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Disclosery

13F-HR filed by Burton Enright Welch

Burton Enright Welch filed this 13F-HR for the quarter ended 2023-03-31, filed 2026-03-09, with 66 holding rows worth $262,286,585.

Accession
0002105919-26-000008
Filer
CIK 2105919
Filed
2026-03-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 66 entries on the cover page, a total value of $262,286,585 stated on the cover page (in dollars after the unit check, H1), rows summing to $262,286,585 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 filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 22,700,597$68,811,220dollars as filed
Avantis International Small Cap Val ETF025072802SHS485,510$28,392,614dollars as filed
Avantis US Equity ETF025072885SHS224,011$15,877,880dollars as filed
Avantis US Small Cap Value ETF025072877SHS208,399$15,434,047dollars as filed
Chevron Corporation166764100COM92,811$15,143,080dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY537,820$12,942,640dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO508,416$11,993,539dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF522,498$11,228,490dollars as filed
Avantis International Equity ETF025072703SHS147,534$8,413,843dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS131,563$6,958,354dollars as filed
Vanguard FTSE Europe ETF922042874SHS106,209$6,473,415dollars as filed
MCKESSON CORP COM58155Q103Stock14,838$5,283,070dollars as filed
Apple Inc037833100COM31,575$5,206,803dollars as filed
Amazon.com, Inc023135106COM50,330$5,198,586dollars as filed
LINCOLN ELEC HLDGS INC533900106COM23,262$3,933,604dollars as filed
CBIZ INC124805102COM52,807$2,613,418dollars as filed
Bank of America Corp060505104COM90,085$2,576,454dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG103,829$2,390,137dollars as filed
Microsoft Corp594918104COM7,994$2,304,819dollars as filed
FIRST LONG IS CORP320734106COM160,449$2,166,062dollars as filed
ISHARES TR46434V738CORE MSCI EURO39,069$2,046,457dollars as filed
Eli Lilly and Company532457108COM5,129$1,761,401dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock7,335$1,541,010dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT46,541$1,338,991dollars as filed
Vanguard Real Estate922908553SHS15,390$1,277,961dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK44,921$1,210,619dollars as filed
Vanguard Total Bond Market ETF921937835SHS15,013$1,108,403dollars as filed
Dimensional Global Real Estate ETF25434V658COM43,150$1,059,333dollars as filed
Berkshire Hathaway Inc084670702COM2,898$894,815dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,383$871,799dollars as filed
SPY78462F103SHS1,876$767,915dollars as filed
Costco Wholesale Corporation22160K105COM1,459$724,942dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,836$709,098dollars as filed
Visa Inc92826C839COM3,124$704,337dollars as filed
Schwab U.S. Broad Market ETF808524102SHS14,248$681,777dollars as filed
Automatic Data Processing,Inc.053015103COM2,800$623,324dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS12,495$615,278dollars as filed
NVIDIA Corp67066G104COM2,080$577,762dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS12,598$569,064dollars as filed
PepsiCo,Inc.713448108COM3,042$554,611dollars as filed
Johnson & Johnson478160104COM3,488$540,640dollars as filed
Walt Disney Co254687106COM5,125$513,164dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock4,405$485,079dollars as filed
Tesla Motors, Inc88160R101COM2,324$482,149dollars as filed
Intel Corp458140100COM14,006$457,577dollars as filed
Home Depot, Inc437076102COM1,526$450,326dollars as filed
WILLIAMS SONOMA INC COM969904101Stock3,621$440,531dollars as filed
EXXON MOBIL CORP30231G102COM3,983$436,731dollars as filed
Stryker Corporation863667101COM1,528$436,109dollars as filed
VTI922908769COM2,103$429,155dollars as filed
McDonalds Corporation580135101COM1,508$421,728dollars as filed
Oracle Corporation68389X105COM4,241$394,074dollars as filed
BIOMARIN PHARMACEUTICAL INC09061G101COM4,051$393,919dollars as filed
META PLATFORMS INC CL A30303M102COM1,739$368,564dollars as filed
Boeing Company097023105COM1,678$356,458dollars as filed
Caterpillar Inc.149123101COM1,500$343,260dollars as filed
Cisco Systems,Inc.17275R102COM6,247$326,585dollars as filed
NIKE,Inc. Class B654106103COM2,430$298,026dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF11,840$295,171dollars as filed
Procter & Gamble Co742718109COM1,779$264,486dollars as filed
JPMorgan Chase & Co46625H100COM1,897$247,251dollars as filed
GROVE COLLABORATIVE HOLD INC39957D102COM CL A482,177$211,194dollars as filed
ISHARES TR464287861EUROPE ETF4,208$210,484dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS4,955$207,760dollars as filed
DOCUSIGN INC COM256163106Stock3,499$203,992dollars as filed
AGENUS INC00847G705COM NEW60,000$91,200dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002105919-26-000008this filing2026-03-09acceptance time not in the bulk data set