Institutional Fund
White & Co Financial Planning Inc
Sunnyside, WACIK 20393005 filings on record
Portfolio Value
$142.23M
Q1 2026
Holdings
20
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+6.3%
from $133.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr14.9%
- Schwab Strategic Tr14.6%
- Schwab Strategic Tr9.5%
- Schwab Strategic Tr8.9%
- Schwab Strategic Tr8.6%
- Tcw ETF Trust7.2%
- Other36.3%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 728.4K | $21.18M | 14.9% | −8.4K | Reduced |
| 2 | Schwab Strategic Tr | 808.4K | $20.73M | 14.6% | −2.4K | Reduced |
| 3 | Schwab Strategic Tr | 436.8K | $13.52M | 9.5% | +4.5K | Added |
| 4 | Schwab Strategic Tr | 510.7K | $12.64M | 8.9% | −12.4K | Reduced |
| 5 | Schwab Strategic Tr | 262.5K | $12.27M | 8.6% | −4.3K | Reduced |
| 6 | Tcw ETF Trust | 259.6K | $10.19M | 7.2% | +28.1K | Added |
| 7 | Schwab Strategic Tr | 377.8K | $8.57M | 6.0% | +38.2K | Added |
| 8 | Spdr Series Trust | 371.4K | $8.25M | 5.8% | +37.0K | Added |
| 9 | Schwab Strategic Tr | 279.2K | $6.00M | 4.2% | +26.8K | Added |
| 10 | Spdr Index Shs Fds | 128.4K | $5.88M | 4.1% | +7.8K | Added |
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