Burton Enright Welch

Burton Enright Welch as of Dec. 31, 2025

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 128 positions in its portfolio as reported in the December 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) 20.5 $146M 3.7M 39.59
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.5 $53M 568k 93.97
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.8 $48M 473k 101.98
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.5 $46M 954k 48.32
Dimensional Etf Trust Us High Profitab (DUHP) 5.8 $41M 1.1M 38.03
Dimensional Etf Trust Intl Core Equity (DFIC) 5.4 $38M 1.1M 34.46
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.8 $34M 1.0M 33.08
American Centy Etf Tr Us Eqt Etf (AVUS) 4.0 $28M 251k 111.78
Vanguard Malvern Fds Core Bd Etf (VCRB) 2.9 $21M 265k 77.89
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.6 $19M 227k 82.32
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $17M 346k 49.46
Dimensional Etf Trust Us Real Estate E (DFAR) 2.2 $16M 675k 22.90
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.1 $15M 192k 77.02
Chevron Corporation (CVX) 1.8 $13M 83k 152.41
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.4 $10M 338k 29.55
McKesson Corporation (MCK) 1.4 $10M 12k 820.29
Apple (AAPL) 1.3 $9.5M 35k 271.86
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.1 $7.8M 93k 83.61
Lincoln Electric Holdings (LECO) 0.7 $5.0M 21k 239.64
Capital Group International SHS (CGIE) 0.7 $4.8M 139k 34.82
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $4.4M 70k 63.18
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $4.0M 85k 46.80
Microsoft Corporation (MSFT) 0.6 $4.0M 8.2k 483.65
Broadcom (AVGO) 0.5 $3.9M 11k 346.10
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $3.7M 115k 32.57
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $3.7M 62k 59.54
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.5 $3.5M 47k 75.43
Tesla Motors (TSLA) 0.5 $3.4M 7.5k 449.72
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.5 $3.3M 45k 73.63
Bank of America Corporation (BAC) 0.4 $3.2M 57k 55.00
NVIDIA Corporation (NVDA) 0.4 $3.1M 17k 186.50
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $2.9M 111k 26.42
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $2.8M 87k 32.89
Eli Lilly & Co. (LLY) 0.4 $2.8M 2.6k 1074.78
Amazon (AMZN) 0.4 $2.8M 12k 230.82
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $2.8M 73k 38.00
Vanguard Wellington Short Trm Tax Ex (VTES) 0.4 $2.6M 26k 101.58
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $2.6M 60k 43.43
Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.4M 7.7k 313.00
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $2.4M 63k 38.11
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.3M 7.5k 313.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.3M 3.7k 627.10
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.3M 3.3k 685.00
Ishares Tr Core Msci Euro (IEUR) 0.3 $2.2M 31k 70.98
Connectone Banc (CNOB) 0.3 $2.1M 80k 26.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.9M 9.8k 198.62
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.2 $1.7M 17k 100.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.6M 3.2k 502.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.5M 17k 88.49
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $1.4M 19k 76.30
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.2 $1.4M 19k 75.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.4M 2.1k 681.78
Meta Platforms Cl A (META) 0.2 $1.4M 2.1k 660.10
Visa Com Cl A (V) 0.2 $1.4M 3.9k 350.71
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.3M 6.4k 209.12
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.4k 862.40
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.2 $1.1M 15k 76.45
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.2 $1.1M 43k 26.34
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $1.1M 27k 41.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.1M 17k 62.47
JPMorgan Chase & Co. (JPM) 0.1 $977k 3.0k 322.26
Caterpillar (CAT) 0.1 $940k 1.6k 572.87
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $933k 36k 26.23
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $911k 18k 50.08
Oracle Corporation (ORCL) 0.1 $907k 4.7k 194.93
Johnson & Johnson (JNJ) 0.1 $841k 4.1k 206.95
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $828k 30k 27.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $823k 1.7k 473.31
Cadence Design Systems (CDNS) 0.1 $794k 2.5k 312.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $772k 10k 75.44
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $742k 9.5k 78.11
Williams-Sonoma (WSM) 0.1 $723k 4.1k 178.59
Automatic Data Processing (ADP) 0.1 $719k 2.8k 257.21
Home Depot (HD) 0.1 $681k 2.0k 344.08
Wells Fargo & Company (WFC) 0.1 $670k 7.2k 93.21
Expeditors International of Washington (EXPD) 0.1 $642k 4.3k 149.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $616k 9.3k 66.00
Stryker Corporation (SYK) 0.1 $607k 1.7k 351.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $601k 8.1k 74.07
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $589k 2.8k 210.35
Vanguard Instl Index Ultra-short Trea (VGUS) 0.1 $568k 7.5k 75.47
Intel Corporation (INTC) 0.1 $544k 15k 36.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $518k 9.6k 53.76
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $514k 11k 48.17
Pepsi (PEP) 0.1 $509k 3.5k 143.54
Dimensional Etf Trust International (DFSI) 0.1 $506k 12k 42.84
Ge Aerospace Com New (GE) 0.1 $501k 1.6k 307.96
Cisco Systems (CSCO) 0.1 $497k 6.4k 77.04
American Express Company (AXP) 0.1 $495k 1.3k 369.95
Wal-Mart Stores (WMT) 0.1 $483k 4.3k 111.41
Walt Disney Company (DIS) 0.1 $475k 4.2k 113.78
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $465k 14k 33.02
American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $464k 6.2k 74.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $450k 1.3k 335.36
Procter & Gamble Company (PG) 0.1 $440k 3.1k 143.33
Intuitive Surgical Com New (ISRG) 0.1 $435k 768.00 566.36
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $432k 8.7k 49.84
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $431k 3.1k 141.06
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $430k 966.00 444.59
Exxon Mobil Corporation (XOM) 0.1 $429k 3.6k 120.33
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $426k 16k 26.91
McDonald's Corporation (MCD) 0.1 $416k 1.4k 305.69
Abbvie (ABBV) 0.1 $403k 1.8k 228.49
Boeing Company (BA) 0.1 $402k 1.9k 217.12
International Business Machines (IBM) 0.1 $392k 1.3k 296.30
Ishares Tr Core Msci Eafe (IEFA) 0.1 $387k 4.3k 89.46
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $383k 5.9k 64.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $371k 603.00 614.64
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $340k 10k 32.94
Applied Materials (AMAT) 0.0 $335k 1.3k 256.99
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $292k 12k 24.04
At&t (T) 0.0 $290k 12k 24.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $282k 9.9k 28.48
Vanguard World Inf Tech Etf (VGT) 0.0 $273k 363.00 753.11
Ge Vernova (GEV) 0.0 $270k 413.00 653.57
Goldman Sachs (GS) 0.0 $255k 290.00 879.00
Amgen (AMGN) 0.0 $254k 775.00 327.31
Spdr Gold Tr Gold Shs (GLD) 0.0 $242k 610.00 396.31
Docusign (DOCU) 0.0 $241k 3.5k 68.40
Netflix (NFLX) 0.0 $232k 2.5k 93.76
Blackrock (BLK) 0.0 $217k 203.00 1070.34
Lockheed Martin Corporation (LMT) 0.0 $215k 444.00 483.67
Charles Schwab Corporation (SCHW) 0.0 $214k 2.1k 99.91
Intuit (INTU) 0.0 $213k 322.00 662.42
Evergy (EVRG) 0.0 $211k 2.9k 72.49
Advanced Micro Devices (AMD) 0.0 $205k 955.00 214.16
Lowe's Companies (LOW) 0.0 $201k 833.00 241.16
Cerus Corporation (CERS) 0.0 $23k 11k 2.06