White & Co Financial Planning Inc - Portfolio overview

White & Co Financial Planning Inc has 19 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. SCHA - SCHWAB STRATEGIC TR, 15.26%
2. SCHX - SCHWAB STRATEGIC TR, 14.93%
3. SCHM - SCHWAB STRATEGIC TR, 9.74%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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