White & Co Financial Planning Inc Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$133.8B
Holdings
19
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHXSCHWAB STRATEGIC TR | 810,769 | $21.8B | 16.31% | |
| 2 | SCHASCHWAB STRATEGIC TR | 736,798 | $21.0B | 15.69% | |
| 3 | SCHMSCHWAB STRATEGIC TR | 432,356 | $13.0B | 9.72% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 523,022 | $12.6B | 9.40% | |
| 5 | SCHCSCHWAB STRATEGIC TR | 266,842 | $12.1B | 9.08% | |
| 6 | FLXRTCW ETF TRUST | 231,422 | $9.2B | 6.85% | |
| 7 | SCHISCHWAB STRATEGIC TR | 339,620 | $7.8B | 5.83% | |
| 8 | SPLBSPDR SER TR | 334,403 | $7.5B | 5.64% | |
| 9 | RWOSPDR INDEX SHS FDS | 120,678 | $5.4B | 4.06% | |
| 10 | SCHHSCHWAB STRATEGIC TR | 252,471 | $5.3B | 3.94% | |
| 11 | SCHESCHWAB STRATEGIC TR | 130,252 | $4.3B | 3.19% | |
| 12 | GNRSPDR INDEX SHS FDS | 58,966 | $3.7B | 2.74% | |
| 13 | JPIBJ P MORGAN EXCHANGE TRADED F | 64,536 | $3.1B | 2.35% | |
| 14 | SCHJSCHWAB STRATEGIC TR | 107,724 | $2.7B | 2.01% | |
| 15 | MUBISHARES TR | 16,430 | $1.8B | 1.32% | |
| 16 | MLNVANECK ETF TRUST | 99,341 | $1.7B | 1.30% | |
| 17 | IVVISHARES TR | 424 | $290.0M | 0.22% | |
| 18 | SUBISHARES TR | 2,277 | $242.0M | 0.18% | |
| 19 | WTPIWISDOMTREE TR | 6,690 | $220.0M | 0.16% |