Fund HoldingsB&D White Capital Company, LLC

Total Portfolio Value
$321.60M
Total Bought
$148.46M
Total Sold
$102.43M
Net Transaction
+$46.03M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
EXXON MOBIL CORP0504,070+504,070050,39715.67%+50,397
ABBVIE INC(ABBV)070,273+70,273010,8903.39%+10,890
PEPSICO INC(PEP)9,40062,035+52,6351,59310,5363.28%+8,943
AMERICAN CENTY ETF TR0153,079+153,07908,8422.75%+8,842
JOHNSON & JOHNSON(JNJ)6,83552,730+45,8951,0658,2652.57%+7,200
SPDR S&P 500 ETF TR(SPY)011,904+11,90405,6581.76%+5,658
PHILIP MORRIS INTL INC(PM)41,27589,075+47,8003,8218,3802.61%+4,559
AMERICAN CENTY ETF TR089,114+89,11404,5501.41%+4,550
VANGUARD INDEX FDS111,583111,870+28730,38534,77810.81%+4,393
SELECT SECTOR SPDR TR
ST STR ENERG ETF
051,831+51,83104,3461.35%+4,346
CHEVRON CORP NEW(CVX)028,100+28,10004,1911.30%+4,191
ALTRIA GROUP INC(MO)309,600423,365+113,76513,01917,0795.31%+4,060
SELECT SECTOR SPDR TR
ST STR CARE ETF
029,712+29,71204,0521.26%+4,052
SELECT SECTOR SPDR TR
ST STR INDL ETF
035,298+35,29804,0241.25%+4,024
VANGUARD INDEX FDS022,335+22,33504,0201.25%+4,020
VANGUARD INDEX FDS016,404+16,40403,9661.23%+3,966
AMERICAN CENTY ETF TR460,482458,980-1,50233,73537,43011.64%+3,695
NIKE INC(NKE)030,100+30,10003,2681.02%+3,268
SCHWAB STRATEGIC TR301,553303,156+1,60321,92925,1507.82%+3,221
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
129,052129,316+26419,02421,7956.78%+2,771
AMERICAN CENTY ETF TR108,350108,598+2488,4469,7523.03%+1,306
FIDELITY COMWLTH TR39,26147,132+7,8712,0412,7920.87%+751
STARBUCKS CORP(SBUX)06,100+6,10005860.18%+586
CUMMINS INC(CMI)02,300+2,30005510.17%+551
HELMERICH & PAYNE INC(HP)014,300+14,30005180.16%+518
DISNEY WALT CO(DIS)3,6756,300+2,6252985690.18%+271
SCHLUMBERGER LTD(SLB)04,100+4,10002130.07%+213
FIRST TR NASDAQ 100 TECH IND6,5646,56409541,1520.36%+198
AT&T INC(T)010,011+10,01101680.05%+168
SCHWAB STRATEGIC TR18,97719,780+8039461,1010.34%+155
AMERICAN CENTY ETF TR55,81556,385+5702,2122,3590.73%+147
DEVON ENERGY CORP NEW(DVN)7,90011,200+3,3003775070.16%+131
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
37,55137,893+3421,5161,6070.50%+91
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25,40625,864+4586637410.23%+77
AMERICAN CENTY ETF TR6,0276,173+1463493860.12%+37
ISHARES TR2,0122,01202012330.07%+32
WISDOMTREE TR(WT)8,4378,526+893163470.11%+31
AMERICAN CENTY ETF TR6,3686,466+983363650.11%+28
SPDR SER TR
ST STR SP TRANS
3,2593,264+52442730.08%+28
GENERAL MTRS CO(GM)8,0788,07802662900.09%+24
WESTERN MIDSTREAM PARTNERS L(WES)8,8298,82902402580.08%+18
AMERICAN CENTY ETF TR10,74210,804+624895010.16%+12
ISHARES TR5,1325,071-612852940.09%+9
MPLX LP(MPLX)6,6126,61202352430.08%+8
EXCHANGE TRADED CONCEPTS TR10,46010,182-2783073140.10%+6
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
4,8274,882+552242300.07%+6
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
3,5823,58202062090.06%+3
SCHWAB STRATEGIC TR4,2994,29902062080.06%+2
ISHARES TR2,0882,08802102090.07%-1
SPDR SER TR
ST STR BLO 1 ETF
2,2882,28802102090.07%-1
ULTA BEAUTY INC(ULTA)1,000800-2003993920.12%-7
ENTERPRISE PRODS PARTNERS L(EPD)7,9867,98602192100.07%-8
BARRICK GOLD CORP11,4000-11,4001660-166
NEXTERA ENERGY INC(NEE)3,6200-3,6202070-207
NEWMONT CORP(NEM)7,2000-7,2002660-266
CITIGROUP INC(C)6,5000-6,5002670-267
BANK AMERICA CORP10,3000-10,3002820-282
TESLA INC(TSLA)1,2760-1,2763190-319
SPDR GOLD TR(GLD)1,9660-1,9663370-337
COSTCO WHSL CORP NEW(COST)6000-6003390-339
CONAGRA BRANDS INC(CAG)13,7000-13,7003760-376
LAUDER ESTEE COS INC(EL)2,7000-2,7003900-390
WALGREENS BOOTS ALLIANCE INC18,5000-18,5004110-411
VERIZON COMMUNICATIONS INC(VZ)14,7500-14,7504780-478
ABBOTT LABS5,8000-5,8005620-562
APPLE INC(AAPL)6,7732,308-4,4651,1604440.14%-715
L3HARRIS TECHNOLOGIES INC(LHX)11,9006,300-5,6002,0721,3270.41%-745
COCA COLA CO(KO)18,0353,435-14,6001,0102020.06%-807
BHP GROUP LTD15,8000-15,8008990-899
DISCOVER FINL SVCS14,7000-14,7001,2730-1,273
HERSHEY CO(HSY)7,8000-7,8001,5610-1,561
MCDONALDS CORP(MCD)7,6851,285-6,4002,0253810.12%-1,644
KELLANOVA30,8000-30,8001,8330-1,833
NORTHROP GRUMMAN CORP(NOC)4,2000-4,2001,8490-1,849
INVESCO QQQ TR27,78919,472-8,3179,9567,9742.48%-1,982
BERKSHIRE HATHAWAY INC DEL15,3499,270-6,0795,3773,3061.03%-2,071
GENERAL MLS INC(GIS)38,8000-38,8002,4830-2,483
MICROSOFT CORP(MSFT)11,3960-11,3963,5980-3,598
BRISTOL-MYERS SQUIBB CO(BMY)103,1304,730-98,4005,9862430.08%-5,743
UNITED PARCEL SERVICE INC(UPS)40,1350-40,1356,2560-6,256
RTX CORPORATION(RTX)197,1153,475-193,64014,1862920.09%-13,894
PFIZER INC(PFE)496,7600-496,76016,4780-16,478
LOCKHEED MARTIN CORP(LMT)94,16517,715-76,45038,5108,0292.50%-30,481
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