White & CO Financial Planning Inc Portfolio Holdings

White & CO Financial Planning Inc

  • $116 Billion
  • Q1 2025

White & CO Financial Planning Inc has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $116 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 $17.9B, Schwab Strategic Tr Us Small C with a value of $16.2B, Schwab Strategic U.S. Mid Cap with a value of $11.1B, Schwab Strategic Tr Intl Eqty with a value of $11B, and Schwab Strategic Tr Intl Small with a value of $10.3B.

Examining the 13F form we can see an decrease of $1.85B in the current position value, from $118B to 116B.

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.

Portfolio value $116 Billion
ETFs: $107 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $116 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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