White & Co Financial Planning Inc
20 holdingsFiling period: 2026-06-30Current AUM: $156.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHA | Schwab Strategic TR | 707.2K | $25.6M | $23.1M | 14.81% | -21,255 | 2026-06-30 |
| 2 | SCHX | Schwab Strategic TR | 815.7K | $24.0M | $24.6M | 15.72% | +7.3K | 2026-06-30 |
| 3 | SCHM | Schwab Strategic TR | 439.7K | $16.2M | $15.3M | 9.76% | +2.9K | 2026-06-30 |
| 4 | SCHF | Schwab Strategic TR | 513.1K | $14.2M | $13.8M | 8.83% | +2.4K | 2026-06-30 |
| 5 | SCHC | Schwab Strategic TR | 265.5K | $12.8M | $12.8M | 8.16% | +3.0K | 2026-06-30 |
| 6 | FLXR | Tcw ETF Trust | 300.9K | $11.8M | $11.4M | 7.32% | +41.4K | 2026-06-30 |
| 7 | SCHI | Schwab Strategic TR | 427.4K | $9.7M | $9.3M | 5.94% | +49.6K | 2026-06-30 |
| 8 | SPLB | Spdr Ser TR | 422.0K | $9.5M | $8.9M | 5.67% | +50.6K | 2026-06-30 |
| 9 | SCHH | Schwab Strategic TR | 281.3K | $6.7M | $6.4M | 4.12% | +2.1K | 2026-06-30 |
| 10 | RWO | Spdr Index Shs Fds | 131.2K | $6.5M | $6.2M | 3.99% | +2.7K | 2026-06-30 |
| 11 | SCHE | Schwab Strategic TR | 133.5K | $4.8M | $4.6M | 2.97% | +842 | 2026-06-30 |
| 12 | GNR | Spdr Index Shs Fds | 59.1K | $4.0M | $4.5M | 2.87% | +213 | 2026-06-30 |
| 13 | JPIB | J P Morgan Exchange Traded F | 77.9K | $3.8M | $3.6M | 2.33% | +6.8K | 2026-06-30 |
| 14 | — | PIMCO ETF TR | 139.6K | $3.7M | $3.7M | 2.37% | +10.5K | 2026-06-30 |
| 15 | SCHJ | Schwab Strategic TR | 141.3K | $3.5M | $3.4M | 2.19% | +20.8K | 2026-06-30 |
| 16 | MLN | VanEck ETF Trust | 114.0K | $2.0M | $1.9M | 1.23% | +6.3K | 2026-06-30 |
| 17 | MUB | iShares TR | 18.7K | $2.0M | $1.9M | 1.24% | +907 | 2026-06-30 |
| 18 | IVV | iShares TR | 370 | $277K | $284K | 0.18% | -- | 2026-06-30 |
| 19 | SUB | iShares TR | 2.4K | $256K | $255K | 0.16% | +22 | 2026-06-30 |
| 20 | WTPI | WisdomTree TR | 6.6K | $217K | $219K | 0.14% | +347 | 2026-06-30 |
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