| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -11,400 | -100.0% | -0.06% | – |
| IWC | Exit | ISHARES TRmicro-cap etf | $0 | – | -2,012 | -100.0% | -0.08% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -3,582 | -100.0% | -0.08% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -4,299 | -100.0% | -0.08% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,620 | -100.0% | -0.08% | – |
| SGOV | Exit | ISHARES TR0-3 mnth treasry | $0 | – | -2,088 | -100.0% | -0.08% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -2,288 | -100.0% | -0.08% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -7,986 | -100.0% | -0.08% | – |
| Exit | DIMENSIONAL ETF TRUSTshort duration f | $0 | – | -4,827 | -100.0% | -0.08% | – | |
| MPLX | Exit | MPLX LP | $0 | – | -6,612 | -100.0% | -0.09% | – |
| WES | Exit | WESTERN MIDSTREAM PARTNERS L | $0 | – | -8,829 | -100.0% | -0.09% | – |
| XTN | Exit | SPDR SER TRs&p transn etf | $0 | – | -3,259 | -100.0% | -0.09% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -8,078 | -100.0% | -0.10% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -7,200 | -100.0% | -0.10% | – |
| C | Exit | CITIGROUP INC | $0 | – | -6,500 | -100.0% | -0.10% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -10,300 | -100.0% | -0.10% | – |
| AIA | Exit | ISHARES TRasia 50 etf | $0 | – | -5,132 | -100.0% | -0.11% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -3,675 | -100.0% | -0.11% | – |
| EMQQ | Exit | EXCHANGE TRADED CONCEPTS TRemqq em intern | $0 | – | -10,460 | -100.0% | -0.12% | – |
| DEM | Exit | WISDOMTREE TRemer mkt high fd | $0 | – | -8,437 | -100.0% | -0.12% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,276 | -100.0% | -0.12% | – |
| AVEM | Exit | AMERICAN CENTY ETF TRavantis emgmkt | $0 | – | -6,368 | -100.0% | -0.12% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,966 | -100.0% | -0.13% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -600 | -100.0% | -0.13% | – |
| AVDV | Exit | AMERICAN CENTY ETF TRintl smcp vlu | $0 | – | -6,027 | -100.0% | -0.13% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -13,700 | -100.0% | -0.14% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -7,900 | -100.0% | -0.14% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -2,700 | -100.0% | -0.15% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -1,000 | -100.0% | -0.15% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -18,500 | -100.0% | -0.15% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -14,750 | -100.0% | -0.18% | – |
| AVSF | Exit | AMERICAN CENTY ETF TRavantis shfxdinc | $0 | – | -10,742 | -100.0% | -0.18% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -5,800 | -100.0% | -0.21% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -25,406 | -100.0% | -0.25% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -15,800 | -100.0% | -0.34% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -18,977 | -100.0% | -0.35% | – |
| QTEC | Exit | FIRST TR NASDAQ 100 TECH IND | $0 | – | -6,564 | -100.0% | -0.36% | – |
| KO | Exit | COCA COLA CO | $0 | – | -18,035 | -100.0% | -0.38% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -6,835 | -100.0% | -0.40% | – |
| AAPL | Exit | APPLE INC | $0 | – | -6,773 | -100.0% | -0.43% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -14,700 | -100.0% | -0.48% | – |
| Exit | DIMENSIONAL ETF TRUST | $0 | – | -37,551 | -100.0% | -0.57% | – | |
| HSY | Exit | HERSHEY CO | $0 | – | -7,800 | -100.0% | -0.58% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -9,400 | -100.0% | -0.60% | – |
| K | Exit | KELLANOVA | $0 | – | -30,800 | -100.0% | -0.68% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -4,200 | -100.0% | -0.69% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -7,685 | -100.0% | -0.76% | – |
| ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -39,261 | -100.0% | -0.76% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -11,900 | -100.0% | -0.77% | – |
| AVIG | Exit | AMERICAN CENTY ETF TRavantis core fi | $0 | – | -55,815 | -100.0% | -0.83% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -38,800 | -100.0% | -0.93% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -11,396 | -100.0% | -1.34% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -41,275 | -100.0% | -1.43% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -15,349 | -100.0% | -2.01% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -103,130 | -100.0% | -2.23% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -40,135 | -100.0% | -2.34% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -108,350 | -100.0% | -3.15% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -27,789 | -100.0% | -3.72% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -309,600 | -100.0% | -4.86% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -197,115 | -100.0% | -5.30% | – |
| PFE | Exit | PFIZER INC | $0 | – | -496,760 | -100.0% | -6.15% | – |
| QQQM | Exit | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $0 | – | -129,052 | -100.0% | -7.10% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -301,553 | -100.0% | -8.19% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -111,583 | -100.0% | -11.34% | – |
| AVUS | Exit | AMERICAN CENTY ETF TRus eqt etf | $0 | – | -460,482 | -100.0% | -12.59% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -94,165 | -100.0% | -14.38% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 12 | Q3 2023 | 35.8% |
| APPLE INC | 12 | Q3 2023 | 21.5% |
| INVESCO QQQ TRUST | 12 | Q3 2023 | 3.7% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 2.0% |
| PFIZER INC | 11 | Q3 2023 | 20.5% |
| AVANTIS US SMALL CAP VALUE ETF | 11 | Q3 2023 | 7.2% |
| SCHWAB US LARGE CAP GROWTH ETF | 11 | Q3 2023 | 8.2% |
| TESLA INC | 11 | Q3 2023 | 0.4% |
| SCHWAB US BROAD MARKET ETF | 11 | Q3 2023 | 0.4% |
| AVANTIS US EQUITY ETF | 10 | Q3 2023 | 12.6% |
View B&D White Capital Company, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-10-27 |
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.