White & CO Financial Planning Inc Portfolio Holdings
White & CO Financial Planning Inc
- $125 Billion
- Q2 2025
White & CO Financial Planning Inc has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 19 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $20.2B, Schwab Strategic Tr Us Small C with a value of $18.9B, Schwab Strategic U.S. Mid Cap with a value of $12.1B, Schwab Strategic Tr Intl Small with a value of $11.7B, and Schwab Strategic Tr Intl Eqty with a value of $11.7B.
Examining the 13F form we can see an increase of $8.99B in the current position value, from $116B to 125B.
White & CO Financial Planning Inc is based out at Sunnyside, WA
Below you can find more details about White & CO Financial Planning Inc portfolio as well as his latest detailed transactions.