White & Co Financial Planning Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, White & Co Financial Planning Inc disclosed 19 stock positions valued at approximately $161.42M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 19
- Portfolio Value
- $161.42M
Holdings by Sector
White & Co Financial Planning Inc Portfolio Holdings in Q2 2026
| 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 |
Showing 19 of 19 holdings in the latest reporting period.