13F-HR filed by Burton Enright Welch
Burton Enright Welch filed this 13F-HR for the quarter ended 2024-09-30, filed 2026-03-09, with 93 holding rows worth $466,230,797.
- Accession
- 0002105919-26-000014
- 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 Q3 2024
A holdings report, 93 entries on the cover page, a total value of $466,230,797 stated on the cover page (in dollars after the unit check, H1), rows summing to $466,230,797 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 | 3,185,344 | $109,225,453 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 403,009 | $38,668,708 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 528,319 | $37,336,322 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 935,215 | $31,862,769 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 985,491 | $27,741,568 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 866,571 | $24,385,317 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 224,860 | $21,395,453 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 552,669 | $14,170,429 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 193,044 | $12,939,744 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 192,827 | $12,456,595 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 83,659 | $12,320,517 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 236,711 | $11,672,232 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 112,981 | $8,946,984 | dollars as filed | |
| Apple Inc | 037833100 | COM | 31,401 | $7,316,531 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 14,695 | $7,265,502 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 97,635 | $6,941,857 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 199,487 | $5,380,174 | dollars as filed | |
| LINCOLN ELEC HLDGS INC | 533900106 | COM | 23,262 | $4,466,770 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 20,897 | $3,893,739 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 58,056 | $3,284,224 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 117,789 | $3,228,598 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 3,629 | $3,215,106 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 107,974 | $3,116,132 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,613 | $2,845,372 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 70,641 | $2,803,036 | dollars as filed | |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 921935870 | ETF | 24,233 | $2,457,711 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 34,353 | $2,093,116 | dollars as filed | |
| FIRST LONG IS CORP | 320734106 | COM | 160,449 | $2,064,979 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,927 | $2,055,615 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 59,136 | $1,879,344 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 19,128 | $1,863,450 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 52,248 | $1,609,250 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 37,350 | $1,482,414 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V633 | CALIF MUN BD ETF | 25,790 | $1,307,038 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,443 | $1,279,309 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 43,751 | $1,271,407 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,585 | $1,189,773 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,681 | $1,108,047 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,911 | $1,096,612 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,909 | $1,092,788 | dollars as filed | |
| CAPITAL GROUP INTERNATIONAL | 14021M107 | SHS | 35,230 | $1,069,583 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 6,226 | $1,040,931 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,754 | $1,032,163 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 3,265 | $884,913 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 11,247 | $844,746 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 12,409 | $825,434 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,716 | $751,550 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 4,399 | $749,590 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 4,744 | $734,941 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,235 | $712,097 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,686 | $683,130 | dollars as filed | |
| Avantis Responsible US Equity ETF | 025072281 | SHS | 10,032 | $655,090 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,733 | $650,553 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,398 | $627,404 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y607 | SHOR DUR MUN ETF | 22,592 | $593,266 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,413 | $580,461 | dollars as filed | |
| VTI | 922908769 | COM | 2,047 | $579,593 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 4,404 | $578,686 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 11,740 | $569,860 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 10,666 | $563,246 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,528 | $551,894 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 19,053 | $523,196 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,335 | $522,146 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,936 | $475,809 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,567 | $444,548 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 2,306 | $437,702 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,000 | $421,801 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 4,343 | $417,745 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,317 | $401,123 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 9,246 | $399,328 | dollars as filed | |
| CBIZ INC | 124805102 | COM | 5,284 | $355,561 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,911 | $341,186 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 5,996 | $338,732 | dollars as filed | |
| Intel Corp | 458140100 | COM | 14,130 | $331,482 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 6,359 | $317,550 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,162 | $315,135 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 2,617 | $313,312 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 587 | $288,376 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 14,071 | $286,767 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V773 | INTL SMALL CAP E | 10,332 | $277,208 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 3,685 | $259,019 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,685 | $256,188 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 501 | $244,551 | dollars as filed | |
| VANGUARD CALIF TAX FREE FDS | 922021605 | TAX EXEMPT BD FD | 2,396 | $242,905 | dollars as filed | |
| VANGUARD CORE PLUS BOND ETF | 922020755 | ETF | 3,022 | $239,706 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 4,634 | $238,630 | dollars as filed | |
| Avantis Responsible Emerging Mkts Eq ETF | 025072315 | SHS | 4,204 | $232,566 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,146 | $226,313 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,175 | $221,552 | dollars as filed | |
| DOCUSIGN INC COM | 256163106 | Stock | 3,499 | $217,253 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 368 | $215,119 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 950 | $210,047 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,929 | $209,125 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002105919-26-000014 | this filing | 2026-03-09 | acceptance time not in the bulk data set |