Burton Enright Welch

Burton Enright Welch as of March 31, 2026

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 134 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 19.7 $145M 3.7M 38.84
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.7 $57M 557k 101.53
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.4 $55M 488k 111.71
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.6 $49M 1.0M 48.05
Dimensional Etf Trust Us High Profitab (DUHP) 5.6 $41M 1.1M 37.05
Dimensional Etf Trust Intl Core Equity (DFIC) 5.5 $41M 1.1M 35.51
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.8 $36M 1.0M 34.55
American Centy Etf Tr Us Eqt Etf (AVUS) 4.0 $30M 266k 111.18
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.2 $23M 293k 80.00
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.6 $19M 224k 84.84
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.5 $18M 367k 49.95
Chevron Corporation (CVX) 2.3 $17M 81k 206.90
Dimensional Etf Trust Us Real Estate E (DFAR) 2.2 $17M 698k 23.62
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.0 $15M 184k 80.58
McKesson Corporation (MCK) 1.4 $10M 12k 865.36
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.4 $10M 348k 29.49
Apple (AAPL) 1.1 $8.3M 33k 253.79
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $7.5M 91k 82.43
Lincoln Electric Holdings (LECO) 0.8 $5.7M 23k 249.08
Capital Group International SHS (CGIE) 0.7 $5.0M 148k 33.82
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $5.0M 81k 61.32
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $3.9M 116k 33.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $3.9M 62k 62.45
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $3.9M 86k 45.12
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.5 $3.6M 50k 72.08
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $3.1M 89k 35.04
Microsoft Corporation (MSFT) 0.4 $3.1M 8.4k 370.15
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.4 $3.1M 41k 75.65
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $3.0M 77k 39.44
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $3.0M 111k 26.58
NVIDIA Corporation (NVDA) 0.4 $2.9M 17k 174.40
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $2.9M 70k 41.09
Broadcom (AVGO) 0.4 $2.7M 8.8k 309.51
Amazon (AMZN) 0.4 $2.6M 13k 208.27
Bank of America Corporation (BAC) 0.4 $2.6M 54k 48.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $2.4M 63k 38.96
Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.4M 8.4k 287.56
Eli Lilly & Co. (LLY) 0.3 $2.3M 2.5k 919.87
Tesla Motors (TSLA) 0.3 $2.3M 6.2k 371.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.2M 3.7k 597.55
Ishares Tr Core Msci Euro (IEUR) 0.3 $2.1M 30k 70.27
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.1M 3.2k 653.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $2.1M 11k 191.81
Connectone Banc (CNOB) 0.3 $2.1M 77k 26.77
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $2.1M 20k 101.14
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.0M 6.9k 286.87
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.3 $2.0M 20k 99.08
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.2 $1.6M 21k 75.15
Costco Wholesale Corporation (COST) 0.2 $1.5M 1.5k 996.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.5M 3.2k 479.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.5M 17k 88.70
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $1.4M 19k 73.92
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.2 $1.4M 18k 77.59
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.3M 6.4k 205.80
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.3M 2.0k 650.29
Visa Com Cl A (V) 0.2 $1.3M 4.1k 302.24
Caterpillar (CAT) 0.2 $1.2M 1.7k 708.46
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $1.2M 44k 27.15
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.2 $1.2M 16k 76.29
Meta Platforms Cl A (META) 0.2 $1.2M 2.1k 572.14
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.2 $1.1M 43k 26.28
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $1.1M 27k 42.37
American Centy Etf Tr Avantis Responsi (AVSD) 0.2 $1.1M 15k 73.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.1M 16k 64.08
JPMorgan Chase & Co. (JPM) 0.1 $1.0M 3.4k 294.19
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $915k 18k 49.85
Johnson & Johnson (JNJ) 0.1 $914k 3.7k 244.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $882k 35k 25.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $793k 10k 77.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $781k 12k 67.53
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $771k 12k 66.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $759k 1.8k 426.41
Home Depot (HD) 0.1 $733k 2.2k 328.88
Cadence Design Systems (CDNS) 0.1 $708k 2.5k 277.87
Exxon Mobil Corporation (XOM) 0.1 $705k 4.2k 169.65
Williams-Sonoma (WSM) 0.1 $695k 3.8k 182.33
Oracle Corporation (ORCL) 0.1 $671k 4.6k 147.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $659k 9.0k 73.64
Intel Corporation (INTC) 0.1 $623k 14k 44.13
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $609k 2.8k 213.68
Expeditors International of Washington (EXPD) 0.1 $603k 4.2k 143.23
Wal-Mart Stores (WMT) 0.1 $601k 4.8k 124.28
Capital Group International SHS (CGIC) 0.1 $577k 17k 33.11
Vanguard Instl Index Ultra-short Trea (VGUS) 0.1 $572k 7.6k 75.66
Stryker Corporation (SYK) 0.1 $562k 1.7k 328.53
Automatic Data Processing (ADP) 0.1 $560k 2.8k 203.17
Wells Fargo & Company (WFC) 0.1 $557k 7.0k 79.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $522k 9.7k 54.05
Pepsi (PEP) 0.1 $512k 3.3k 155.31
Dimensional Etf Trust International (DFSI) 0.1 $501k 12k 42.40
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $499k 14k 35.44
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $488k 10k 47.93
Cisco Systems (CSCO) 0.1 $474k 6.1k 77.60
Procter & Gamble Company (PG) 0.1 $471k 3.3k 144.42
American Express Company (AXP) 0.1 $460k 1.5k 302.48
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $435k 8.7k 49.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $431k 1.3k 320.92
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $429k 3.1k 138.31
McDonald's Corporation (MCD) 0.1 $425k 1.4k 310.85
Walt Disney Company (DIS) 0.1 $405k 4.2k 96.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $402k 16k 25.64
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $394k 966.00 407.69
Ge Aerospace Com New (GE) 0.1 $392k 1.4k 283.70
Ishares Tr Core Msci Eafe (IEFA) 0.1 $391k 4.3k 90.53
Intuitive Surgical Com New (ISRG) 0.1 $380k 825.00 460.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $377k 654.00 576.77
Applied Materials (AMAT) 0.1 $372k 1.1k 341.79
Boeing Company (BA) 0.0 $356k 1.8k 199.03
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $348k 10k 33.67
At&t (T) 0.0 $338k 12k 28.99
Abbvie (ABBV) 0.0 $338k 1.6k 217.49
Goldman Sachs (GS) 0.0 $331k 391.00 845.99
Ge Vernova (GEV) 0.0 $302k 346.00 872.90
Vanguard Index Fds Growth Etf (VUG) 0.0 $296k 677.00 436.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $288k 9.9k 29.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $285k 12k 24.75
Broadridge Financial Solutions (BR) 0.0 $273k 1.7k 162.48
Lockheed Martin Corporation (LMT) 0.0 $269k 445.00 604.39
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $264k 3.7k 70.91
Netflix (NFLX) 0.0 $264k 2.7k 96.15
Merck & Co (MRK) 0.0 $263k 2.2k 120.29
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $259k 6.1k 42.22
Fortinet (FTNT) 0.0 $256k 3.1k 81.72
International Business Machines (IBM) 0.0 $248k 1.0k 242.48
Evergy (EVRG) 0.0 $239k 2.9k 81.92
Amgen (AMGN) 0.0 $231k 656.00 351.85
Vanguard World Inf Tech Etf (VGT) 0.0 $231k 331.00 697.13
FedEx Corporation (FDX) 0.0 $230k 646.00 356.18
Texas Instruments Incorporated (TXN) 0.0 $224k 1.2k 194.14
Spdr Gold Tr Gold Shs (GLD) 0.0 $221k 513.00 430.29
Citigroup Com New (C) 0.0 $212k 1.9k 113.39
Blackrock (BLK) 0.0 $209k 217.00 961.71
Trane Technologies SHS (TT) 0.0 $205k 492.00 416.74
Cerus Corporation (CERS) 0.0 $20k 11k 1.82