White & Co Financial Planning

White & Co Financial Planning as of June 30, 2025

Portfolio Holdings for White & Co Financial Planning

White & Co Financial Planning holds 19 positions in its portfolio as reported in the June 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) 16.1 $20M 829k 24.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 15.1 $19M 747k 25.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.7 $12M 433k 27.95
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 9.4 $12M 278k 42.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.4 $12M 533k 22.05
Tcw Etf Trust Flexible Income (FLXR) 6.9 $8.6M 219k 39.48
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 5.9 $7.4M 328k 22.67
Spdr Ser Tr Portfolio Ln Cor (SPLB) 5.7 $7.2M 321k 22.36
Schwab Strategic Tr Us Reit Etf (SCHH) 4.2 $5.2M 249k 20.99
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 4.1 $5.2M 118k 44.04
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.2 $4.0M 133k 30.11
Spdr Index Shs Fds Glb Nat Resrce (GNR) 2.5 $3.1M 58k 54.23
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.5 $3.1M 64k 48.60
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 2.1 $2.6M 104k 24.78
Ishares Tr National Mun Etf (MUB) 1.3 $1.6M 15k 104.32
Vaneck Etf Trust Long Muni Etf (MLN) 1.2 $1.6M 93k 16.84
Ishares Tr Core S&p500 Etf (IVV) 0.2 $286k 463.00 617.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $240k 2.3k 106.30
Wisdomtree Tr Putwrite Strat (WTPI) 0.2 $218k 6.8k 32.06