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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 $117,905,730
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 848,179 $19,660,789 16.67%
2.
Schwab Strategic Trust
 FNDF 697,698 $18,042,476 15.3%
3.
Schwab Strategic Trust
 FNDF 427,943 $11,858,314 10.05%
4.
Schwab Strategic Trust
 FNDF 544,544 $10,074,057 8.54%
5.
Schwab Strategic Trust
 FNDF 281,911 $9,677,988 8.2%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)