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Burton Enright Welch 13F holdings

Filed 2026-07-17 · Burton Enright Welch · 146 positions · $851.5M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL ETF TRUST4.0M$176.4M20.7%
AVUVAMERICAN CENTY ETF TR508.0K$63.4M7.4%
AVDVAMERICAN CENTY ETF TR554.4K$57.1M6.7%
BNDXVANGUARD CHARLOTTE FDS1.2M$56.9M6.7%
DUHPDIMENSIONAL ETF TRUST1.2M$49.9M5.9%
DFICDIMENSIONAL ETF TRUST1.2M$46.1M5.4%
DFEMDIMENSIONAL ETF TRUST1.1M$43.6M5.1%
AVUSAMERICAN CENTY ETF TR265.6K$34.0M4.0%
VCRBVANGUARD MALVERN FDS370.5K$28.6M3.4%
VTIPVANGUARD MALVERN FDS422.7K$21.2M2.5%
AVDEAMERICAN CENTY ETF TR220.2K$19.6M2.3%
DFARDIMENSIONAL ETF TRUST750.4K$19.6M2.3%
AVEMAMERICAN CENTY ETF TR171.3K$16.5M1.9%
CGXUCAPITAL GROUP INTL FOCUS EQT445.7K$15.4M1.8%
CVXCHEVRON CORPORATION79.2K$13.1M1.5%
AAPLAPPLE INC33.7K$9.8M1.1%
MCKMCKESSON CORP11.7K$8.9M1.0%
VGKVANGUARD INTL EQUITY INDEX F87.6K$7.8M0.9%
NVDANVIDIA CORPORATION30.4K$6.1M0.7%
LECOLINCOLN ELEC HLDGS INC22.8K$6.0M0.7%
JQUAJ P MORGAN EXCHANGE TRADED F80.2K$5.8M0.7%
CGIECAPITAL GROUP INTERNATIONAL142.4K$5.2M0.6%
VBILVANGUARD INSTL INDEX FD63.1K$4.8M0.6%
DFAEDIMENSIONAL ETF TRUST114.9K$4.6M0.5%
DFATDIMENSIONAL ETF TRUST60.7K$4.2M0.5%
DFAUDIMENSIONAL ETF TRUST79.5K$4.1M0.5%
DCORDIMENSIONAL ETF TRUST47.3K$3.9M0.5%
DFSVDIMENSIONAL ETF TRUST89.3K$3.5M0.4%
AVGOBROADCOM INC8.9K$3.4M0.4%
DFSUDIMENSIONAL ETF TRUST67.5K$3.1M0.4%
AMZNAMAZON COM INC13.1K$3.1M0.4%
DFGRDIMENSIONAL ETF TRUST107.6K$3.1M0.4%
MSFTMICROSOFT CORP8.3K$3.1M0.4%
VTESVANGUARD WELLINGTON FD30.5K$3.1M0.4%
DISVDIMENSIONAL ETF TRUST76.4K$3.1M0.4%
BACBANK OF AMER CORP53.6K$3.1M0.4%
VOOVANGUARD INDEX FDS4.0K$2.7M0.3%
GOOGLALPHABET INC7.6K$2.7M0.3%
VTECVANGUARD CALIF TAX FREE FDS26.5K$2.7M0.3%
TSLATESLA INC6.3K$2.6M0.3%
CNOBCONNECTONE BANCORP INC77.5K$2.6M0.3%
DFAIDIMENSIONAL ETF TRUST62.6K$2.6M0.3%
GOOGALPHABET INC7.0K$2.5M0.3%
QUALISHARES TR11.0K$2.4M0.3%
IVVISHARES TR3.2K$2.4M0.3%
LLYELI LILLY & CO2.0K$2.4M0.3%
IEURISHARES TR28.9K$2.2M0.3%
INTCINTEL CORP14.3K$2.0M0.2%
SPYSTATE STR SPDR S&P 500 ETF T2.5K$1.9M0.2%
VCRMVANGUARD MUN BD FDS23.3K$1.8M0.2%
VPLSVANGUARD MALVERN FDS22.7K$1.8M0.2%
AVSUAMERICAN CENTY ETF TR19.1K$1.7M0.2%
VSDMVANGUARD MUN BD FDS21.4K$1.6M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL3.2K$1.6M0.2%
CATCATERPILLAR INC1.5K$1.6M0.2%
CGMUCAPITAL GRP FIXED INCM ETF T58.0K$1.6M0.2%
VXFVANGUARD INDEX FDS6.4K$1.6M0.2%
VNQVANGUARD INDEX FDS15.2K$1.5M0.2%
METAMETA PLATFORMS INC2.5K$1.4M0.2%
COSTCOSTCO WHOLESALE CORPORATION1.4K$1.4M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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