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

Currently, White & Co Financial Planning Inc holds 20 types of securities in its portfolio with a total value $142.2M. In the most recent quarter, they have increased their positions in N/A (+129.1K shares, valued at $3.4M), FLXR (+28.1K shares, valued at $1.1M), SCHI (+38.2K shares, valued at $866.0K); decreased their positions in SCHF (-12.4K shares, valued at $305.8K), SCHA (-8.4K shares, valued at $243.0K), SCHC (-4.3K shares, valued at $203.3K); initiated new positions in N/A (+129.1K shares, valued at $3.4M).

1M P&L

+3.2M+2.17%

3M P&L

+3.7M+2.54%

HY P&L

+14.0M+10.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A138.8M

100.0%

Top Industries by Stock Count

1N/A19 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHA SCHWAB STRATEGIC TR728.4K shares-1.13%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR808.4K shares-0.29%2026-03-312026-05-06

SCHM SCHWAB STRATEGIC TR436.8K shares1.04%2026-03-312026-05-06

SCHF SCHWAB STRATEGIC TR510.7K shares-2.36%2026-03-312026-05-06

SCHC SCHWAB STRATEGIC TR262.5K shares-1.63%2026-03-312026-05-06

FLXR TCW ETF TRUST259.6K shares12.16%2026-03-312026-05-06

SCHI SCHWAB STRATEGIC TR377.8K shares11.24%2026-03-312026-05-06

SPLB SPDR SER TR371.4K shares11.05%2026-03-312026-05-06

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SCHH SCHWAB STRATEGIC TR279.2K shares10.60%2026-03-312026-05-06

RWO SPDR INDEX SHS FDS128.4K shares6.43%2026-03-312026-05-06

GNR SPDR INDEX SHS FDS58.9K shares-0.11%2026-03-312026-05-06

SCHE SCHWAB STRATEGIC TR132.6K shares1.81%2026-03-312026-05-06

JPIB J P MORGAN EXCHANGE TRADED F71.1K shares10.17%2026-03-312026-05-06

PIMCO ETF TR PIMCO ETF TR129.1K sharesnew addition2026-03-312026-05-06

SCHJ SCHWAB STRATEGIC TR120.5K shares11.88%2026-03-312026-05-06

MUB ISHARES TR17.8K shares8.30%2026-03-312026-05-06

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MLN VANECK ETF TRUST107.8K shares8.47%2026-03-312026-05-06

SUB ISHARES TR2.4K shares4.70%2026-03-312026-05-06

IVV ISHARES TR370 shares-12.74%2026-03-312026-05-06

WTPI WISDOMTREE TR6.3K shares-5.96%2026-03-312026-05-06

SCHA

SCHWAB STRATEGIC TR

-1.13%

Shares728.4K

Event2026-03-31

Filed2026-05-06

SCHX

SCHWAB STRATEGIC TR

-0.29%

Shares808.4K

Event2026-03-31

Filed2026-05-06

SCHM

SCHWAB STRATEGIC TR

1.04%

Shares436.8K

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB STRATEGIC TR

-2.36%

Shares510.7K

Event2026-03-31

Filed2026-05-06

SCHC

SCHWAB STRATEGIC TR

-1.63%

Shares262.5K

Event2026-03-31

Filed2026-05-06

FLXR

TCW ETF TRUST

12.16%

Shares259.6K

Event2026-03-31

Filed2026-05-06

SCHI

SCHWAB STRATEGIC TR

11.24%

Shares377.8K

Event2026-03-31

Filed2026-05-06

SPLB

SPDR SER TR

11.05%

Shares371.4K

Event2026-03-31

Filed2026-05-06

SCHH

SCHWAB STRATEGIC TR

10.60%

Shares279.2K

Event2026-03-31

Filed2026-05-06

RWO

SPDR INDEX SHS FDS

6.43%

Shares128.4K

Event2026-03-31

Filed2026-05-06

GNR

SPDR INDEX SHS FDS

-0.11%

Shares58.9K

Event2026-03-31

Filed2026-05-06

SCHE

SCHWAB STRATEGIC TR

1.81%

Shares132.6K

Event2026-03-31

Filed2026-05-06

JPIB

J P MORGAN EXCHANGE TRADED F

10.17%

Shares71.1K

Event2026-03-31

Filed2026-05-06

PIMCO ETF TR

New

Shares129.1K

Event2026-03-31

Filed2026-05-06

SCHJ

SCHWAB STRATEGIC TR

11.88%

Shares120.5K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

8.30%

Shares17.8K

Event2026-03-31

Filed2026-05-06

MLN

VANECK ETF TRUST

8.47%

Shares107.8K

Event2026-03-31

Filed2026-05-06

SUB

ISHARES TR

4.70%

Shares2.4K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

-12.74%

Shares370

Event2026-03-31

Filed2026-05-06

WTPI

WISDOMTREE TR

-5.96%

Shares6.3K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available