B&D White Capital Company

B&D White Capital Company as of Sept. 30, 2025

Portfolio Holdings for B&D White Capital Company

B&D White Capital Company holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 17.4 $136M 619k 219.57
American Centy Etf Tr Us Eqt Etf (AVUS) 7.7 $60M 554k 108.70
Ishares Tr Morningstar Grwt (ILCG) 6.5 $51M 486k 104.30
Vanguard Index Fds Total Stk Mkt (VTI) 4.9 $39M 117k 328.17
Ishares Tr Rus 1000 Grw Etf (IWF) 4.5 $35M 75k 468.41
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.3 $34M 870k 38.57
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.1 $32M 996k 31.91
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.7 $29M 117k 247.12
Vanguard Index Fds Growth Etf (VUG) 3.3 $26M 54k 479.61
Ishares Tr Core S&p500 Etf (IVV) 2.8 $22M 33k 669.30
Ishares Tr Msci Usa Mmentm (MTUM) 2.8 $22M 84k 256.45
American Centy Etf Tr International Lr (AVIV) 2.6 $21M 307k 67.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.4 $19M 25.00 754200.00
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.4 $19M 235k 78.90
Ishares Tr Msci Usa Quality (GARP) 1.7 $13M 202k 65.64
Dimensional Etf Trust Internatnal Val (DFIV) 1.5 $12M 260k 46.12
American Centy Etf Tr Emerging Mkt Val (AVES) 1.4 $11M 191k 57.37
Dimensional Etf Trust Us Core Equity 1 (DCOR) 1.4 $11M 150k 71.94
Dimensional Etf Trust Intl Core Equity (DFIC) 1.3 $11M 321k 32.79
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $10M 150k 68.46
Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $10M 326k 31.38
American Centy Etf Tr Avantis All Int (AVNM) 1.3 $9.8M 140k 70.60
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $9.4M 259k 36.35
United Parcel Service CL B (UPS) 1.2 $9.2M 110k 83.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $9.1M 15k 600.37
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $8.7M 97k 89.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $8.4M 115k 73.46
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.1 $8.4M 142k 59.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $8.0M 106k 75.11
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.0 $7.7M 107k 72.26
American Centy Etf Tr Avantis Core Fi (AVIG) 0.7 $5.6M 133k 42.08
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.6 $4.7M 53k 89.13
Qualcomm (QCOM) 0.6 $4.6M 27k 166.36
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $4.2M 130k 32.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $4.1M 8.2k 502.74
American Centy Etf Tr Avantis All Eqt (AVGE) 0.5 $3.8M 45k 83.41
American Centy Etf Tr Avantis All Int (AVNV) 0.5 $3.7M 52k 71.70
American Centy Etf Tr Avantis All Eqt (AVGV) 0.5 $3.6M 51k 70.34
Apple (AAPL) 0.4 $3.3M 13k 254.63
salesforce (CRM) 0.4 $3.1M 13k 237.00
Fidelity Covington Trust Enhanced Large (FELG) 0.4 $3.0M 74k 41.12
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.3 $2.7M 57k 47.21
First Tr Exchange-traded SHS (QTEC) 0.3 $2.6M 11k 229.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $2.5M 25k 99.53
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $2.5M 12k 206.51
Alphabet Cap Stk Cl A (GOOGL) 0.3 $2.4M 9.8k 243.10
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.3 $2.4M 23k 101.61
Ishares Tr Msci Eafe Etf (EFA) 0.3 $2.3M 25k 93.37
Ishares Tr Core Msci Intl (IDEV) 0.3 $2.3M 29k 80.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.9M 2.9k 666.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.7M 68k 25.71
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.7M 5.7k 293.74
Ishares Core Msci Emkt (IEMG) 0.2 $1.5M 22k 65.92
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.2M 23k 53.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 1.7k 612.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $953k 15k 65.26
Vanguard Index Fds Small Cp Etf (VB) 0.1 $849k 3.3k 254.28
Amgen (AMGN) 0.1 $847k 3.0k 282.20
American Centy Etf Tr Real Estate Etf (AVRE) 0.1 $737k 17k 44.48
Procter & Gamble Company (PG) 0.1 $681k 4.4k 153.65
Eli Lilly & Co. (LLY) 0.1 $665k 872.00 763.00
Clorox Company (CLX) 0.1 $556k 4.5k 123.30
Lockheed Martin Corporation (LMT) 0.1 $549k 1.1k 499.21
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $549k 9.4k 58.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $452k 7.5k 59.92
Chipotle Mexican Grill (CMG) 0.0 $381k 9.7k 39.19
Lululemon Athletica (LULU) 0.0 $338k 1.9k 177.93
Microsoft Corporation (MSFT) 0.0 $336k 649.00 517.95
NVIDIA Corporation (NVDA) 0.0 $331k 1.8k 186.58
Wal-Mart Stores (WMT) 0.0 $314k 3.1k 103.06
Global X Fds Artificial Etf (AIQ) 0.0 $270k 5.5k 49.40
Costco Wholesale Corporation (COST) 0.0 $268k 290.00 925.63
Crawford & Co Cl A (CRD.A) 0.0 $234k 22k 10.70
GSK Sponsored Adr (GSK) 0.0 $212k 4.9k 43.16