B&D White Capital Company, LLC
75 holdingsFiling period: 2026-03-31Current AUM: $936.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 737.4K | $153.6M | $200.3M | 21.38% | +32.4K | 2026-03-31 |
| 2 | AVUS | AMERICAN CENTY ETF TR | 732.4K | $81.4M | $93.5M | 9.98% | -18,116 | 2026-03-31 |
| 3 | AVLV | AMERICAN CENTY ETF TR | 820.1K | $66.1M | $75.6M | 8.07% | +345.8K | 2026-03-31 |
| 4 | ILCG | ISHARES TR | 347.4K | $33.2M | $38.8M | 4.15% | -133,844 | 2026-03-31 |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 847.9K | $32.9M | $37.7M | 4.03% | -27,219 | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 100.6K | $32.3M | $37.1M | 3.96% | -2,005 | 2026-03-31 |
| 7 | IWF | ISHARES TR | 74.1K | $31.6M | $35.1M | 3.74% | -934 | 2026-03-31 |
| 8 | AVIV | AMERICAN CENTY ETF TR | 359.4K | $26.9M | $29.0M | 3.10% | -12,341 | 2026-03-31 |
| 9 | AVDE | AMERICAN CENTY ETF TR | 307.6K | $26.1M | $28.1M | 3.00% | +28.9K | 2026-03-31 |
| 10 | AVDV | AMERICAN CENTY ETF TR | 238.3K | $23.8M | $24.9M | 2.66% | +109.5K | 2026-03-31 |
| 11 | DFEV | DIMENSIONAL ETF TRUST | 587.7K | $21.0M | $23.3M | 2.49% | +519.1K | 2026-03-31 |
| 12 | AVEM | AMERICAN CENTY ETF TR | 258.6K | $20.8M | $23.2M | 2.47% | +94.0K | 2026-03-31 |
| 13 | DFIV | DIMENSIONAL ETF TRUST | 326.7K | $17.2M | $18.7M | 2.00% | +69.5K | 2026-03-31 |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | 66.5K | $15.8M | $18.8M | 2.01% | -36,109 | 2026-03-31 |
| 15 | DFAX | DIMENSIONAL ETF TRUST | 425.4K | $14.4M | $15.5M | 1.66% | +97.4K | 2026-03-31 |
| 16 | AVUV | AMERICAN CENTY ETF TR | 129.6K | $14.3M | $16.2M | 1.73% | +70.5K | 2026-03-31 |
| 17 | AVES | AMERICAN CENTY ETF TR | 230.8K | $13.8M | $14.4M | 1.53% | -68,361 | 2026-03-31 |
| 18 | DFIC | DIMENSIONAL ETF TRUST | 381.0K | $13.5M | $14.5M | 1.55% | +45.1K | 2026-03-31 |
| 19 | DFAS | DIMENSIONAL ETF TRUST | 186.3K | $13.3M | $15.1M | 1.61% | +29.9K | 2026-03-31 |
| 20 | DFAI | DIMENSIONAL ETF TRUST | 276.7K | $10.8M | $11.6M | 1.24% | -3,378 | 2026-03-31 |
| 21 | DCOR | DIMENSIONAL ETF TRUST | 140.0K | $10.1M | $11.6M | 1.23% | -9,981 | 2026-03-31 |
| 22 | QQQ | INVESCO QQQ TR | 16.4K | $9.5M | $11.3M | 1.21% | +1.2K | 2026-03-31 |
| 23 | VXUS | VANGUARD STAR FDS | 121.4K | $9.4M | $10.3M | 1.10% | +4.9K | 2026-03-31 |
| 24 | AVSC | AMERICAN CENTY ETF TR | 140.9K | $8.8M | $10.2M | 1.09% | +39.5K | 2026-03-31 |
| 25 | SCHG | SCHWAB STRATEGIC TR | 288.8K | $8.4M | $9.9M | 1.05% | -609,488 | 2026-03-31 |
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