White & Co Financial Planning Inc has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026.
The filing lists the firm's contact information, identifying Thomas White as the President and the principal contact at the firm's Sunnyside, Washington address. The report was signed on October 15, 2026.
The portfolio consists of 21 individual securities. The largest holding disclosed is the Schwab Strategic Tr US Large Cap ETF, which the firm holds 796,255 shares. This is followed by the Schwab Strategic Tr US Small Cap ETF with 693,487 shares and the Schwab Strategic Tr US Mid-Cap ETF with 434,539 shares.
The filing also includes exposure to international equities, including the Schwab Strategic Tr International Equity ETF and the Schwab Strategic Tr International Sector Equity ETF, with holdings of 502,737 and 267,152 shares, respectively. The portfolio also includes significant positions in fixed income and bond ETFs, such as the TCW ETF Trust Flexible Income (335,656 shares) and the Schwab Strategic Tr 5 10Y Corp Bd ETF (468,681 shares).
Other notable positions include the SPDR S&P 500 ETF Trust (477,474 shares) and the Schwab Strategic Tr US REIT ETF (280,104 shares). The filing lists the remaining positions, including the SPDR Bloomberg Global Natural Resources ETF (58,915 shares), the Schwab Strategic Tr Emerging Markets Equity ETF (132,120 shares), and various bond and municipal ETFs.
