White & Co Financial Planning Inc Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$125.0B
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 829,155 | $20.2B | 16.13% | |
| 2 | SCHASCHWAB STRATEGIC TR | 747,217 | $18.9B | 15.10% | |
| 3 | SCHMSCHWAB STRATEGIC TR | 433,386 | $12.1B | 9.69% | |
| 4 | SCHCSCHWAB STRATEGIC TR | 277,996 | $11.7B | 9.39% | |
| 5 | SCHFSCHWAB STRATEGIC TR | 532,724 | $11.7B | 9.39% | |
| 6 | FLXRTCW ETF TRUST | 218,783 | $8.6B | 6.91% | |
| 7 | SCHISCHWAB STRATEGIC TR | 328,078 | $7.4B | 5.95% | |
| 8 | SPLBSPDR SER TR | 321,114 | $7.2B | 5.74% | |
| 9 | SCHHSCHWAB STRATEGIC TR | 248,468 | $5.2B | 4.17% | |
| 10 | RWOSPDR INDEX SHS FDS | 117,574 | $5.2B | 4.14% | |
| 11 | SCHESCHWAB STRATEGIC TR | 132,764 | $4.0B | 3.20% | |
| 12 | GNRSPDR INDEX SHS FDS | 57,937 | $3.1B | 2.51% | |
| 13 | JPIBJ P MORGAN EXCHANGE TRADED F | 64,356 | $3.1B | 2.50% | |
| 14 | SCHJSCHWAB STRATEGIC TR | 104,319 | $2.6B | 2.07% | |
| 15 | MUBISHARES TR | 15,128 | $1.6B | 1.26% | |
| 16 | MLNVANECK ETF TRUST | 92,746 | $1.6B | 1.25% | |
| 17 | IVVISHARES TR | 463 | $285.9M | 0.23% | |
| 18 | SUBISHARES TR | 2,259 | $240.1M | 0.19% | |
| 19 | WTPIWISDOMTREE TR | 6,801 | $218.0M | 0.17% |