WHITE & CO FINANCIAL PLANNING INC 13F Portfolio
WHITE & CO FINANCIAL PLANNING INC runs WHITE & CO FINANCIAL PLANNING INC and currently holds 20 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $161.42M. Their top holdings are SCHA, SCHX, SCHM, SCHF, SCHC. The top five represent 57.5% of reported portfolio weight. WHITE & CO FINANCIAL PLANNING INC ranks #891 out of 1000 investors tracked by Alpha Score. They added to 17 existing positions. They trimmed 1 position. Their current best-performing preview position is SCHA with returns of +24.24%.
Portfolio Value
$161.42M
Alpha Score
21.7
#891 of 1000
Holdings
20
WHITE & CO FINANCIAL PLANNING INC Current 13F Holdings
Reported holdings from WHITE & CO FINANCIAL PLANNING INC's latest SEC 13F filing, ranked by portfolio weight.
20 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHA SCHWAB STRATEGIC TR | 15.83% | $25.82 | $32.80 | +27.01% | Trimmed -2.92% |
 SCHX SCHWAB STRATEGIC TR | 14.87% | $23.26 | $30.64 | +31.73% | Added +0.90% |
 SCHM SCHWAB STRATEGIC TR | 10.04% | $27.81 | $34.64 | +24.56% | Added +0.65% |
 SCHF SCHWAB STRATEGIC TR | 8.80% | $18.55 | $27.27 | +47.01% | Added +0.47% |
 SCHC SCHWAB STRATEGIC TR | 7.91% | $34.50 | $49.48 | +43.42% | Added +1.13% |
 FLXR TCW ETF TRUST | 7.31% | $38.87 | $37.85 | -2.64% | Added +15.94% |
 SCHI SCHWAB STRATEGIC TR | 5.99% | $22.22 | $21.47 | -3.40% | Added +13.12% |
 SPLB SPDR SER TR | 5.86% | $22.29 | $20.43 | -8.34% | Added +13.63% |
 SCHH SCHWAB STRATEGIC TR | 4.13% | $21.13 | $22.23 | +5.18% | Added +0.75% |
RW RWO SPDR INDEX SHS FDS | 4.04% | $43.29 | $46.27 | +6.88% | Added +2.12% |
Showing 1-10 of 20