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Thomas White

White & Co Financial Planning Inc

Assets Managed
$142.228M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
6.34%(2Q avg: 3.52%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in White & Co Financial Planning Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of White & Co Financial Planning Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.228M in assets, with a quarterly growth rate of 6.34% and a 2-quarter average growth rate of 3.52%. The portfolio is managed by Thomas White, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -1.13%
14.9%
$21.183M
728,443 shares@ $29.09 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.29%
14.58%
$20.727M
808,391 shares@ $25.65 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 1.04%
9.51%
$13.524M
436,832 shares@ $30.96 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -2.36%
8.89%
$12.639M
510,668 shares@ $24.76 avg price
SCHC
Schwab Intl Small-cap Equity
Recent Activity
Decreased -1.63%
8.63%
$12.269M
262,492 shares@ $46.74 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 12.16%
7.17%
$10.193M
259,554 shares@ $39.28 avg price
SCHI
Schwab 5-10 Year Corporate B
Recent Activity
Increased 11.25%
6.03%
$8.569M
377,803 shares@ $22.69 avg price
SPLB
Spdr Port Lng Trm Corp Bnd
Recent Activity
Increased 11.06%
5.81%
$8.252M
371,370 shares@ $22.22 avg price
SCHH
Schwab Us Reit Etf
Recent Activity
Increased 10.6%
4.22%
$6.001M
279,230 shares@ $21.5 avg price
RWO
Spdr Dj Global Real Estate E
Recent Activity
Increased 6.44%
4.14%
$5.879M
128,441 shares@ $45.77 avg price

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