White & Co Financial Planning Inc 13F Holdings
CIK 0002039300
As of Sep 30, 2025, White & Co Financial Planning Inc reported 19 positions worth
CIK 0002039300
As of Sep 30, 2025, White & Co Financial Planning Inc reported 19 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 811,103 | $21.4M | 16.08% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 737,124 | $20.6M | 15.48% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 432,570 | 2.8M | 9.65% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 523,264 | 2.2M | 9.17% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 266,930 | 2.1M | 9.15% |
| TCW FLEXIBLE INCOME ETF | FLXR | — | 231,992 | $9.2M | 6.95% |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | SCHI | — | 340,176 | $7.9M | 5.91% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM CORPORATE BOND ETF | SPLB | — | 334,970 | $7.7M | 5.83% |
| SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF | RWO | — | 120,765 | $5.5M | 4.16% |
| SCHWAB US REIT ETF | SCHH | — | 252,648 | $5.4M | 4.10% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 130,301 | $4.3M | 3.27% |
| SPDR(R) S&P(R) GLOBAL NATURAL RESOURCES ETF | GNR | — | 58,988 | $3.5M | 2.63% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 64,630 | $3.2M | 2.39% |
| SCHWAB STRATEGIC TR | — | — | 108,011 | $2.7M | 2.03% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 16,430 | .7M | 1.32% |
| VANECK ETF TRUST | MLN | — | 99,341 | .7M | 1.31% |
| ISHARES CORE S&P 500 ETF | IVV | — | 424 | $283.8K | 0.21% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 2,277 | $243.1K | 0.18% |
| WISDOMTREE TR | WTPI | — | 6,719 | $223.5K | 0.17% |