Burton Enright Welch
137 holdingsFiling period: 2026-06-30Current AUM: $859.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.98M | $176.4M | $178.0M | 20.70% | +232.5K | 2026-06-30 |
| 2 | AVUV | AMERICAN CENTY ETF TR | 508.0K | $63.4M | $62.9M | 7.32% | +20.4K | 2026-06-30 |
| 3 | AVDV | AMERICAN CENTY ETF TR | 554.4K | $57.1M | $61.2M | 7.12% | -2,941 | 2026-06-30 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 1.17M | $56.9M | $55.1M | 6.40% | +153.3K | 2026-06-30 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 1.19M | $49.9M | $49.5M | 5.76% | +81.6K | 2026-06-30 |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 1.24M | $46.1M | $47.7M | 5.55% | +96.5K | 2026-06-30 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 1.07M | $43.6M | $42.3M | 4.92% | +41.6K | 2026-06-30 |
| 8 | AVUS | AMERICAN CENTY ETF TR | 265.6K | $34.0M | $34.1M | 3.97% | +35 | 2026-06-30 |
| 9 | VCRB | VANGUARD MALVERN FDS | 370.5K | $28.6M | $27.7M | 3.22% | +77.8K | 2026-06-30 |
| 10 | VTIP | VANGUARD MALVERN FDS | 422.7K | $21.2M | $20.9M | 2.43% | +55.7K | 2026-06-30 |
| 11 | AVDE | AMERICAN CENTY ETF TR | 220.2K | $19.6M | $20.2M | 2.35% | -3,935 | 2026-06-30 |
| 12 | DFAR | DIMENSIONAL ETF TRUST | 750.4K | $19.6M | $19.0M | 2.21% | +52.3K | 2026-06-30 |
| 13 | AVEM | AMERICAN CENTY ETF TR | 171.3K | $16.5M | $15.9M | 1.84% | -12,637 | 2026-06-30 |
| 14 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 445.7K | $15.4M | $15.3M | 1.78% | +97.3K | 2026-06-30 |
| 15 | CVX | CHEVRON CORPORATION | 79.2K | $13.1M | $17.3M | 2.01% | -1,419 | 2026-06-30 |
| 16 | AAPL | APPLE INC | 33.7K | $9.8M | $11.2M | 1.30% | +885 | 2026-06-30 |
| 17 | MCK | MCKESSON CORP | 11.7K | $8.9M | $10.6M | 1.23% | -312 | 2026-06-30 |
| 18 | VGK | VANGUARD INTL EQUITY INDEX F | 87.6K | $7.8M | $7.8M | 0.91% | -3,504 | 2026-06-30 |
| 19 | NVDA | NVIDIA CORPORATION | 30.4K | $6.1M | $6.5M | 0.75% | +13.9K | 2026-06-30 |
| 20 | LECO | LINCOLN ELEC HLDGS INC | 22.8K | $6.0M | $5.8M | 0.67% | -- | 2026-06-30 |
| 21 | JQUA | J P MORGAN EXCHANGE TRADED F | 80.2K | $5.8M | $5.9M | 0.69% | -741 | 2026-06-30 |
| 22 | CGIE | CAPITAL GROUP INTERNATIONAL | 142.4K | $5.2M | $5.2M | 0.61% | -5,609 | 2026-06-30 |
| 23 | VBIL | VANGUARD INSTL INDEX FD | 63.1K | $4.8M | $4.8M | 0.56% | +21.9K | 2026-06-30 |
| 24 | DFAE | DIMENSIONAL ETF TRUST | 114.9K | $4.6M | $4.5M | 0.52% | -1,402 | 2026-06-30 |
| 25 | DFAT | DIMENSIONAL ETF TRUST | 60.7K | $4.2M | $4.2M | 0.49% | -1,652 | 2026-06-30 |
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