White & Co Financial Planning Inc

Est. AUM

$142.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US SML CAP ETF	$21.2M	728443	14.89%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$20.7M	808391	14.57%	SOLE
3	SCHWAB STRATEGIC TR	US MID-CAP ETF	$13.5M	436832	9.51%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.6M	510668	8.89%	SOLE
5	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$12.3M	262492	8.63%	SOLE
6	TCW ETF TRUST	FLEXIBLE INCOME	$10.2M	259554	7.17%	SOLE
7	SCHWAB STRATEGIC TR	5 10YR CORP BD	$8.6M	377803	6.02%	SOLE
8	SPDR SER TR	PORTFOLIO LN COR	$8.3M	371370	5.80%	SOLE
9	SCHWAB STRATEGIC TR	US REIT ETF	$6.0M	279230	4.22%	SOLE
10	SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$5.9M	128441	4.13%	SOLE
11	SPDR INDEX SHS FDS	GLB NAT RESRCE	$4.4M	58903	3.09%	SOLE
12	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.4M	132615	3.07%	SOLE
13	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$3.4M	71097	2.39%	SOLE
14	PIMCO ETF TR	MULTISECTOR BD	$3.4M	129060	2.38%	SOLE
15	SCHWAB STRATEGIC TR	1 5YR CORP BD	$3.0M	120518	2.10%	SOLE
16	ISHARES TR	NATIONAL MUN ETF	$1.9M	17793	1.33%	SOLE
17	VANECK ETF TRUST	LONG MUNI ETF	$1.9M	107754	1.32%	SOLE
18	ISHARES TR	SHRT NAT MUN ETF	$254K	2384	0.18%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$242K	370	0.17%	SOLE
20	WISDOMTREE TR	PUTWRITE STRAT	$201K	6291	0.14%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.