13F-HR filed by B&D White Capital Company, LLC
B&D White Capital Company, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 53 holding rows worth $678,252,135.
- Accession
- 0001172661-25-001861
- Filer
- CIK 1752523
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 53 entries on the cover page, a total value of $678,252,135 stated on the cover page (in dollars after the unit check, H1), rows summing to $678,252,135 with VALUE read as dollars as filed, 13F file number 028-20731. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 686,567 | $106,170,721 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 871,830 | $80,539,651 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 404,775 | $77,012,491 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 1,618,148 | $40,518,426 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 82,781 | $30,696,850 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 122,869 | $23,716,174 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 323,644 | $21,104,825 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459Y207 | NASDAQ 100 EQ WT | 232,744 | $20,307,206 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 343,161 | $16,732,530 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 261,868 | $16,259,084 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 278,502 | $15,913,604 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 304,679 | $15,825,027 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 238,790 | $15,824,613 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 171,338 | $14,935,538 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 287,752 | $14,899,799 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 51,135 | $14,734,039 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 444,706 | $13,766,936 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 269,713 | $10,612,361 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 335,113 | $10,465,579 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 19,032 | $10,136,063 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 135,453 | $8,147,498 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 310,840 | $8,144,008 | dollars as filed | |
| ISHARES INC MSCI EURZONE ETF | 464286608 | MSCI EURZONE ETF | 152,654 | $8,125,897 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072174 | AVANTIS ALL INT | 137,506 | $8,018,222 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 164,209 | $7,947,716 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 137,943 | $7,818,609 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 112,861 | $6,790,846 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072562 | AVANTIS CORE FI | 126,670 | $5,242,871 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 11,123 | $5,223,758 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 95,952 | $4,522,927 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 31,423 | $3,762,276 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 43,736 | $3,642,334 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 50,968 | $3,554,508 | dollars as filed | |
| FIDELITY COMWLTH TR | 315912808 | COM | 51,160 | $3,482,202 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072166 | AVANTIS ALL INT | 47,165 | $2,784,818 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072687 | AVANTIS SHFXDINC | 54,577 | $2,557,613 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,120 | $2,297,387 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,090 | $2,241,292 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 337345102 | SHS | 11,147 | $1,934,754 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,917 | $1,566,292 | dollars as filed | |
| GLOBAL X FDS | 37954Y293 | GLB X MLP ENRG I | 243,700 | $1,555,049 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 63,633 | $1,370,014 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 3,000 | $1,340,130 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 11,405 | $1,236,148 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 3,500 | $1,154,300 | dollars as filed | |
| IJH | 464287507 | COM | 14,105 | $823,027 | dollars as filed | |
| SPDR SERIES TRUST | 78464A839 | ST STR SP400VAL | 6,852 | $527,947 | dollars as filed | |
| SPDR SER TR | 78464A821 | S&P 400 MDCP GRW | 6,292 | $498,929 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 8,315 | $478,944 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,638 | $424,504 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 577 | $332,560 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 300 | $283,734 | dollars as filed | |
| CRAWFORD COMPANY CL A | 224633206 | COMMON STOCK | 21,848 | $249,504 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001861 | this filing | 2025-05-14 | acceptance time not in the bulk data set |