White & Co Financial Planning Inc Top Holdings and 13F Report (2026) About White & Co Financial Planning IncInvestment ActivityWhite & Co Financial Planning Inc has $142.23 million in total holdings as of March 31, 2026.White & Co Financial Planning Inc owns shares of 20 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.80% of the portfolio was purchased this quarter.About 0.61% of the portfolio was sold this quarter.This quarter, White & Co Financial Planning Inc has purchased 19 new stocks and bought additional shares in 12 stocks.White & Co Financial Planning Inc sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Small-Cap ETF $21,183,136Schwab US Large-Cap ETF $20,727,157Schwab U.S. Mid-Cap ETF $13,524,305Schwab International Equity ETF $12,639,040Schwab International Small-Cap Equity ETF $12,268,873 Largest New Holdings this Quarter 72201r585 - PIMCO Multi Sector Bond Active ETF $3,381,372 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 129,060 shares (about $3.38M)TCW ETF TRUST 28,132 shares (about $1.10M)Schwab 5-10 Year Corporate Bond ETF 38,183 shares (about $865.99K)SPDR Portfolio Long Term Corporate Bond ETF 36,967 shares (about $821.41K)Schwab U.S. REIT ETF 26,759 shares (about $575.05K) Largest Sales this Quarter Schwab International Equity ETF 12,354 shares (about $305.76K)Schwab US Small-Cap ETF 8,355 shares (about $242.96K)Schwab International Small-Cap Equity ETF 4,350 shares (about $203.32K)Schwab US Large-Cap ETF 2,378 shares (about $60.97K)iShares Core S&P 500 ETF 54 shares (about $35.27K) 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 PortfolioSectorSCHASchwab US Small-Cap ETF$21,183,136$242,964 ▼-1.1%728,44314.9%ETFSCHXSchwab US Large-Cap ETF$20,727,157$60,972 ▼-0.3%808,39114.6%ETFSCHMSchwab U.S. Mid-Cap ETF$13,524,305$138,577 ▲1.0%436,8329.5%ETFSCHFSchwab International Equity ETF$12,639,040$305,762 ▼-2.4%510,6688.9%ETFSCHCSchwab International Small-Cap Equity ETF$12,268,873$203,319 ▼-1.6%262,4928.6%ETFTCW ETF TRUST$10,192,699$1,104,745 ▲12.2%259,5547.2%FLEXIBLE INCOMESCHISchwab 5-10 Year Corporate Bond ETF$8,568,579$865,991 ▲11.2%377,8036.0%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$8,251,837$821,406 ▲11.1%371,3705.8%ETFSCHHSchwab U.S. REIT ETF$6,000,659$575,052 ▲10.6%279,2304.2%ETFRWOSPDR Dow Jones Global Real Estate ETF$5,878,744$355,312 ▲6.4%128,4414.1%ETFGNRSPDR S&P Global Natural Resources ETF$4,398,287$4,704 ▼-0.1%58,9033.1%ETFSCHESchwab Emerging Markets Equity ETF$4,369,661$77,861 ▲1.8%132,6153.1%ETFJPIBJPMorgan International Bond Opportunities ETF$3,399,847$313,746 ▲10.2%71,0972.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$3,381,372$3,381,372 ▲New Holding129,0602.4%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$2,979,802$316,331 ▲11.9%120,5182.1%ETFMUBiShares National Muni Bond ETF$1,888,727$144,682 ▲8.3%17,7931.3%ETFMLNVanEck Long Muni ETF$1,879,230$146,723 ▲8.5%107,7541.3%ETFSUBiShares Short-Term National Muni Bond ETF$253,896$11,396 ▲4.7%2,3840.2%ETFIVViShares Core S&P 500 ETF$241,688$35,273 ▼-12.7%3700.2%ETFPUTWWisdomTree PutWrite Strategy Fund$200,746$12,732 ▼-6.0%6,2910.1%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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