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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002105919

Burton Enright Welch

WALNUT CREEK, CA · File #028-26396

Latest AUM
$710.5M
Positions
128
Top-10 Concentration
71.3%
Filings
1

Sector Allocation

Technology
3.3%$23.7M
Healthcare
2.1%$15.3M
Energy
1.8%$13.0M
Financials
0.5%$3.3M
Industrials
0.2%$1.4M
Consumer Staples
0.1%$992,375
Utilities
0.0%$211,091

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7083,678,371$145.6M21.90%
2AMERICAN CENTY ETF TR025072802567,497$53.3M8.02%
3AMERICAN CENTY ETF TR025072877473,099$48.2M7.25%
4VANGUARD CHARLOTTE FDS92203J407954,414$46.1M6.93%
5DIMENSIONAL ETF TRUST25434V8311,079,349$41.0M6.17%
6DIMENSIONAL ETF TRUST25434V7991,111,853$38.3M5.76%
7DIMENSIONAL ETF TRUST25434V7321,033,237$34.2M5.14%
8AMERICAN CENTY ETF TR025072885251,058$28.1M4.22%
9VANGUARD MALVERN FDS922020748264,826$20.6M3.10%
10AMERICAN CENTY ETF TR025072703226,482$18.6M2.80%
11VANGUARD MALVERN FDS922020805345,508$17.1M2.57%
12DIMENSIONAL ETF TRUST25434V823674,979$15.5M2.32%
13AMERICAN CENTY ETF TR025072604191,892$14.8M2.22%
14CHEVRON CORP NEWCVX82,664$12.6M1.89%
15CAPITAL GROUP INTL FOCUS EQT14019W109337,912$10.0M1.50%
16MCKESSON CORPMCK12,158$10.0M1.50%
17APPLE INCAAPL35,077$9.5M1.43%
18VANGUARD INTL EQUITY INDEX F92204287493,124$7.8M1.17%
19LINCOLN ELEC HLDGS INC53390010620,764$5.0M0.75%
20CAPITAL GROUP INTERNATIONAL14021M107139,139$4.8M0.73%