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CIK: 0002105919
Total reported value
$851.5M
$851.5M
92 檔
26.8%
According to the latest 13F quarterly dataset, Burton Enright Welch managed an equity portfolio of $851.5M at the end of Q2 2024, spanning 92 distinct U.S. exchange-listed positions.
In Q2 2024, Burton Enright Welch displayed an active expansion posture, initiating 9 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.58% | +0.94% | +2.56% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.31% | +0.12% | +0.49% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.94% | -0.86% | +2.09% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.98% | +0.30% | +0.92% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.71% | +0.27% | +5.60% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.07% | -0.10% | +5.88% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.63% | -0.02% | +1.91% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 3.02% | -0.73% | — | |
| 9 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.80% | +0.07% | -0.25% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.76% | -0.28% | +0.49% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.68% | -0.08% | +4.68% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.49% | — | +46.24% | |
| 13 | MCK | Mckesson CORP | Stock-Healthcare | 1.98% | -0.38% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.02% | +0.02% | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.52% | -0.11% | -1.00% | |
| 16 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.28% | +0.28% | +58.19% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.23% | +0.41% | +34.78% | |
| 18 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.01% | -0.06% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.01% | -0.30% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | -0.04% | -26.01% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.70% | — | -0.38% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.06% | -3.67% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | — | -0.84% | |
| 24 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.60% | -0.03% | +13.88% | |
| 25 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.56% | +0.01% | +2.76% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.33% | +898.39% | |
| 27 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.46% | -0.03% | -0.61% | |
| 28 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.46% | +0.08% | +26.99% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.40% | -0.03% | -0.28% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.38% | -0.03% | -2.32% | |
| 31 | FLICUSD | First Of Long Island CORP | Stock-Other | 0.37% | — | -0.03% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.34% | -0.05% | -1.56% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.31% | -0.02% | +36.37% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.05% | -0.41% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | -0.01% | -2.90% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.02% | -1.12% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.02% | +1.37% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | -0.02% | — | |
| 39 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.23% | — | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.05% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | — | -1.04% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.03% | -11.53% | |
| 43 | DISV | Dimensional International Sm | ETF-Other | 0.21% | -0.05% | +8.04% | |
| 44 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.19% | +0.01% | -9.82% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | — | -1.60% | |
| 46 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.18% | — | +279.39% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | -0.01% | -0.08% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.16% | -0.01% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.15% | -0.01% | — | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +0.7% | +46.24% | Add |
| 2 | VCRB | Vanguard Core Bond ETF | +0.4% | +58.19% | Add |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +5.60% | Add |
| 4 | CGXU | Cap Group Intl Focus | +0.3% | +34.78% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +0.02% | Add |
| 6 | AVEM | Avantis Emerging Markets Eq | +0.2% | +4.68% | Add |
| 7 | DFCA | Dimensional Calfornia Mb ETF | +0.1% | +279.39% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +898.39% | Add |
| 9 | MCK | Mckesson CORP | +0.1% | — | Unchanged |
| 10 | VTES | Vanguard Sh Term Tax-ex Bond | +0.1% | +26.99% | Add |
| 11 | DFSV | Dimensional US Small Cap Val | +0.1% | +36.37% | Add |
| 12 | DFGR | Dim Global Real Estate ETF | 0% | +13.88% | Add |
| 13 | GOOG | Alphabet Inc-cl C | 0% | -1.12% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | -2.90% | Trim |
| 15 | CGMU | Cap Group Municipal Income | 0% | +42.62% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | -0.30% | Trim |
| 17 | COST | Costco Wholesale CORP | 0% | -0.41% | Trim |
| 18 | BAC | Bank Of America CORP | — | -0.84% | Trim |
| 19 | DFIC | Dimensional International Co | 0% | +5.88% | Add |
| 20 | DFAE | Dimensional Emerging Core Eq | 0% | -0.38% | Trim |
| 21 | DIS | Walt Disney Co/the | 0% | -5.12% | Trim |
| 22 | BND | Vanguard Total Bond Market | 0% | -11.53% | Trim |
| 23 | INTC | Intel CORP | -0.1% | -7.65% | Trim |
| 24 | WSM | Williams-sonoma Inc | -0.1% | -9.82% | Trim |
| 25 | FLICUSD | First Of Long Island CORP | -0.1% | -0.03% | Trim |
| 26 | AVUS | Avantis U.s. Equity ETF | -0.1% | +1.91% | Add |
| 27 | VGK | Vanguard Ftse Europe ETF | -0.1% | -1.00% | Trim |
| 28 | DUHP | Dimensional US High Profi Et | -0.2% | +0.92% | Add |
| 29 | LLY | Eli Lilly & Co | -0.2% | -26.01% | Trim |
| 30 | AVDE | Avantis International Equity | -0.2% | +0.49% | Add |
| 31 | DFAR | Dimensional US Real Est ETF | -0.2% | -0.25% | Trim |
| 32 | DFAC | Dimensional US Core Equity 2 | -0.2% | +2.56% | Add |
| 33 | AVDV | Avantis Intl S/c Value ETF | -0.3% | +2.09% | Add |
| 34 | LECO | Lincoln Electric Holdings | -0.4% | — | Unchanged |
| 35 | AVUV | Avantis US Small Cap Value | -0.7% | +0.49% | Add |
| 36 | AVSU | Avantis Resp US Equity ETF | — | NEW | New buy |
| 37 | CGSM | Cap Group Short Muni Income | — | NEW | New buy |
| 38 | AMLP | Alerian Mlp ETF | — | NEW | New buy |
| 39 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 40 | DXJ | Wisdomtree Japan Hedged Eq | — | NEW | New buy |
| 41 | RWM | Proshares Short Russell2000 | — | NEW | New buy |
| 42 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 43 | T | At&t Inc | — | EXIT | Sold out |
| 44 | VPLS | Vanguard Core-plus Bond ETF | — | NEW | New buy |
| 45 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 46 | AVSE | Avantis Resp Emerg Mkts Eq-e | — | NEW | New buy |
| 47 | DOCU | Docusign Inc | — | EXIT | Sold out |
| 48 | GE | General Electric | — | EXIT | Sold out |
| 49 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 50 | ABBV | Abbvie Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Burton Enright Welch reported a total U.S. public equity portfolio value of $851.5M across 92 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVUV, AVDV) accounted for 26.8% of total reported equity market value during Q2 2024.
Top New Position Initiated
AVSU
市值: $619.5K
Top Position Liquidated / Trimmed
T
前期市值: $232.1K
During Q2 2024, Burton Enright Welch's top holdings by market value included DFAC (23.6%)、AVUV (8.3%)、AVDV (7.9%). The largest single position, DFAC, represented 23.6% of total portfolio value.
In Q2 2024, Burton Enright Welch made 48 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 14 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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