SEC Form 13F

White & Co Financial Planning Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$161,423,505
Positions20

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$25,550,715707,188
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$24,005,565815,684
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$16,211,451439,692
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$14,211,899513,065
SCHWAB STRATEGIC TRSCHCINTL SCEQT ETF$12,773,881265,459
TCW ETF TRUSTFLXRFLEXIBLE INCOME$11,799,123300,921
SCHWAB STRATEGIC TRSCHI5 10YR CORP BD$9,675,936427,382
SPDR SER TRSPLBPORTFOLIO LN COR$9,452,226421,974
SCHWAB STRATEGIC TRSCHHUS REIT ETF$6,661,507281,314
SPDR INDEX SHS FDSRWODJ GLB RL ES ETF$6,520,124131,163

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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