Burton Enright Welch

Burton Enright Welch as of March 31, 2025

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 104 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 22.2 $109M 3.3M 32.99
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.8 $39M 553k 69.74
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.3 $36M 414k 87.17
Dimensional Etf Trust Us High Profitab (DUHP) 6.5 $32M 971k 33.14
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.7 $28M 1.1M 26.46
Dimensional Etf Trust Intl Core Equity (DFIC) 5.7 $28M 1.0M 27.77
American Centy Etf Tr Us Eqt Etf (AVUS) 4.7 $23M 248k 92.38
Chevron Corporation (CVX) 2.8 $14M 83k 167.29
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.8 $14M 277k 49.90
Vanguard Malvern Fds Core Bd Etf (VCRB) 2.8 $14M 178k 77.43
Dimensional Etf Trust Us Real Estate E (DFAR) 2.8 $14M 575k 23.77
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.7 $13M 203k 66.27
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.5 $12M 205k 60.17
McKesson Corporation (MCK) 1.9 $9.5M 14k 672.99
Apple (AAPL) 1.5 $7.2M 32k 222.13
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.4 $6.7M 96k 70.21
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.3 $6.4M 260k 24.48
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.9 $4.2M 75k 56.47
Lincoln Electric Holdings (LECO) 0.8 $3.9M 21k 189.16
Vanguard Wellington Short Trm Tax Ex (VTES) 0.7 $3.3M 33k 100.51
Amazon (AMZN) 0.7 $3.3M 17k 190.26
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $3.0M 116k 25.89
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $2.9M 112k 26.26
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $2.8M 100k 28.15
Bank of America Corporation (BAC) 0.6 $2.7M 65k 41.73
Microsoft Corporation (MSFT) 0.5 $2.5M 6.6k 375.36
Eli Lilly & Co. (LLY) 0.5 $2.4M 2.9k 825.94
Tesla Motors (TSLA) 0.4 $2.2M 8.5k 259.16
Ishares Tr Core Msci Euro (IEUR) 0.4 $2.0M 34k 60.15
First of Long Island Corporation 0.4 $2.0M 160k 12.35
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $1.9M 50k 38.44
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $1.8M 59k 31.23
Capital Group International SHS (CGIE) 0.4 $1.7M 60k 29.32
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.7M 19k 90.54
Dimensional Etf Trust Intl Small Cap V (DISV) 0.3 $1.6M 55k 29.12
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $1.5M 42k 35.81
NVIDIA Corporation (NVDA) 0.3 $1.5M 14k 108.38
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.3 $1.4M 27k 49.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.3M 2.5k 532.58
Visa Com Cl A (V) 0.3 $1.3M 3.8k 350.46
Costco Wholesale Corporation (COST) 0.3 $1.3M 1.4k 945.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.2M 17k 73.45
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M 7.2k 156.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.1M 1.9k 559.33
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.0M 6.7k 154.64
Meta Platforms Cl A (META) 0.2 $980k 1.7k 576.36
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $966k 29k 33.68
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.2 $930k 12k 77.56
Automatic Data Processing (ADP) 0.2 $856k 2.8k 305.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $802k 37k 21.53
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.2 $775k 7.9k 98.40
Ishares Tr Core S&p500 Etf (IVV) 0.2 $762k 1.4k 561.81
Cadence Design Systems (CDNS) 0.1 $735k 2.9k 254.33
Williams-Sonoma (WSM) 0.1 $711k 4.5k 158.10
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $699k 26k 26.82
Oracle Corporation (ORCL) 0.1 $649k 4.6k 139.81
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.1 $631k 24k 26.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $626k 1.7k 361.10
American Centy Etf Tr Avantis Respon U (AVSU) 0.1 $626k 10k 62.36
Home Depot (HD) 0.1 $618k 1.7k 366.47
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $567k 11k 51.49
Johnson & Johnson (JNJ) 0.1 $563k 3.4k 165.84
Stryker Corporation (SYK) 0.1 $550k 1.5k 372.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $544k 11k 50.83
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $537k 11k 47.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $527k 2.8k 188.17
Expeditors International of Washington (EXPD) 0.1 $518k 4.3k 120.25
JPMorgan Chase & Co. (JPM) 0.1 $491k 2.0k 245.35
Wells Fargo & Company (WFC) 0.1 $486k 6.8k 71.79
Pepsi (PEP) 0.1 $482k 3.2k 149.96
Caterpillar (CAT) 0.1 $473k 1.4k 329.80
Procter & Gamble Company (PG) 0.1 $472k 2.8k 170.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $444k 1.6k 274.86
Walt Disney Company (DIS) 0.1 $442k 4.5k 98.71
Cisco Systems (CSCO) 0.1 $377k 6.1k 61.71
Intuitive Surgical Com New (ISRG) 0.1 $356k 719.00 495.27
Exxon Mobil Corporation (XOM) 0.1 $346k 2.9k 118.92
McDonald's Corporation (MCD) 0.1 $343k 1.1k 312.45
Sprott Physical Gold Tr Unit (PHYS) 0.1 $339k 14k 24.06
At&t (T) 0.1 $332k 12k 28.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $328k 15k 22.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $325k 692.00 468.92
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $320k 6.4k 49.85
American Express Company (AXP) 0.1 $313k 1.2k 269.05
Intel Corporation (INTC) 0.1 $309k 14k 22.71
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $302k 7.2k 42.06
Boeing Company (BA) 0.1 $288k 1.7k 170.55
Docusign (DOCU) 0.1 $285k 3.5k 81.40
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $284k 11k 25.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $278k 14k 19.78
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $273k 2.4k 115.97
Ge Aerospace Com New (GE) 0.1 $272k 1.4k 200.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $267k 11k 23.43
International Business Machines (IBM) 0.1 $261k 1.1k 248.68
BioMarin Pharmaceutical (BMRN) 0.1 $260k 3.7k 70.69
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.1 $259k 3.5k 74.24
Dimensional Etf Trust International (DFSI) 0.1 $253k 7.3k 34.89
Abbvie (ABBV) 0.1 $252k 1.2k 209.52
Intuit (INTU) 0.0 $221k 360.00 613.99
American Centy Etf Tr Avantis Responsi (AVSE) 0.0 $216k 4.2k 51.38
Arthur J. Gallagher & Co. (AJG) 0.0 $215k 622.00 345.24
Wal-Mart Stores (WMT) 0.0 $208k 2.4k 87.79
AutoZone (AZO) 0.0 $202k 53.00 3812.79
Evergy (EVRG) 0.0 $200k 2.9k 68.95