White & Co Financial Planning
SUNNYSIDE, WAfiles as White & Co Financial Planning Inc
$161m in 20 US stocks at the end of 30 June 2026. The top 10 are 84.8% of the money. It changed about 2.0% of the portfolio this quarter.
Value
$161m
Stocks
20
Top 10 share
84.8%
Turnover
2.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- TCW ETF TrustFLXR7.3% of the fund+16%
- Schwab Strategic TRSCHI6.0% of the fund+13%
- Spdr Series TrustSPLB5.9% of the fund+14%
- Spdr Index SHS FDSRWO4.0% of the fund+2%
- J P Morgan Exchange Traded FJPIB2.3% of the fund+10%
- Pimco ETF TRPYLD2.3% of the fund+8%
- Schwab Strategic TRSCHJ2.2% of the fund+17%
- Vaneck ETF TrustMLN1.3% of the fund+6%
- Ishares TRMUB1.2% of the fund+5%
- Wisdomtree TRWTPI0.1% of the fund+6%
Cut
Sold some of their stake.
- Schwab Strategic TRSCHA15.8% of the fund-3%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Schwab Strategic TRSCHA
- Share
- 15.8%
- Value
- $26m
- Shares
- 707,188
-3%
- Schwab Strategic TRSCHX
- Share
- 14.9%
- Value
- $24m
- Shares
- 815,684
Held
- Schwab Strategic TRSCHM
- Share
- 10.0%
- Value
- $16m
- Shares
- 439,692
Held
- Schwab Strategic TRSCHF
- Share
- 8.8%
- Value
- $14m
- Shares
- 513,065
Held
- Schwab Strategic TRSCHC
- Share
- 7.9%
- Value
- $13m
- Shares
- 265,459
Held
- TCW ETF TrustFLXR
- Share
- 7.3%
- Value
- $12m
- Shares
- 300,921
+16%
- Schwab Strategic TRSCHI
- Share
- 6.0%
- Value
- $10m
- Shares
- 427,382
+13%
- Spdr Series TrustSPLB
- Share
- 5.9%
- Value
- $9m
- Shares
- 421,974
+14%
- Schwab Strategic TRSCHH
- Share
- 4.1%
- Value
- $7m
- Shares
- 281,314
Held
- Spdr Index SHS FDSRWO
- Share
- 4.0%
- Value
- $7m
- Shares
- 131,163
+2%
- Schwab Strategic TRSCHE
- Share
- 3.0%
- Value
- $5m
- Shares
- 133,457
Held
- Spdr Index SHS FDSGNR
- Share
- 2.5%
- Value
- $4m
- Shares
- 59,116
Held
- J P Morgan Exchange Traded FJPIB
- Share
- 2.3%
- Value
- $4m
- Shares
- 77,901
+10%
- Pimco ETF TRPYLD
- Share
- 2.3%
- Value
- $4m
- Shares
- 139,566
+8%
- Schwab Strategic TRSCHJ
- Share
- 2.2%
- Value
- $3m
- Shares
- 141,293
+17%
- Vaneck ETF TrustMLN
- Share
- 1.3%
- Value
- $2m
- Shares
- 114,023
+6%
- Ishares TRMUB
- Share
- 1.2%
- Value
- $2m
- Shares
- 18,700
+5%
- Ishares TRIVV
- Share
- 0.2%
- Value
- $277,089
- Shares
- 370
Held
- Ishares TRSUB
- Share
- 0.2%
- Value
- $256,167
- Shares
- 2,406
Held
- Wisdomtree TRWTPI
- Share
- 0.1%
- Value
- $217,660
- Shares
- 6,638
+6%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Schwab Strategic TRSCHA | 15.8% | $26m | 707,188 | -3% |
| Schwab Strategic TRSCHX | 14.9% | $24m | 815,684 | Held |
| Schwab Strategic TRSCHM | 10.0% | $16m | 439,692 | Held |
| Schwab Strategic TRSCHF | 8.8% | $14m | 513,065 | Held |
| Schwab Strategic TRSCHC | 7.9% | $13m | 265,459 | Held |
| TCW ETF TrustFLXR | 7.3% | $12m | 300,921 | +16% |
| Schwab Strategic TRSCHI | 6.0% | $10m | 427,382 | +13% |
| Spdr Series TrustSPLB | 5.9% | $9m | 421,974 | +14% |
| Schwab Strategic TRSCHH | 4.1% | $7m | 281,314 | Held |
| Spdr Index SHS FDSRWO | 4.0% | $7m | 131,163 | +2% |
| Schwab Strategic TRSCHE | 3.0% | $5m | 133,457 | Held |
| Spdr Index SHS FDSGNR | 2.5% | $4m | 59,116 | Held |
| J P Morgan Exchange Traded FJPIB | 2.3% | $4m | 77,901 | +10% |
| Pimco ETF TRPYLD | 2.3% | $4m | 139,566 | +8% |
| Schwab Strategic TRSCHJ | 2.2% | $3m | 141,293 | +17% |
| Vaneck ETF TrustMLN | 1.3% | $2m | 114,023 | +6% |
| Ishares TRMUB | 1.2% | $2m | 18,700 | +5% |
| Ishares TRIVV | 0.2% | $277,089 | 370 | Held |
| Ishares TRSUB | 0.2% | $256,167 | 2,406 | Held |
| Wisdomtree TRWTPI | 0.1% | $217,660 | 6,638 | +6% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 29.1% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.