3.4k 99.97
Abbvie (ABBV) 0.1 $277k 1.8k 154.97
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $269k 2.6k 102.88
Nike CL B (NKE) 0.1 $255k 2.3k 108.55
American Express Company (AXP) 0.1 $249k 1.3k 187.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $219k 4.6k 47.24
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $215k 7.9k 27.08
Abbott Laboratories (ABT) 0.1 $212k 1.9k 110.07
Cisco Systems (CSCO) 0.1 $212k 4.2k 50.53
Docusign (DOCU) 0.1 $208k 3.5k 59.45
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $205k 4.0k 51.05
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $205k 4.0k 50.74
Grove Collaborative Hold Com Cl A (GROV) 0.0 $171k 96k 1.77