Burton Enright Welch

Burton Enright Welch as of June 30, 2026

Portfolio Holdings for Burton Enright Welch

Burton Enright Welch holds 136 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 20.7 $177M 4.0M 44.45
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.5 $64M 508k 126.64
American Centy Etf Tr Intl Smcp Vlu (AVDV) 6.7 $57M 554k 103.05
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.7 $57M 1.2M 48.44
Dimensional Etf Trust Us High Prof Etf (DUHP) 5.8 $50M 1.2M 41.73
Dimensional Etf Trust Intl Core Equity (DFIC) 5.4 $46M 1.2M 37.38
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.1 $44M 1.1M 40.64
American Centy Etf Tr Us Eqt Etf (AVUS) 4.0 $34M 266k 128.08
Vanguard Malvern Fds Core Bd Etf (VCRB) 3.4 $29M 371k 77.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.5 $21M 423k 50.23
Dimensional Etf Trust Us Real Esta Etf (DFAR) 2.3 $20M 750k 26.26
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.3 $20M 220k 89.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $17M 171k 96.49
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 1.8 $15M 446k 34.62
Chevron Corporation (CVX) 1.5 $13M 79k 165.76
Apple (AAPL) 1.1 $9.8M 34k 289.36
McKesson Corporation (MCK) 1.0 $8.9M 12k 755.60
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.9 $7.8M 88k 88.54
NVIDIA Corporation (NVDA) 0.7 $6.1M 30k 200.09
Lincoln Electric Holdings (LECO) 0.7 $6.0M 23k 265.51
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $5.8M 80k 72.28
Capital Group International SHS (CGIE) 0.6 $5.2M 142k 36.78
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.6 $4.8M 63k 75.68
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $4.6M 115k 40.21
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $4.2M 61k 69.90
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $4.1M 80k 51.69
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 0.5 $3.9M 47k 81.98
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.4 $3.5M 89k 38.79
Broadcom (AVGO) 0.4 $3.4M 8.9k 377.75
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $3.1M 68k 46.63
Amazon (AMZN) 0.4 $3.1M 13k 238.34
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $3.1M 108k 28.97
Microsoft Corporation (MSFT) 0.4 $3.1M 8.3k 373.01
Vanguard Wellington Short Trm Tax Ex (VTES) 0.4 $3.1M 31k 101.31
Dimensional Etf Trust Intl Small Cap V (DISV) 0.4 $3.1M 76k 40.13
Bank of America Corporation (BAC) 0.4 $3.1M 54k 56.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.7M 4.0k 686.82
Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.7M 7.6k 357.36
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.3 $2.7M 27k 100.60
Tesla Motors (TSLA) 0.3 $2.6M 6.3k 420.60
Connectone Banc (CNOB) 0.3 $2.6M 78k 33.44
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $2.6M 63k 41.25
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.5M 7.0k 353.33
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $2.4M 11k 219.43
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.4M 3.2k 748.95
Eli Lilly & Co. (LLY) 0.3 $2.4M 2.0k 1199.63
Ishares Tr Core Msci Euro (IEUR) 0.3 $2.2M 29k 75.17
Intel Corporation (INTC) 0.2 $2.0M 14k 139.63
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.9M 2.5k 746.78
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.2 $1.8M 23k 76.40
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.2 $1.8M 23k 77.58
American Centy Etf Tr Avantis Respon U (AVSU) 0.2 $1.7M 19k 88.52
Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.2 $1.6M 21k 76.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.6M 3.2k 500.39
Caterpillar (CAT) 0.2 $1.6M 1.5k 1064.90
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.2 $1.6M 58k 27.47
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.6M 6.4k 246.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.5M 15k 96.43
Meta Platforms Cl A (META) 0.2 $1.4M 2.5k 563.31
Costco Wholesale Corporation (COST) 0.2 $1.4M 1.4k 935.54
Visa Com Cl A (V) 0.2 $1.3M 3.8k 343.09
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.1 $1.2M 25k 48.88
American Centy Etf Tr Avan Re Intl Etf (AVSD) 0.1 $1.2M 15k 79.88
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) 0.1 $1.2M 44k 26.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.2M 16k 71.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.0M 35k 28.96
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $996k 20k 50.18
American Centy Etf Tr Ava Res Mar Etf (AVSE) 0.1 $928k 11k 81.84
Johnson & Johnson (JNJ) 0.1 $894k 3.5k 253.97
JPMorgan Chase & Co. (JPM) 0.1 $888k 2.7k 327.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $875k 10k 85.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $874k 7.0k 124.17
Williams-Sonoma (WSM) 0.1 $842k 3.6k 233.10
Cadence Design Systems (CDNS) 0.1 $835k 2.2k 375.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $721k 9.3k 77.11
Cisco Systems (CSCO) 0.1 $719k 6.1k 117.47
Home Depot (HD) 0.1 $707k 2.0k 352.66
Expeditors International of Washington (EXPD) 0.1 $686k 4.2k 162.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $679k 2.8k 242.44
Vanguard Instl Index Ultr Shor Tr Etf (VGUS) 0.1 $677k 8.9k 75.66
Oracle Corporation (ORCL) 0.1 $674k 4.6k 146.56
Fortinet (FTNT) 0.1 $655k 4.3k 153.62
Capital Group International SHS (CGIC) 0.1 $634k 17k 36.39
Wells Fargo & Company (WFC) 0.1 $628k 7.6k 82.65
Automatic Data Processing (ADP) 0.1 $617k 2.8k 223.94
Advanced Micro Devices (AMD) 0.1 $573k 986.00 580.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $566k 1.5k 369.96
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $553k 7.5k 73.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $551k 9.2k 59.69
Ge Aerospace Com New (GE) 0.1 $550k 1.5k 373.64
Applied Materials (AMAT) 0.1 $549k 759.00 723.00
Stryker Corporation (SYK) 0.1 $546k 1.7k 314.78
Dimensional Etf Trust International (DFSI) 0.1 $533k 12k 45.10
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $509k 11k 48.34
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $501k 3.2k 156.97
Exxon Mobil Corporation (XOM) 0.1 $497k 3.6k 136.71
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $487k 5.9k 82.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $462k 16k 29.43
Ge Vernova (GEV) 0.1 $461k 392.00 1175.62
Procter & Gamble Company (PG) 0.1 $445k 3.0k 146.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $444k 604.00 735.83
Wal-Mart Stores (WMT) 0.1 $441k 3.9k 113.26
American Express Company (AXP) 0.1 $427k 1.3k 338.25
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $425k 14k 30.17
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $422k 8.5k 49.78
Pepsi (PEP) 0.0 $422k 3.1k 135.42
Ishares Tr Core Msci Eafe (IEFA) 0.0 $418k 4.3k 96.58
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $415k 7.1k 58.20
Boeing Company (BA) 0.0 $411k 1.9k 216.49
Walt Disney Company (DIS) 0.0 $394k 4.1k 96.24
Micron Technology (MU) 0.0 $384k 333.00 1154.29
Texas Instruments Incorporated (TXN) 0.0 $366k 1.2k 298.07
Abbvie (ABBV) 0.0 $365k 1.5k 251.64
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $362k 10k 35.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $358k 9.9k 36.13
McDonald's Corporation (MCD) 0.0 $356k 1.3k 270.37
International Business Machines (IBM) 0.0 $335k 1.2k 281.30
Invesco SHS (IVZ) 0.0 $324k 12k 26.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $319k 12k 27.70
Vanguard World Inf Tech Etf (VGT) 0.0 $316k 2.6k 119.51
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.0 $303k 3.7k 81.94
Intuitive Surgical Com New (ISRG) 0.0 $299k 752.00 397.68
Goldman Sachs (GS) 0.0 $296k 293.00 1011.37
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB) 0.0 $275k 3.6k 76.34
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.0 $262k 6.2k 42.21
Evergy (EVRG) 0.0 $253k 2.9k 86.43
Amgen (AMGN) 0.0 $240k 663.00 362.12
Lockheed Martin Corporation (LMT) 0.0 $239k 468.00 509.53
Blackrock (BLK) 0.0 $236k 245.00 961.56
Spdr Gold Tr Gold Shs (GLD) 0.0 $233k 633.00 368.38
Broadridge Financial Solutions (BR) 0.0 $232k 1.7k 136.95
Morgan Stanley Com New (MS) 0.0 $230k 1.1k 209.04
Merck & Co (MRK) 0.0 $229k 1.8k 128.50
At&t (T) 0.0 $225k 11k 20.70
FedEx Corporation (FDX) 0.0 $205k 653.00 313.13
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $203k 2.5k 80.57