White & Co Financial Planning Inc

13F Filings History

Latest 13F report: Q2 2025 - Jul 22, 2025
Value $: $125M
Signature - Title: Thomas White - President
Location: Sunnyside, WA
Summary: This page shows a list of all the recent 13F filings made by White & Co Financial Planning Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. White & Co Financial Planning Inc reported 19 stock holdings with total value $125M as of Q2 2025. Top holdings included SCHX, SCHA, SCHM, SCHC, and SCHF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	19	$125M	+$2.45M	-$812K	+$1.64M	SCHX, SCHA, SCHM, SCHC, SCHF	13F-HR	7/21/2025, 06:38 PM
Q1 2025	19	$116M	+$800K	-$1.3M	-$502K	SCHX, SCHA, SCHM, SCHF, SCHC	13F-HR	5/6/2025, 08:08 PM
Q4 2024	19	$118M	$0	$0		SCHX, SCHA, SCHM, SCHF, SCHC	Restatement	2/5/2025, 06:38 PM