Fund HoldingsB&D White Capital Company, LLC

Total Portfolio Value
$450.10M
Total Bought
$234.16M
Total Sold
$118.23M
Net Transaction
+$115.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)11,904190,089+178,1855,65899,43022.09%+93,772
APPLE INC(AAPL)2,308286,938+284,63044449,20410.93%+48,760
JOHNSON & JOHNSON(JNJ)52,730277,855+225,1258,26543,9549.77%+35,689
PEPSICO INC(PEP)62,035188,140+126,10510,53632,9267.32%+22,390
ALPHABET INC(GOOG)087,705+87,705013,2372.94%+13,237
MCDONALDS CORP(MCD)1,28524,785+23,5003816,9881.55%+6,607
INVESCO QQQ TR19,47226,799+7,3277,97411,8992.64%+3,925
SCHWAB STRATEGIC TR303,156301,833-1,32325,15027,9866.22%+2,836
LULULEMON ATHLETICA INC(LULU)04,600+4,60001,7970.40%+1,797
AMERICAN CENTY ETF TR458,980438,012-20,96837,43039,2028.71%+1,772
UNITED PARCEL SERVICE INC(UPS)011,800+11,80001,7540.39%+1,754
DEERE & CO(DE)03,700+3,70001,5200.34%+1,520
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
129,316125,520-3,79621,79522,9315.09%+1,136
HERSHEY CO(HSY)03,900+3,90007590.17%+759
SELECT SECTOR SPDR TR
ST STR INDL ETF
35,29837,266+1,9684,0244,6941.04%+670
ALBEMARLE CORP(ALB)04,650+4,65006130.14%+613
SELECT SECTOR SPDR TR
ST STR CARE ETF
29,71231,337+1,6254,0524,6291.03%+577
LYONDELLBASELL INDUSTRIES N
SHS - A -
05,300+5,30005420.12%+542
HOME DEPOT INC(HD)01,022+1,02203920.09%+392
STARBUCKS CORP(SBUX)6,1009,900+3,8005869050.20%+319
MICROSOFT CORP(MSFT)0622+62202620.06%+262
FIDELITY COMWLTH TR47,13247,226+942,7923,0410.68%+249
VANGUARD INDEX FDS22,33522,086-2494,0204,2380.94%+218
ISHARES TR0954+95402010.04%+201
SELECT SECTOR SPDR TR
ST STR ENERG ETF
51,83147,579-4,2524,3464,4921.00%+146
SCHWAB STRATEGIC TR19,78019,846+661,1011,2120.27%+110
FIRST TR NASDAQ 100 TECH IND6,5646,56401,1521,2520.28%+100
GENERAL MTRS CO(GM)8,0788,07802903660.08%+76
WESTERN MIDSTREAM PARTNERS L(WES)8,8298,82902583140.07%+56
MPLX LP(MPLX)6,6126,61202432750.06%+32
ENTERPRISE PRODS PARTNERS L(EPD)7,9867,98602102330.05%+23
ISHARES TR2,0122,01202332440.05%+10
AT&T INC(T)10,01110,111+1001681780.04%+10
AMERICAN CENTY ETF TR6,1735,996-1773863950.09%+9
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25,86424,804-1,0607417500.17%+9
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
4,8824,870-122302360.05%+6
SPDR SER TR
ST STR SP TRANS
3,2643,272+82732770.06%+5
ISHARES TR5,0714,896-1752942970.07%+3
SPDR SER TR
ST STR BLO 1 ETF
2,2882,28802092100.05%+1
ISHARES TR2,0882,08802092100.05%+1
AMERICAN CENTY ETF TR6,4666,291-1753653650.08%0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
3,5823,58202092080.05%-1
SCHWAB STRATEGIC TR4,2994,29902082070.05%-1
EXCHANGE TRADED CONCEPTS TRU10,1829,932-2503143110.07%-3
WISDOMTREE TR(WT)8,5268,203-3233473430.08%-4
AMERICAN CENTY ETF TR10,80410,438-3665014830.11%-18
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
37,89336,777-1,1161,6071,5430.34%-64
AMERICAN CENTY ETF TR56,38554,720-1,6652,3592,2570.50%-101
COCA COLA CO(KO)3,4350-3,4352020-202
SCHLUMBERGER LTD(SLB)4,1000-4,1002130-213
BRISTOL-MYERS SQUIBB CO(BMY)4,7300-4,7302430-243
AMERICAN CENTY ETF TR108,598101,437-7,1619,7529,5062.11%-246
RTX CORPORATION(RTX)3,4750-3,4752920-292
ULTA BEAUTY INC(ULTA)8000-8003920-392
DEVON ENERGY CORP NEW(DVN)11,2000-11,2005070-507
HELMERICH & PAYNE INC(HP)14,3000-14,3005180-518
CUMMINS INC(CMI)2,3000-2,3005510-551
DISNEY WALT CO(DIS)6,3000-6,3005690-569
BERKSHIRE HATHAWAY INC DEL9,2706,222-3,0483,3062,6160.58%-690
NIKE INC(NKE)30,10025,400-4,7003,2682,3870.53%-881
L3HARRIS TECHNOLOGIES INC(LHX)6,3000-6,3001,3270-1,327
VANGUARD INDEX FDS16,4041,558-14,8463,9664060.09%-3,560
CHEVRON CORP NEW(CVX)28,1001,400-26,7004,1912210.05%-3,971
AMERICAN CENTY ETF TR89,1149,817-79,2974,5505140.11%-4,036
LOCKHEED MARTIN CORP(LMT)17,7158,710-9,0058,0293,9620.88%-4,067
VANGUARD INDEX FDS111,87084,818-27,05234,77829,1946.49%-5,584
AMERICAN CENTY ETF TR153,07916,773-136,3068,8421,0780.24%-7,764
PHILIP MORRIS INTL INC(PM)89,0750-89,0758,3800-8,380
ABBVIE INC(ABBV)70,2730-70,27310,8900-10,890
ALTRIA GROUP INC(MO)423,36589,915-333,45017,0793,9220.87%-13,156
EXXON MOBIL CORP504,07056,230-447,84050,3976,5361.45%-43,861
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