Loading…
CIK 0002039300 • 7 13F filings • May 7, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("white-co-financial-planning-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | $284K | 0.2%Prev: 0.2% | 424 SH | Increased+54 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.7M | 1.3%Prev: 1.2% | 16,430 SH | Decreased-2,270 SH |
| ISHARES TR | SHRT NAT MUN ETF | $243K | 0.2%Prev: 0.2% | 2,277 SH | Decreased-129 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $3.2M | 2.4%Prev: 2.3% | 64,630 SH | Decreased-13,271 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $2.7M | 2.0%Prev: 2.2% | 108,011 SH | Decreased-33,282 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $7.9M | 5.9%Prev: 6.0% | 340,176 SH | Decreased-87,206 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4.3M | 3.3%Prev: 3.0% | 130,301 SH | Decreased-3,156 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $12.2M | 9.2%Prev: 8.8% | 523,264 SH | Decreased+10,199 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $12.1M | 9.1%Prev: 7.9% | 266,930 SH | Decreased+1,471 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $21.4M | 16.1%Prev: 14.9% | 811,103 SH | Decreased-4,581 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $12.8M | 9.7%Prev: 10.0% | 432,570 SH | Decreased-7,122 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $5.4M | 4.1%Prev: 4.1% | 252,648 SH | Decreased-28,666 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $20.6M | 15.5%Prev: 15.8% | 737,124 SH | Decreased+29,936 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $5.5M | 4.2%Prev: 4.0% | 120,765 SH | Decreased-10,398 SH |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $3.5M | 2.6%Prev: 2.5% | 58,988 SH | Decreased-128 SH |
| SPDR SER TR | PORTFOLIO LN COR | $7.7M | 5.8%Prev: 5.9% | 334,970 SH | Decreased-87,004 SH |
| TCW ETF TRUST | FLEXIBLE INCOME | $9.2M | 7.0%Prev: 7.3% | 231,992 SH | Decreased-68,929 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $1.7M | 1.3%Prev: 1.3% | 99,341 SH | Decreased-14,682 SH |
| WISDOMTREE TR | PUTWRITE STRAT | $224K | 0.2%Prev: 0.1% | 6,719 SH | Increased+81 SH |
| 13F-HR |
| 0002039300-25-000009 |
| $132.8M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0002039300-26-000006 | $161.4M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0002039300-25-000006 | $125.0M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0002039300-26-000004 | $142.2M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0002039300-25-000003 | $116.1M | View |