White & Co Financial Planning Inc
CIK: 0002039300Latest portfolio: $133.8M · Q4 2025
Holdings
19
Total Value
$133.8M
New Positions
19
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 810,769 | $21.8M | 16.31% | NEW | |
| 2 | SCHASCHWAB STRATEGIC TR | 736,798 | $21.0M | 15.69% | NEW | |
| 3 | SCHMSCHWAB STRATEGIC TR | 432,356 | $13.0M | 9.72% | NEW | |
| 4 | SCHFSCHWAB STRATEGIC TR | 523,022 | $12.6M | 9.40% | NEW | |
| 5 | SCHCSCHWAB STRATEGIC TR | 266,842 | $12.1M | 9.08% | NEW | |
| 6 | FLXRTCW ETF TRUST | 231,422 | $9.2M | 6.85% | NEW | |
| 7 | SCHISCHWAB STRATEGIC TR | 339,620 | $7.8M | 5.83% | NEW | |
| 8 | SPLBSPDR SER TR | 334,403 | $7.5M | 5.64% | NEW | |
| 9 | RWOSPDR INDEX SHS FDS | 120,678 | $5.4M | 4.06% | NEW | |
| 10 | SCHHSCHWAB STRATEGIC TR | 252,471 | $5.3M | 3.94% | NEW | |
| 11 | SCHESCHWAB STRATEGIC TR | 130,252 | $4.3M | 3.19% | NEW | |
| 12 | GNRSPDR INDEX SHS FDS | 58,966 | $3.7M | 2.74% | NEW | |
| 13 | JPIBJ P MORGAN EXCHANGE TRADED F | 64,536 | $3.1M | 2.35% | NEW | |
| 14 | SCHJSCHWAB STRATEGIC TR | 107,724 | $2.7M | 2.01% | NEW | |
| 15 | MUBISHARES TR | 16,430 | $1.8M | 1.32% | NEW | |
| 16 | MLNVANECK ETF TRUST | 99,341 | $1.7M | 1.30% | NEW | |
| 17 | IVVISHARES TR | 424 | $290K | 0.22% | NEW | |
| 18 | SUBISHARES TR | 2,277 | $242K | 0.18% | NEW | |
| 19 | WTPIWISDOMTREE TR | 6,690 | $220K | 0.16% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services100.0% ($2.181720984130001e+68T)
Filing History
Fund Information
White & Co Financial Planning Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $133.8M across 19 holdings. The largest position is SCHWAB STRATEGIC TR (SCHX), representing 16.3% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.