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White & Co Financial Planning Inc

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13F filer, CIK 2039300, SUNNYSIDE, WA

White & Co Financial Planning Inc reported $125,047,578 across 19 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 86.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002039300-25-000006

Period
2025-06-30
Reported value
$125M
Holdings
19
Top 10 weight
86.62%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHAadded+58,417$1.48M
SCHXadded+13,180$321K
SCHMadded+10,487$293K
SPLBadded+3,709$82.9K
RWOadded+1,546$68.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHFreduced-16,165-$356K
SCHCreduced-7,492-$317K
MLNreduced-3,084-$51.9K
IVVreduced-64-$39.5K
FLXRreduced-791-$31.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002039300-25-000006, largest first. % of portfolio is the value over $125,047,578, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 848,179 shares; 2025Q1: 815,975 shares; 2025Q2: 829,155 shares 829,155$20.2M16.13%+13,180Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 697,698 shares; 2025Q1: 688,800 shares; 2025Q2: 747,217 shares 747,217$18.9M15.1%+58,417Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 427,943 shares; 2025Q1: 422,899 shares; 2025Q2: 433,386 shares 433,386$12.1M9.69%+10,487Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 281,911 shares; 2025Q1: 285,488 shares; 2025Q2: 277,996 shares 277,996$11.7M9.39%-7,492Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 544,544 shares; 2025Q1: 548,889 shares; 2025Q2: 532,724 shares 532,724$11.7M9.39%-16,165Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 212,874 shares; 2025Q1: 219,574 shares; 2025Q2: 218,783 shares 218,783$8.64M6.91%-791Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 327,246 shares; 2025Q1: 326,399 shares; 2025Q2: 328,078 shares 328,078$7.44M5.95%+1,679Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309,695 shares; 2025Q1: 317,405 shares; 2025Q2: 321,114 shares 321,114$7.18M5.74%+3,709Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 244,549 shares; 2025Q1: 246,027 shares; 2025Q2: 248,468 shares 248,468$5.22M4.17%+2,441Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116,729 shares; 2025Q1: 116,028 shares; 2025Q2: 117,574 shares 117,574$5.18M4.14%+1,546Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,635 shares; 2025Q1: 131,576 shares; 2025Q2: 132,764 shares 132,764$4M3.2%+1,188Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,578 shares; 2025Q1: 56,726 shares; 2025Q2: 57,937 shares 57,937$3.14M2.51%+1,211Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,310 shares; 2025Q1: 64,556 shares; 2025Q2: 64,356 shares 64,356$3.13M2.5%-200Timeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,742 shares; 2025Q1: 103,965 shares; 2025Q2: 104,319 shares 104,319$2.59M2.07%+354Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,977 shares; 2025Q1: 15,141 shares; 2025Q2: 15,128 shares 15,128$1.58M1.26%-13Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,352 shares; 2025Q1: 95,830 shares; 2025Q2: 92,746 shares 92,746$1.56M1.25%-3,084Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: 527 shares; 2025Q2: 463 shares 463$286K0.23%-64Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,259 shares 2,259$240K0.19%-52Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,600 shares; 2025Q1: 6,448 shares; 2025Q2: 6,801 shares 6,801$218K0.17%+353Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002039300-25-000006 base2025-07-22acceptance time not in the bulk data set