White & Co Financial Planning Inc Top Holdings and 13F Report (2025) About White & Co Financial Planning IncInvestment ActivityWhite & Co Financial Planning Inc has $125.05 million in total holdings as of June 30, 2025.White & Co Financial Planning Inc owns shares of 19 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.96% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, White & Co Financial Planning Inc has purchased 19 new stocks and bought additional shares in 11 stocks.White & Co Financial Planning Inc sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $20,173,346Schwab US Small-Cap ETF $18,882,169Schwab U.S. Mid-Cap ETF $12,113,148Schwab International Small-Cap Equity ETF $11,748,093Schwab International Equity ETF $11,746,560 Largest Purchases this Quarter Schwab US Small-Cap ETF 58,417 shares (about $1.48M)Schwab US Large-Cap ETF 13,180 shares (about $320.67K)Schwab U.S. Mid-Cap ETF 10,487 shares (about $293.11K)SPDR Portfolio Long Term Corporate Bond ETF 3,709 shares (about $82.93K)SPDR Dow Jones Global Real Estate ETF 1,546 shares (about $68.09K) Largest Sales this Quarter Schwab International Equity ETF 16,165 shares (about $356.44K)Schwab International Small-Cap Equity ETF 7,492 shares (about $316.61K)VanEck Long Muni ETF 3,084 shares (about $51.92K)iShares Core S&P 500 ETF 64 shares (about $39.52K)TCW ETF TRUST 791 shares (about $31.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhite & Co Financial Planning Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$20,173,346$320,669 ▲1.6%829,15516.1%ETFSCHASchwab US Small-Cap ETF$18,882,169$1,476,197 ▲8.5%747,21715.1%ETFSCHMSchwab U.S. Mid-Cap ETF$12,113,148$293,112 ▲2.5%433,3869.7%ETFSCHCSchwab International Small-Cap Equity ETF$11,748,093$316,611 ▼-2.6%277,9969.4%ETFSCHFSchwab International Equity ETF$11,746,560$356,438 ▼-2.9%532,7249.4%ETFTCW ETF TRUST$8,637,553$31,229 ▼-0.4%218,7836.9%FLEXIBLE INCOMESCHISchwab 5-10 Year Corporate Bond ETF$7,437,533$38,063 ▲0.5%328,0785.9%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$7,180,107$82,933 ▲1.2%321,1145.7%ETFSCHHSchwab U.S. REIT ETF$5,215,334$51,236 ▲1.0%248,4684.2%ETFRWOSPDR Dow Jones Global Real Estate ETF$5,177,973$68,086 ▲1.3%117,5744.1%ETFSCHESchwab Emerging Markets Equity ETF$3,997,523$35,771 ▲0.9%132,7643.2%ETFGNRSPDR S&P Global Natural Resources ETF$3,141,915$65,672 ▲2.1%57,9372.5%ETFJPIBJPMorgan International Bond Opportunities ETF$3,127,699$9,720 ▼-0.3%64,3562.5%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$2,585,037$8,772 ▲0.3%104,3192.1%ETFMUBiShares National Muni Bond ETF$1,578,153$1,356 ▼-0.1%15,1281.3%ETFMLNVanEck Long Muni ETF$1,561,379$51,919 ▼-3.2%92,7461.2%ETFIVViShares Core S&P 500 ETF$285,884$39,517 ▼-12.1%4630.2%ETFSUBiShares Short-Term National Muni Bond ETF$240,132$5,528 ▼-2.3%2,2590.2%ETFPUTWWisdomTree PutWrite Strategy Fund$218,040$11,317 ▲5.5%6,8010.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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