Burton Enright Welch

Est. AUM

$681.6M

13F long equity, this entity only

Positions

134

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$145.5M	3743854	21.35%	SOLE
2	AMERICAN CENTY ETF TR	INTL SMCP VLU	$55.7M	557371	8.17%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$53.9M	487587	7.90%	SOLE
4	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$49.1M	1021367	7.20%	SOLE
5	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$40.9M	1113372	6.01%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$40.6M	1141877	5.95%	SOLE
7	AMERICAN CENTY ETF TR	US EQT ETF	$29.5M	265535	4.33%	SOLE
8	VANGUARD MALVERN FDS	CORE BD ETF	$22.6M	292699	3.32%	SOLE
9	AMERICAN CENTY ETF TR	INTL EQT ETF	$19.0M	224161	2.79%	SOLE
10	CHEVRON CORPORATION	COM	$16.7M	80636	2.45%	SOLE
11	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$16.5M	698078	2.42%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$14.8M	183982	2.18%	SOLE
13	MCKESSON CORP	COM	$10.4M	12057	1.53%	SOLE
14	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$10.3M	348445	1.51%	SOLE
15	APPLE INC	COM	$8.3M	32837	1.22%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$7.5M	91064	1.10%	SOLE
17	LINCOLN ELEC HLDGS INC	COM	$5.7M	22764	0.83%	SOLE
18	CAPITAL GROUP INTERNATIONAL	SHS	$5.0M	148025	0.73%	SOLE
19	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$5.0M	80898	0.73%	SOLE
20	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.9M	116328	0.58%	SOLE
21	DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.9M	62318	0.57%	SOLE
22	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$3.9M	86168	0.57%	SOLE
23	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$3.6M	49622	0.52%	SOLE
24	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$3.1M	89257	0.46%	SOLE
25	MICROSOFT CORP	COM	$3.1M	8429	0.46%	SOLE
26	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$3.1M	41208	0.46%	SOLE
27	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$3.0M	76760	0.44%	SOLE
28	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$3.0M	110996	0.43%	SOLE
29	NVIDIA CORPORATION	COM	$2.9M	16568	0.42%	SOLE
30	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.9M	70277	0.42%	SOLE
31	BROADCOM INC	COM	$2.7M	8830	0.40%	SOLE
32	AMAZON COM INC	COM	$2.6M	12693	0.39%	SOLE
33	BANK AMERICA CORP	COM	$2.6M	53920	0.39%	SOLE
34	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.4M	62871	0.36%	SOLE
35	ALPHABET INC	CAP STK CL A	$2.4M	8356	0.35%	SOLE
36	ELI LILLY & CO	COM	$2.3M	2531	0.34%	SOLE
37	TESLA INC	COM	$2.3M	6189	0.34%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.2M	3716	0.33%	SOLE
39	ISHARES TR	CORE MSCI EURO	$2.1M	30097	0.31%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$2.1M	3235	0.31%	SOLE
41	ISHARES TR	MSCI USA QLT FCT	$2.1M	11012	0.31%	SOLE
42	CONNECTONE BANCORP INC	COM	$2.1M	77425	0.30%	SOLE
43	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$2.1M	20357	0.30%	SOLE
44	ALPHABET INC	CAP STK CL C	$2.0M	6868	0.29%	SOLE
45	VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$2.0M	19834	0.29%	SOLE
46	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$1.6M	21396	0.24%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$1.5M	1544	0.23%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3193	0.22%	SOLE
49	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	16742	0.22%	SOLE
50	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$1.4M	19366	0.21%	SOLE

1–50 of 134

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.