Burton Enright Welch
CIK: 0002105919SEC EDGAR →
Portfolio Value
$710.5M
Holdings
128
As of
Q4 2025
New Positions
128
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,678,371 | $145.6M | 20.50% |
| 2 | AMERICAN CENTY ETF TR | 567,497 | $53.3M | 7.51% |
| 3 | AMERICAN CENTY ETF TR | 473,099 | $48.2M | 6.79% |
| 4 | VANGUARD CHARLOTTE FDS | 954,414 | $46.1M | 6.49% |
| 5 | DIMENSIONAL ETF TRUST | 1,079,349 | $41.0M | 5.78% |
| 6 | DIMENSIONAL ETF TRUST | 1,111,853 | $38.3M | 5.39% |
| 7 | DIMENSIONAL ETF TRUST | 1,033,237 | $34.2M | 4.81% |
| 8 | AMERICAN CENTY ETF TR | 251,058 | $28.1M | 3.95% |
| 9 | VANGUARD MALVERN FDS | 264,826 | $20.6M | 2.90% |
| 10 | AMERICAN CENTY ETF TR | 226,482 | $18.6M | 2.62% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $619.8M | 90.2% |
| Technology | 14 | $25.4M | 3.7% |
| Energy | 2 | $13.0M | 1.9% |
| Consumer Cyclical | 6 | $8.2M | 1.2% |
| Industrials | 7 | $7.9M | 1.2% |
| Communication Services | 6 | $5.7M | 0.8% |
| Unknown | 6 | $3.1M | 0.5% |
| Healthcare | 8 | $2.6M | 0.4% |
| Consumer Defensive | 4 | $1.4M | 0.2% |
| Utilities | 1 | $211K | 0.0% |