White & Co Financial Planning Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), White & Co Financial Planning Inc reported 19 stock positions worth $117.9 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 16.7% of the portfolio, followed by Schwab US Small-Cap ETF (SCHA, 15.3%) and Schwab US Mid Cap ETF (SCHM, 10.1%).
- Most Recent 13F
- Q2 2026
- Location
- SUNNYSIDE, WA
- CIK
- 0002039300
- Portfolio Value
- $117.9M (Q4 2024)
- SEC Filing
- 0001941040-25-000076 ↗ filed Feb 6, 2025
Holdings Value
Holdings 19 stocks · $117.9M
| SCHX Schwab US Large-Cap ETF | 16.68% | 848,179 | $19.7M | — |
| SCHA Schwab US Small-Cap ETF | 15.30% | 697,698 | $18.0M | — |
| SCHM Schwab US Mid Cap ETF | 10.06% | 427,943 | $11.9M | — |
| SCHF Schwab Intl Equity ETF | 8.54% | 544,544 | $10.1M | — |
| SCHC Schwab Intl Small-Cap Equity | 8.21% | 281,911 | $9.7M | — |
| FLXR TCW Flexible Income ETF | 6.98% | 212,874 | $8.2M | — |
| SCHI Schwab 5-10 Year Corporate B | 6.13% | 327,246 | $7.2M | — |
| SPLB SS SPDR P Long Term C ETF | 5.84% | 309,695 | $6.9M | — |
| SCHH Schwab US REIT ETF | 4.37% | 244,549 | $5.2M | — |
| RWO State Street SPDR Dow Jones | 4.25% | 116,729 | $5.0M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.02% | 133,635 | $3.6M | — |
| JPIB JPMorgan Intl BND ETF | 2.58% | 64,310 | $3.0M | — |
| GNR State Street SPDR S&P Global | 2.39% | 56,578 | $2.8M | — |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.10% | 101,742 | $2.5M | — |
| MUB iShares National Muni Bond E | 1.44% | 15,977 | $1.7M | — |
| MLN Vaneck Long Muni ETF | 1.42% | 93,352 | $1.7M | — |
| IVV iShares Core S&P 500 ETF | 0.31% | 626 | $369K | — |
| SUB iShares Short-Term National | 0.21% | 2,311 | $244K | — |
| WTPI Wisdomtree Equity Premium Inc. | 0.18% | 6,600 | $218K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $161.4M | SCHA, SCHX, SCHM, SCHF, SCHC |
| Q1 2026 | 20 | $142.2M | SCHA, SCHX, SCHM, SCHF, SCHC |
| Q4 2025 | 19 | $133.8M | SCHX, SCHA, SCHM, SCHF, SCHC |
| Q3 2025 | 19 | $132.8M | SCHX, SCHA, SCHM, SCHF, SCHC |
| Q2 2025 | 19 | $125.0M | SCHX, SCHA, SCHM, SCHC, SCHF |
| Q1 2025 | 19 | $116.1M | SCHX, SCHA, SCHM, SCHF, SCHC |
| Q4 2024Amended | 19 | $117.9M | SCHX, SCHA, SCHM, SCHF, SCHC |