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Home > Institutional Investor > White & Co Financial Planning Inc > Profile

Instuitional Investor - White & Co Financial Planning Inc

Fund Profile
Filing Period:
Fund Name: White & Co Financial Planning Inc
Portfolio Value $151,336,648
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 796,255 $20,415,980 13.49%
2.
Schwab Strategic Trust
 SCHD 693,487 $20,166,591 13.33%
3.
Schwab Strategic Trust
 SCHD 434,539 $13,453,343 8.89%
4.
Tcw Etf Trust
 335,656 $13,181,194 8.71%
5.
Schwab Strategic Trust
 SCHD 267,152 $12,486,686 8.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.