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Disclosery

13F-HR filed by Burton Enright Welch

Burton Enright Welch filed this 13F-HR for the quarter ended 2023-06-30, filed 2026-03-09, with 72 holding rows worth $320,472,622.

Accession
0002105919-26-000009
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 Q2 2023

A holdings report, 72 entries on the cover page, a total value of $320,472,622 stated on the cover page (in dollars after the unit check, H1), rows summing to $320,472,622 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 22,740,179$74,395,860dollars as filed
Avantis US Small Cap Value ETF025072877SHS387,579$30,080,003dollars as filed
Avantis International Small Cap Val ETF025072802SHS502,849$28,943,984dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF935,829$24,836,902dollars as filed
Avantis US Equity ETF025072885SHS220,131$16,551,617dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY623,175$15,124,448dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO604,964$14,549,390dollars as filed
Chevron Corporation166764100COM88,772$13,968,310dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF560,118$12,053,747dollars as filed
Avantis International Equity ETF025072703SHS148,365$8,516,146dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS132,306$7,119,399dollars as filed
Apple Inc037833100COM34,384$6,669,565dollars as filed
Amazon.com, Inc023135106COM50,903$6,635,715dollars as filed
Vanguard FTSE Europe ETF922042874SHS103,180$6,366,230dollars as filed
MCKESSON CORP COM58155Q103Stock14,827$6,335,725dollars as filed
LINCOLN ELEC HLDGS INC533900106COM23,262$4,620,531dollars as filed
Microsoft Corp594918104COM8,356$2,845,729dollars as filed
Eli Lilly and Company532457108COM5,184$2,431,192dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG103,088$2,418,446dollars as filed
Bank of America Corp060505104COM82,758$2,374,340dollars as filed
ISHARES TR46434V738CORE MSCI EURO37,622$1,980,069dollars as filed
FIRST LONG IS CORP320734106COM160,449$1,928,597dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock7,335$1,720,204dollars as filed
Dimensional Global Real Estate ETF25434V658COM62,967$1,535,765dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT45,615$1,413,616dollars as filed
Vanguard Total Bond Market ETF921937835SHS17,893$1,300,671dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK44,561$1,217,403dollars as filed
CBIZ INC124805102COM21,478$1,144,348dollars as filed
Vanguard Real Estate922908553SHS12,300$1,027,763dollars as filed
Berkshire Hathaway Inc084670702COM2,881$982,421dollars as filed
SPY78462F103SHS2,174$963,814dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,466$903,214dollars as filed
Costco Wholesale Corporation22160K105COM1,631$878,113dollars as filed
NVIDIA Corp67066G104COM2,009$849,847dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,923$828,683dollars as filed
PepsiCo,Inc.713448108COM3,862$715,326dollars as filed
Schwab U.S. Broad Market ETF808524102SHS13,649$705,657dollars as filed
Visa Inc92826C839COM2,936$697,241dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS12,851$631,734dollars as filed
Johnson & Johnson478160104COM3,769$623,845dollars as filed
Tesla Motors, Inc88160R101COM2,351$615,436dollars as filed
Automatic Data Processing,Inc.053015103COM2,716$596,911dollars as filed
META PLATFORMS INC CL A30303M102COM1,973$566,212dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock4,405$533,578dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS11,486$530,436dollars as filed
Home Depot, Inc437076102COM1,671$519,051dollars as filed
McDonalds Corporation580135101COM1,703$508,273dollars as filed
Oracle Corporation68389X105COM4,241$505,061dollars as filed
Stryker Corporation863667101COM1,527$465,778dollars as filed
Intel Corp458140100COM13,716$458,638dollars as filed
WILLIAMS SONOMA INC COM969904101Stock3,621$453,132dollars as filed
VTI922908769COM1,981$436,276dollars as filed
EXXON MOBIL CORP30231G102COM4,038$433,032dollars as filed
Walt Disney Co254687106COM4,222$376,957dollars as filed
Caterpillar Inc.149123101COM1,532$376,949dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF14,484$372,239dollars as filed
Boeing Company097023105COM1,678$354,326dollars as filed
BIOMARIN PHARMACEUTICAL INC09061G101COM3,816$330,771dollars as filed
Procter & Gamble Co742718109COM2,107$319,706dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS5,933$309,157dollars as filed
JPMorgan Chase & Co46625H100COM1,869$271,888dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,660$265,118dollars as filed
NIKE,Inc. Class B654106103COM2,289$252,663dollars as filed
iShares Core Dividend Growth ETF46434V621SHS4,355$224,439dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF5,274$220,066dollars as filed
SPDR S&P Dividend ETF78464A763SHS1,746$214,036dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS459$204,639dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS4,634$202,951dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF4,020$201,884dollars as filed
Intuitive Surgical,Inc.46120E602COM587$200,719dollars as filed
GROVE COLLABORATIVE HOLDINGS39957D201Common Stock96,435$170,690dollars as filed
AGENUS INC00847G705COM NEW60,000$96,000dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002105919-26-000009this filing2026-03-09acceptance time not in the bulk data set