WC
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White & Co Financial Planning Inc13F | |
| White & Co Financial Planning Inc | |
| Last update 2025-05-07 | 19 Stocks (0 new) |
| Value $116.00 Mil | Turnover 1 % |
White & Co Financial Planning ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 815,975 | 17,918.8 | -3.80% | 15.440 | -0.63% | 0.040 | +17.13% | +7.49% | 56,642.8 | ||
SCHA | Schwab U.S. Small-Cap ETF | 688,800 | 16,173.0 | -1.28% | 13.940 | -0.20% | 0.100 | +17.92% | +1.41% | 17,815.2 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 422,899 | 11,067.3 | -1.18% | 9.540 | -0.12% | 0.100 | +15.53% | +4.29% | 11,827.1 | ||
SCHF | Schwab International Equity ETF | 548,889 | 10,955.8 | +0.80% | 9.440 | +0.07% | 0.020 | +14.61% | +20.68% | 49,128.7 | ||
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 285,488 | 10,323.2 | +1.27% | 8.890 | +0.11% | 0.260 | +21.11% | +24.95% | 4,613.8 | ||
FLXR | TCW ETF TRUST | 219,574 | 8,594.1 | +3.15% | 7.410 | +0.23% | - | +1.85% | +4.71% | 17,108.5 | ||
SCHI | Schwab 5-10 Year Corporate Bond ETF | 326,399 | 7,317.9 | -0.26% | 6.310 | -0.02% | 0.090 | +1.73% | +5.16% | 8,921.3 | ||
SPLB |
SPDR Portfolio Long Term Corporate Bond ETF
SPDR Portfolio Long Term Corporate Bond ETF
| 317,405 | 7,132.1 | +2.49% | 6.150 | +0.15% | 0.600 | +0.69% | +3.71% | 1,177.4 | ||
SCHH | Schwab U.S. REIT ETF | 246,027 | 5,240.4 | +0.60% | 4.520 | +0.03% | 0.070 | +2.66% | +2.60% | 8,026.5 | ||
RWO |
SPDR Dow Jones Global Real Estate ETF
SPDR Dow Jones Global Real Estate ETF
| 116,028 | 5,029.8 | -0.60% | 4.330 | -0.03% | 0.460 | +5.50% | +5.64% | 1,107.0 |
White & Co Financial Planning Inc's Historical Top Holdings Breakdowns
White & Co Financial Planning Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -0.63% | 21.75 ($23.28) 24.28 | $24.77 | 6.40% | Reduce -3.8% | 815,975 | -32,204 | |
FLXR | TCW ETF TRUST | 2025-03-31 | Add Add | +0.23% | 38.48 ($38.91) 39.26 | $39.34 | 1.11% | Add 3.15% | 219,574 | 6,700 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.20% | 23.16 ($25.49) 27.04 | $26.08 | 2.31% | Reduce -1.28% | 688,800 | -8,898 | |
SPLB |
SPDR Portfolio Long Term Corporate Bond ETF
SPDR Portfolio Long Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.15% | 21.73 ($22.45) 23.02 | $22.45 | 0% | Add 2.49% | 317,405 | 7,710 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.12% | 25.58 ($27.85) 29.24 | $28.71 | 3.09% | Reduce -1.18% | 422,899 | -5,044 | |
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 2025-03-31 | Add Add | +0.11% | 33.57 ($35.71) 37.22 | $42.80 | 19.85% | Add 1.27% | 285,488 | 3,577 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Reduce Reduce | -0.08% | 104.71 ($106.35) 107.68 | $104.27 | -1.96% | Reduce -5.23% | 15,141 | -836 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Add Add | +0.07% | 18.36 ($19.62) 20.51 | $22.18 | 13.05% | Add 0.8% | 548,889 | 4,345 | |
SCHE | Schwab Emerging Markets Equity ETF | 2025-03-31 | Reduce Reduce | -0.05% | 25.81 ($27.37) 28.52 | $30.47 | 11.33% | Reduce -1.54% | 131,576 | -2,059 | |
SCHJ | Schwab 1-5 Year Corporate Bond ETF | 2025-03-31 | Add Add | +0.05% | 24.28 ($24.49) 24.65 | $24.69 | 0.82% | Add 2.18% | 103,965 | 2,223 |
White & Co Financial Planning Inc Total Holding History ($B)
White & Co Financial Planning Inc's Asset Allocation
White & Co Financial Planning Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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White & Co Financial Planning Inc's Hypothetical Growth since 2025-03-31
White & Co Financial Planning Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
White & Co Financial Planning Inc's Holdings Heat Map
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White & Co Financial Planning Inc's Holdings Bubble Chart
White & Co Financial Planning Inc News
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