Skip to content
Disclosery

White & Co Financial Planning Inc

Follow

13F filer, CIK 2039300, SUNNYSIDE, WA

White & Co Financial Planning Inc reported $133,759,477 across 19 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-20. Its ten largest share positions make up 86.53% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002039300-26-000002

Period
2025-12-31
Reported value
$134M
Holdings
19
Top 10 weight
86.53%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FLXRreduced-570-$22.6K
SPLBreduced-567-$12.8K
SCHIreduced-556-$12.8K
SCHAreduced-326-$9.28K
SCHXreduced-334-$8.99K

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, Q4 2025

Share positions as resolved from 13F-HR 0002039300-26-000002, largest first. % of portfolio is the value over $133,759,477, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 848,179 shares; 2025Q1: 815,975 shares; 2025Q2: 829,155 shares; 2025Q3: 811,103 shares; 2025Q4: 810,769 shares 810,769$21.8M16.31%-334Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 697,698 shares; 2025Q1: 688,800 shares; 2025Q2: 747,217 shares; 2025Q3: 737,124 shares; 2025Q4: 736,798 shares 736,798$21M15.69%-326Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 427,943 shares; 2025Q1: 422,899 shares; 2025Q2: 433,386 shares; 2025Q3: 432,570 shares; 2025Q4: 432,356 shares 432,356$13M9.72%-214Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 544,544 shares; 2025Q1: 548,889 shares; 2025Q2: 532,724 shares; 2025Q3: 523,264 shares; 2025Q4: 523,022 shares 523,022$12.6M9.4%-242Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 281,911 shares; 2025Q1: 285,488 shares; 2025Q2: 277,996 shares; 2025Q3: 266,930 shares; 2025Q4: 266,842 shares 266,842$12.1M9.08%-88Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 212,874 shares; 2025Q1: 219,574 shares; 2025Q2: 218,783 shares; 2025Q3: 231,992 shares; 2025Q4: 231,422 shares 231,422$9.16M6.85%-570Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 327,246 shares; 2025Q1: 326,399 shares; 2025Q2: 328,078 shares; 2025Q3: 340,176 shares; 2025Q4: 339,620 shares 339,620$7.8M5.83%-556Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309,695 shares; 2025Q1: 317,405 shares; 2025Q2: 321,114 shares; 2025Q3: 334,970 shares; 2025Q4: 334,403 shares 334,403$7.55M5.65%-567Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 116,729 shares; 2025Q1: 116,028 shares; 2025Q2: 117,574 shares; 2025Q3: 120,765 shares; 2025Q4: 120,678 shares 120,678$5.43M4.06%-87Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 244,549 shares; 2025Q1: 246,027 shares; 2025Q2: 248,468 shares; 2025Q3: 252,648 shares; 2025Q4: 252,471 shares 252,471$5.27M3.94%-177Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,635 shares; 2025Q1: 131,576 shares; 2025Q2: 132,764 shares; 2025Q3: 130,301 shares; 2025Q4: 130,252 shares 130,252$4.27M3.19%-49Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,578 shares; 2025Q1: 56,726 shares; 2025Q2: 57,937 shares; 2025Q3: 58,988 shares; 2025Q4: 58,966 shares 58,966$3.66M2.74%-22Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,310 shares; 2025Q1: 64,556 shares; 2025Q2: 64,356 shares; 2025Q3: 64,630 shares; 2025Q4: 64,536 shares 64,536$3.14M2.35%-94Timeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,742 shares; 2025Q1: 103,965 shares; 2025Q2: 104,319 shares; 2025Q3: 108,011 shares; 2025Q4: 107,724 shares 107,724$2.68M2.01%-287Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,977 shares; 2025Q1: 15,141 shares; 2025Q2: 15,128 shares; 2025Q3: 16,430 shares; 2025Q4: 16,430 shares 16,430$1.76M1.32%0Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,352 shares; 2025Q1: 95,830 shares; 2025Q2: 92,746 shares; 2025Q3: 99,341 shares; 2025Q4: 99,341 shares 99,341$1.74M1.3%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: 527 shares; 2025Q2: 463 shares; 2025Q3: 424 shares; 2025Q4: 424 shares 424$290K0.22%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,259 shares; 2025Q3: 2,277 shares; 2025Q4: 2,277 shares 2,277$243K0.18%0Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,600 shares; 2025Q1: 6,448 shares; 2025Q2: 6,801 shares; 2025Q3: 6,719 shares; 2025Q4: 6,690 shares 6,690$221K0.17%-29Timeline

How Q4 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 0002039300-26-000002 base2026-01-20acceptance time not in the bulk data set