White & Co Financial Planning

Latest statistics and disclosures from White & Co Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SCHX, SCHA, SCHM, SCHF, SCHC, and represent 59.54% of White & Co Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: FLXR, SPLB, SCHI, RWO, MUB, MLN, SCHJ, SCHH, GNR, JPIB.
  • Reduced shares in these 8 stocks: SCHC, SCHX, SCHA, SCHF, SCHE, IVV, SCHM, WTPI.
  • White & Co Financial Planning was a net buyer of stock by $169k.
  • White & Co Financial Planning has $133M in assets under management (AUM), dropping by 6.22%.
  • Central Index Key (CIK): 0002039300

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Portfolio Holdings for White & Co Financial Planning

White & Co Financial Planning holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 16.1 $21M -2% 811k 26.34
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 15.5 $21M 737k 27.90
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.7 $13M 433k 29.64
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.2 $12M 523k 23.28
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 9.1 $12M -3% 267k 45.51
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Tcw Etf Trust Flexible Income (FLXR) 7.0 $9.2M +6% 232k 39.80
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 5.9 $7.9M +3% 340k 23.08
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Spdr Ser Tr Portfolio Ln Cor (SPLB) 5.8 $7.7M +4% 335k 23.12
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 4.2 $5.5M +2% 121k 45.77
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Schwab Strategic Tr Us Reit Etf (SCHH) 4.1 $5.4M 253k 21.57
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.3 $4.3M 130k 33.37
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 2.6 $3.5M 59k 59.21
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.4 $3.2M 65k 49.03
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 2.0 $2.7M +3% 108k 24.94
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Ishares Tr National Mun Etf (MUB) 1.3 $1.7M +8% 16k 106.49
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Vaneck Etf Trust Long Muni Etf (MLN) 1.3 $1.7M +7% 99k 17.48
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $284k -8% 424.00 669.30
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $243k 2.3k 106.78
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Wisdomtree Tr Putwrite Strat (WTPI) 0.2 $224k 6.7k 33.27
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Past Filings by White & Co Financial Planning

SEC 13F filings are viewable for White & Co Financial Planning going back to 2024