Burton Enright Welch
Annual return
—
SPY
—
Alpha
—
Invested
$710.5M
Holdings
128
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +103.6% (3.68M → 7.49M shares)
20.5%
02
$AVDV
AMERICAN CENTY ETF TR
Q1 2026: Increased +96.4% (567.5k → 1.11M shares)
7.5%
03
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Increased +106.1% (473.1k → 975.2k shares)
6.8%
04
$BNDX
VANGUARD CHARLOTTE FDS
Q1 2026: Increased +7.0% (954.4k → 1.02M shares)
6.5%
05
$DUHP
DIMENSIONAL ETF TRUST
Q1 2026: Increased +106.3% (1.08M → 2.23M shares)
5.8%
06
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +105.4% (1.11M → 2.28M shares)
5.4%
07
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Sold 100.0% (1.03M → 226 shares)
4.8%
08
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Increased +5.8% (251.1k → 265.5k shares)
4.0%
09
$VCRB
VANGUARD MALVERN FDS
Q1 2026: Increased +121.0% (264.8k → 585.4k shares)
2.9%
10
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Sold 1.0% (226.5k → 224.2k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 10:33 UTC.