White & Co Financial Planning

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

  • Top 5 stock holdings are SCHA, SCHX, SCHM, SCHF, SCHC, and represent 56.49% of White & Co Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: PYLD, FLXR, SCHI, SPLB, SCHH, RWO, SCHJ, JPIB, MLN, MUB.
  • Started 1 new stock position in PYLD.
  • Reduced shares in these 7 stocks: SCHF, SCHA, SCHC, SCHX, IVV, WTPI, GNR.
  • White & Co Financial Planning was a net buyer of stock by $7.4M.
  • White & Co Financial Planning has $142M in assets under management (AUM), dropping by 6.33%.
  • Central Index Key (CIK): 0002039300

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Portfolio Holdings for White & Co Financial Planning

White & Co Financial Planning holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 14.9 $21M 728k 29.08
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.6 $21M 808k 25.64
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.5 $14M 437k 30.96
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.9 $13M -2% 511k 24.75
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 8.6 $12M 263k 46.74
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Tcw Etf Trust Flexible Income (FLXR) 7.2 $10M +12% 260k 39.27
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 6.0 $8.6M +11% 378k 22.68
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Spdr Ser Tr Portfolio Ln Cor (SPLB) 5.8 $8.3M +11% 371k 22.22
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Schwab Strategic Tr Us Reit Etf (SCHH) 4.2 $6.0M +10% 279k 21.49
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 4.1 $5.9M +6% 128k 45.77
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 3.1 $4.4M 59k 74.67
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.1 $4.4M 133k 32.95
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.4 $3.4M +10% 71k 47.82
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Pimco Etf Tr Multisector Bd (PYLD) 2.4 $3.4M NEW 129k 26.20
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 2.1 $3.0M +11% 121k 24.73
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Ishares Tr National Mun Etf (MUB) 1.3 $1.9M +8% 18k 106.15
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Vaneck Etf Trust Long Muni Etf (MLN) 1.3 $1.9M +8% 108k 17.44
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $254k +4% 2.4k 106.50
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $242k -12% 370.00 653.21
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Wisdomtree Tr Putwrite Strat (WTPI) 0.1 $201k -5% 6.3k 31.91
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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