2026 Q1 Portfolio Activity
In 2026 Q1, White & Co Financial Planning Inc maintained a portfolio of 20 distinct positions. The most significant new addition was PIMCO ETF TR, now representing 2.38% of the total fund value. They heavily accumulated shares in TCW ETF TRUST, increasing the position by 12.2%.
Position History
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Total Positions
20
Quarter
2026 Q1
Top Holding
SCHA (14.9%)
Top 10 Concentration
83.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-20 of 20
White & Co Financial Planning Inc Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHA
SCHWAB STRATEGI...
|
ETF | 14.89% | 15.69% |
#1
1
Prev: #2
|
6.5 |
—
|
-8,355 | -1.1% |
P
S
|
728,443 | $21,183,136 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 14.57% | 16.31% |
#2
1
Prev: #1
|
6.0 |
—
|
-2,378 | -0.3% |
P
S
|
808,391 | $20,727,157 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 9.51% | 9.72% |
#3
Prev: #3
|
5.3 |
—
|
4,476 | 1.0% |
P
S
|
436,832 | $13,524,305 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 8.89% | 9.40% |
#4
Prev: #4
|
4.6 |
—
|
-12,354 | -2.4% |
P
S
|
510,668 | $12,639,040 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 8.63% | 9.08% |
#5
Prev: #5
|
4.5 |
—
|
-4,350 | -1.6% |
P
S
|
262,492 | $12,268,873 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
FLXR
TCW ETF TRUST
|
ETF | 7.17% | 6.85% |
#6
Prev: #6
|
4.9 |
—
|
28,132 | 12.2% |
P
S
|
259,554 | $10,192,699 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHI
SCHWAB STRATEGI...
|
ETF | 6.02% | 5.83% |
#7
Prev: #7
|
4.4 |
—
|
38,183 | 11.2% |
P
S
|
377,803 | $8,568,579 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPLB
SPDR SER TR
|
ETF | 5.80% | 5.65% |
#8
Prev: #8
|
4.3 |
—
|
36,967 | 11.1% |
P
S
|
371,370 | $8,251,837 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 4.22% | 3.94% |
#9
1
Prev: #10
|
3.7 |
—
|
26,759 | 10.6% |
P
S
|
279,230 | $6,000,659 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
RWO
SPDR INDEX SHS ...
|
ETF | 4.13% | 4.06% |
#10
1
Prev: #9
|
3.7 |
—
|
7,763 | 6.4% |
P
S
|
128,441 | $5,878,744 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GNR
SPDR INDEX SHS ...
|
ETF | 3.09% | 2.74% |
#11
1
Prev: #12
|
1.7 |
—
|
-63 | -0.1% |
P
S
|
58,903 | $4,398,287 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 3.07% | 3.19% |
#12
1
Prev: #11
|
1.7 |
—
|
2,363 | 1.8% |
P
S
|
132,615 | $4,369,661 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 2.39% | 2.35% |
#13
Prev: #13
|
3.0 |
—
|
6,561 | 10.2% |
P
S
|
71,097 | $3,399,847 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 2.38% | — |
#14
Prev: #—
|
4.5 |
—
|
129,060 | — |
NEW
|
129,060 | $3,381,372 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHJ
SCHWAB STRATEGI...
|
ETF | 2.10% | 2.01% |
#15
1
Prev: #14
|
2.8 |
—
|
12,794 | 11.9% |
P
S
|
120,518 | $2,979,802 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MUB
ISHARES TR
|
ETF | 1.33% | 1.32% |
#16
1
Prev: #15
|
2.5 |
—
|
1,363 | 8.3% |
P
S
|
17,793 | $1,888,727 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MLN
VANECK ETF TRUS...
|
ETF | 1.32% | 1.30% |
#17
1
Prev: #16
|
2.5 |
—
|
8,413 | 8.5% |
P
S
|
107,754 | $1,879,230 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SUB
ISHARES TR
|
ETF | 0.18% | 0.18% |
#18
Prev: #18
|
0.6 |
—
|
107 | 4.7% |
P
S
|
2,384 | $253,896 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IVV
ISHARES TR
|
ETF | 0.17% | 0.22% |
#19
2
Prev: #17
|
0.6 |
—
|
-54 | -12.7% |
P
S
|
370 | $241,688 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
WTPI
WISDOMTREE TR
|
Unknown | 0.14% | 0.17% |
#20
1
Prev: #19
|
0.6 |
—
|
-399 | -6.0% |
P
S
|
6,291 | $200,746 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-20 of 20 holdings