The Analysis of White & Co Financial Planning Inc's Holdings

Currently, White & Co Financial Planning Inc holds 19 types of securities in its portfolio with a total value $133.8M. In the most recent quarter, they have decreased their positions in FLXR (-570 shares, valued at $22.6K), SPLB (-567 shares, valued at $12.8K), SCHI (-556 shares, valued at $12.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR810.8K shares-0.04%2025-12-312026-01-20

SCHA SCHWAB STRATEGIC TR736.8K shares-0.04%2025-12-312026-01-20

SCHM SCHWAB STRATEGIC TR432.4K shares-0.05%2025-12-312026-01-20

SCHF SCHWAB STRATEGIC TR523.0K shares-0.05%2025-12-312026-01-20

SCHC SCHWAB STRATEGIC TR266.8K shares-0.03%2025-12-312026-01-20

FLXR TCW ETF TRUST231.4K shares-0.25%2025-12-312026-01-20

SCHI SCHWAB STRATEGIC TR339.6K shares-0.16%2025-12-312026-01-20

SPLB SPDR SER TR334.4K shares-0.17%2025-12-312026-01-20

Sponsored

RWO SPDR INDEX SHS FDS120.7K shares-0.07%2025-12-312026-01-20

SCHH SCHWAB STRATEGIC TR252.5K shares-0.07%2025-12-312026-01-20

SCHE SCHWAB STRATEGIC TR130.3K shares-0.04%2025-12-312026-01-20

GNR SPDR INDEX SHS FDS59.0K shares-0.04%2025-12-312026-01-20

JPIB J P MORGAN EXCHANGE TRADED F64.5K shares-0.15%2025-12-312026-01-20

SCHJ SCHWAB STRATEGIC TR107.7K shares-0.27%2025-12-312026-01-20

MUB ISHARES TR16.4K shares0.00%2025-12-312026-01-20

MLN VANECK ETF TRUST99.3K shares0.00%2025-12-312026-01-20

Sponsored

IVV ISHARES TR424 shares0.00%2025-12-312026-01-20

SUB ISHARES TR2.3K shares0.00%2025-12-312026-01-20

WTPI WISDOMTREE TR6.7K shares-0.43%2025-12-312026-01-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

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