White & Co Financial Planning Inc

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002039300

Type: FundHoldings: 19Value: $116.1MLatest: 2025Q1

White & Co Financial Planning Inc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 19 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SCHH",
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "IVV",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHF",
  "SCHA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 19
Total Value: 116058160
Accession Number: 0002039300-25-000003
Form Type: 13F-HR
CIK: white--co-financial-planning
Manager Name: White--Co-Financial-Planning

Data Enrichment

32% identified

6 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

19 positions • $116.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524201

SCHX|808524201

Shares:816.0K

Value:$17.9M

% of Portfolio:15.4% ($17.9M/$116.1M)

808524607

SCHA|808524607

Shares:688.8K

Value:$16.2M

% of Portfolio:13.9% ($16.2M/$116.1M)

808524508

Shares:422.9K

Value:$11.1M

% of Portfolio:9.5% ($11.1M/$116.1M)

808524805

SCHF|808524805

Shares:548.9K

Value:$11.0M

% of Portfolio:9.4% ($11.0M/$116.1M)

808524888

Shares:285.5K

Value:$10.3M

% of Portfolio:8.9% ($10.3M/$116.1M)

29287L700

Shares:219.6K

Value:$8.6M

% of Portfolio:7.4% ($8.6M/$116.1M)

808524698

Shares:326.4K

Value:$7.3M

% of Portfolio:6.3% ($7.3M/$116.1M)

78464A367

Shares:317.4K

Value:$7.1M

% of Portfolio:6.1% ($7.1M/$116.1M)

808524847

SCHH|808524847

Shares:246.0K

Value:$5.2M

% of Portfolio:4.5% ($5.2M/$116.1M)

78463X749

Shares:116.0K

Value:$5.0M

% of Portfolio:4.3% ($5.0M/$116.1M)

808524706

Shares:131.6K

Value:$3.6M

% of Portfolio:3.1% ($3.6M/$116.1M)

46641Q852

Shares:64.6K

Value:$3.1M

% of Portfolio:2.7% ($3.1M/$116.1M)

78463X541

Shares:56.7K

Value:$3.0M

% of Portfolio:2.6% ($3.0M/$116.1M)

808524714

Shares:104.0K

Value:$2.6M

% of Portfolio:2.2% ($2.6M/$116.1M)

92189F536

Shares:95.8K

Value:$1.7M

% of Portfolio:1.4% ($1.7M/$116.1M)

464288414

MUB|464288414

Shares:15.1K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$116.1M)

464287200

IVV|464287200

Shares:527

Value:$294.1K

% of Portfolio:0.3% ($294.1K/$116.1M)

464288158

Shares:2.3K

Value:$243.8K

% of Portfolio:0.2% ($243.8K/$116.1M)

97717X560

Shares:6.4K

Value:$200.0K

% of Portfolio:0.2% ($200.0K/$116.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	816.0K	QoQ -3.79% (-32.2K) YoY-	All Managers (Combined)	$17.9M	15.4% ($17.9M/$116.1M)	QoQ -8.86% (-$1.7M) YoY-
(SCHAcusip808524607)	688.8K	QoQ -1.27% (-8.9K) YoY-	All Managers (Combined)	$16.2M	13.9% ($16.2M/$116.1M)	QoQ -10.36% (-$1.9M) YoY-
(cusip808524508)✕	422.9K	QoQ -1.17% (-5.0K) YoY-	All Managers (Combined)	$11.1M	9.5% ($11.1M/$116.1M)	QoQ -6.67% (-$791.0K) YoY-
(SCHFcusip808524805)	548.9K	QoQ +0.79% (+4.3K) YoY-	All Managers (Combined)	$11.0M	9.4% ($11.0M/$116.1M)	QoQ +8.75% (+$881.8K) YoY-
(cusip808524888)✕	285.5K	QoQ +1.26% (+3.6K) YoY-	All Managers (Combined)	$10.3M	8.9% ($10.3M/$116.1M)	QoQ +6.66% (+$645.2K) YoY-
(cusip29287L700)✕	219.6K	QoQ +3.14% (+6.7K) YoY-	All Managers (Combined)	$8.6M	7.4% ($8.6M/$116.1M)	QoQ +4.37% (+$360.2K) YoY-
(cusip808524698)✕	326.4K	QoQ -0.25% (-847) YoY-	All Managers (Combined)	$7.3M	6.3% ($7.3M/$116.1M)	QoQ +1.32% (-$95.5K) YoY-
(cusip78464A367)✕	317.4K	QoQ +2.48% (+7.7K) YoY-	All Managers (Combined)	$7.1M	6.1% ($7.1M/$116.1M)	QoQ +3.59% (+$247.6K) YoY-
(SCHHcusip808524847)	246.0K	QoQ +0.60% (+1.5K) YoY-	All Managers (Combined)	$5.2M	4.5% ($5.2M/$116.1M)	QoQ +1.75% (+$90.2K) YoY-
(cusip78463X749)✕	116.0K	QoQ -0.60% (-701) YoY-	All Managers (Combined)	$5.0M	4.3% ($5.0M/$116.1M)	QoQ +0.46% (-$23.3K) YoY-
(cusip808524706)✕	131.6K	QoQ -1.54% (-2.1K) YoY-	All Managers (Combined)	$3.6M	3.1% ($3.6M/$116.1M)	QoQ +2.08% (-$74.1K) YoY-
(cusip46641Q852)✕	64.6K	QoQ +0.38% (+246) YoY-	All Managers (Combined)	$3.1M	2.7% ($3.1M/$116.1M)	QoQ +1.76% (+$53.6K) YoY-
(cusip78463X541)✕	56.7K	QoQ +0.26% (+148) YoY-	All Managers (Combined)	$3.0M	2.6% ($3.0M/$116.1M)	QoQ +7.53% (+$212.1K) YoY-
(cusip808524714)✕	104.0K	QoQ +2.18% (+2.2K) YoY-	All Managers (Combined)	$2.6M	2.2% ($2.6M/$116.1M)	QoQ +3.31% (+$82.3K) YoY-
(cusip92189F536)✕	95.8K	QoQ +2.65% (-2.5K) YoY-	All Managers (Combined)	$1.7M	1.4% ($1.7M/$116.1M)	QoQ -0.56% (-$9.4K) YoY-
(MUBcusip464288414)	15.1K	QoQ -5.23% (-836) YoY-	All Managers (Combined)	$1.6M	1.4% ($1.6M/$116.1M)	QoQ -6.44% (-$109.7K) YoY-
(IVVcusip464287200)	527	QoQ -15.81% (-99) YoY-	All Managers (Combined)	$294.1K	0.3% ($294.1K/$116.1M)	QoQ -20.18% (-$74.4K) YoY-
(cusip464288158)✕	2.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$243.8K	0.2% ($243.8K/$116.1M)	QoQ 0.00% (+$23) YoY-
(cusip97717X560)✕	6.4K	QoQ -2.30% (-152) YoY-	All Managers (Combined)	$200.0K	0.2% ($200.0K/$116.1M)	QoQ -8.07% (-$17.6K) YoY-