The Analysis of B&D White Capital Company, LLC's Holdings
Currently, B&D White Capital Company, LLC holds 74 types of securities in its portfolio with a total value $780.7M. In the most recent quarter, they have increased their positions in AMZN (+107.3K shares, valued at $23.6M), IVV (+32.6K shares, valued at $21.8M), MTUM (+83.8K shares, valued at $21.5M); decreased their positions in GOOGL (-28.4K shares, valued at $6.9M), LMT (-4.3K shares, valued at $2.1M), AAPL (-6.9K shares, valued at $1.8M); initiated new positions in IVV (+32.6K shares, valued at $21.8M), MTUM (+83.8K shares, valued at $21.5M), GARP (+201.5K shares, valued at $13.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC619.1K shares20.96%2025-09-302025-10-23
AVUS AMERICAN CENTY ETF TR553.5K shares52.25%2025-09-302025-10-23 ILCG ISHARES TR486.0K shares39.38%2025-09-302025-10-23 VTI VANGUARD INDEX FDS117.2K shares0.02%2025-09-302025-10-23 IWF ISHARES TR75.0K shares8.05%2025-09-302025-10-23 DFAC DIMENSIONAL ETF TRUST869.5K shares17.65%2025-09-302025-10-23 SCHG SCHWAB STRATEGIC TR996.4K shares69.36%2025-09-302025-10-23 QQQM INVESCO EXCH TRADED FD TR II116.9K shares14.46%2025-09-302025-10-23 VUG VANGUARD INDEX FDS54.1K shares136.61%2025-09-302025-10-23 IVV ISHARES TR32.6K sharesnew addition2025-09-302025-10-23 MTUM ISHARES TR83.8K sharesnew addition2025-09-302025-10-23 AVIV AMERICAN CENTY ETF TR306.5K shares8.03%2025-09-302025-10-23 BRK.A BERKSHIRE HATHAWAY INC DEL25 shares0.00%2025-09-302025-10-23 AVDE AMERICAN CENTY ETF TR235.3K shares-1.19%2025-09-302025-10-23 GARP ISHARES TR201.5K sharesnew addition2025-09-302025-10-23 DFIV DIMENSIONAL ETF TRUST259.5K shares13.01%2025-09-302025-10-23 AVES AMERICAN CENTY ETF TR191.0K shares-0.63%2025-09-302025-10-23 DCOR DIMENSIONAL ETF TRUST149.7K shares14.29%2025-09-302025-10-23 DFIC DIMENSIONAL ETF TRUST321.3K shares2.56%2025-09-302025-10-23 DFAS DIMENSIONAL ETF TRUST150.4K shares0.00%2025-09-302025-10-23 DFAX DIMENSIONAL ETF TRUST326.2K shares-0.03%2025-09-302025-10-23 AVNM AMERICAN CENTY ETF TR139.5K shares1.26%2025-09-302025-10-23 DFAI DIMENSIONAL ETF TRUST259.1K shares-0.42%2025-09-302025-10-23 UPS UNITED PARCEL SERVICE INC109.7K shares1402.29%2025-09-302025-10-23 QQQ INVESCO QQQ TR15.2K shares-0.81%2025-09-302025-10-23 AVDV AMERICAN CENTY ETF TR97.4K shares-6.00%2025-09-302025-10-23 VXUS VANGUARD STAR FDS115.0K shares-0.04%2025-09-302025-10-23 DYNF BLACKROCK ETF TRUST141.6K shares362.63%2025-09-302025-10-23 AVEM AMERICAN CENTY ETF TR106.4K shares-1.70%2025-09-302025-10-23 AVLV AMERICAN CENTY ETF TR106.9K shares31.92%2025-09-302025-10-23 AVIG AMERICAN CENTY ETF TR133.2K shares3.38%2025-09-302025-10-23 ONEQ FIDELITY COMWLTH TR53.3K shares3.99%2025-09-302025-10-23 QCOM QUALCOMM INC27.4K shares660.25%2025-09-302025-10-23 DFEM DIMENSIONAL ETF TRUST130.2K shares0.04%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL8.2K shares-3.51%2025-09-302025-10-23 AVGE AMERICAN CENTY ETF TR45.2K shares100.31%2025-09-302025-10-23 AVNV AMERICAN CENTY ETF TR51.7K shares3.15%2025-09-302025-10-23 AVGV AMERICAN CENTY ETF TR51.2K shares99.35%2025-09-302025-10-23 AAPL APPLE INC12.9K shares-34.86%2025-09-302025-10-23 CRM SALESFORCE INC12.9K sharesnew addition2025-09-302025-10-23 FELG FIDELITY COVINGTON TRUST73.6K sharesnew addition2025-09-302025-10-23 AVSF AMERICAN CENTY ETF TR57.1K shares2.99%2025-09-302025-10-23 QTEC FIRST TR EXCHANGE-TRADED FD11.1K shares0.00%2025-09-302025-10-23 AVUV AMERICAN CENTY ETF TR25.2K shares23.03%2025-09-302025-10-23 IVE ISHARES TR12.0K sharesnew addition2025-09-302025-10-23 GOOGL ALPHABET INC9.8K shares-74.39%2025-09-302025-10-23 QQQE DIREXION SHS ETF TR23.4K shares2.65%2025-09-302025-10-23 EFA ISHARES TR24.7K sharesnew addition2025-09-302025-10-23 IDEV ISHARES TR28.6K sharesnew addition2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR2.9K shares0.17%2025-09-302025-10-23 SCHB SCHWAB STRATEGIC TR67.9K shares6.62%2025-09-302025-10-23 VO VANGUARD INDEX FDS5.7K sharesnew addition2025-09-302025-10-23 IEMG ISHARES INC22.1K sharesnew addition2025-09-302025-10-23 EEM ISHARES TR23.2K sharesnew addition2025-09-302025-10-23 VOO VANGUARD INDEX FDS1.7K sharesnew addition2025-09-302025-10-23 IJH ISHARES TR14.6K shares3.44%2025-09-302025-10-23 VB VANGUARD INDEX FDS3.3K sharesnew addition2025-09-302025-10-23 AMGN AMGEN INC3.0K shares-25.00%2025-09-302025-10-23 AVRE AMERICAN CENTY ETF TR16.6K shares55.17%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO4.4K shares150.28%2025-09-302025-10-23 LLY ELI LILLY & CO872 sharesnew addition2025-09-302025-10-23 CLX CLOROX CO DEL4.5K shares-50.44%2025-09-302025-10-23 LMT LOCKHEED MARTIN CORP1.1K shares-79.63%2025-09-302025-10-23 DFAT DIMENSIONAL ETF TRUST9.4K shares0.00%2025-09-302025-10-23 VEA VANGUARD TAX-MANAGED FDS7.5K sharesnew addition2025-09-302025-10-23 CMG CHIPOTLE MEXICAN GRILL INC9.7K sharesnew addition2025-09-302025-10-23 LULU LULULEMON ATHLETICA INC1.9K sharesnew addition2025-09-302025-10-23 MSFT MICROSOFT CORP649 shares24.81%2025-09-302025-10-23 NVDA NVIDIA CORPORATION1.8K sharesnew addition2025-09-302025-10-23 WMT WALMART INC3.0K sharesnew addition2025-09-302025-10-23 AIQ GLOBAL X FDS5.5K shares0.11%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW290 shares0.00%2025-09-302025-10-23 CRD.A CRAWFORD & CO21.8K shares0.00%2025-09-302025-10-23 GSK GSK PLC4.9K sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available