White & Co Financial Planning Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), White & Co Financial Planning Inc reported 19 stock positions worth $116.1 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 15.4% of the portfolio, followed by Schwab US Small-Cap ETF (SCHA, 13.9%) and Schwab US Mid Cap ETF (SCHM, 9.5%). Compared with Q4 2024, it added to 9 and reduced 9. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +1%) and the biggest sale Schwab US Small-Cap ETF (SCHA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SUNNYSIDE, WA
- CIK
- 0002039300
- Portfolio Value
- $116.1M (Q1 2025)
- SEC Filing
- 0002039300-25-000003 ↗ filed May 7, 2025
Holdings Value
Holdings 19 stocks · $116.1M
| SCHX Schwab US Large-Cap ETF | 15.44% | 815,975 | $17.9M | Reduce -3.8% |
| SCHA Schwab US Small-Cap ETF | 13.94% | 688,800 | $16.2M | Reduce -1.3% |
| SCHM Schwab US Mid Cap ETF | 9.54% | 422,899 | $11.1M | Reduce -1.2% |
| SCHF Schwab Intl Equity ETF | 9.44% | 548,889 | $11.0M | Add +0.8% |
| SCHC Schwab Intl Small-Cap Equity | 8.89% | 285,488 | $10.3M | Add +1.3% |
| FLXR TCW Flexible Income ETF | 7.41% | 219,574 | $8.6M | Add +3.1% |
| SCHI Schwab 5-10 Year Corporate B | 6.31% | 326,399 | $7.3M | Reduce -0.3% |
| SPLB SS SPDR P Long Term C ETF | 6.15% | 317,405 | $7.1M | Add +2.5% |
| SCHH Schwab US REIT ETF | 4.52% | 246,027 | $5.2M | Add +0.6% |
| RWO State Street SPDR Dow Jones | 4.33% | 116,028 | $5.0M | Reduce -0.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.13% | 131,576 | $3.6M | Reduce -1.5% |
| JPIB JPMorgan Intl BND ETF | 2.66% | 64,556 | $3.1M | Add +0.4% |
| GNR State Street SPDR S&P Global | 2.61% | 56,726 | $3.0M | Add +0.3% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 2.21% | 103,965 | $2.6M | Add +2.2% |
| MLN Vaneck Long Muni ETF | 1.43% | 95,830 | $1.7M | Add +2.6% |
| MUB iShares National Muni Bond E | 1.37% | 15,141 | $1.6M | Reduce -5.2% |
| IVV iShares Core S&P 500 ETF | 0.25% | 527 | $294K | Reduce -15.8% |
| SUB iShares Short-Term National | 0.21% | 2,311 | $244K | No change |
| WTPI Wisdomtree Equity Premium Inc. | 0.17% | 6,448 | $200K | Reduce -2.3% |
Portfolio Sells Q4 2024 → Q1 2025
| SCHA Schwab US Small-Cap ETF | Reduce -1.3% | 13.94% | −1.37 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.8% | 15.44% | −1.24 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.2% | 9.54% | −0.52 |
| MUB iShares National Muni Bond E | Reduce -5.2% | 1.37% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -15.8% | 0.25% | −0.06 |
| WTPI Wisdomtree Equity Premium Inc. | Reduce -2.3% | 0.17% | −0.01 |
| RWO State Street SPDR Dow Jones | Reduce -0.6% | 4.33% | +0.09 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.5% | 3.13% | +0.11 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -0.3% | 6.31% | +0.18 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHF Schwab Intl Equity ETF | Add +0.8% | 9.44% | +0.90 |
| SCHC Schwab Intl Small-Cap Equity | Add +1.3% | 8.89% | +0.69 |
| FLXR TCW Flexible Income ETF | Add +3.1% | 7.41% | +0.42 |
| SPLB SS SPDR P Long Term C ETF | Add +2.5% | 6.15% | +0.31 |
| GNR State Street SPDR S&P Global | Add +0.3% | 2.61% | +0.22 |
| SCHH Schwab US REIT ETF | Add +0.6% | 4.52% | +0.15 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | Add +2.2% | 2.21% | +0.10 |
| JPIB JPMorgan Intl BND ETF | Add +0.4% | 2.66% | +0.09 |
| MLN Vaneck Long Muni ETF | Add +2.6% | 1.43% | +0.01 |
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 |