White & Co Financial Planning Inc — 13F holdings

White & Co Financial Planning Inc reported 21 holdings worth $151M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. SCHX SCHWAB STRATEGIC TR — $20.4M (13.5%)
  2. SCHA SCHWAB STRATEGIC TR — $20.2M (13.3%)
  3. SCHM SCHWAB STRATEGIC TR — $13.5M (8.9%)
  4. FLXR TCW ETF TRUST — $13.2M (8.7%)
  5. SCHC SCHWAB STRATEGIC TR — $12.5M (8.3%)
  6. SCHF SCHWAB STRATEGIC TR — $12.4M (8.2%)
  7. SCHI SCHWAB STRATEGIC TR — $10.6M (7.0%)
  8. SPLB SPDR SERIES TRUST — $10.6M (7.0%)
  9. SCHH SCHWAB STRATEGIC TR — $6.02M (4.0%)
  10. RWO SPDR INDEX SHS FDS — $6.01M (4.0%)