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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.9 Billion 15.44% of portfolio
815,975
Q1 2025 Reduced 3.8%
$0
$16.2 Billion 13.94% of portfolio
688,800
Q1 2025 Reduced 1.28%
$0
$11.1 Billion 9.54% of portfolio
422,899
Q1 2025 Reduced 1.18%
$0
$11 Billion 9.44% of portfolio
548,889
Q1 2025 Added 0.8%
$0
$10.3 Billion 8.89% of portfolio
285,488
Q1 2025 Added 1.27%
Tcw ETF Trust
-
$8.59 Billion 7.41% of portfolio
-
Q1 2025 Added 3.15%
$0
$7.32 Billion 6.31% of portfolio
326,399
Q1 2025 Reduced 0.26%
$0
$7.13 Billion 6.15% of portfolio
317,405
Q1 2025 Added 2.49%
$0
$5.24 Billion 4.52% of portfolio
246,027
Q1 2025 Added 0.6%
$0
$5.03 Billion 4.33% of portfolio
116,028
Q1 2025 Reduced 0.6%
$0
$3.63 Billion 3.13% of portfolio
131,576
Q1 2025 Reduced 1.54%
$0
$3.09 Billion 2.66% of portfolio
64,556
Q1 2025 Added 0.38%
$0
$3.03 Billion 2.61% of portfolio
56,726
Q1 2025 Added 0.26%
$0
$2.56 Billion 2.21% of portfolio
103,965
Q1 2025 Added 2.18%
$0
$1.66 Billion 1.43% of portfolio
95,830
Q1 2025 Added 2.65%
$0
$1.59 Billion 1.37% of portfolio
15,141
Q1 2025 Reduced 5.23%
$0
$244 Million 0.21% of portfolio
2,311
Q4 2024 New
$0
$200 Million 0.17% of portfolio
6,448
Q1 2025 Reduced 2.3%

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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