account_balance

Investment manager · 13F filer · SEC CIK 2039300

White & Co Financial Planning Inc

Reported value$151Mas of Sep 30, 2026
Positions21 1 new, 0 sold out
Top 10 weight82.9%SCHX alone is 13%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHX Schwab Strategic Tr 13.5% Trimmed −2%
SCHA Schwab Strategic Tr 13.3% Held
SCHM Schwab Strategic Tr 8.9% Held
FLXR TCW ETF Trust 8.7% Added +12%
SCHC Schwab Strategic Tr 8.3% Held
SCHF Schwab Strategic Tr 8.2% Trimmed −2%
SCHI Schwab Strategic Tr 7.0% Added +10%
SPLB SPDR Ser Tr 7.0% Added +13%
SCHH Schwab Strategic Tr 4.0% Held
RWO SPDR Index SHS FDS 4.0% Held
GNR SPDR Index SHS FDS 2.9% Held
SCHE Schwab Strategic Tr 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • VO $437K
arrow_upwardAdded
  • SCHJ +14%
  • SPLB +13%
  • FLXR +12%
  • SCHI +10%
arrow_downwardTrimmed
  • SCHX −2%
  • SCHF −2%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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