B&D White Capital Company

Latest statistics and disclosures from B&D White Capital Company's latest quarterly 13F-HR filing:

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Positions held by B&D White Capital Company consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for B&D White Capital Company

Companies in the B&D White Capital Company portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 35.8 $112M +66% 365k 308.31
Vanguard Total Total Stk Mkt (VTI) 8.7 $27M +3737% 120k 227.67
Schwab US Large Cap Us Lcap Gr Etf (SCHG) 8.1 $26M +336% 341k 74.82
Avantis US Small Cap Us Sml Cp Valu (AVUV) 7.2 $23M +56% 284k 79.86
Schwab US Dividend Us Dividend Eq (SCHD) 7.2 $22M +40% 285k 78.89
Apple (AAPL) 3.9 $12M -57% 70k 174.60
Home Depot (HD) 2.7 $8.4M NEW 28k 299.30
Alerian Mlp Etf Alerian Mlp (AMLP) 1.8 $5.6M NEW 146k 38.29
Schwab US Large Cap Us Lcap Va Etf (SCHV) 1.7 $5.2M -2% 73k 71.38
Charles Schwab US Etf Iv Us Reit Etf (SCHH) 1.6 $4.9M +126% 198k 24.89
Select Str Financial Financial (XLF) 1.5 $4.6M +1483% 121k 38.31
Avantis US Equity Etf Us Eqt Etf (AVUS) 1.4 $4.5M -85% 58k 77.09
Invesco Qqq Trust Unit Ser 1 (QQQ) 1.4 $4.5M +30% 12k 362.49
Schwab US Small Cap Etf Us Sml Cap Etf (SCHA) 1.1 $3.4M +93% 72k 47.35

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Rh (RH) 1.1 $3.4M NEW 10k 326.04
Avantis Internatnl Sml Intl Smcp Vlu (AVDV) 1.0 $3.0M +2% 49k 62.56
Lowe's Companies (LOW) 0.9 $2.8M -5% 14k 202.13
Berkshire Hathaway Cl B New (BRK.B) 0.8 $2.5M +62% 7.1k 352.83
Vanguard Small Cap Value Sm Cp Val Etf (VBR) 0.7 $2.3M 13k 175.87
Dimensional Intern Core Intl Core Eqt Mk (DFAI) 0.7 $2.1M NEW 74k 28.15
Abbvie (ABBV) 0.7 $2.1M -12% 13k 162.11
Vanguard Industrials Industrial Etf (VIS) 0.7 $2.1M -45% 11k 194.42
JPMorgan Chase & Co. (JPM) 0.6 $2.0M +45% 15k 136.28
Avantis Core Fixed Avantis Core Fi (AVIG) 0.6 $1.9M +10% 43k 45.34
Fidelity Nasdaq Nasdaq Compsit (ONEQ) 0.6 $1.8M 33k 55.56
Schwab International Intl Eqty Etf (SCHF) 0.5 $1.4M -17% 39k 36.71
Vanguard Value Etf Value Etf (VTV) 0.4 $1.4M +12% 9.3k 147.77
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.4M +11% 487.00 2780.29
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.3M +18% 464.00 2790.95
Vanguard Financials Etf Financials Etf (VFH) 0.4 $1.2M -72% 13k 93.33
Amazon (AMZN) 0.4 $1.1M +21% 343.00 3259.48
Energy Select Sector Energy (XLE) 0.4 $1.1M NEW 15k 76.39
Tesla Motors (TSLA) 0.3 $1.1M 1.0k 1077.00
First Tst Nasdaq SHS (QTEC) 0.3 $1000k 6.6k 152.35
Pfizer (PFE) 0.3 $921k -40% 18k 51.73
Sixth Street Specialty Lending (TSLX) 0.3 $868k NEW 37k 23.29
Avantis Short Term Fixed Avantis Shfxdinc (AVSF) 0.3 $863k +9% 18k 47.57
Main Street Capital Corporation (MAIN) 0.3 $860k NEW 20k 42.60
Ares Capital Corporation (ARCC) 0.3 $860k NEW 41k 20.94
Raytheon Technologies Corp (RTX) 0.3 $792k 8.0k 99.00
Ishares Phlx Ishares Semicdtr (SOXX) 0.2 $667k 1.4k 472.71
Avantis Emerging Markets Avantis Emgmkt (AVEM) 0.2 $660k +24% 11k 59.25
Ishares S&p Mid Cap S&p Mc 400gr Etf (IJK) 0.2 $571k 7.4k 77.19
Goldman Sachs (GS) 0.2 $561k NEW 1.7k 330.00
Meta Platforms Inc. Class A Cl A (FB) 0.2 $536k -86% 2.4k 222.22
FedEx Corporation (FDX) 0.2 $532k NEW 2.3k 231.30
Vaneck Bdc Income Etf Bdc Income Etf (BIZD) 0.2 $473k NEW 27k 17.87
D.R. Horton (DHI) 0.1 $394k NEW 5.3k 74.34
Costco Wholesale Corporation (COST) 0.1 $345k +10% 600.00 575.00
Merck & Co (MRK) 0.1 $336k NEW 4.1k 81.95
At&t (T) 0.1 $290k NEW 12k 23.58
Spdr S&p Transportation S&p Transn Etf (XTN) 0.1 $286k 3.2k 88.96
Lennar Corp Cl A (LEN) 0.1 $284k NEW 3.5k 81.14
Vanguard Growth Etf Growth Etf (VUG) 0.1 $277k -97% 964.00 287.34
Schwab US Broad Market Us Brd Mkt Etf (SCHB) 0.1 $257k +102% 4.8k 53.26
Gilead Sciences (GILD) 0.1 $249k NEW 4.2k 59.29
Enterprise Products Partners (EPD) 0.1 $225k NEW 8.7k 25.80
Western Midstream Par Com Unit Lp Int (WES) 0.1 $222k NEW 8.8k 25.14
Mplx Com Unit Rep Ltd (MPLX) 0.1 $219k NEW 6.6k 33.12
Phillips 66 (PSX) 0.1 $210k NEW 2.4k 86.35
Magellan Midstream Pa Com Unit Rp Lp (MMP) 0.1 $210k NEW 4.3k 49.04
Citigroup Com New (C) 0.1 $208k NEW 3.9k 53.33

Past Filings by B&D White Capital Company

SEC 13F filings are viewable for B&D White Capital Company going back to 2020