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 | $290K | 0.2%Prev: 0.2% | 424 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $1.8M | 1.3%Prev: 1.3% | 16,430 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $243K | 0.2%Prev: 0.2% | 2,277 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $3.1M | 2.3%Prev: 2.4% | 64,536 SH | Decreased-94 SH |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | $2.7M | 2.0%Prev: 2.0% | 107,724 SH | Decreased-287 SH |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $7.8M | 5.8%Prev: 5.9% | 339,620 SH | Decreased-556 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4.3M | 3.2%Prev: 3.3% | 130,252 SH | Decreased-49 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $12.6M | 9.4%Prev: 9.2% | 523,022 SH | Increased-242 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $12.1M | 9.1%Prev: 9.1% | 266,842 SH | Increased-88 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $21.8M | 16.3%Prev: 16.1% | 810,769 SH | Increased-334 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $13.0M | 9.7%Prev: 9.7% | 432,356 SH | Increased-214 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $5.3M | 3.9%Prev: 4.1% | 252,471 SH | Decreased-177 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $21.0M | 15.7%Prev: 15.5% | 736,798 SH | Increased-326 SH |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | $5.4M | 4.1%Prev: 4.2% | 120,678 SH | Decreased-87 SH |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | $3.7M | 2.7%Prev: 2.6% | 58,966 SH | Increased-22 SH |
| SPDR SER TR | PORTFOLIO LN COR | $7.6M | 5.6%Prev: 5.8% | 334,403 SH | Decreased-567 SH |
| TCW ETF TRUST | FLEXIBLE INCOME | $9.2M | 6.9%Prev: 7.0% | 231,422 SH | Decreased-570 SH |
| VANECK ETF TRUST | LONG MUNI ETF | $1.7M | 1.3%Prev: 1.3% | 99,341 SH | Increased |
| WISDOMTREE TR | PUTWRITE STRAT | $221K | 0.2%Prev: 0.2% | 6,690 SH | Decreased-29 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 |