Sponsored

The Analysis of B&D White Capital Company, LLC's Holdings & P&L

Currently, B&D White Capital Company, LLC holds 74 types of securities in its portfolio with a total value $808.8M. In the most recent quarter, they have increased their positions in AVLV (+345.8K shares, valued at $27.9M), DFEV (+519.1K shares, valued at $18.6M), AVDV (+109.5K shares, valued at $10.9M); decreased their positions in SCHG (-609.5K shares, valued at $17.8M), IVV (-26.6K shares, valued at $17.4M), VUG (-37.8K shares, valued at $16.5M); initiated new positions in ABT (+23.5K shares, valued at $2.4M), TSM (+6.3K shares, valued at $2.1M), QCOM (+11.8K shares, valued at $1.5M).

1M P&L

-65.6M-6.44%

3M P&L

-131.6M-12.13%

HY P&L

-95.8M-9.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A673.6M

79.1%

2Internet Retail162.7M

19.1%

3Aerospace & Defense4.5M

0.5%

Top Industries by Stock Count

1N/A58 stocks

85.3%

2Semiconductors2 stocks

2.9%

3Internet Retail1 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC737.4K shares4.60%2026-03-312026-05-13

AVUS AMERICAN CENTY ETF TR732.4K shares-2.41%2026-03-312026-05-13

AVLV AMERICAN CENTY ETF TR820.1K shares72.91%2026-03-312026-05-13

ILCG ISHARES TR347.4K shares-27.81%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST847.9K shares-3.11%2026-03-312026-05-13

VTI VANGUARD INDEX FDS100.6K shares-1.95%2026-03-312026-05-13

IWF ISHARES TR74.1K shares-1.25%2026-03-312026-05-13

AVIV AMERICAN CENTY ETF TR359.4K shares-3.32%2026-03-312026-05-13

Sponsored

AVDE AMERICAN CENTY ETF TR307.6K shares10.35%2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR238.3K shares85.09%2026-03-312026-05-13

DFEV DIMENSIONAL ETF TRUST587.7K shares756.83%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR258.6K shares57.11%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST326.7K shares27.03%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II66.5K shares-35.19%2026-03-312026-05-13

DFAX DIMENSIONAL ETF TRUST425.4K shares29.69%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR129.6K shares119.23%2026-03-312026-05-13

Sponsored

AVES AMERICAN CENTY ETF TR230.8K shares-22.85%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST381.0K shares13.41%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST186.3K shares19.14%2026-03-312026-05-13

DFAI DIMENSIONAL ETF TRUST276.7K shares-1.21%2026-03-312026-05-13

DCOR DIMENSIONAL ETF TRUST140.0K shares-6.65%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR16.4K shares7.99%2026-03-312026-05-13

VXUS VANGUARD STAR FDS121.4K shares4.23%2026-03-312026-05-13

AVSC AMERICAN CENTY ETF TR140.9K shares38.95%2026-03-312026-05-13

Sponsored

SCHG SCHWAB STRATEGIC TR288.8K shares-67.85%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST242.2K shares13.17%2026-03-312026-05-13

AVMV AMERICAN CENTY ETF TR110.5K shares412.59%2026-03-312026-05-13

AVIG AMERICAN CENTY ETF TR140.7K shares3.37%2026-03-312026-05-13

DFSV DIMENSIONAL ETF TRUST165.3K shares5.17%2026-03-312026-05-13

DFAT DIMENSIONAL ETF TRUST78.5K shares-18.41%2026-03-312026-05-13

ONEQ FIDELITY COMWLTH TR53.5K shares0.36%2026-03-312026-05-13

AVNM AMERICAN CENTY ETF TR55.7K shares-60.15%2026-03-312026-05-13

Sponsored

IVV ISHARES TR6.4K shares-80.63%2026-03-312026-05-13

AVGV AMERICAN CENTY ETF TR51.2K shares0.00%2026-03-312026-05-13

AVGE AMERICAN CENTY ETF TR43.8K shares-3.06%2026-03-312026-05-13

VUG VANGUARD INDEX FDS8.4K shares-81.75%2026-03-312026-05-13

AVSF AMERICAN CENTY ETF TR63.0K shares4.52%2026-03-312026-05-13

IDEV ISHARES TR30.8K shares0.00%2026-03-312026-05-13

AAPL APPLE INC9.9K shares36.26%2026-03-312026-05-13

IVE ISHARES TR11.7K shares-2.74%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T3.8K shares28.63%2026-03-312026-05-13

ABT ABBOTT LABORATORIES23.5K sharesnew addition2026-03-312026-05-13

QTEC FIRST TR EXCHANGE-TRADED FD11.1K shares0.00%2026-03-312026-05-13

EFA ISHARES TR24.7K shares0.00%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC6.3K sharesnew addition2026-03-312026-05-13

MSFT MICROSOFT CORP5.2K shares-12.70%2026-03-312026-05-13

AVRE AMERICAN CENTY ETF TR40.3K shares14.85%2026-03-312026-05-13

IEMG ISHARES INC24.4K shares-1.58%2026-03-312026-05-13

Sponsored

QCOM QUALCOMM INC11.8K sharesnew addition2026-03-312026-05-13

VO VANGUARD INDEX FDS5.2K shares0.29%2026-03-312026-05-13

EEM ISHARES TR23.2K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares17.86%2026-03-312026-05-13

HD HOME DEPOT INC2.8K shares-69.46%2026-03-312026-05-13

META META PLATFORMS INC1.6K sharesnew addition2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC6.1K sharesnew addition2026-03-312026-05-13

AVMC AMERICAN CENTY ETF TR8.6K shares39.21%2026-03-312026-05-13

Sponsored

LLY ELI LILLY & CO600 shares-10.71%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS7.4K shares-24.49%2026-03-312026-05-13

ABBV ABBVIE INC1.7K sharesnew addition2026-03-312026-05-13

LULU LULULEMON ATHLETICA INC2.3K sharesnew addition2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC2.2K sharesnew addition2026-03-312026-05-13

AVDS AMERICAN CENTY ETF TR4.8K shares26.85%2026-03-312026-05-13

AVEE AMERICAN CENTY ETF TR5.5K shares10.77%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.0K shares-2.51%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION1.9K shares-61.65%2026-03-312026-05-13

CRM SALESFORCE INC1.6K sharesnew addition2026-03-312026-05-13

GSK PLC GSK PLC4.9K shares0.00%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR1.8K sharesnew addition2026-03-312026-05-13

AIQ GLOBAL X FDS5.5K shares0.07%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL520 shares-69.73%2026-03-312026-05-13

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP2.3K sharesnew addition2026-03-312026-05-13

Sponsored

DFCF DIMENSIONAL ETF TRUST5.2K shares0.00%2026-03-312026-05-13

CRD.A CRAWFORD & CO21.8K shares0.00%2026-03-312026-05-13

AMZN

AMAZON COM INC

4.60%

Shares737.4K

Event2026-03-31

Filed2026-05-13

AVUS

AMERICAN CENTY ETF TR

-2.41%

Shares732.4K

Event2026-03-31

Filed2026-05-13

AVLV

AMERICAN CENTY ETF TR

72.91%

Shares820.1K

Event2026-03-31

Filed2026-05-13

ILCG

ISHARES TR

-27.81%

Shares347.4K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

-3.11%

Shares847.9K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-1.95%

Shares100.6K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-1.25%

Shares74.1K

Event2026-03-31

Filed2026-05-13

AVIV

AMERICAN CENTY ETF TR

-3.32%

Shares359.4K

Event2026-03-31

Filed2026-05-13

AVDE

AMERICAN CENTY ETF TR

10.35%

Shares307.6K

Event2026-03-31

Filed2026-05-13

AVDV

AMERICAN CENTY ETF TR

85.09%

Shares238.3K

Event2026-03-31

Filed2026-05-13

DFEV

DIMENSIONAL ETF TRUST

756.83%

Shares587.7K

Event2026-03-31

Filed2026-05-13

AVEM

AMERICAN CENTY ETF TR

57.11%

Shares258.6K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

27.03%

Shares326.7K

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

-35.19%

Shares66.5K

Event2026-03-31

Filed2026-05-13

DFAX

DIMENSIONAL ETF TRUST

29.69%

Shares425.4K

Event2026-03-31

Filed2026-05-13

AVUV

AMERICAN CENTY ETF TR

119.23%

Shares129.6K

Event2026-03-31

Filed2026-05-13

AVES

AMERICAN CENTY ETF TR

-22.85%

Shares230.8K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL ETF TRUST

13.41%

Shares381.0K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

19.14%

Shares186.3K

Event2026-03-31

Filed2026-05-13

DFAI

DIMENSIONAL ETF TRUST

-1.21%

Shares276.7K

Event2026-03-31

Filed2026-05-13

DCOR

DIMENSIONAL ETF TRUST

-6.65%

Shares140.0K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

7.99%

Shares16.4K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

4.23%

Shares121.4K

Event2026-03-31

Filed2026-05-13

AVSC

AMERICAN CENTY ETF TR

38.95%

Shares140.9K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

-67.85%

Shares288.8K

Event2026-03-31

Filed2026-05-13

DFEM

DIMENSIONAL ETF TRUST

13.17%

Shares242.2K

Event2026-03-31

Filed2026-05-13

AVMV

AMERICAN CENTY ETF TR

412.59%

Shares110.5K

Event2026-03-31

Filed2026-05-13

AVIG

AMERICAN CENTY ETF TR

3.37%

Shares140.7K

Event2026-03-31

Filed2026-05-13

DFSV

DIMENSIONAL ETF TRUST

5.17%

Shares165.3K

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL ETF TRUST

-18.41%

Shares78.5K

Event2026-03-31

Filed2026-05-13

ONEQ

FIDELITY COMWLTH TR

0.36%

Shares53.5K

Event2026-03-31

Filed2026-05-13

AVNM

AMERICAN CENTY ETF TR

-60.15%

Shares55.7K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-80.63%

Shares6.4K

Event2026-03-31

Filed2026-05-13

AVGV

AMERICAN CENTY ETF TR

0.00%

Shares51.2K

Event2026-03-31

Filed2026-05-13

AVGE

AMERICAN CENTY ETF TR

-3.06%

Shares43.8K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

-81.75%

Shares8.4K

Event2026-03-31

Filed2026-05-13

AVSF

AMERICAN CENTY ETF TR

4.52%

Shares63.0K

Event2026-03-31

Filed2026-05-13

IDEV

ISHARES TR

0.00%

Shares30.8K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

36.26%

Shares9.9K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

-2.74%

Shares11.7K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

28.63%

Shares3.8K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

New

Shares23.5K

Event2026-03-31

Filed2026-05-13

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

0.00%

Shares24.7K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares6.3K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-12.70%

Shares5.2K

Event2026-03-31

Filed2026-05-13

AVRE

AMERICAN CENTY ETF TR

14.85%

Shares40.3K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-1.58%

Shares24.4K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

New

Shares11.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.29%

Shares5.2K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

0.00%

Shares23.2K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

17.86%

Shares2.0K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-69.46%

Shares2.8K

Event2026-03-31

Filed2026-05-13