White & Co Financial Planning Inc
20 holdingsFiling period: 2026-03-31Current AUM: $153.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHA | SCHWAB STRATEGIC TR | 728.4K | $21.2M | $24.4M | 15.96% | -8,355 | 2026-03-31 |
| 2 | SCHX | SCHWAB STRATEGIC TR | 808.4K | $20.7M | $23.8M | 15.54% | -2,378 | 2026-03-31 |
| 3 | SCHM | SCHWAB STRATEGIC TR | 436.8K | $13.5M | $15.2M | 9.90% | +4.5K | 2026-03-31 |
| 4 | SCHF | SCHWAB STRATEGIC TR | 510.7K | $12.6M | $14.0M | 9.15% | -12,354 | 2026-03-31 |
| 5 | SCHC | SCHWAB STRATEGIC TR | 262.5K | $12.3M | $12.7M | 8.28% | -4,350 | 2026-03-31 |
| 6 | FLXR | TCW ETF TRUST | 259.6K | $10.2M | $10.1M | 6.59% | +28.1K | 2026-03-31 |
| 7 | SCHI | SCHWAB STRATEGIC TR | 377.8K | $8.6M | $8.4M | 5.49% | +38.2K | 2026-03-31 |
| 8 | SPLB | SPDR SER TR | 371.4K | $8.3M | $8.0M | 5.19% | +37.0K | 2026-03-31 |
| 9 | SCHH | SCHWAB STRATEGIC TR | 279.2K | $6.0M | $6.8M | 4.43% | +26.8K | 2026-03-31 |
| 10 | RWO | SPDR INDEX SHS FDS | 128.4K | $5.9M | $6.6M | 4.29% | +7.8K | 2026-03-31 |
| 11 | GNR | SPDR INDEX SHS FDS | 58.9K | $4.4M | $4.3M | 2.78% | -63 | 2026-03-31 |
| 12 | SCHE | SCHWAB STRATEGIC TR | 132.6K | $4.4M | $4.8M | 3.12% | +2.4K | 2026-03-31 |
| 13 | JPIB | J P MORGAN EXCHANGE TRADED F | 71.1K | $3.4M | $3.4M | 2.22% | +6.6K | 2026-03-31 |
| 14 | — | PIMCO ETF TR | 129.1K | $3.4M | $3.4M | 2.21% | -- | 2026-03-31 |
| 15 | SCHJ | SCHWAB STRATEGIC TR | 120.5K | $3.0M | $3.0M | 1.93% | +12.8K | 2026-03-31 |
| 16 | MUB | ISHARES TR | 17.8K | $1.9M | $1.9M | 1.23% | +1.4K | 2026-03-31 |
| 17 | MLN | VANECK ETF TRUST | 107.8K | $1.9M | $1.9M | 1.22% | +8.4K | 2026-03-31 |
| 18 | SUB | ISHARES TR | 2.4K | $253K | $252K | 0.16% | +107 | 2026-03-31 |
| 19 | IVV | ISHARES TR | 370 | $241K | $277K | 0.18% | -54 | 2026-03-31 |
| 20 | WTPI | WISDOMTREE TR | 6.3K | $200K | $206K | 0.13% | -399 | 2026-03-31 |
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