White & Co Financial Planning Inc Portfolio Stock Holdings
White & Co Financial Planning Inc disclosed 20 stock positions valued at approximately $161.4 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $161.4M
Holdings by Sector
White & Co Financial Planning Inc Portfolio Holdings in Q2 2026
19 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHA | Other | 15.83% | 707,188 | -21,255 | -2.92% | $25,550,715 |
| SCHWAB STRATEGIC TR | SCHX | Other | 14.87% | 815,684 | +7,293 | +0.90% | $24,005,565 |
| SCHWAB STRATEGIC TR | SCHM | Other | 10.04% | 439,692 | +2,860 | +0.65% | $16,211,451 |
| SCHWAB STRATEGIC TR | SCHF | Other | 8.80% | 513,065 | +2,397 | +0.47% | $14,211,899 |
| SCHWAB STRATEGIC TR | SCHC | Other | 7.91% | 265,459 | +2,967 | +1.13% | $12,773,881 |
| TCW ETF TRUST | FLXR | Other | 7.31% | 300,921 | +41,367 | +15.94% | $11,799,123 |
| SCHWAB STRATEGIC TR | SCHI | Other | 5.99% | 427,382 | +49,579 | +13.12% | $9,675,936 |
| SPDR SER TR | SPLB | Other | 5.86% | 421,974 | +50,604 | +13.63% | $9,452,226 |
| SCHWAB STRATEGIC TR | SCHH | Other | 4.13% | 281,314 | +2,084 | +0.75% | $6,661,507 |
| SPDR INDEX SHS FDS | RWO | Other | 4.04% | 131,163 | +2,722 | +2.12% | $6,520,124 |
| SCHWAB STRATEGIC TR | SCHE | Other | 3.00% | 133,457 | +842 | +0.63% | $4,839,134 |
| SPDR INDEX SHS FDS | GNR | Other | 2.47% | 59,116 | +213 | +0.36% | $3,979,097 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 2.33% | 77,901 | +6,804 | +9.57% | $3,766,534 |
| SCHWAB STRATEGIC TR | SCHJ | Other | 2.16% | 141,293 | +20,775 | +17.24% | $3,484,284 |
| VANECK ETF TRUST | MLN | Other | 1.26% | 114,023 | +6,269 | +5.82% | $2,027,329 |
| ISHARES TR | MUB | Other | 1.25% | 18,700 | +907 | +5.10% | $2,012,494 |
| ISHARES TR | IVV | Other | 0.17% | 370 | - | - | $277,089 |
| ISHARES TR | SUB | Other | 0.16% | 2,406 | +22 | +0.92% | $256,167 |
| WISDOMTREE TR | PUTW | Other | 0.13% | 6,638 | +347 | +5.52% | $217,660 |