Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
White & Co Financial Planning Inc (CIK 2039300) reported $142.2M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHA ($21.2M, 14.89%), SCHX ($20.7M, 14.57%), SCHM ($13.5M, 9.51%), SCHF ($12.6M, 8.89%), SCHC ($12.3M, 8.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHA | SCHWAB STRATEGIC TR | $21.2M | 14.89% | 728,443 | Trimmed |
| 2 | SCHX | SCHWAB STRATEGIC TR | $20.7M | 14.57% | 808,391 | Trimmed |
| 3 | SCHM | SCHWAB STRATEGIC TR | $13.5M | 9.51% | 436,832 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $12.6M | 8.89% | 510,668 | Trimmed |
| 5 | SCHC | SCHWAB STRATEGIC TR | $12.3M | 8.63% | 262,492 | Trimmed |
| 6 | FLXR | TCW ETF TRUST | $10.2M | 7.17% | 259,554 | Added |
| 7 | SCHI | SCHWAB STRATEGIC TR | $8.6M | 6.02% | 377,803 | Added |
| 8 | SPLB | SPDR SER TR | $8.3M | 5.80% | 371,370 | Added |
| 9 | SCHH | SCHWAB STRATEGIC TR | $6.0M | 4.22% | 279,230 | Added |
| 10 | RWO | SPDR INDEX SHS FDS | $5.9M | 4.13% | 128,441 | Added |
| 11 | GNR | SPDR INDEX SHS FDS | $4.4M | 3.09% | 58,903 | Trimmed |
| 12 | SCHE | SCHWAB STRATEGIC TR | $4.4M | 3.07% | 132,615 | Added |
| 13 | JPIB | J P MORGAN EXCHANGE TRADED F | $3.4M | 2.39% | 71,097 | Added |
| 14 | PYLD | PIMCO ETF TR | $3.4M | 2.38% | 129,060 | New |
| 15 | SCHJ | SCHWAB STRATEGIC TR | $3.0M | 2.10% | 120,518 | Added |
| 16 | MUB | ISHARES TR | $1.9M | 1.33% | 17,793 | Added |
| 17 | MLN | VANECK ETF TRUST | $1.9M | 1.32% | 107,754 | Added |
| 18 | SUB | ISHARES TR | $253,896 | 0.18% | 2,384 | Added |
| 19 | IVV | ISHARES TR | $241,688 | 0.17% | 370 | Trimmed |
| 20 | WTPI | WISDOMTREE TR | $200,746 | 0.14% | 6,291 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31