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White & Co Financial Planning Inc Portfolio
$151.3M across 21 positions as of 2026-09-30, with 83% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHXSchwab U.S. Large-Cap ETF | $20.4M | 13.5% | 796,255 |
| SCHASchwab U.S. Small-Cap ETF | $20.2M | 13.3% | 693,487 |
| SCHWAB STRATEGIC TR | $13.5M | 8.9% | 434,539 |
| FLXRTCW Flexible Income ETF | $13.2M | 8.7% | 335,656 |
| SCHCSchwab International Small-Cap Equity ETF | $12.5M | 8.3% | 267,152 |
| SCHFSchwab International Equity ETF | $12.4M | 8.2% | 502,737 |
| SCHISchwab 5-10 Year Corporate Bond ETF | $10.6M | 7.0% | 468,681 |
| SPDR SER TR | $10.6M | 7.0% | 477,474 |
| SCHHSchwab U.S. REIT ETF | $6M | 4.0% | 280,104 |
| SPDR INDEX SHS FDS | $6M | 4.0% | 131,399 |
| GNRState Street SPDR S&P Global Natural Resources ETF | $4.4M | 2.9% | 58,915 |
| SCHESchwab Emerging Markets Equity ETF | $4.4M | 2.9% | 132,120 |
| J P MORGAN EXCHANGE TRADED F | $4.1M | 2.7% | 84,834 |
| SCHWAB STRATEGIC TR | $4M | 2.6% | 161,288 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $3.9M | 2.6% | 150,160 |
| VANECK ETF TRUST | $2M | 1.3% | 115,370 |
| MUBiShares National Muni Bond ETF | $2M | 1.3% | 18,897 |
| VOVanguard Mid-Cap ETF | $436.5K | 0.3% | 1,520 |
| SUBiShares Short-Term National Muni Bond ETF | $269.1K | 0.2% | 2,527 |
| IVViShares Core S&P 500 ETF | $241.7K | 0.2% | 370 |
| WISDOMTREE TR | $220.8K | 0.1% | 6,918 |
Quarter ending 2026-09-30.
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