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CIK: 0002105919
Total reported value
$851.5M
$851.5M
98 檔
28.9%
According to the latest 13F quarterly dataset, Burton Enright Welch managed an equity portfolio of $851.5M at the end of Q4 2024, spanning 98 distinct U.S. exchange-listed positions.
In Q4 2024, Burton Enright Welch displayed an active expansion posture, initiating 6 new positions and adding to 28 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 | 23.51% | +0.94% | +1.61% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.17% | +0.12% | -0.01% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 7.43% | -0.86% | +2.89% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.65% | +0.30% | +0.26% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.83% | +0.27% | +7.65% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.09% | -0.10% | +8.29% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.85% | -0.02% | +5.95% | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.76% | +0.07% | +2.24% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.68% | — | +11.21% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.60% | -0.28% | +4.49% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.52% | -0.73% | -0.76% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.47% | -0.08% | +3.84% | |
| 13 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.35% | +0.28% | +30.51% | |
| 14 | MCK | Mckesson CORP | Stock-Healthcare | 1.71% | -0.38% | -2.85% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.64% | +0.02% | -0.66% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.29% | -0.11% | -0.60% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 1.23% | +0.41% | +18.60% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.01% | +0.89% | |
| 19 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.92% | -0.06% | — | |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.70% | +0.08% | +36.66% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.69% | +0.01% | -0.70% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.63% | — | +0.97% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | — | -3.50% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | -0.04% | +0.08% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.06% | +0.44% | |
| 26 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.58% | -0.03% | +0.72% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.33% | -3.71% | |
| 28 | FLICUSD | First Of Long Island CORP | Stock-Other | 0.39% | — | — | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.39% | -0.02% | +16.37% | |
| 30 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.39% | -0.03% | — | |
| 31 | DFAI | Dimensional International Co | ETF-Other | 0.36% | -0.03% | +0.00% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.35% | -0.03% | -1.80% | |
| 33 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.34% | -0.02% | — | |
| 34 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.32% | -0.05% | -0.13% | |
| 35 | DISV | Dimensional International Sm | ETF-Other | 0.29% | -0.05% | +18.74% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.02% | +10.75% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.05% | -3.53% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.01% | +0.37% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | -0.03% | +50.53% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | -0.02% | +0.61% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.05% | +1.05% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.02% | -3.79% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | — | -2.25% | |
| 44 | CGIE | Cap Group Intl Equity | ETF-Other | 0.22% | -0.06% | +6.34% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | — | +1.25% | |
| 46 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.20% | — | — | |
| 47 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.19% | — | -28.16% | |
| 48 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.18% | +0.01% | — | |
| 49 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.18% | — | -11.55% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | -0.01% | +18.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +0.4% | +30.51% | Add |
| 2 | AVUS | Avantis U.s. Equity ETF | +0.3% | +5.95% | Add |
| 3 | VTIP | Vanguard Short-term Tips | +0.2% | +11.21% | Add |
| 4 | VTES | Vanguard Sh Term Tax-ex Bond | +0.2% | +36.66% | Add |
| 5 | MCK | Mckesson CORP | +0.2% | -2.85% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.1% | +0.89% | Add |
| 7 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | +255.59% | Add |
| 8 | DFAC | Dimensional US Core Equity 2 | +0.1% | +1.61% | Add |
| 9 | CGXU | Cap Group Intl Focus | +0.1% | +18.60% | Add |
| 10 | BND | Vanguard Total Bond Market | +0.1% | +50.53% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +1.25% | Add |
| 12 | AAPL | Apple Inc | +0.1% | -0.66% | Trim |
| 13 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | +132.93% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +10.75% | Add |
| 15 | DFSV | Dimensional US Small Cap Val | 0% | +16.37% | Add |
| 16 | BAC | Bank Of America CORP | 0% | -3.50% | Trim |
| 17 | V | Visa Inc-class A Shares | 0% | +0.61% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | 0% | +0.37% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | +18.46% | Add |
| 20 | WSM | Williams-sonoma Inc | 0% | — | Unchanged |
| 21 | NVDA | Nvidia CORP | 0% | -3.71% | Trim |
| 22 | DISV | Dimensional International Sm | 0% | +18.74% | Add |
| 23 | DOCU | Docusign Inc | 0% | +0.03% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | -21.06% | Trim |
| 25 | EXPD | Expeditors Intl Wash Inc | 0% | — | Unchanged |
| 26 | DFAI | Dimensional International Co | 0% | +0.00% | Add |
| 27 | LECO | Lincoln Electric Holdings | 0% | — | Unchanged |
| 28 | FLICUSD | First Of Long Island CORP | -0.1% | — | Unchanged |
| 29 | VNQ | Vanguard Real Estate ETF | -0.1% | -1.80% | Trim |
| 30 | IEUR | Ishares Core Msci Europe ETF | -0.1% | — | Unchanged |
| 31 | DFAE | Dimensional Emerging Core Eq | -0.1% | +0.97% | Add |
| 32 | DFCA | Dimensional Calfornia Mb ETF | -0.1% | -28.16% | Trim |
| 33 | DFGR | Dim Global Real Estate ETF | -0.1% | +0.72% | Add |
| 34 | LLY | Eli Lilly & Co | -0.1% | +0.08% | Add |
| 35 | CVX | Chevron CORP | -0.1% | -0.76% | Trim |
| 36 | AVUV | Avantis US Small Cap Value | -0.1% | -0.01% | Trim |
| 37 | DFIC | Dimensional International Co | -0.1% | +8.29% | Add |
| 38 | AVDE | Avantis International Equity | -0.2% | +4.49% | Add |
| 39 | DUHP | Dimensional US High Profi Et | -0.2% | +0.26% | Add |
| 40 | VGK | Vanguard Ftse Europe ETF | -0.2% | -0.60% | Trim |
| 41 | AVEM | Avantis Emerging Markets Eq | -0.2% | +3.84% | Add |
| 42 | DFAR | Dimensional US Real Est ETF | -0.3% | +2.24% | Add |
| 43 | AVDV | Avantis Intl S/c Value ETF | -0.6% | +2.89% | Add |
| 44 | DFSU | Dimensional US Sus Core1 ETF | — | NEW | New buy |
| 45 | DFSE | Dimensional Em Sus Core1 ETF | — | NEW | New buy |
| 46 | DFSI | Dimensional Int Sus Cor1 ETF | — | NEW | New buy |
| 47 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 48 | INTU | Intuit Inc | — | NEW | New buy |
| 49 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 50 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Burton Enright Welch reported a total U.S. public equity portfolio value of $851.5M across 98 disclosed positions in Q4 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 28.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
DFSU
市值: $1.6M
Top Position Liquidated / Trimmed
LMT
前期市值: $215.1K
During Q4 2024, Burton Enright Welch's top holdings by market value included DFAC (23.5%)、AVUV (8.2%)、AVDV (7.4%). The largest single position, DFAC, represented 23.5% of total portfolio value.
In Q4 2024, Burton Enright Welch made 45 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 10 holdings, and fully liquidating 1 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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