2026 Q2 Portfolio Activity
In 2026 Q2, White & Co Financial Planning Inc maintained a portfolio of 20 distinct positions. They heavily accumulated shares in TCW ETF TRUST, increasing the position by 15.9%.
Position History
hover any row below to update
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Total Positions
20
Quarter
2026 Q2
Top Holding
SCHA (15.8%)
Top 10 Concentration
84.8%
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 Q2
| 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 | 15.83% | 14.89% |
#1
Prev: #1
|
6.5 |
—
|
-21,255 | -2.9% |
P
S
|
707,188 | $25,550,715 |
$25.38
+34.9%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | ||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 14.87% | 14.57% |
#2
Prev: #2
|
6.0 |
—
|
7,293 | 0.9% |
P
S
|
815,684 | $24,005,565 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 10.04% | 9.51% |
#3
Prev: #3
|
5.5 |
—
|
2,860 | 0.7% |
P
S
|
439,692 | $16,211,451 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 8.80% | 8.89% |
#4
Prev: #4
|
4.5 |
—
|
2,397 | 0.5% |
P
S
|
513,065 | $14,211,899 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 7.91% | 8.63% |
#5
Prev: #5
|
4.2 |
—
|
2,967 | 1.1% |
P
S
|
265,459 | $12,773,881 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
FLXR
TCW ETF TRUST
|
ETF | 7.31% | 7.17% |
#6
Prev: #6
|
4.9 |
—
|
41,367 | 15.9% |
P
S
|
300,921 | $11,799,123 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHI
SCHWAB STRATEGI...
|
ETF | 5.99% | 6.02% |
#7
Prev: #7
|
4.4 |
—
|
49,579 | 13.1% |
P
S
|
427,382 | $9,675,936 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SPLB
SPDR SER TR
|
ETF | 5.86% | 5.80% |
#8
Prev: #8
|
4.3 |
—
|
50,604 | 13.6% |
P
S
|
421,974 | $9,452,226 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 4.13% | 4.22% |
#9
Prev: #9
|
2.2 |
—
|
2,084 | 0.7% |
P
S
|
281,314 | $6,661,507 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
RWO
SPDR INDEX SHS ...
|
ETF | 4.04% | 4.13% |
#10
Prev: #10
|
2.1 |
—
|
2,722 | 2.1% |
P
S
|
131,163 | $6,520,124 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 3.00% | 3.07% |
#11
1
Prev: #12
|
1.7 |
—
|
842 | 0.6% |
P
S
|
133,457 | $4,839,134 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
GNR
SPDR INDEX SHS ...
|
ETF | 2.47% | 3.09% |
#12
1
Prev: #11
|
1.5 |
—
|
213 | 0.4% |
P
S
|
59,116 | $3,979,097 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 2.33% | 2.39% |
#13
Prev: #13
|
2.9 |
—
|
6,804 | 9.6% |
P
S
|
77,901 | $3,766,534 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 2.29% | 2.38% |
#14
Prev: #14
|
2.9 |
—
|
10,506 | 8.1% |
P
S
|
139,566 | $3,701,290 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHJ
SCHWAB STRATEGI...
|
ETF | 2.16% | 2.10% |
#15
Prev: #15
|
2.9 |
—
|
20,775 | 17.2% |
P
S
|
141,293 | $3,484,284 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MLN
VANECK ETF TRUS...
|
ETF | 1.26% | 1.32% |
#16
1
Prev: #17
|
2.5 |
—
|
6,269 | 5.8% |
P
S
|
114,023 | $2,027,329 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MUB
ISHARES TR
|
ETF | 1.25% | 1.33% |
#17
1
Prev: #16
|
2.5 |
—
|
907 | 5.1% |
P
S
|
18,700 | $2,012,494 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IVV
ISHARES TR
|
ETF | 0.17% | 0.17% |
#18
1
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
370 | $277,089 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SUB
ISHARES TR
|
ETF | 0.16% | 0.18% |
#19
1
Prev: #18
|
0.6 |
—
|
22 | 0.9% |
P
S
|
2,406 | $256,167 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
WTPI
WISDOMTREE TR
|
Unknown | 0.13% | 0.14% |
#20
Prev: #20
|
2.1 |
—
|
347 | 5.5% |
P
S
|
6,638 | $217,660 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 |
Showing 1-20 of 20 holdings