Holdings
White & Co Financial Planning Inc
As of Sep 30, 2026, White & Co Financial Planning Inc reported 20 positions worth US$147M. Largest: Schwab U.S. Large-Cap ETF, Schwab U.S. Small-Cap ETF and Schwab U.S. Mid-Cap ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 796K | US$20.4M | first report | Sep 30, 2026 |
| Schwab U.S. Small-Cap ETF | 693K | US$20.2M | first report | Sep 30, 2026 |
| Schwab U.S. Mid-Cap ETF | 435K | US$13.5M | first report | Sep 30, 2026 |
| TCW Flexible Income ETF | 336K | US$13.2M | first report | Sep 30, 2026 |
| Schwab International Small-Cap Equity ETF | 267K | US$12.5M | first report | Sep 30, 2026 |
| Schwab International Equity ETF | 503K | US$12.4M | first report | Sep 30, 2026 |
| Schwab 5-10 Year Corporate Bond ETF | 469K | US$10.6M | first report | Sep 30, 2026 |
| State Street SPDR Portfolio Long Term Corporate Bond ETF | 477K | US$10.6M | first report | Sep 30, 2026 |
| Schwab U.S. REIT ETF | 280K | US$6.02M | first report | Sep 30, 2026 |
| State Street SPDR Dow Jones Global Real Estate ETF | 131K | US$6.01M | first report | Sep 30, 2026 |