White & Co Financial Planning Inc: 13F holdings
CIK 20393002026Q2
| Positions | 20 |
|---|
| Reported value | $161.4m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 20 (+0 vs prior quarter) |
|---|
| Reported value | $161.4m (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHA SCHWAB STRATEGIC TR | 707,188 | $25.6m | 15.8% |
| SCHX SCHWAB STRATEGIC TR | 815,684 | $24.0m | 14.9% |
| SCHM SCHWAB STRATEGIC TR | 439,692 | $16.2m | 10.0% |
| SCHF SCHWAB STRATEGIC TR | 513,065 | $14.2m | 8.8% |
| SCHC SCHWAB STRATEGIC TR | 265,459 | $12.8m | 7.9% |
| FLXR TCW ETF TRUST | 300,921 | $11.8m | 7.3% |
| SCHI SCHWAB STRATEGIC TR | 427,382 | $9.7m | 6.0% |
| SPLB SPDR SER TR | 421,974 | $9.5m | 5.9% |
| KIM SCHWAB STRATEGIC TR | 281,314 | $6.7m | 4.1% |
| RWO SPDR INDEX SHS FDS | 131,163 | $6.5m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2039300")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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