White & Co Financial Planning Inc Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$116.1B
Holdings
19
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 815,975 | $17.9B | 15.44% | |
| 2 | SCHASCHWAB STRATEGIC TR | 688,800 | $16.2B | 13.94% | |
| 3 | SCHMSCHWAB STRATEGIC TR | 422,899 | $11.1B | 9.54% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 548,889 | $11.0B | 9.44% | |
| 5 | SCHCSCHWAB STRATEGIC TR | 285,488 | $10.3B | 8.89% | |
| 6 | FLXRTCW ETF TRUST | 219,574 | $8.6B | 7.41% | |
| 7 | SCHISCHWAB STRATEGIC TR | 326,399 | $7.3B | 6.31% | |
| 8 | SPLBSPDR SER TR | 317,405 | $7.1B | 6.15% | |
| 9 | SCHHSCHWAB STRATEGIC TR | 246,027 | $5.2B | 4.52% | |
| 10 | RWOSPDR INDEX SHS FDS | 116,028 | $5.0B | 4.33% | |
| 11 | SCHESCHWAB STRATEGIC TR | 131,576 | $3.6B | 3.13% | |
| 12 | JPIBJ P MORGAN EXCHANGE TRADED F | 64,556 | $3.1B | 2.66% | |
| 13 | GNRSPDR INDEX SHS FDS | 56,726 | $3.0B | 2.61% | |
| 14 | SCHJSCHWAB STRATEGIC TR | 103,965 | $2.6B | 2.21% | |
| 15 | MLNVANECK ETF TRUST | 95,830 | $1.7B | 1.43% | |
| 16 | MUBISHARES TR | 15,141 | $1.6B | 1.37% | |
| 17 | IVVISHARES TR | 527 | $294.1M | 0.25% | |
| 18 | SUBISHARES TR | 2,311 | $243.8M | 0.21% | |
| 19 | WTPIWISDOMTREE TR | 6,448 | $200.0M | 0.17% |