White & Co Financial Planning Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, White & Co Financial Planning Inc held in its portfolio 19 assets valued at $133,759,477 (i.e. $133.76M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($21.82M), SCHWAB STRATEGIC TR ($20.98M), and SCHWAB STRATEGIC TR ($13.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 19 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
White & Co Financial Planning Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 810769 | 21817787 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 736798 | 20984016 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 432356 | 13000940 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 523022 | 12573445 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 266842 | 12149296 | INTL SCEQT ETF |
| TCW ETF TRUST | 231422 | 9164308 | FLEXIBLE INCOME |
| SCHWAB STRATEGIC TR | 339620 | 7801062 | 5 10YR CORP BD |
| SPDR SER TR | 334403 | 7550827 | PORTFOLIO LN COR |
| SPDR INDEX SHS FDS | 120678 | 5432928 | DJ GLB RL ES ETF |
| SCHWAB STRATEGIC TR | 252471 | 5274121 | US REIT ETF |
| SCHWAB STRATEGIC TR | 130252 | 4265751 | EMRG MKTEQ ETF |
| SPDR INDEX SHS FDS | 58966 | 3664138 | GLB NAT RESRCE |
| J P MORGAN EXCHANGE TRADED F | 64536 | 3142903 | INTL BD OPP ETF |
| SCHWAB STRATEGIC TR | 107724 | 2682316 | 1 5YR CORP BD |
| ISHARES TR | 16430 | 1759817 | NATIONAL MUN ETF |
| VANECK ETF TRUST | 99341 | 1741547 | LONG MUNI ETF |
| ISHARES TR | 424 | 290415 | CORE S&P500 ETF |
| ISHARES TR | 2277 | 242956 | SHRT NAT MUN ETF |
| WISDOMTREE TR | 6690 | 220904 | PUTWRITE STRAT |
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