EdgeMarket › What Burton Enright Welch reported owning
What Burton Enright Welch reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
735.5MPositions
134Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAC Dimensional U.S. Core Equity 2 ETF | 145.5M | 19.8% | 3.7M | 45.61 | +22.8% |
| AVDV Avantis International Small Cap Value ETF | 55.7M | 7.6% | 557.4K | 111.95 | +32.8% |
| AVUV Avantis U.S. Small Cap Value ETF | 53.9M | 7.3% | 487.6K | 126.45 | +33.2% |
| BNDX Vanguard Total International Bond ETF | 49.1M | 6.7% | 1.0M | 47.65 | -3.3% |
| DUHP Dimensional US High Profitability ETF | 40.9M | 5.6% | 1.1M | 42.41 | +15.6% |
| DFIC Dimensional International Core Equity 2 ETF | 40.6M | 5.5% | 1.1M | 39.41 | +22.0% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 35.6M | 4.8% | 1.0M | 39.93 | +29.9% |
| AVUS Avantis U.S. Equity ETF | 29.5M | 4.0% | 265.5K | 130.59 | +25.1% |
| VCRB Vanguard Core Bond ETF | 22.6M | 3.1% | 292.7K | 75.94 | -2.0% |
| AVDE Avantis International Equity ETF | 19.0M | 2.6% | 224.2K | 94.26 | +22.4% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 18.3M | 2.5% | 367.0K | 49.79 | -1.1% |
| CVX CHEVRON CORP | 16.7M | 2.3% | 80.6K | 205.27 | +34.0% |
| DFAR Dimensional US Real Estate ETF | 16.5M | 2.2% | 698.1K | 26.48 | +12.6% |
| AVEM Avantis Emerging Markets Equity ETF | 14.8M | 2.0% | 184.0K | 94.24 | +33.1% |
| MCK MCKESSON CORP | 10.4M | 1.4% | 12.1K | 858.90 | +22.2% |
| CGXU Capital Group International Focus Equity ETF | 10.3M | 1.4% | 348.4K | 35.14 | +25.9% |
| AAPL Apple Inc. | 8.3M | 1.1% | 32.8K | 309.35 | +36.9% |
| VGK Vanguard FTSE Europe ETF | 7.5M | 1.0% | 91.1K | 92.72 | +16.8% |
| LECO LINCOLN ELECTRIC HOLDINGS INC | 5.7M | 0.8% | 22.8K | 281.82 | +18.1% |
| CGIE Capital Group International Equity ETF | 5.0M | 0.7% | 148.0K | 38.00 | +14.3% |
| JQUA JPMorgan U.S. Quality Factor ETF | 5.0M | 0.7% | 80.9K | 74.75 | +22.0% |
| DFAE Dimensional Emerging Core Equity Market ETF | 3.9M | 0.5% | 116.3K | 39.49 | +32.0% |
| DFAT Dimensional U.S. Targeted Value ETF | 3.9M | 0.5% | 62.3K | 71.67 | +26.9% |
| DFAU Dimensional US Core Equity Market ETF | 3.9M | 0.5% | 86.2K | 53.06 | +21.1% |
| DCOR Dimensional US Core Equity 1 ETF | 3.6M | 0.5% | 49.6K | 84.54 | +22.0% |
| DFSV Dimensional US Small Cap Value ETF | 3.1M | 0.4% | 89.3K | 40.29 | +30.3% |
| MSFT MICROSOFT CORP | 3.1M | 0.4% | 8.4K | 483.24 | -4.4% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 3.1M | 0.4% | 41.2K | 75.66 | +0.2% |
| DISV Dimensional International Small Cap Value ETF | 3.0M | 0.4% | 76.8K | 44.49 | +28.9% |
| DFGR Dimensional Global Real Estate ETF | 3.0M | 0.4% | 111.0K | 29.46 | +8.5% |
| NVDA NVIDIA CORP | 2.9M | 0.4% | 16.6K | 214.72 | +22.4% |
| DFSU Dimensional US Sustainability Core 1 ETF | 2.9M | 0.4% | 70.3K | 48.20 | +18.3% |
| AVGO Broadcom Inc. | 2.7M | 0.4% | 8.8K | 368.45 | +26.5% |
| AMZN AMAZON COM INC | 2.6M | 0.4% | 12.7K | 258.63 | +15.6% |
| BAC BANK OF AMERICA CORP /DE/ | 2.6M | 0.4% | 53.9K | 61.69 | +27.6% |
| DFAI Dimensional International Core Equity Market E | 2.4M | 0.3% | 62.9K | 43.35 | +21.1% |
| GOOGL Alphabet Inc. | 2.4M | 0.3% | 8.4K | 344.82 | +73.0% |
| LLY ELI LILLY & Co | 2.3M | 0.3% | 2.5K | 1,255.40 | +78.0% |
| TSLA Tesla, Inc. | 2.3M | 0.3% | 6.2K | 362.86 | +12.0% |
| VOO Vanguard S&P 500 ETF | 2.2M | 0.3% | 3.7K | 703.71 | +20.0% |
| IEUR iShares Core MSCI Europe ETF | 2.1M | 0.3% | 30.1K | 78.41 | +16.0% |
| IVV iShares Core S&P 500 ETF | 2.1M | 0.3% | 3.2K | 769.31 | +20.0% |
| QUAL iShares MSCI USA Quality Factor ETF | 2.1M | 0.3% | 11.0K | 223.22 | +19.3% |
| CNOB ConnectOne Bancorp, Inc. | 2.1M | 0.3% | 77.4K | 32.27 | +32.6% |
| VTES Vanguard Wellington Fund Vanguard Short-Term T | 2.1M | 0.3% | 20.4K | 100.85 | -0.7% |
| GOOG Alphabet Inc. | 2.0M | 0.3% | 6.9K | 341.75 | +70.7% |
| VTEC Vanguard California Tax-Exempt Bond ETF | 2.0M | 0.3% | 19.8K | 98.55 | +1.4% |
| VCRM Vanguard Core Tax-Exempt Bond ETF | 1.6M | 0.2% | 21.4K | 74.86 | +2.2% |
| COST COSTCO WHOLESALE CORP /NEW | 1.5M | 0.2% | 1.5K | 947.74 | -4.7% |
| unmapped CUSIP 084670702 | 1.5M | 0.2% | 3.2K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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