Long-term investor
Burton Enright Welch @burtonenrightwelch
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002105919).
Record
- Tracked since 2021-12-31 (1718 days), 140 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year n/a · all +38.2%
- Max drawdown n/a · win rate 52% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 20.7% · long · since 2022-06-30
- AVUV · 7.4% · long · since 2026-03-31
- AVDV · 6.7% · long · since 2026-03-31
- BNDX · 6.7% · long · since 2026-03-31
- DUHP · 5.9% · long · since 2026-03-31
- DFIC · 5.4% · long · since 2022-06-30
- DFEM · 5.1% · long · since 2022-06-30
- AVUS · 4.0% · long · since 2022-06-30
- VCRB · 3.4% · long · since 2026-03-31
- VTIP · 2.5% · long · since 2026-03-31
- AVDE · 2.3% · long · since 2022-06-30
- DFAR · 2.3% · long · since 2022-06-30