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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 $132,827,733 across 19 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-21. Its ten largest share positions make up 86.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002039300-25-000009

Period
2025-09-30
Reported value
$133M
Holdings
19
Top 10 weight
86.49%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLXRadded+13,209$526K
SPLBadded+13,856$320K
SCHIadded+12,098$279K
RWOadded+3,191$146K
MUBadded+1,302$139K

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
SCHCreduced-11,066-$504K
SCHXreduced-18,052-$475K
SCHAreduced-10,093-$282K
SCHFreduced-9,460-$220K
SCHEreduced-2,463-$82.2K

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, Q3 2025

Share positions as resolved from 13F-HR 0002039300-25-000009, largest first. % of portfolio is the value over $132,827,733, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 848,179 shares; 2025Q1: 815,975 shares; 2025Q2: 829,155 shares; 2025Q3: 811,103 shares 811,103$21.4M16.08%-18,052Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 697,698 shares; 2025Q1: 688,800 shares; 2025Q2: 747,217 shares; 2025Q3: 737,124 shares 737,124$20.6M15.48%-10,093Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 427,943 shares; 2025Q1: 422,899 shares; 2025Q2: 433,386 shares; 2025Q3: 432,570 shares 432,570$12.8M9.65%-816Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 544,544 shares; 2025Q1: 548,889 shares; 2025Q2: 532,724 shares; 2025Q3: 523,264 shares 523,264$12.2M9.17%-9,460Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 281,911 shares; 2025Q1: 285,488 shares; 2025Q2: 277,996 shares; 2025Q3: 266,930 shares 266,930$12.1M9.15%-11,066Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 212,874 shares; 2025Q1: 219,574 shares; 2025Q2: 218,783 shares; 2025Q3: 231,992 shares 231,992$9.23M6.95%+13,209Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 327,246 shares; 2025Q1: 326,399 shares; 2025Q2: 328,078 shares; 2025Q3: 340,176 shares 340,176$7.85M5.91%+12,098Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309,695 shares; 2025Q1: 317,405 shares; 2025Q2: 321,114 shares; 2025Q3: 334,970 shares 334,970$7.74M5.83%+13,856Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116,729 shares; 2025Q1: 116,028 shares; 2025Q2: 117,574 shares; 2025Q3: 120,765 shares 120,765$5.53M4.16%+3,191Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 244,549 shares; 2025Q1: 246,027 shares; 2025Q2: 248,468 shares; 2025Q3: 252,648 shares 252,648$5.45M4.1%+4,180Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,635 shares; 2025Q1: 131,576 shares; 2025Q2: 132,764 shares; 2025Q3: 130,301 shares 130,301$4.35M3.27%-2,463Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,578 shares; 2025Q1: 56,726 shares; 2025Q2: 57,937 shares; 2025Q3: 58,988 shares 58,988$3.49M2.63%+1,051Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,310 shares; 2025Q1: 64,556 shares; 2025Q2: 64,356 shares; 2025Q3: 64,630 shares 64,630$3.17M2.39%+274Timeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,742 shares; 2025Q1: 103,965 shares; 2025Q2: 104,319 shares; 2025Q3: 108,011 shares 108,011$2.69M2.03%+3,692Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,977 shares; 2025Q1: 15,141 shares; 2025Q2: 15,128 shares; 2025Q3: 16,430 shares 16,430$1.75M1.32%+1,302Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,352 shares; 2025Q1: 95,830 shares; 2025Q2: 92,746 shares; 2025Q3: 99,341 shares 99,341$1.74M1.31%+6,595Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: 527 shares; 2025Q2: 463 shares; 2025Q3: 424 shares 424$284K0.21%-39Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,259 shares; 2025Q3: 2,277 shares 2,277$243K0.18%+18Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,600 shares; 2025Q1: 6,448 shares; 2025Q2: 6,801 shares; 2025Q3: 6,719 shares 6,719$224K0.17%-82Timeline

How Q3 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 0002039300-25-000009 base2025-10-21acceptance time not in the bulk data set