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White & Co Financial Planning

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

Central Index Key (CIK): 0002039300

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Positions held by White & Co Financial Planning consolidated in one spreadsheet with up to 7 years of data

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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 December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	16.7	$20M	848k	23.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	15.3	$18M	698k	25.86	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	10.1	$12M	428k	27.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.5	$10M	545k	18.50	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	8.2	$9.7M	282k	34.33	View chart
Tcw Etf Trust Flexible Income (FLXR)	7.0	$8.2M	213k	38.68	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	6.1	$7.2M	327k	22.07	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	5.8	$6.9M	310k	22.23	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	4.4	$5.2M	245k	21.06	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	4.2	$5.0M	117k	42.89	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.0	$3.6M	134k	26.63	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	2.6	$3.0M	64k	47.26	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	2.4	$2.8M	57k	49.76	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	2.1	$2.5M	102k	24.38	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$1.7M	16k	106.55	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	1.4	$1.7M	93k	17.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$369k	626.00	588.68	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$244k	2.3k	105.48	View chart
Wisdomtree Tr Putwrite Strat (PUTW)	0.2	$218k	6.6k	32.97	View chart

Past Filings by White & Co Financial Planning

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

White & Co Financial Planning 2024 Q4 restated filed Feb. 6, 2025
White & Co Financial Planning 2024 Q4 filed Jan. 23, 2025

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