B&D White Capital Company

B&D White Capital Company as of June 30, 2025

Portfolio Holdings for B&D White Capital Company

B&D White Capital Company holds 77 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 17.1 $112M 512k 219.35
American Centy Etf Tr Us Eqt Etf (AVUS) 5.6 $37M 364k 100.82
Vanguard Index Fds Total Stk Mkt (VTI) 5.4 $36M 117k 303.93
Ishares Tr Morningstar Grwt (ILCG) 5.1 $34M 349k 96.90
Ishares Tr Rus 1000 Grw Etf (IWF) 4.5 $30M 70k 424.58
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.0 $27M 739k 35.84
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.5 $23M 102k 227.10
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.8 $18M 25.00 728800.00
American Centy Etf Tr International Lr (AVIV) 2.7 $18M 284k 62.23
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.7 $18M 238k 74.01
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 2.7 $18M 352k 49.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $17M 588k 29.21
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.5 $16M 287k 56.85
Spdr Gold Tr Gold Shs (GLD) 1.6 $11M 36k 304.83
American Centy Etf Tr Emerging Mkt Val (AVES) 1.6 $10M 192k 53.55
Ishares Gold Tr Ishares New (IAU) 1.6 $10M 163k 62.36
Vanguard Index Fds Growth Etf (VUG) 1.5 $10M 23k 438.30
Dimensional Etf Trust Internatnal Val (DFIV) 1.5 $9.8M 230k 42.83
Dimensional Etf Trust Intl Core Equity (DFIC) 1.5 $9.7M 313k 31.09
World Gold Tr Spdr Gld Minis (GLDM) 1.5 $9.7M 147k 65.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.5 $9.6M 150k 63.71
Dimensional Etf Trust World Ex Us Core (DFAX) 1.5 $9.6M 326k 29.37
American Centy Etf Tr Avantis All Int (AVNM) 1.4 $9.0M 138k 65.30
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $9.0M 260k 34.57
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.3 $8.8M 131k 66.85
Ishares Msci Eurzone Etf (EZU) 1.3 $8.6M 145k 59.45
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 1.3 $8.6M 172k 49.82
Ishares Tr Core Msci Euro (IEUR) 1.3 $8.5M 128k 66.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $8.5M 15k 551.64
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $8.2M 104k 79.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $7.9M 115k 69.09
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $7.4M 108k 68.54
Alphabet Cap Stk Cl A (GOOGL) 1.0 $6.7M 38k 176.23
Pepsi (PEP) 0.9 $6.0M 45k 132.04
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.8 $5.5M 81k 68.09
American Centy Etf Tr Avantis Core Fi (AVIG) 0.8 $5.4M 129k 41.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $4.1M 8.5k 485.77
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.6 $4.1M 51k 80.10
Apple (AAPL) 0.6 $4.1M 20k 205.17
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $3.9M 130k 29.68
ConocoPhillips (COP) 0.6 $3.7M 41k 89.74
American Centy Etf Tr Avantis All Int (AVNV) 0.5 $3.3M 50k 65.80
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.4 $2.6M 55k 47.03
Lockheed Martin Corporation (LMT) 0.4 $2.5M 5.4k 463.14
First Tr Exchange-traded SHS (QTEC) 0.4 $2.4M 11k 212.84
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.3 $2.2M 23k 98.25
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $1.9M 21k 91.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.8M 2.9k 617.86
American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $1.7M 23k 77.48
American Centy Etf Tr Avantis All Eqt (AVGV) 0.3 $1.7M 26k 65.23
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $1.7M 31k 54.46
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.5M 64k 23.83
Amgen (AMGN) 0.2 $1.1M 4.0k 279.21
Hershey Company (HSY) 0.2 $1.1M 6.6k 165.95
Clorox Company (CLX) 0.2 $1.1M 9.1k 120.07
Merck & Co (MRK) 0.2 $1.0M 13k 79.16
Abbvie (ABBV) 0.1 $947k 5.1k 185.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $876k 14k 62.02
United Parcel Service CL B (UPS) 0.1 $737k 7.3k 100.94
FedEx Corporation (FDX) 0.1 $727k 3.2k 227.31
Palo Alto Networks (PANW) 0.1 $594k 2.9k 204.64
Qualcomm (QCOM) 0.1 $573k 3.6k 159.26
Helmerich & Payne (HP) 0.1 $561k 37k 15.16
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $509k 9.4k 53.96
American Centy Etf Tr Real Estate Etf (AVRE) 0.1 $472k 11k 44.16
Chevron Corporation (CVX) 0.1 $430k 3.0k 143.19
Home Depot (HD) 0.1 $338k 922.00 366.64
Exxon Mobil Corporation (XOM) 0.0 $321k 3.0k 107.80
Costco Wholesale Corporation (COST) 0.0 $287k 290.00 989.94
Phillips 66 (PSX) 0.0 $286k 2.4k 119.30
Procter & Gamble Company (PG) 0.0 $282k 1.8k 159.32
Johnson & Johnson (JNJ) 0.0 $260k 1.7k 152.75
Microsoft Corporation (MSFT) 0.0 $259k 520.00 497.41
Global X Fds Artificial Etf (AIQ) 0.0 $239k 5.5k 43.70
Crawford & Co Cl A (CRD.A) 0.0 $231k 22k 10.58
General Mills (GIS) 0.0 $223k 4.3k 51.81
Microstrategy Cl A New (MSTR) 0.0 $202k 500.00 404.23