§ 13F · FUND PROFILE
White & Co Financial Planning Inc.
AUM · $161M (13F)Positions · 20Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHA | SCHWAB STRATEGIC TR | 707K | $26M | 15.8% | −3% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 816K | $24M | 14.9% | +1% |
| 3 | SCHM | SCHWAB STRATEGIC TR | 440K | $16M | 10.0% | +1% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 513K | $14M | 8.8% | ±0% |
| 5 | SCHC | SCHWAB STRATEGIC TR | 265K | $13M | 7.9% | +1% |
| 6 | FLXR | TCW ETF TRUST | 301K | $12M | 7.3% | +16% |
| 7 | SCHI | SCHWAB STRATEGIC TR | 427K | $10M | 6.0% | +13% |
| 8 | SPLB | SPDR SER TR | 422K | $9M | 5.9% | +14% |
| 9 | SCHH | SCHWAB STRATEGIC TR | 281K | $7M | 4.1% | +1% |
| 10 | RWO | SPDR INDEX SHS FDS | 131K | $7M | 4.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITE SIGNAL
AC read
White & Co Financial Planning Inc is a Other fund managing $161 million in assets. The fund runs a focused portfolio of just 20 positions.
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