| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 21.5% |
| INVESCO QQQ TRUST | 15 | Q2 2024 | 3.7% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 2.0% |
| SCHWAB US LARGE CAP GROWTH ETF | 14 | Q2 2024 | 8.2% |
| AVANTIS US SMALL CAP VALUE ETF | 14 | Q2 2024 | 7.2% |
| SCHWAB US BROAD MARKET ETF | 14 | Q2 2024 | 0.4% |
| AVANTIS US EQUITY ETF | 13 | Q2 2024 | 12.6% |
| MICROSOFT CORP | 13 | Q1 2024 | 35.8% |
| AVANTIS EMERGING MARKETSEQ ETF | 13 | Q2 2024 | 2.4% |
| JOHNSON & JOHNSON | 12 | Q2 2024 | 33.0% |
View B&D White Capital Company, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-14 |
View B&D White Capital Company, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.