Burton Enright Welch
135 holdingsFiling period: 2026-03-31Current AUM: $806.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.74M | $145.5M | $166.6M | 20.66% | +65.7K | 2026-03-31 |
| 2 | AVDV | AMERICAN CENTY ETF TR | 557.4K | $55.7M | $58.3M | 7.23% | -10,107 | 2026-03-31 |
| 3 | AVUV | AMERICAN CENTY ETF TR | 487.6K | $53.9M | $61.1M | 7.58% | +14.5K | 2026-03-31 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 1.02M | $49.1M | $48.8M | 6.05% | +67.0K | 2026-03-31 |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 1.11M | $40.9M | $45.8M | 5.68% | +34.1K | 2026-03-31 |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 1.14M | $40.6M | $43.5M | 5.39% | +30.2K | 2026-03-31 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 1.03M | $35.6M | $38.9M | 4.82% | -1,609 | 2026-03-31 |
| 8 | AVUS | AMERICAN CENTY ETF TR | 265.5K | $29.5M | $33.9M | 4.20% | +14.5K | 2026-03-31 |
| 9 | VCRB | VANGUARD MALVERN FDS | 292.7K | $22.6M | $22.2M | 2.75% | +27.9K | 2026-03-31 |
| 10 | AVDE | AMERICAN CENTY ETF TR | 224.2K | $19.0M | $20.4M | 2.54% | -2,321 | 2026-03-31 |
| 11 | VTIP | VANGUARD MALVERN FDS | 367.0K | $18.3M | $18.2M | 2.26% | +21.5K | 2026-03-31 |
| 12 | CVX | CHEVRON CORPORATION | 80.6K | $16.7M | $15.9M | 1.97% | -2,028 | 2026-03-31 |
| 13 | DFAR | DIMENSIONAL ETF TRUST | 698.1K | $16.5M | $18.7M | 2.32% | +23.1K | 2026-03-31 |
| 14 | AVEM | AMERICAN CENTY ETF TR | 184.0K | $14.8M | $16.5M | 2.04% | -7,910 | 2026-03-31 |
| 15 | MCK | MCKESSON CORP | 12.1K | $10.4M | $10.3M | 1.28% | -101 | 2026-03-31 |
| 16 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 348.4K | $10.3M | $11.7M | 1.45% | +10.5K | 2026-03-31 |
| 17 | AAPL | APPLE INC | 32.8K | $8.3M | $10.1M | 1.26% | -2,240 | 2026-03-31 |
| 18 | VGK | VANGUARD INTL EQUITY INDEX F | 91.1K | $7.5M | $8.2M | 1.02% | -2,060 | 2026-03-31 |
| 19 | LECO | LINCOLN ELEC HLDGS INC | 22.8K | $5.7M | $5.9M | 0.74% | +2.0K | 2026-03-31 |
| 20 | CGIE | CAPITAL GROUP INTERNATIONAL | 148.0K | $5.0M | $5.5M | 0.68% | +8.9K | 2026-03-31 |
| 21 | JQUA | J P MORGAN EXCHANGE TRADED F | 80.9K | $5.0M | $5.8M | 0.72% | +10.7K | 2026-03-31 |
| 22 | DFAE | DIMENSIONAL ETF TRUST | 116.3K | $3.9M | $4.4M | 0.54% | +1.7K | 2026-03-31 |
| 23 | DFAT | DIMENSIONAL ETF TRUST | 62.3K | $3.9M | $4.4M | 0.55% | +53 | 2026-03-31 |
| 24 | DFAU | DIMENSIONAL ETF TRUST | 86.2K | $3.9M | $4.5M | 0.55% | +1.2K | 2026-03-31 |
| 25 | DCOR | DIMENSIONAL ETF TRUST | 49.6K | $3.6M | $4.1M | 0.51% | +4.5K | 2026-03-31 |
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