☆B&D White Capital Company, LLC
Quality Q
0.254
AUM ($M)
1,005
Positions
94
Turnover
0.26
Top-10 wt
48%
Herfindahl
0.036
History (qtrs)
6
Excess Return
—
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Holdings · 102 positions · portfolio value $1,005M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AVUS funds › | AMERICAN CENTY ETF TR | ADD | — | 9.4% | -0.7% | 94.4 | 737,291 | +4,851 | 5 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | ADD | — | 8.2% | +0.0% | 82.4 | 903,710 | +83,598 | 5 | — |
| ☆ILCG funds › | ISHARES TR | ADD | — | 5.5% | +1.4% | 55.2 | 471,430 | +123,996 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 4.4% | +4.2% | 44.2 | 118,445 | +113,208 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 3.9% | -0.0% | 38.8 | 312,645 | +238,561 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 3.7% | -0.4% | 37.2 | 839,446 | -8,442 | 5 | — |
| ☆DFEV funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.4% | +0.8% | 34.5 | 807,853 | +220,143 | 3 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 3.3% | +3.2% | 33.4 | 59,244 | +57,675 | 2 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 3.2% | -0.8% | 32.5 | 87,825 | -12,824 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.2% | +1.0% | 31.7 | 587,103 | +260,403 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | ADD | — | 2.8% | -0.4% | 28.2 | 315,797 | +8,185 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 2.5% | -0.4% | 25.4 | 246,676 | +8,402 | 5 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | ADD | — | 2.5% | -0.1% | 25.1 | 259,850 | +1,211 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 2.4% | +0.6% | 24.3 | 194,744 | +65,140 | 5 | — |
| ☆AVIV funds › | AMERICAN CENTY ETF TR | TRIM | — | 2.4% | -1.0% | 23.7 | 305,866 | -53,550 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 2.2% | +1.9% | 22.0 | 242,730 | +219,230 | 2 | — |
| ☆MCD funds › | MCDONALDS CORP | NEW | — | 2.1% | +2.1% | 21.5 | 79,510 | +79,510 | 1 | — |
| ☆AVUQ funds › | AMERICAN CENTY ETF TR | NEW | — | 2.1% | +2.1% | 21.3 | 322,988 | +322,988 | 1 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 2.0% | +0.0% | 19.9 | 65,674 | -824 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.6% | -0.2% | 15.7 | 425,052 | -324 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.5% | -0.1% | 15.3 | 185,231 | -1,081 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 1.4% | +1.1% | 14.1 | 18,946 | +15,194 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.4% | -0.3% | 14.1 | 377,439 | -3,606 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 1.4% | +0.4% | 14.1 | 415,502 | +126,701 | 5 | — |
| ☆CUSIP:025072323 funds › | AMERICAN CENTY ETF TR | ADD | — | 1.3% | +0.2% | 12.9 | 176,009 | +35,156 | 3 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 1.2% | +0.0% | 12.1 | 16,471 | +56 | 5 | — |
| ☆AVES funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.2% | -0.5% | 11.7 | 178,419 | -52,378 | 5 | — |
| ☆PEP funds › | PEPSICO INC | NEW | — | 1.1% | +1.1% | 11.5 | 84,950 | +84,950 | 1 | — |
| ☆CUSIP:25434V625 funds › | DIMENSIONAL ETF TRUST | HOLD | — | 1.1% | -0.1% | 11.5 | 140,042 | +0 | 5 | — |
| ☆AVLC funds › | AMERICAN CENTY ETF TR | NEW | — | 1.1% | +1.1% | 11.4 | 126,616 | +126,616 | 1 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.1% | -0.2% | 11.3 | 273,656 | -3,022 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 1.1% | +0.6% | 10.7 | 123,821 | +115,379 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | HOLD | — | 1.0% | -0.1% | 10.4 | 121,428 | +0 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.0% | -0.1% | 9.8 | 240,097 | -2,106 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | NEW | — | 0.9% | +0.9% | 9.4 | 296,287 | +296,287 | 1 | — |
| ☆AVMV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.8% | -0.2% | 7.8 | 96,924 | -13,564 | 3 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.7% | +0.0% | 7.4 | 190,336 | +25,062 | 3 | — |
| ☆AVIG funds › | AMERICAN CENTY ETF TR | ADD | — | 0.6% | -0.1% | 6.0 | 144,961 | +4,269 | 5 | — |
| ☆ONEQ funds › | FIDELITY COMWLTH TR | TRIM | — | 0.5% | -0.0% | 5.5 | 53,460 | -48 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.5% | -0.1% | 5.4 | 77,213 | -1,302 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 4.8 | 6,406 | +23 | 4 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | NEW | — | 0.5% | +0.5% | 4.6 | 9,100 | +9,100 | 1 | — |
| ☆AVGV funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.4% | -0.1% | 4.4 | 51,228 | +0 | 5 | — |
| ☆AVGE funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.4% | -0.0% | 4.3 | 43,782 | +0 | 5 | — |
| ☆AVNM funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.4% | -0.1% | 4.3 | 51,999 | -3,744 | 5 | — |
| ☆QTEC funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.4% | +0.1% | 3.7 | 11,149 | +2 | 5 | — |
| ☆NKE funds › | NIKE INC | NEW | — | 0.4% | +0.4% | 3.5 | 86,450 | +86,450 | 1 | — |
| ☆LOW funds › | LOWES COS INC | NEW | — | 0.3% | +0.3% | 3.0 | 13,707 | +13,707 | 1 | — |
| ☆AVSF funds › | AMERICAN CENTY ETF TR | ADD | — | 0.3% | -0.1% | 3.0 | 64,876 | +1,873 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.3% | -0.0% | 2.9 | 10,129 | +216 | 5 | — |
| ☆IDEV funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 2.7 | 30,765 | +0 | 4 | — |
| ☆IVE funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 2.7 | 11,691 | +0 | 4 | — |
| ☆EFA funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 2.6 | 24,691 | +0 | 4 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 0.2% | -0.0% | 2.1 | 24,835 | +388 | 4 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | NEW | — | 0.2% | +0.2% | 2.1 | 58,998 | +58,998 | 1 | — |
| ☆DFLV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.2% | +0.2% | 2.0 | 50,366 | +50,366 | 1 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.0% | 1.6 | 19,891 | +14,679 | 4 | — |
| ☆EEM funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 1.6 | 23,186 | +0 | 4 | — |
| ☆LULU funds › | LULULEMON ATHLETICA INC | ADD | — | 0.2% | +0.1% | 1.5 | 13,500 | +11,195 | 2 | — |
| ☆ORCL funds › | ORACLE CORP | NEW | — | 0.2% | +0.2% | 1.5 | 10,351 | +10,351 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.1% | -18.8% | 1.5 | 6,229 | -731,154 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | NEW | — | 0.1% | +0.1% | 1.4 | 20,100 | +20,100 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 1.4 | 1,978 | -35 | 4 | — |
| ☆SPCX funds › | SPACE EXPLORATION TECHN CORP | NEW | — | 0.1% | +0.1% | 1.3 | 7,700 | +7,700 | 1 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.1% | +0.1% | 1.2 | 7,800 | +6,200 | 2 | — |
| ☆RTX funds › | RTX CORPORATION | NEW | — | 0.1% | +0.1% | 1.2 | 6,250 | +6,250 | 1 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 0.1% | +0.1% | 1.2 | 1,010 | +1 | 3 | — |
| ☆AVRE funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.1% | -0.1% | 1.1 | 24,079 | -16,252 | 5 | — |
| ☆AVAV funds › | AEROVIRONMENT INC | NEW | — | 0.1% | +0.1% | 1.1 | 6,900 | +6,900 | 1 | — |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.1% | +0.1% | 1.1 | 2,689 | +2,689 | 1 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | NEW | — | 0.1% | +0.1% | 1.1 | 2,100 | +2,100 | 1 | — |
| ☆AMGN funds › | AMGEN INC | NEW | — | 0.1% | +0.1% | 0.9 | 2,600 | +2,600 | 1 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.1% | +0.0% | 0.7 | 600 | +0 | 4 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | NEW | — | 0.1% | +0.1% | 0.6 | 5,564 | +5,564 | 1 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.1% | -0.0% | 0.5 | 7,417 | -12 | 4 | — |
| ☆AVMC funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.0% | -0.0% | 0.5 | 6,155 | -2,433 | 3 | — |
| ☆KTOS funds › | KRATOS DEFENSE & SEC SOLUTIO | NEW | — | 0.0% | +0.0% | 0.4 | 8,500 | +8,500 | 1 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | NEW | — | 0.0% | +0.0% | 0.4 | 9,800 | +9,800 | 1 | — |
| ☆TAP funds › | MOLSON COORS BEVERAGE CO | NEW | — | 0.0% | +0.0% | 0.4 | 10,100 | +10,100 | 1 | — |
| ☆AVEE funds › | AMERICAN CENTY ETF TR | ADD | — | 0.0% | -0.0% | 0.4 | 5,474 | +11 | 3 | — |
| ☆AVDS funds › | AMERICAN CENTY ETF TR | ADD | — | 0.0% | -0.0% | 0.4 | 4,891 | +53 | 3 | — |
| ☆AIQ funds › | GLOBAL X FDS | ADD | — | 0.0% | +0.0% | 0.4 | 5,479 | +1 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | TRIM | — | 0.0% | -0.1% | 0.3 | 2,900 | -3,200 | 2 | — |
| ☆AVMU funds › | AMERICAN CENTY ETF TR | NEW | — | 0.0% | +0.0% | 0.3 | 5,614 | +5,614 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.0% | -0.0% | 0.3 | 520 | +0 | 5 | — |
| ☆GSK funds › | GSK PLC | HOLD | — | 0.0% | -0.0% | 0.3 | 4,900 | +0 | 4 | — |
| ☆CRDA funds › | CRAWFORD & CO | HOLD | — | 0.0% | -0.0% | 0.2 | 21,848 | +0 | 5 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 2,200 | -110 | 2 | — |
| ☆GIS funds › | GENERAL MILLS INC | NEW | — | 0.0% | +0.0% | 0.2 | 6,400 | +6,400 | 1 | — |
| ☆DFCF funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.0% | -0.0% | 0.2 | 5,211 | +0 | 3 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | NEW | — | 0.0% | +0.0% | 0.2 | 223 | +223 | 1 | — |
| ☆WHR funds › | WHIRLPOOL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 5,200 | +5,200 | 1 | — |
| ☆DEM funds › | WISDOMTREE TR | NEW | — | 0.0% | +0.0% | 0.2 | 3,760 | +3,760 | 1 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 2,956 | +2,956 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,380 | 0 | — |
| ☆HD funds › | HOME DEPOT INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,848 | 0 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,829 | 0 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,869 | 0 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -6,266 | 0 | — |
| ☆ABBV funds › | ABBVIE INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,700 | 0 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,200 | 0 | — |
| ☆QCOM funds › | QUALCOMM INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -11,800 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,005 | 94 | 0.26 | 48% | 0.036 | 0.253 | — | in |
| 2026Q1 | 809 | 74 | 0.17 | 63% | 0.067 | 0.561 | — | in |
| 2025Q4 | 863 | 72 | 0.14 | 60% | 0.063 | 0.548 | — | in |
| 2025Q3 | 781 | 74 | 0.21 | 59% | 0.057 | 0.393 | — | in |
| 2025Q2 | 657 | 77 | 0.49 | 53% | 0.051 | 0.047 | — | entered |
| 2025Q1 | 678 | 53 | 0.00 | 64% | 0.067 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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