White & Co Financial Planning Inc
CIK: 0002039300SEC EDGAR →
Portfolio Value
$133.8M
Holdings
19
As of
Q4 2025
New Positions
19
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 810,769 | $21.8M | 16.31% |
| 2 | SCHWAB STRATEGIC TR | 736,798 | $21.0M | 15.69% |
| 3 | SCHWAB STRATEGIC TR | 432,356 | $13.0M | 9.72% |
| 4 | SCHWAB STRATEGIC TR | 523,022 | $12.6M | 9.40% |
| 5 | SCHWAB STRATEGIC TR | 266,842 | $12.1M | 9.08% |
| 6 | TCW ETF TRUST | 231,422 | $9.2M | 6.85% |
| 7 | SCHWAB STRATEGIC TR | 339,620 | $7.8M | 5.83% |
| 8 | SPDR SER TR | 334,403 | $7.5M | 5.64% |
| 9 | SPDR INDEX SHS FDS | 120,678 | $5.4M | 4.06% |
| 10 | SCHWAB STRATEGIC TR | 252,471 | $5.3M | 3.94% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (19)
$21.8M · 811K shares
$21.0M · 737K shares
$13.0M · 432K shares
$12.6M · 523K shares
$12.1M · 267K shares
$9.2M · 231K shares
$7.8M · 340K shares
$7.5M · 334K shares
$5.4M · 121K shares
$5.3M · 252K shares
$4.3M · 130K shares
$3.7M · 59K shares
$3.1M · 65K shares
$2.7M · 108K shares
$1.8M · 16K shares
$1.7M · 99K shares
$290K · 424 shares
$242K · 2K shares
$220K · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 19 | $133.7M | 100.0% |