B&D White Capital Company, LLC
Holdings as of 2026-06-30, filed 2026-07-31 · recorded 2026-08-06 03:59:06.661 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 31 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
94
Value reported by manager
$1B
Sum of our stored positions
$1B
should match the line above
Disclosure lag
31 d
quarter end to filing
Top 5 concentration
31.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
94 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | $94.4M | 737,291 | — | 025072885 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $82.4M | 903,710 | — | 025072349 |
| ISHARES TR | MORNINGSTAR GRWT | $55.2M | 471,430 | — | 464287119 |
| MICROSOFT CORP | COM | $44.2M | 118,445 | — | 594918104 |
| ISHARES TR | RUS 1000 GRW ETF | $38.8M | 312,645 | — | 464287614 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $37.2M | 839,446 | — | 25434V708 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $34.5M | 807,853 | — | 25434V740 |
| META PLATFORMS INC | CL A | $33.4M | 59,244 | — | 30303M102 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $32.5M | 87,825 | — | 922908769 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $31.7M | 587,103 | — | 25434V807 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $28.2M | 315,797 | — | 025072703 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $25.4M | 246,676 | — | 025072802 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $25.1M | 259,850 | — | 025072604 |
| AMERICAN CENTY ETF TR | US SML CP VALU | $24.3M | 194,744 | — | 025072877 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $23.7M | 305,866 | — | 025072364 |
| ABBOTT LABORATORIES | COM | $22M | 242,730 | — | 002824100 |
| MCDONALDS CORP | COM | $21.5M | 79,510 | — | 580135101 |
| AMERICAN CENTY ETF TR | AVAN U S QUA ETF | $21.3M | 322,988 | — | 02507A507 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $19.9M | 65,674 | — | 46138G649 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $15.7M | 425,052 | — | 25434V880 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $15.3M | 185,231 | — | 25434V500 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $14.1M | 18,946 | — | 78462F103 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $14.1M | 377,439 | — | 25434V799 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $14.1M | 415,502 | — | 808524300 |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $12.9M | 176,009 | — | 025072323 |
| INVESCO QQQ TR | UNIT SER 1 | $12.1M | 16,471 | — | 46090E103 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $11.7M | 178,419 | — | 025072372 |
| PEPSICO INC | COM | $11.5M | 84,950 | — | 713448108 |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $11.5M | 140,042 | — | 25434V625 |
| AMERICAN CENTY ETF TR | AVANTIS US LARG | $11.4M | 126,616 | — | 025072158 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $11.3M | 273,656 | — | 25434V203 |
| VANGUARD INDEX FDS | GROWTH ETF | $10.7M | 123,821 | — | 922908736 |
| VANGUARD STAR FDS | VG TL INTL STK F | $10.4M | 121,428 | — | 921909768 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.8M | 240,097 | — | 25434V732 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $9.4M | 296,287 | — | 808524797 |
| AMERICAN CENTY ETF TR | AVAN US VALU ETF | $7.8M | 96,924 | — | 025072133 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $7.4M | 190,336 | — | 25434V815 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $6M | 144,961 | — | 025072562 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $5.5M | 53,460 | — | 315912808 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $5.4M | 77,213 | — | 25434V609 |
| ISHARES TR | CORE S&P500 ETF | $4.8M | 6,406 | — | 464287200 |
| LOCKHEED MARTIN CORP | COM | $4.6M | 9,100 | — | 539830109 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $4.4M | 51,228 | — | 025072216 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $4.3M | 43,782 | — | 025072232 |
| AMERICAN CENTY ETF TR | AVANTIS ALL INT | $4.3M | 51,999 | — | 025072174 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $3.7M | 11,149 | — | 337345102 |
| NIKE INC | CL B | $3.5M | 86,450 | — | 654106103 |
| LOWES COS INC | COM | $3M | 13,707 | — | 548661107 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $3M | 64,876 | — | 025072687 |
| APPLE INC | COM | $2.9M | 10,129 | — | 037833100 |
| ISHARES TR | CORE MSCI INTL | $2.7M | 30,765 | — | 46435G326 |
| ISHARES TR | S&P 500 VAL ETF | $2.7M | 11,691 | — | 464287408 |
| ISHARES TR | MSCI EAFE ETF | $2.6M | 24,691 | — | 464287465 |
| ISHARES INC | CORE MSCI EMKT | $2.1M | 24,835 | — | 46434G103 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.1M | 58,998 | — | 808524409 |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $2M | 50,366 | — | 25434V666 |
| VANGUARD INDEX FDS | MID CAP ETF | $1.6M | 19,891 | — | 922908629 |
| ISHARES TR | MSCI EMG MKT ETF | $1.6M | 23,186 | — | 464287234 |
| LULULEMON ATHLETICA INC | COM | $1.5M | 13,500 | — | 550021109 |
| ORACLE CORP | COM | $1.5M | 10,351 | — | 68389X105 |
| AMAZON COM INC | COM | $1.5M | 6,229 | — | 023135106 |
| NETFLIX INC. | COM | $1.4M | 20,100 | — | 64110L106 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.4M | 1,978 | — | 922908363 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $1.3M | 7,700 | — | 84615Q103 |
| SALESFORCE INC | COM | $1.2M | 7,800 | — | 79466L302 |
| RTX CORPORATION | COM | $1.2M | 6,250 | — | 75513E101 |
| MICRON TECHNOLOGY INC | COM | $1.2M | 1,010 | — | 595112103 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $1.1M | 24,079 | — | 025072356 |
| AEROVIRONMENT INC | COM | $1.1M | 6,900 | — | 008073108 |
| TESLA INC | COM | $1.1M | 2,689 | — | 88160R101 |
| NORTHROP GRUMMAN CORP | COM | $1.1M | 2,100 | — | 666807102 |
| AMGEN INC | COM | $941.5K | 2,600 | — | 031162100 |
| ELI LILLY & CO | COM | $719.7K | 600 | — | 532457108 |
| PALANTIR TECHNOLOGIES INC | CL A | $649.2K | 5,564 | — | 69608A108 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $528.5K | 7,417 | — | 921943858 |
| AMERICAN CENTY ETF TR | AVA MID EQU ETF | $493.9K | 6,155 | — | 025072125 |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $423.8K | 8,500 | — | 50077B207 |
| BOSTON SCIENTIFIC CORP | COM | $418.3K | 9,800 | — | 101137107 |
| MOLSON COORS BEVERAGE CO | CL B | $393.5K | 10,100 | — | 60871R209 |
| AMERICAN CENTY ETF TR | AVA MAR SMA ETF | $379.5K | 5,474 | — | 025072141 |
| AMERICAN CENTY ETF TR | AVANTIS INTL SML | $368.1K | 4,891 | — | 025072190 |
| GLOBAL X FDS | ARTIFICIAL ETF | $359.5K | 5,479 | — | 37954Y632 |
| BLACKSTONE INC | COM | $341.2K | 2,900 | — | 09260D107 |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | $261.5K | 5,614 | — | 025072695 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $260.2K | 520 | — | 084670702 |
| GSK PLC | SPONSORED ADR | $256.9K | 4,900 | — | 37733W204 |
| CRAWFORD & CO | CL A | $246.2K | 21,848 | — | 224633206 |
| KIMBERLY-CLARK CORP | COM | $241.5K | 2,200 | — | 494368103 |
| GENERAL MILLS INC | COM | $222.7K | 6,400 | — | 370334104 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $220K | 5,211 | — | 25434V872 |
| COSTCO WHOLESALE CORPORATION | COM | $208.6K | 223 | — | 22160K105 |
| WHIRLPOOL CORP | COM | $205K | 5,200 | — | 963320106 |
| WISDOMTREE TR | EMER MKT HIGH FD | $202.3K | 3,760 | — | 97717W315 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $201K | 2,956 | — | 09290C103 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-31