Burton Enright Welch

Burton Enright Welch as of Dec. 31, 2024

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 98 positions in its portfolio as reported in the December 2024 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 $112M 3.2M 34.59
American Centy Etf Tr Us Sml Cp Valu (AVUV) 8.2 $39M 403k 96.53
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.4 $35M 544k 65.08
Dimensional Etf Trust Us High Profitab (DUHP) 6.7 $32M 938k 33.79
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.8 $28M 1.1M 26.19
Dimensional Etf Trust Intl Core Equity (DFIC) 5.1 $24M 938k 25.84
American Centy Etf Tr Us Eqt Etf (AVUS) 4.8 $23M 238k 96.93
Dimensional Etf Trust Us Real Estate E (DFAR) 2.8 $13M 565k 23.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.7 $13M 263k 48.42
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.6 $12M 202k 61.37
Chevron Corporation (CVX) 2.5 $12M 83k 144.84
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.5 $12M 200k 58.79
Vanguard Malvern Fds Core Bd Etf (VCRB) 2.3 $11M 147k 75.81
McKesson Corporation (MCK) 1.7 $8.1M 14k 569.91
Apple (AAPL) 1.6 $7.8M 31k 250.42
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.3 $6.2M 97k 63.47
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.2 $5.8M 237k 24.67
Amazon (AMZN) 1.0 $4.6M 21k 219.39
Lincoln Electric Holdings (LECO) 0.9 $4.4M 23k 187.47
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $3.3M 33k 100.25
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $3.3M 58k 57.27
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $3.0M 119k 25.37
Bank of America Corporation (BAC) 0.6 $3.0M 68k 43.95
Eli Lilly & Co. (LLY) 0.6 $2.8M 3.6k 772.02
Microsoft Corporation (MSFT) 0.6 $2.8M 6.6k 421.47
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $2.8M 109k 25.54
NVIDIA Corporation (NVDA) 0.5 $2.2M 16k 134.29
First of Long Island Corporation 0.4 $1.9M 160k 11.68
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $1.9M 61k 30.78
Ishares Tr Core Msci Euro (IEUR) 0.4 $1.9M 34k 53.98
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.7M 59k 29.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.7M 19k 89.08
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $1.6M 42k 37.90
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $1.5M 37k 40.49
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $1.4M 52k 26.57
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 6.9k 190.44
Costco Wholesale Corporation (COST) 0.3 $1.3M 1.4k 916.32
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.3M 6.7k 189.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.2M 17k 71.91
Visa Com Cl A (V) 0.3 $1.2M 3.8k 316.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.1M 1.9k 586.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.5k 453.28
Meta Platforms Cl A (META) 0.2 $1.1M 1.9k 585.51
Capital Group International SHS (CGIE) 0.2 $1.0M 38k 27.51
Tesla Motors (TSLA) 0.2 $981k 2.4k 403.85
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $949k 29k 33.13
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.2 $927k 19k 50.05
Williams-Sonoma (WSM) 0.2 $879k 4.7k 185.18
Cadence Design Systems (CDNS) 0.2 $868k 2.9k 300.46
Ishares Tr Core S&p500 Etf (IVV) 0.2 $861k 1.5k 588.56
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $861k 38k 22.70
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.2 $817k 11k 75.99
Automatic Data Processing (ADP) 0.2 $791k 2.7k 292.71
Oracle Corporation (ORCL) 0.2 $733k 4.4k 166.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $696k 1.7k 401.59
American Centy Etf Tr Avantis Respon U (AVSU) 0.1 $663k 10k 66.12
Home Depot (HD) 0.1 $656k 1.7k 388.97
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $620k 24k 25.97
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $582k 22k 26.92
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.1 $556k 5.6k 99.54
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $539k 11k 47.77
Stryker Corporation (SYK) 0.1 $532k 1.5k 359.98
Pepsi (PEP) 0.1 $519k 3.4k 152.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $519k 2.8k 185.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $513k 11k 47.82
Walt Disney Company (DIS) 0.1 $490k 4.4k 111.35
Expeditors International of Washington (EXPD) 0.1 $488k 4.4k 110.77
Caterpillar (CAT) 0.1 $484k 1.3k 362.76
JPMorgan Chase & Co. (JPM) 0.1 $483k 2.0k 239.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $468k 1.6k 289.81
Procter & Gamble Company (PG) 0.1 $431k 2.6k 167.64
Wells Fargo & Company (WFC) 0.1 $426k 6.1k 70.24
Johnson & Johnson (JNJ) 0.1 $425k 2.9k 144.62
Cbiz (CBZ) 0.1 $390k 4.8k 81.83
McDonald's Corporation (MCD) 0.1 $382k 1.3k 289.95
American Express Company (AXP) 0.1 $345k 1.2k 296.79
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $329k 2.8k 117.48
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $324k 6.5k 49.62
Exxon Mobil Corporation (XOM) 0.1 $318k 3.0k 107.56
Docusign (DOCU) 0.1 $315k 3.5k 89.94
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $310k 7.5k 41.27
Intuitive Surgical Com New (ISRG) 0.1 $306k 587.00 521.96
Boeing Company (BA) 0.1 $300k 1.7k 177.00
Sprott Physical Gold Tr Unit (PHYS) 0.1 $283k 14k 20.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $276k 11k 25.86
Intel Corporation (INTC) 0.1 $273k 14k 20.05
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $269k 11k 24.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $256k 501.00 511.30
BioMarin Pharmaceutical (BMRN) 0.1 $242k 3.7k 65.73
Dimensional Etf Trust International (DFSI) 0.0 $236k 7.2k 32.85
Cisco Systems (CSCO) 0.0 $234k 3.9k 59.21
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $234k 1.2k 195.83
International Business Machines (IBM) 0.0 $231k 1.1k 219.85
Intuit (INTU) 0.0 $227k 361.00 628.50
Abbvie (ABBV) 0.0 $213k 1.2k 177.70
American Centy Etf Tr Avantis Responsi (AVSE) 0.0 $212k 4.2k 50.43
Vanguard World Inf Tech Etf (VGT) 0.0 $206k 330.00 622.73
Ge Aerospace Com New (GE) 0.0 $201k 1.2k 166.74