White & Co Financial Planning

White & Co Financial Planning as of Dec. 31, 2024

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