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 57.46% of White & Co Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: FLXR, SPLB, SCHI, SCHJ, JPIB, PYLD, SCHX, SCHC, RWO, MLN.
  • Reduced shares in these 1 stock: SCHA.
  • White & Co Financial Planning was a net buyer of stock by $5.2M.
  • White & Co Financial Planning has $161M in assets under management (AUM), dropping by 13.50%.
  • 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 June 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) 15.8 $26M -2% 707k 36.13
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 14.9 $24M 816k 29.43
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 10.0 $16M 440k 36.87
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.8 $14M 513k 27.70
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 7.9 $13M 266k 48.12
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Tcw Etf Trust Flexible Income (FLXR) 7.3 $12M +15% 301k 39.21
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 6.0 $9.7M +13% 427k 22.64
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Spdr Ser Tr Portfolio Ln Cor (SPLB) 5.9 $9.5M +13% 422k 22.40
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Schwab Strategic Tr Us Reit Etf (SCHH) 4.1 $6.7M 281k 23.68
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 4.0 $6.5M +2% 131k 49.71
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.0 $4.8M 134k 36.26
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 2.5 $4.0M 59k 67.31
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.3 $3.8M +9% 78k 48.35
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Pimco Etf Tr Multisector Bd (PYLD) 2.3 $3.7M +8% 140k 26.52
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Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 2.2 $3.5M +17% 141k 24.66
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Vaneck Etf Trust Long Muni Etf (MLN) 1.3 $2.0M +5% 114k 17.78
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Ishares Tr National Mun Etf (MUB) 1.2 $2.0M +5% 19k 107.62
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $277k 370.00 748.89
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $256k 2.4k 106.47
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Wisdomtree Tr Putwrite Strat (WTPI) 0.1 $218k +5% 6.6k 32.79
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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