White & Co Financial Planning Inc Concentrated Active

Name: White & Co Financial Planning Inc Q1 2026 13F Filing | 13F Explorer
Creator: White & Co Financial Planning Inc
Published: 2026-05-06

Location: Sunnyside, WA

CIK: 0002039300 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 6, 2026

Total Value: $142M (100.0% shares, 0.0% debt)

Holdings (20)

SCHA SCHWAB STRATEGIC TR 14.9%

Value $21.18M Shares 728,443 Est. Cost $25.81 Unrealized —

SCHX SCHWAB STRATEGIC TR 14.6%

Value $20.73M Shares 808,391 Est. Cost $23.20 Unrealized —

SCHM SCHWAB STRATEGIC TR 9.5%

Value $13.52M Shares 436,832 Est. Cost $27.75 Unrealized —

SCHF SCHWAB STRATEGIC TR 8.9%

Value $12.64M Shares 510,668 Est. Cost $18.50 Unrealized —

SCHC SCHWAB STRATEGIC TR 8.6%

Value $12.27M Shares 262,492 Est. Cost $34.35 Unrealized —

FLXR TCW ETF TRUST 7.2%

Value $10.19M Shares 259,554 Est. Cost $38.81 Unrealized —

SCHI SCHWAB STRATEGIC TR 6.0%

Value $8.569M Shares 377,803 Est. Cost $22.16 Unrealized —

SPLB SPDR SER TR 5.8%

Value $8.252M Shares 371,370 Est. Cost $22.27 Unrealized —

SCHH SCHWAB STRATEGIC TR 4.2%

Value $6.001M Shares 279,230 Est. Cost $21.11 Unrealized —

RWO SPDR INDEX SHS FDS 4.1%

Value $5.879M Shares 128,441 Est. Cost $43.15 Unrealized —

GNR SPDR INDEX SHS FDS 3.1%

Value $4.398M Shares 58,903 Est. Cost $50.02 Unrealized —

SCHE SCHWAB STRATEGIC TR 3.1%

Value $4.37M Shares 132,615 Est. Cost $26.74 Unrealized —

JPIB J P MORGAN EXCHANGE TRADED F 2.4%

Value $3.4M Shares 71,097 Est. Cost $47.31 Unrealized —

— PIMCO ETF TR 2.4%

Value $3.381M Shares 129,060 Est. Cost $26.20 Unrealized —

SCHJ SCHWAB STRATEGIC TR 2.1%

Value $2.98M Shares 120,518 Est. Cost $24.43 Unrealized —

MUB ISHARES TR 1.3%

Value $1.889M Shares 17,793 Est. Cost $106.51 Unrealized —

MLN VANECK ETF TRUST 1.3%

Value $1.879M Shares 107,754 Est. Cost $17.81 Unrealized —

SUB ISHARES TR 0.2%

Value $254K Shares 2,384 Est. Cost $105.53 Unrealized —

IVV ISHARES TR 0.2%

Value $242K Shares 370 Est. Cost $588.68 Unrealized —

WTPI WISDOMTREE TR 0.1%

Value $201K Shares 6,291 Est. Cost $32.92 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SCHA	SCHWAB STRATEGIC TR	728,443	$21.18M	14.9%	$25.81	—	US SML CAP ETF	808524607
SCHX	SCHWAB STRATEGIC TR	808,391	$20.73M	14.6%	$23.20	—	US LRG CAP ETF	808524201
SCHM	SCHWAB STRATEGIC TR	436,832	$13.52M	9.5%	$27.75	—	US MID-CAP ETF	808524508
SCHF	SCHWAB STRATEGIC TR	510,668	$12.64M	8.9%	$18.50	—	INTL EQTY ETF	808524805
SCHC	SCHWAB STRATEGIC TR	262,492	$12.27M	8.6%	$34.35	—	INTL SCEQT ETF	808524888
FLXR	TCW ETF TRUST	259,554	$10.19M	7.2%	$38.81	—	FLEXIBLE INCOME	29287L700
SCHI	SCHWAB STRATEGIC TR	377,803	$8.569M	6.0%	$22.16	—	5 10YR CORP BD	808524698
SPLB	SPDR SER TR	371,370	$8.252M	5.8%	$22.27	—	PORTFOLIO LN COR	78464A367
SCHH	SCHWAB STRATEGIC TR	279,230	$6.001M	4.2%	$21.11	—	US REIT ETF	808524847
RWO	SPDR INDEX SHS FDS	128,441	$5.879M	4.1%	$43.15	—	DJ GLB RL ES ETF	78463X749
GNR	SPDR INDEX SHS FDS	58,903	$4.398M	3.1%	$50.02	—	GLB NAT RESRCE	78463X541
SCHE	SCHWAB STRATEGIC TR	132,615	$4.37M	3.1%	$26.74	—	EMRG MKTEQ ETF	808524706
JPIB	J P MORGAN EXCHANGE TRADED F	71,097	$3.4M	2.4%	$47.31	—	INTL BD OPP ETF	46641Q852
—	PIMCO ETF TR	129,060	$3.381M	2.4%	$26.20	—	MULTISECTOR BD	72201r585
SCHJ	SCHWAB STRATEGIC TR	120,518	$2.98M	2.1%	$24.43	—	1 5YR CORP BD	808524714
MUB	ISHARES TR	17,793	$1.889M	1.3%	$106.51	—	NATIONAL MUN ETF	464288414
MLN	VANECK ETF TRUST	107,754	$1.879M	1.3%	$17.81	—	LONG MUNI ETF	92189F536
SUB	ISHARES TR	2,384	$254K	0.2%	$105.53	—	SHRT NAT MUN ETF	464288158
IVV	ISHARES TR	370	$242K	0.2%	$588.68	—	CORE S&P500 ETF	464287200
WTPI	WISDOMTREE TR	6,291	$201K	0.1%	$32.92	—	PUTWRITE STRAT	97717X560