White & Co Financial Planning Inc Top Holdings and 13F Report (2026) About White & Co Financial Planning IncInvestment ActivityWhite & Co Financial Planning Inc has $161.42 million in total holdings as of June 30, 2026.White & Co Financial Planning Inc owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.70% of the portfolio was purchased this quarter.About 0.48% of the portfolio was sold this quarter.This quarter, White & Co Financial Planning Inc has purchased 20 new stocks and bought additional shares in 18 stocks.White & Co Financial Planning Inc sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Small-Cap ETF $25,550,715Schwab US Large-Cap ETF $24,005,565Schwab U.S. Mid-Cap ETF $16,211,451Schwab International Equity ETF $14,211,899Schwab International Small-Cap Equity ETF $12,773,881 Largest Purchases this Quarter TCW ETF TRUST 41,367 shares (about $1.62M)SPDR Portfolio Long Term Corporate Bond ETF 50,604 shares (about $1.13M)Schwab 5-10 Year Corporate Bond ETF 49,579 shares (about $1.12M)Schwab 1-5 Year Corporate Bond ETF 20,775 shares (about $512.31K)JPMorgan International Bond Opportunities ETF 6,804 shares (about $328.98K) Largest Sales this Quarter Schwab US Small-Cap ETF 21,255 shares (about $767.94K) 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$25,550,715$767,944 â–¼-2.9%707,18815.8%ETFSCHXSchwab US Large-Cap ETF$24,005,565$214,633 â–²0.9%815,68414.9%ETFSCHMSchwab U.S. Mid-Cap ETF$16,211,451$105,448 â–²0.7%439,69210.0%ETFSCHFSchwab International Equity ETF$14,211,899$66,397 â–²0.5%513,0658.8%ETFSCHCSchwab International Small-Cap Equity ETF$12,773,881$142,772 â–²1.1%265,4597.9%ETFTCW ETF TRUST$11,799,123$1,622,002 â–²15.9%300,9217.3%FLEXIBLE INCOMESCHISchwab 5-10 Year Corporate Bond ETF$9,675,936$1,122,469 â–²13.1%427,3826.0%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$9,452,226$1,133,531 â–²13.6%421,9745.9%ETFSCHHSchwab U.S. REIT ETF$6,661,507$49,349 â–²0.7%281,3144.1%ETFRWOSPDR Dow Jones Global Real Estate ETF$6,520,124$135,311 â–²2.1%131,1634.0%ETFSCHESchwab Emerging Markets Equity ETF$4,839,134$30,531 â–²0.6%133,4573.0%ETFGNRSPDR S&P Global Natural Resources ETF$3,979,097$14,337 â–²0.4%59,1162.5%ETFJPIBJPMorgan International Bond Opportunities ETF$3,766,534$328,975 â–²9.6%77,9012.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$3,701,290$278,619 â–²8.1%139,5662.3%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$3,484,284$512,311 â–²17.2%141,2932.2%ETFMLNVanEck Long Muni ETF$2,027,329$111,463 â–²5.8%114,0231.3%ETFMUBiShares National Muni Bond ETF$2,012,494$97,611 â–²5.1%18,7001.2%ETFIVViShares Core S&P 500 ETF$277,0890.0%3700.2%ETFSUBiShares Short-Term National Muni Bond ETF$256,167$2,342 â–²0.9%2,4060.2%ETFPUTWWisdomTree PutWrite Strategy Fund$217,660$11,378 â–²5.5%6,6380.1%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
