White & CO Financial Planning Inc Portfolio Holdings

White & CO Financial Planning Inc

  • $118 Billion
  • Q4 2024

White & CO Financial Planning Inc has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 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 $19.7B, Schwab Strategic Tr Us Small C with a value of $18B, Schwab Strategic U.S. Mid Cap with a value of $11.9B, Schwab Strategic Tr Intl Eqty with a value of $10.1B, and Schwab Strategic Tr Intl Small with a value of $9.68B.

Examining the 13F form we can see an increase of $118B in the current position value.

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 $118 Billion
ETFs: $110 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.7 Billion 16.68% of portfolio
848,179
Q4 2024 New
$0
$18 Billion 15.3% of portfolio
697,698
Q4 2024 New
$0
$11.9 Billion 10.06% of portfolio
427,943
Q4 2024 New
$0
$10.1 Billion 8.54% of portfolio
544,544
Q4 2024 New
$0
$9.68 Billion 8.21% of portfolio
281,911
Q4 2024 New
Tcw ETF Trust
-
$8.23 Billion 6.98% of portfolio
-
Q4 2024 New
$0
$7.22 Billion 6.13% of portfolio
327,246
Q4 2024 New
$0
$6.88 Billion 5.84% of portfolio
309,695
Q4 2024 New
$0
$5.15 Billion 4.37% of portfolio
244,549
Q4 2024 New
$0
$5.01 Billion 4.25% of portfolio
116,729
Q4 2024 New
$0
$3.56 Billion 3.02% of portfolio
133,635
Q4 2024 New
$0
$3.04 Billion 2.58% of portfolio
64,310
Q4 2024 New
$0
$2.82 Billion 2.39% of portfolio
56,578
Q4 2024 New
$0
$2.48 Billion 2.1% of portfolio
101,742
Q4 2024 New
$0
$1.7 Billion 1.44% of portfolio
15,977
Q4 2024 New
$0
$1.67 Billion 1.42% of portfolio
93,352
Q4 2024 New
$0
$244 Million 0.21% of portfolio
2,311
Q4 2024 New
$0
$218 Million 0.18% of portfolio
6,600
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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