White & Co Financial Planning Inc

White & Co Financial Planning Inc reported 21 holdings worth US$151M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 15, 2026

White & Co Financial Planning Inc reported 21 holdings worth US$151M as of Sep 30, 2026. Largest: Schwab U.S. Large-Cap ETF, Schwab U.S. Small-Cap ETF and Schwab U.S. Mid-Cap ETF. Filed Oct 15, 2026 (Form 13F).

Holdings
21
Value as reported
US$151M

The filing in full

CompanySharesValue as reported% of portfolio
Schwab U.S. Large-Cap ETF796KUS$20.4M13.5%
Schwab U.S. Small-Cap ETF693KUS$20.2M13.3%
Schwab U.S. Mid-Cap ETF435KUS$13.5M8.9%
TCW Flexible Income ETF336KUS$13.2M8.7%
Schwab International Small-Cap Equity ETF267KUS$12.5M8.3%
Schwab International Equity ETF503KUS$12.4M8.2%
Schwab 5-10 Year Corporate Bond ETF469KUS$10.6M7.0%
State Street SPDR Portfolio Long Term Corporate Bond ETF477KUS$10.6M7.0%
Schwab U.S. REIT ETF280KUS$6.02M4.0%
State Street SPDR Dow Jones Global Real Estate ETF131KUS$6.01M4.0%
State Street SPDR S&P Global Natural Resources ETF58,915US$4.4M2.9%
Schwab Emerging Markets Equity ETF132KUS$4.35M2.9%
Schwab 1-5 Year Corporate Bond ETF161KUS$3.99M2.6%
PIMCO Multisector Bond Active Exchange-Traded Fund150KUS$3.93M2.6%
VanEck Long Muni ETF115KUS$2.01M1.3%
iShares National Muni Bond ETF18,897US$2.01M1.3%
Vanguard Morningstar Mid-Cap ETF1,520US$437K0.29%
iShares Short-Term National Muni Bond ETF2,527US$269K0.18%
iShares Core S&P 500 ETF370US$242K0.16%
WisdomTree Equity Premium Income Fund6,918US$221K0.15%

Source

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