The Analysis of B&D White Capital Company, LLC's Holdings
Currently, B&D White Capital Company, LLC holds 72 types of securities in its portfolio with a total value $863.2M. In the most recent quarter, they have increased their positions in AVLV (+367.4K shares, valued at $27.8M), AVUS (+197.1K shares, valued at $22.0M), AMZN (+85.8K shares, valued at $19.8M); decreased their positions in BRK.A (-11 shares, valued at $8.3M), VTI (-14.5K shares, valued at $4.9M), VUG (-7.9K shares, valued at $3.8M); initiated new positions in AVSC (+101.4K shares, valued at $6.0M), DFSV (+157.1K shares, valued at $5.2M), HD (+9.3K shares, valued at $3.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC704.9K shares13.86%2025-12-312026-02-13
AVUS AMERICAN CENTY ETF TR750.6K shares35.61%2025-12-312026-02-13 ILCG ISHARES TR481.3K shares-0.97%2025-12-312026-02-13 AVLV AMERICAN CENTY ETF TR474.3K shares343.71%2025-12-312026-02-13 IWF ISHARES TR75.0K shares-0.04%2025-12-312026-02-13 DFAC DIMENSIONAL ETF TRUST875.1K shares0.64%2025-12-312026-02-13 VTI VANGUARD INDEX FDS102.7K shares-12.39%2025-12-312026-02-13 SCHG SCHWAB STRATEGIC TR898.3K shares-9.85%2025-12-312026-02-13 AVIV AMERICAN CENTY ETF TR371.8K shares21.27%2025-12-312026-02-13 QQQM INVESCO EXCH TRADED FD TR II102.6K shares-12.26%2025-12-312026-02-13 AVDE AMERICAN CENTY ETF TR278.8K shares18.48%2025-12-312026-02-13 IVV ISHARES TR33.0K shares0.99%2025-12-312026-02-13 VUG VANGUARD INDEX FDS46.3K shares-14.52%2025-12-312026-02-13 AVES AMERICAN CENTY ETF TR299.2K shares56.59%2025-12-312026-02-13 GARP ISHARES TR203.0K shares0.76%2025-12-312026-02-13 DFIV DIMENSIONAL ETF TRUST257.2K shares-0.88%2025-12-312026-02-13 AVEM AMERICAN CENTY ETF TR164.6K shares54.71%2025-12-312026-02-13 AVDV AMERICAN CENTY ETF TR128.7K shares32.12%2025-12-312026-02-13 DFIC DIMENSIONAL ETF TRUST336.0K shares4.58%2025-12-312026-02-13 FELG FIDELITY COVINGTON TRUST275.1K shares273.95%2025-12-312026-02-13 DCOR DIMENSIONAL ETF TRUST150.0K shares0.20%2025-12-312026-02-13 DFAS DIMENSIONAL ETF TRUST156.4K shares3.97%2025-12-312026-02-13 DFAX DIMENSIONAL ETF TRUST328.0K shares0.56%2025-12-312026-02-13 DFAI DIMENSIONAL ETF TRUST280.1K shares8.11%2025-12-312026-02-13 BRK.A BERKSHIRE HATHAWAY INC DEL14 shares-44.00%2025-12-312026-02-13 AVNM AMERICAN CENTY ETF TR139.9K shares0.26%2025-12-312026-02-13 VXUS VANGUARD STAR FDS116.5K shares1.29%2025-12-312026-02-13 DYNF BLACKROCK ETF TRUST117.4K shares-17.06%2025-12-312026-02-13 DFEM DIMENSIONAL ETF TRUST214.0K shares64.38%2025-12-312026-02-13 AVUV AMERICAN CENTY ETF TR59.1K shares134.64%2025-12-312026-02-13 AVSC AMERICAN CENTY ETF TR101.4K sharesnew addition2025-12-312026-02-13 DFAT DIMENSIONAL ETF TRUST96.2K shares920.64%2025-12-312026-02-13 AVIG AMERICAN CENTY ETF TR136.1K shares2.14%2025-12-312026-02-13 DFSV DIMENSIONAL ETF TRUST157.1K sharesnew addition2025-12-312026-02-13 ONEQ FIDELITY COMWLTH TR53.3K shares0.07%2025-12-312026-02-13 LMT LOCKHEED MARTIN CORP9.3K shares745.45%2025-12-312026-02-13 AVGE AMERICAN CENTY ETF TR45.2K shares0.00%2025-12-312026-02-13 AVGV AMERICAN CENTY ETF TR51.2K shares0.00%2025-12-312026-02-13 HD HOME DEPOT INC9.3K sharesnew addition2025-12-312026-02-13 MSFT MICROSOFT CORP6.0K shares824.35%2025-12-312026-02-13 AVSF AMERICAN CENTY ETF TR60.3K shares5.64%2025-12-312026-02-13 QTEC FIRST TR EXCHANGE-TRADED FD11.1K shares0.00%2025-12-312026-02-13 IVE ISHARES TR12.0K shares0.00%2025-12-312026-02-13 IDEV ISHARES TR30.8K shares7.59%2025-12-312026-02-13 EFA ISHARES TR24.7K shares0.00%2025-12-312026-02-13 DFEV DIMENSIONAL ETF TRUST68.6K sharesnew addition2025-12-312026-02-13 SPY SPDR S&P 500 ETF TR2.9K shares-0.17%2025-12-312026-02-13 AAPL APPLE INC7.3K shares-43.58%2025-12-312026-02-13 IEMG ISHARES INC24.8K shares12.33%2025-12-312026-02-13 AVMV AMERICAN CENTY ETF TR21.6K sharesnew addition2025-12-312026-02-13 AVRE AMERICAN CENTY ETF TR35.1K shares111.88%2025-12-312026-02-13 VO VANGUARD INDEX FDS5.2K shares-9.30%2025-12-312026-02-13 EEM ISHARES TR23.2K shares0.00%2025-12-312026-02-13 NVDA NVIDIA CORPORATION4.9K shares174.84%2025-12-312026-02-13 VB VANGUARD INDEX FDS3.3K shares0.00%2025-12-312026-02-13 LLY ELI LILLY & CO672 shares-22.94%2025-12-312026-02-13 AVNV AMERICAN CENTY ETF TR9.5K shares-81.60%2025-12-312026-02-13 VEA VANGUARD TAX-MANAGED FDS9.8K shares30.39%2025-12-312026-02-13 COST COSTCO WHSL CORP NEW690 shares137.93%2025-12-312026-02-13 AVMC AMERICAN CENTY ETF TR6.2K sharesnew addition2025-12-312026-02-13 QQQE DIREXION SHS ETF TR4.2K shares-82.02%2025-12-312026-02-13 AVEE AMERICAN CENTY ETF TR4.9K sharesnew addition2025-12-312026-02-13 MU MICRON TECHNOLOGY INC1.0K sharesnew addition2025-12-312026-02-13 AIQ GLOBAL X FDS5.5K shares0.02%2025-12-312026-02-13 PG PROCTER AND GAMBLE CO1.9K shares-57.79%2025-12-312026-02-13 AVDS AMERICAN CENTY ETF TR3.8K sharesnew addition2025-12-312026-02-13 CRD.A CRAWFORD & CO21.8K shares0.00%2025-12-312026-02-13 GSK PLC GSK PLC4.9K shares0.00%2025-12-312026-02-13 DFCF DIMENSIONAL ETF TRUST5.2K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available