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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 $161.4M. In the most recent quarter, they have increased their positions in FLXR (+41.4K shares, valued at $1.6M), SPLB (+50.6K shares, valued at $1.1M), SCHI (+49.6K shares, valued at $1.1M); decreased their positions in SCHA (-21.3K shares, valued at $767.9K).

1M P&L

+15.4K+0.01%

3M P&L

+1.6M+1.00%

HY P&L

+13.8M+9.63%

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/A157.4M

100.0%

Top Industries by Stock Count

1N/A18 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHA SCHWAB STRATEGIC TR707.2K shares-2.92%2026-06-302026-07-16

SCHX SCHWAB STRATEGIC TR815.7K shares0.90%2026-06-302026-07-16

SCHM SCHWAB STRATEGIC TR439.7K shares0.65%2026-06-302026-07-16

SCHF SCHWAB STRATEGIC TR513.1K shares0.47%2026-06-302026-07-16

SCHC SCHWAB STRATEGIC TR265.5K shares1.13%2026-06-302026-07-16

FLXR TCW ETF TRUST300.9K shares15.94%2026-06-302026-07-16

SCHI SCHWAB STRATEGIC TR427.4K shares13.12%2026-06-302026-07-16

SPLB SPDR SER TR422.0K shares13.63%2026-06-302026-07-16

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SCHH SCHWAB STRATEGIC TR281.3K shares0.75%2026-06-302026-07-16

RWO SPDR INDEX SHS FDS131.2K shares2.12%2026-06-302026-07-16

SCHE SCHWAB STRATEGIC TR133.5K shares0.63%2026-06-302026-07-16

GNR SPDR INDEX SHS FDS59.1K shares0.36%2026-06-302026-07-16

JPIB J P MORGAN EXCHANGE TRADED F77.9K shares9.57%2026-06-302026-07-16

PIMCO ETF TR PIMCO ETF TR139.6K shares8.14%2026-06-302026-07-16

SCHJ SCHWAB STRATEGIC TR141.3K shares17.24%2026-06-302026-07-16

MLN VANECK ETF TRUST114.0K shares5.82%2026-06-302026-07-16

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MUB ISHARES TR18.7K shares5.10%2026-06-302026-07-16

ISHARES TR ISHARES TR370 shares0.00%2026-06-302026-07-16

SUB ISHARES TR2.4K shares0.92%2026-06-302026-07-16

WTPI WISDOMTREE TR6.6K shares5.52%2026-06-302026-07-16

SCHA

SCHWAB STRATEGIC TR

-2.92%

Shares707.2K

Event2026-06-30

Filed2026-07-16

SCHX

SCHWAB STRATEGIC TR

0.90%

Shares815.7K

Event2026-06-30

Filed2026-07-16

SCHM

SCHWAB STRATEGIC TR

0.65%

Shares439.7K

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB STRATEGIC TR

0.47%

Shares513.1K

Event2026-06-30

Filed2026-07-16

SCHC

SCHWAB STRATEGIC TR

1.13%

Shares265.5K

Event2026-06-30

Filed2026-07-16

FLXR

TCW ETF TRUST

15.94%

Shares300.9K

Event2026-06-30

Filed2026-07-16

SCHI

SCHWAB STRATEGIC TR

13.12%

Shares427.4K

Event2026-06-30

Filed2026-07-16

SPLB

SPDR SER TR

13.63%

Shares422.0K

Event2026-06-30

Filed2026-07-16

SCHH

SCHWAB STRATEGIC TR

0.75%

Shares281.3K

Event2026-06-30

Filed2026-07-16

RWO

SPDR INDEX SHS FDS

2.12%

Shares131.2K

Event2026-06-30

Filed2026-07-16

SCHE

SCHWAB STRATEGIC TR

0.63%

Shares133.5K

Event2026-06-30

Filed2026-07-16

GNR

SPDR INDEX SHS FDS

0.36%

Shares59.1K

Event2026-06-30

Filed2026-07-16

JPIB

J P MORGAN EXCHANGE TRADED F

9.57%

Shares77.9K

Event2026-06-30

Filed2026-07-16

PIMCO ETF TR

8.14%

Shares139.6K

Event2026-06-30

Filed2026-07-16

SCHJ

SCHWAB STRATEGIC TR

17.24%

Shares141.3K

Event2026-06-30

Filed2026-07-16

MLN

VANECK ETF TRUST

5.82%

Shares114.0K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

5.10%

Shares18.7K

Event2026-06-30

Filed2026-07-16

ISHARES TR

0.00%

Shares370

Event2026-06-30

Filed2026-07-16

SUB

ISHARES TR

0.92%

Shares2.4K

Event2026-06-30

Filed2026-07-16

WTPI

WISDOMTREE TR

5.52%

Shares6.6K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available