Instuitional Investor - Burton Enright Welch
Fund Profile
Filing Period:
| Fund Name: | Burton Enright Welch |
| Portfolio Value | $710,459,501 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,678,371 | $145,626,725 | 20.5% | |
| 2. | American Centy Etf Tr | 567,497 | $53,327,719 | 7.51% | |
| 3. | American Centy Etf Tr | 473,099 | $48,246,659 | 6.79% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 954,414 | $46,117,297 | 6.49% | |
| 5. | Dimensional Etf Trust | 1,079,349 | $41,047,641 | 5.78% |