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Disclosery

13F-HR filed by Burton Enright Welch

Burton Enright Welch filed this 13F-HR for the quarter ended 2023-09-30, filed 2026-03-09, with 71 holding rows worth $324,052,921.

Accession
0002105919-26-000010
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 Q3 2023

A holdings report, 71 entries on the cover page, a total value of $324,052,921 stated on the cover page (in dollars after the unit check, H1), rows summing to $324,052,921 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 22,841,384$74,444,272dollars as filed
Avantis US Small Cap Value ETF025072877SHS394,136$30,722,933dollars as filed
Avantis International Small Cap Val ETF025072802SHS513,558$29,709,344dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF983,028$25,253,989dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY701,906$16,389,510dollars as filed
Avantis US Equity ETF025072885SHS219,549$16,084,171dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO680,308$15,857,987dollars as filed
Chevron Corporation166764100COM86,858$14,646,034dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF624,386$12,188,024dollars as filed
Avantis International Equity ETF025072703SHS158,387$8,814,250dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS146,219$7,718,881dollars as filed
MCKESSON CORP COM58155Q103Stock14,827$6,447,521dollars as filed
Amazon.com, Inc023135106COM50,273$6,390,704dollars as filed
Vanguard FTSE Europe ETF922042874SHS102,167$5,918,537dollars as filed
Apple Inc037833100COM34,038$5,827,731dollars as filed
LINCOLN ELEC HLDGS INC533900106COM23,262$4,228,799dollars as filed
Eli Lilly and Company532457108COM4,554$2,446,090dollars as filed
Microsoft Corp594918104COM7,438$2,348,713dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG102,600$2,315,688dollars as filed
Bank of America Corp060505104COM72,294$1,979,400dollars as filed
ISHARES TR46434V738CORE MSCI EURO37,622$1,868,330dollars as filed
FIRST LONG IS CORP320734106COM160,449$1,846,768dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock7,335$1,718,591dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF32,800$1,524,216dollars as filed
Vanguard Total Bond Market ETF921937835SHS18,883$1,317,643dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT41,111$1,231,269dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK44,072$1,150,724dollars as filed
CBIZ INC124805102COM21,478$1,114,708dollars as filed
Visa Inc92826C839COM4,562$1,049,306dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,344$968,269dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,188$940,622dollars as filed
Berkshire Hathaway Inc084670702COM2,684$940,205dollars as filed
SPY78462F103SHS2,182$932,587dollars as filed
NVIDIA Corp67066G104COM1,898$825,611dollars as filed
Vanguard Real Estate922908553SHS10,611$802,807dollars as filed
Costco Wholesale Corporation22160K105COM1,379$779,101dollars as filed
Dimensional Global Real Estate ETF25434V658COM33,216$744,371dollars as filed
Schwab U.S. Broad Market ETF808524102SHS13,318$663,899dollars as filed
Automatic Data Processing,Inc.053015103COM2,717$653,613dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS12,577$618,637dollars as filed
PepsiCo,Inc.713448108COM3,598$609,616dollars as filed
Tesla Motors, Inc88160R101COM2,346$587,030dollars as filed
META PLATFORMS INC CL A30303M102COM1,913$574,302dollars as filed
Johnson & Johnson478160104COM3,546$552,321dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,237$530,991dollars as filed
WILLIAMS SONOMA INC COM969904101Stock3,372$524,009dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock4,405$504,945dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS11,364$496,846dollars as filed
Home Depot, Inc437076102COM1,616$488,263dollars as filed
Intel Corp458140100COM13,394$476,136dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,733$460,974dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF17,884$453,181dollars as filed
EXXON MOBIL CORP30231G102COM3,823$449,462dollars as filed
Oracle Corporation68389X105COM4,242$449,313dollars as filed
Walt Disney Co254687106COM5,316$430,877dollars as filed
VTI922908769COM1,985$421,544dollars as filed
Caterpillar Inc.149123101COM1,532$418,236dollars as filed
Stryker Corporation863667101COM1,527$417,198dollars as filed
Procter & Gamble Co742718109COM2,720$396,789dollars as filed
McDonalds Corporation580135101COM1,458$384,167dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF2,306$350,115dollars as filed
BIOMARIN PHARMACEUTICAL INC09061G101COM3,686$326,138dollars as filed
Boeing Company097023105COM1,678$321,639dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF7,504$302,956dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS5,980$300,568dollars as filed
JPMorgan Chase & Co46625H100COM1,869$271,104dollars as filed
GROVE COLLABORATIVE HOLDINGS39957D201Common Stock96,435$256,517dollars as filed
American Express Company025816109COM1,585$236,466dollars as filed
NIKE,Inc. Class B654106103COM2,304$220,348dollars as filed
iShares Core Dividend Growth ETF46434V621SHS4,355$215,728dollars as filed
SPDR S&P Dividend ETF78464A763SHS1,750$201,287dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002105919-26-000010this filing2026-03-09acceptance time not in the bulk data set