White & Co Financial Planning Inc
CIK 0002039300 · SUNNYSIDE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$161.4M
2026 Q2
Positions
20
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
84.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHA
SCHWAB STRATEGIC TR
15.8%
SCHX
SCHWAB STRATEGIC TR
14.9%
SCHM
SCHWAB STRATEGIC TR
10.0%
SCHF
SCHWAB STRATEGIC TR
8.8%
SCHC
SCHWAB STRATEGIC TR
7.9%
FLXR
TCW ETF TRUST
7.3%
SCHI
SCHWAB STRATEGIC TR
6.0%
SPLB
SPDR SER TR
5.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.