13F-HR filed by Burton Enright Welch
Burton Enright Welch filed this 13F-HR for the quarter ended 2022-06-30, filed 2026-03-09, with 62 holding rows worth $166,413,071.
- Accession
- 0002105919-26-000005
- Filer
- CIK 2105919
- Filed
- 2026-03-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A holdings report, 62 entries on the cover page, a total value of $166,413,071 stated on the cover page (in dollars after the unit check, H1), rows summing to $166,413,071 with VALUE read as dollars as filed, 13F file number 028-26396. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 1,907,894 | $44,453,933 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 116,415 | $16,854,616 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 429,493 | $10,105,970 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 412,090 | $9,523,391 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 170,228 | $8,674,796 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 125,706 | $6,639,778 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 290,065 | $6,242,199 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 92,515 | $6,017,149 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 48,878 | $5,191,332 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 15,893 | $5,184,455 | dollars as filed | |
| Apple Inc | 037833100 | COM | 29,251 | $3,999,198 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 40,067 | $3,650,504 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 103,103 | $3,209,610 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 116,923 | $3,090,281 | dollars as filed | |
| LINCOLN ELEC HLDGS INC | 533900106 | COM | 23,261 | $2,869,477 | dollars as filed | |
| FIRST LONG IS CORP | 320734106 | COM | 160,449 | $2,812,671 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 48,057 | $2,160,663 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 81,263 | $1,882,049 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,708 | $1,722,926 | dollars as filed | |
| CBIZ INC | 124805102 | COM | 41,613 | $1,662,855 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 25,302 | $1,316,474 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 28,912 | $1,179,627 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 7,618 | $1,142,929 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 22,739 | $1,004,818 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 12,698 | $955,630 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 30,516 | $736,664 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,666 | $727,871 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 10,861 | $686,198 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 20,767 | $653,123 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,110 | $612,328 | dollars as filed | |
| VTI | 922908769 | COM | 3,121 | $588,647 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,210 | $579,929 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 6,661 | $551,997 | dollars as filed | |
| Intel Corp | 458140100 | COM | 14,578 | $545,347 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,569 | $539,556 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,415 | $533,775 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,111 | $518,476 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 725 | $488,417 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 18,696 | $474,497 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 5,016 | $473,509 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 4,703 | $458,354 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 206 | $448,927 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 190 | $415,616 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,951 | $338,327 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,207 | $330,994 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,318 | $325,455 | dollars as filed | |
| ISHARES TR | 464287861 | EUROPE ETF | 7,396 | $315,894 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 6,366 | $313,201 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,015 | $305,455 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,365 | $271,478 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,506 | $269,213 | dollars as filed | |
| BLACKLINE, INC. | 09239B109 | COM | 4,032 | $268,531 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 2,341 | $259,734 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,500 | $241,875 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,594 | $229,241 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 5,644 | $220,075 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,577 | $215,607 | dollars as filed | |
| DOCUSIGN INC COM | 256163106 | Stock | 3,709 | $212,822 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 4,399 | $211,460 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 2,056 | $210,080 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,945 | $205,767 | dollars as filed | |
| AGENUS INC | 00847G705 | COM NEW | 45,000 | $87,300 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002105919-26-000005 | this filing | 2026-03-09 | acceptance time not in the bulk data set |