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Home > Institutional Investor > B&d White Capital Company, Llc > Profile

Instuitional Investor - B&d White Capital Company, Llc

Fund Profile
Filing Period:
Fund Name: B&d White Capital Company, Llc
Portfolio Value $321,601,981
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 504,070 $50,396,919 15.67%
2.
American Centy Etf Tr
 458,980 $37,429,836 11.63%
3.
Vanguard Index Fds
 111,870 $34,778,146 10.81%
4.
Schwab Strategic Trust
 FNDF 303,156 $25,149,905 7.82%
5.
Invesco Exch Traded Fd Tr Ii
 129,316 $21,794,919 6.77%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)