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Portfolio (Quarterly) Guide ↗

Burton Enright Welch

· CIK 0002105919
13F Portfolio $852M AUM 146 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 136 New
Page 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 J P MORGAN EXCHANGE TRADED F 80,157.0 $5.8M 0.68% NEW $72.28
22 CGIE CAPITAL GROUP INTERNATIONAL 142,416.0 $5.2M 0.61% NEW $36.78 +2.8%
23 VBIL VANGUARD INSTL INDEX FD 63,128.0 $4.8M 0.56% NEW $75.68 -0.1%
24 DFAE DIMENSIONAL ETF TRUST 114,926.0 $4.6M 0.54% NEW $40.21 -2.4%
25 DFAT DIMENSIONAL ETF TRUST 60,666.0 $4.2M 0.50% NEW $69.90 +2.1%
26 DFAU DIMENSIONAL ETF TRUST 79,505.0 $4.1M 0.48% NEW $51.69 +2.7%
27 DCOR DIMENSIONAL ETF TRUST 47,278.0 $3.9M 0.46% NEW $81.98 +3.1%
28 DFSV DIMENSIONAL ETF TRUST 89,295.0 $3.5M 0.41% NEW $38.79 +3.4%
29 AVGO BROADCOM INC Technology 8,923.0 $3.4M 0.40% NEW $377.75 -3.7%
30 DFSU DIMENSIONAL ETF TRUST 67,495.0 $3.1M 0.37% NEW $46.63 +3.4%
31 AMZN AMAZON COM INC Consumer Cyclical 13,140.0 $3.1M 0.37% NEW $238.34 +10.1%
32 DFGR DIMENSIONAL ETF TRUST 107,587.0 $3.1M 0.37% NEW $28.97 +2.0%
33 MSFT MICROSOFT CORP Technology 8,319.0 $3.1M 0.36% NEW $373.01 +29.5%
34 VTES VANGUARD WELLINGTON FD 30,543.0 $3.1M 0.36% NEW $101.31 -0.5%
35 DISV DIMENSIONAL ETF TRUST 76,398.0 $3.1M 0.36% NEW $40.13 +9.8%
36 BAC BANK OF AMER CORP Financial Services 53,573.0 $3.1M 0.36% NEW $56.98 +10.2%
37 VOO VANGUARD INDEX FDS 3,967.0 $2.7M 0.32% NEW $686.82 +2.6%
38 GOOGL ALPHABET INC Communication Services 7,591.0 $2.7M 0.32% NEW $357.36 -4.4%
39 VANGUARD CALIF TAX FREE FDS 26,470.0 $2.7M 0.31% NEW $100.60
40 TSLA TESLA INC Consumer Cyclical 6,287.0 $2.6M 0.31% NEW $420.60 -18.1%
Page 2 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Healthcare 14.1%
Energy 13.9%
Financial Services 13.2%
Industrials 10.6%
Consumer Cyclical 7.8%
Communication Services 7.3%
Consumer Defensive 2.7%
Utilities 0.7%