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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 $142,228,285 across 20 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 83.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002039300-26-000004

Period
2026-03-31
Reported value
$142M
Holdings
20
Top 10 weight
83.83%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PYLDnew+129,060$3.38M
FLXRadded+28,132$1.1M
SCHIadded+38,183$866K
SPLBadded+36,967$821K
SCHHadded+26,759$575K

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-12,354-$306K
SCHAreduced-8,355-$243K
SCHCreduced-4,350-$203K
SCHXreduced-2,378-$61K
IVVreduced-54-$35.3K

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, Q1 2026

Share positions as resolved from 13F-HR 0002039300-26-000004, largest first. % of portfolio is the value over $142,228,285, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 728,443 shares 728,443$21.2M14.89%-8,355Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 808,391 shares 808,391$20.7M14.57%-2,378Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 436,832 shares 436,832$13.5M9.51%+4,476Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 510,668 shares 510,668$12.6M8.89%-12,354Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 262,492 shares 262,492$12.3M8.63%-4,350Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 259,554 shares 259,554$10.2M7.17%+28,132Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 377,803 shares 377,803$8.57M6.02%+38,183Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 371,370 shares 371,370$8.25M5.8%+36,967Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 279,230 shares 279,230$6M4.22%+26,759Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 128,441 shares 128,441$5.88M4.13%+7,763Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 58,903 shares 58,903$4.4M3.09%-63Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 132,615 shares 132,615$4.37M3.07%+2,363Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 71,097 shares 71,097$3.4M2.39%+6,561Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,060 shares 129,060$3.38M2.38%newTimeline
SCHJSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 120,518 shares 120,518$2.98M2.1%+12,794Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,793 shares 17,793$1.89M1.33%+1,363Timeline
MLNVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 107,754 shares 107,754$1.88M1.32%+8,413Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,384 shares 2,384$254K0.18%+107Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: 527 shares; 2025Q2: 463 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 370 shares 370$242K0.17%-54Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,291 shares 6,291$201K0.14%-399Timeline

How Q1 2026 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 0002039300-26-000004 base2026-05-06acceptance time not in the bulk data set