White & Co Financial Planning Inc Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$133.8M

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	$21.8M	16.31%
2	SCHASCHWAB STRATEGIC TR	736,798	$21.0M	15.69%
3	SCHMSCHWAB STRATEGIC TR	432,356	$13.0M	9.72%
4	SCHFSCHWAB STRATEGIC TR	523,022	$12.6M	9.40%
5	SCHCSCHWAB STRATEGIC TR	266,842	$12.1M	9.08%
6	FLXRTCW ETF TRUST	231,422	$9.2M	6.85%
7	SCHISCHWAB STRATEGIC TR	339,620	$7.8M	5.83%
8	SPLBSPDR SER TR	334,403	$7.5M	5.64%
9	RWOSPDR INDEX SHS FDS	120,678	$5.4M	4.06%
10	SCHHSCHWAB STRATEGIC TR	252,471	$5.3M	3.94%
11	SCHESCHWAB STRATEGIC TR	130,252	$4.3M	3.19%
12	GNRSPDR INDEX SHS FDS	58,966	$3.7M	2.74%
13	JPIBJ P MORGAN EXCHANGE TRADED F	64,536	$3.1M	2.35%
14	SCHJSCHWAB STRATEGIC TR	107,724	$2.7M	2.01%
15	MUBISHARES TR	16,430	$1.8M	1.32%
16	MLNVANECK ETF TRUST	99,341	$1.7M	1.30%
17	IVVISHARES TR	424	$290K	0.22%
18	SUBISHARES TR	2,277	$242K	0.18%
19	WTPIWISDOMTREE TR	6,690	$220K	0.16%