White & Co Financial Planning

White & Co Financial Planning as of March 31, 2025

Portfolio Holdings for White & Co Financial Planning

White & Co Financial Planning holds 19 positions in its portfolio as reported in the March 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) 15.4 $18M 816k 21.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 13.9 $16M 689k 23.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.5 $11M 423k 26.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.4 $11M 549k 19.96
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 8.9 $10M 286k 36.16
Tcw Etf Trust Flexible Income (FLXR) 7.4 $8.6M 220k 39.14
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 6.3 $7.3M 326k 22.42
Spdr Ser Tr Portfolio Ln Cor (SPLB) 6.1 $7.1M 317k 22.47
Schwab Strategic Tr Us Reit Etf (SCHH) 4.5 $5.2M 246k 21.30
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 4.3 $5.0M 116k 43.35
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.1 $3.6M 132k 27.61
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.7 $3.1M 65k 47.91
Spdr Index Shs Fds Glb Nat Resrce (GNR) 2.6 $3.0M 57k 53.37
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 2.2 $2.6M 104k 24.64
Vaneck Etf Trust Long Muni Etf (MLN) 1.4 $1.7M 96k 17.32
Ishares Tr National Mun Etf (MUB) 1.4 $1.6M 15k 105.19
Ishares Tr Core S&p500 Etf (IVV) 0.3 $294k 527.00 558.12
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $244k 2.3k 105.49
Wisdomtree Tr Putwrite Strat (WTPI) 0.2 $200k 6.4k 31.02