White & Co Financial Planning Inc Top Holdings and 13F Report (2025) About White & Co Financial Planning IncInvestment ActivityWhite & Co Financial Planning Inc has $117.91 million in total holdings as of December 31, 2024.White & Co Financial Planning Inc owns shares of 19 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab US Large-Cap ETF $19,660,789Schwab US Small-Cap ETF $18,042,476Schwab U.S. Mid-Cap ETF $11,858,314Schwab International Equity ETF $10,074,057Schwab International Small-Cap Equity ETF $9,677,988 Sector AllocationMap of 500 Largest Holdings ofWhite & Co Financial Planning Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$19,660,789848,17916.7%ETFSCHASchwab US Small-Cap ETF$18,042,476697,69815.3%ETFSCHMSchwab U.S. Mid-Cap ETF$11,858,314427,94310.1%ETFSCHFSchwab International Equity ETF$10,074,057544,5448.5%ETFSCHCSchwab International Small-Cap Equity ETF$9,677,988281,9118.2%ETFTCW ETF TRUST$8,233,966212,8747.0%FLEXIBLE INCOMESCHISchwab 5-10 Year Corporate Bond ETF$7,222,330327,2466.1%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$6,884,522309,6955.8%ETFSCHHSchwab U.S. REIT ETF$5,150,200244,5494.4%ETFRWOSPDR Dow Jones Global Real Estate ETF$5,006,498116,7294.2%ETFSCHESchwab Emerging Markets Equity ETF$3,558,709133,6353.0%ETFJPIBJPMorgan International Bond Opportunities ETF$3,039,28264,3102.6%ETFGNRSPDR S&P Global Natural Resources ETF$2,815,30356,5782.4%ETFSCHJSchwab 1-5 Year Corporate Bond ETF$2,479,959101,7422.1%ETFMUBiShares National Muni Bond ETF$1,702,34915,9771.4%ETFMLNVanEck Long Muni ETF$1,669,13493,3521.4%ETFIVViShares Core S&P 500 ETF$368,5146260.3%ETFSUBiShares Short-Term National Muni Bond ETF$243,7642,3110.2%ETFPUTWWisdomTree PutWrite Strategy Fund$217,5766,6000.2%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. 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 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.
