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WHITE & CO FINANCIAL PLANNING INC
WHITE & CO FINANCIAL PLANNING INC
Latest filing: 2026-06-30
WHITE & CO FINANCIAL PLANNING INC runs WHITE & CO FINANCIAL PLANNING INC and currently holds 20 stock positions, which is fewer than the average of 230 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 #892 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%.
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20 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHA SCHWAB STRATEGIC TR | 15.83% | $25.82 | $34.84 | +34.91% | Trimmed -2.92% |
 SCHX SCHWAB STRATEGIC TR | 14.87% | $23.26 | $30.21 | +29.88% | Added +0.90% |
 SCHM SCHWAB STRATEGIC TR | 10.04% | $27.81 | $36.15 | +29.97% | Added +0.65% |
 SCHF SCHWAB STRATEGIC TR | 8.80% | $18.55 | $28.46 | +53.40% | Added +0.47% |
 SCHC SCHWAB STRATEGIC TR | 7.91% | $34.50 | $51.26 | +48.58% | Added +1.13% |
 FLXR TCW ETF TRUST | 7.31% | $38.87 | $38.92 | +0.13% | Added +15.94% |
 SCHI SCHWAB STRATEGIC TR | 5.99% | $22.22 | $22.19 | -0.16% | Added +13.12% |
 SPLB SPDR SER TR | 5.86% | $22.29 | $21.33 | -4.33% | Added +13.63% |
 SCHH SCHWAB STRATEGIC TR | 4.13% | $21.13 | $24.03 | +13.72% | Added +0.75% |
RW RWO SPDR INDEX SHS FDS | 4.04% | $43.29 | $50.58 | +16.84% | Added +2.12% |
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