13F-HR filed by White & Co Financial Planning Inc
White & Co Financial Planning Inc filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-07, with 19 holding rows worth $116,058,160.
- Accession
- 0002039300-25-000003
- Filer
- CIK 2039300
- Filed
- 2025-05-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 19 entries on the cover page, a total value of $116,058,160 stated on the cover page (in dollars after the unit check, H1), rows summing to $116,058,160 with VALUE read as dollars as filed, 13F file number 028-24600. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 815,975 | $17,918,805 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 688,800 | $16,173,031 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 422,899 | $11,067,264 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 548,889 | $10,955,817 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 285,488 | $10,323,228 | dollars as filed | |
| TCW ETF TRUST | 29287L700 | FLEXIBLE INCOME | 219,574 | $8,594,135 | dollars as filed | |
| Schwab 5-10 Year Corporate Bond ETF | 808524698 | SHS | 326,399 | $7,317,864 | dollars as filed | |
| SPDR Portfolio Long Term Corporate Bond ETF | 78464A367 | SHS | 317,405 | $7,132,086 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 246,027 | $5,240,374 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 116,028 | $5,029,815 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 131,576 | $3,632,822 | dollars as filed | |
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 64,556 | $3,092,869 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X541 | ST STR NAT ETF | 56,726 | $3,027,447 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524714 | 1 5YR CORP BD | 103,965 | $2,562,212 | dollars as filed | |
| Vaneck Long Muni ETF | 92189F536 | ETF | 95,830 | $1,659,776 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 15,141 | $1,592,682 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 527 | $294,129 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 2,311 | $243,787 | dollars as filed | |
| Wisdomtree Equity Premium Income Fund | 97717X560 | COM | 6,448 | $200,017 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002039300-25-000003 | this filing | 2025-05-07 | acceptance time not in the bulk data set |